india growth story

Fund Manager Talk | SAMCO MF’s Umesh Kumar Mehta explains why FII selling won’t derail India growth story

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Fund Manager Talk | SAMCO MF’s Umesh Kumar Mehta explains why FII selling won’t derail India growth story

Foreign Institutional Investors (FIIs) have been net sellers in Indian equities, sparking concerns about market momentum. But Umesh Kumar Mehta, CIO of SAMCO Mutual Fund, believes their exit is driven by global factors like currency and tactical opportunities, not India’s fundamentals, which remain strong with resilient growth and structural reforms. Edited excerpts from a chat: … Read more

Economic Survey 2024-25: PM Modi highlights India’s growth story in numbers

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Economic Survey 2024-25: PM Modi highlights India’s growth story in numbers

Prime Minister Narendra Modi today shared key insights from the Economic Survey. “India’s Growth Story in Numbers!,” Modi wrote in the thread, showing nine highlights. The PM cited the growth in the non-fossile fuel power generation which has jumped from 236.63 thousand GWh to 420.81 thousand GWh from 2013-14 to 2022-23. The economic survey, as … Read more

ETMarkets Smart Talk | Why India’s growth story remains intact despite global geopolitical concerns? Anil Rego explains

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ETMarkets Smart Talk | Why India’s growth story remains intact despite global geopolitical concerns? Anil Rego explains

“Investors should pay attention to relative valuations, interest rates, trends in NPAs, and other macro factors to see when the tide may be turning,” says Anil Rego, MD & CIO, Right Horizons PMS.In an interview with ETMarkets, Rego said: “Earnings have been strong, and while absolute valuations may be high, in relative terms, we are … Read more

Don’t miss it! Aswath Damodaran identifies 2 sectors that will shape India’s growth story – Aswath Damodaran, Professor – Stern School of Business, NYU

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Don’t miss it! Aswath Damodaran identifies 2 sectors that will shape India’s growth story – Aswath Damodaran, Professor – Stern School of Business, NYU

In a recent interview with ET Now, Aswath Damodaran, a professor at Stern School of Business, NYU, shared his views on emerging sectors and the potential of AI in India’s future.Known for his insights into market trends and valuations, Damodaran discussed the sectors he believes will shape India’s growth and how AI could transform the … Read more

Moderate returns likely for 2022, but long-term India growth story intact

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Moderate returns likely for 2022, but long-term India growth story intact

It’s been almost two years since the Covid-19 pandemic began to disrupt economies across the globe. After seeing an unprecedented lock-down and disruption to economic activity in 2020, governments and central banks around the world responded swiftly with massive fiscal and monetary stimulus to counter this shock. Post a significant second wave in India in … Read more