Growth

ETMarkets Smart Talk | Ajay Lakhotia’s asset strategy: 50% equities, 20% Gold, 10% REITs for 30-40 year olds

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ETMarkets Smart Talk | Ajay Lakhotia’s asset strategy: 50% equities, 20% Gold, 10% REITs for 30-40 year olds

As global markets navigate a fresh wave of volatility—triggered by shifting geopolitical tensions and macroeconomic uncertainty—Ajay Lakhotia, Founder & CEO of StockGro, urges investors in their 30s and 40s to stay calm and focused on long-term asset allocation. In an exclusive interview with ETMarkets, Lakhotia shares his ideal portfolio mix for this age group, highlighting … Read more

‘Right mutual funds can beat nifty by 3–4%’: Chirag Muni’s advice for smart investors

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‘Right mutual funds can beat nifty by 3–4%’: Chirag Muni’s advice for smart investors

‘We expect a 10–11% growth in the Nifty over the next year. If you choose the right mutual funds, fund managers could potentially generate 3–4% alpha above that, so a 13–14% return is quite realistic,’ says Chirag Muni, Executive Director, Anand Rathi Wealth Ltd. Excerpts: Q: How are global macro trends like US tariffs and … Read more

ETMarkets Smart Talk: From loss to gain: Amit Jain’s strategy for investors sitting on portfolio losses

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ETMarkets Smart Talk: From loss to gain: Amit Jain’s strategy for investors sitting on portfolio losses

“Looking at the current market conditions, we are still cautious on the Indian Stock Markets at least in the short-to medium term. If an investor has a net portfolio loss, then firstly it’s important to look at the current holdings,” says Amit Jain, Co- Founder of Ashika Global Family Office Services. In an interview with … Read more

Stalin says State has achieved growth in all economic indicators

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Stalin says State has achieved growth in all economic indicators

Chief Minister M.K. Stalin on Saturday said the State had achieved growth in all economic indicators. “Tamil Nadu is India’s second biggest economy. The State’s contribution to the national Gross Domestic Product, which was 5.4%, has increased to 9.21% in the last four years,” he said at a function organised by the DMK in Pallavaram … Read more

Banks’ loan growth drops for fifth month in November as tighter lending rules weigh

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Banks’ loan growth drops for fifth month in November as tighter lending rules weigh

Banks’ loan growth moderated for a fifth straight month in November, central bank data showed, as lenders continued to rein in unsecured and personal loans after the Reserve Bank of India’s crackdown on “exuberant” lending. Banks’ credit increased by 11.8% year-on-year last month, slower than the 16.5% rise in November 2023, excluding the impact of … Read more

Private Banks, Pharma, IT to thrive in 2025 amidst market volatility: Sumit Bhatnagar

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Private Banks, Pharma, IT to thrive in 2025 amidst market volatility: Sumit Bhatnagar

“If you see our largecap at index level has given around 15% returns on a five-year CAGR, while smallcap and midcaps have given almost double the returns,” says Sumit Bhatnagar, Fund Manager, LIC MF.Tell us your own assessment of how 2025 is likely to be. Do you think it is going to be much different … Read more

Fund Manager Talk | Weak earnings, external headwinds may prevent Sensex from giving double-digit returns in 2025: Rahul Singh

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Fund Manager Talk | Weak earnings, external headwinds may prevent Sensex from giving double-digit returns in 2025: Rahul Singh

While India’s long-term growth story remains promising, slower earnings recovery and external headwinds could prevent returns from reaching the double-digit growth seen in 2024, says Rahul Singh, CIO – Equities, Tata Mutual Fund.Edited excerpts from a chat on outlook for 2025 and where to invest in the new year:Sensex and Nifty are poised to end … Read more

Jubilant FoodWorks outpacing QSR sector as market share gains driving stock surge: Abneesh Roy

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Jubilant FoodWorks outpacing QSR sector as market share gains driving stock surge: Abneesh Roy

“Also, the marriage season is going to be better and that will help a lot of the discretionary demand in terms of gifting, in terms of paints, etc. So, we do see that volume growth for most companies in H2 should be better, plus pricing growth of 2% to 3% will gradually come back,” says … Read more

Financials and renewables are the next big bets, says Nilesh Shah

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Financials and renewables are the next big bets, says Nilesh Shah

“When we look at their growth and add it up, I believe consumer demand is still growing. Consumption patterns are shifting—some categories are mature, while others are emerging. This growth is fueled by aspirational India, and as investors, we need to identify those emerging categories and opportunities,” says Nilesh Shah, Envision Capital. ET Now: It … Read more