ETMarkets Smart Talk: Focus on bottom-up stock picking – financials, defence, pharma, and specialty chemicals look attractive, says Paras Bothra

ETMarkets Smart Talk: Focus on bottom-up stock picking – financials, defence, pharma, and specialty chemicals look attractive, says Paras Bothra

Welcome to ETMarkets Smart Talk, where we bring you insights straight from the minds of India’s top market experts. In this episode, we’re joined by Paras Bothra, CIO – AIF at Ashika Investment Manager Pvt Ltd, who shares his perspective on the market’s current landscape and what lies ahead in the second half of 2025. … Read more

GST mopup rises 9.1 per cent in February on strong local play

GST mopup rises 9.1 per cent in February on strong local play

New Delhi: India’s gross goods and services tax (GST) collections rose 9.1% on-year to ₹1.83 lakh crore in February, reflecting a rebound in the economy. The growth was primarily driven by domestic transactions, which rose at faster pace of 10.2% to ₹1.41 lakh crore, official data released on Saturday showed. Experts said GST collections could … Read more

I do not see any K-shaped growth; as we have grown, we have lifted all the boats: Arvind Panagariya

I do not see any K-shaped growth; as we have grown, we have lifted all the boats: Arvind Panagariya

Arvind Panagariya, Chairman, 16th Finance Commission, in conversation with ET Now at the Times Network India Economic Conclave. Panagariya says when it is said that inequality has gone up and billionaires are becoming richer and the poor are getting poorer, that gets a lot of attention, but that is really not true. Billionaires have come … Read more

Is it a temporary cyclical slowdown or is something serious ailing Indian economy? Neelkanth Mishra answers

Is it a temporary cyclical slowdown or is something serious ailing Indian economy? Neelkanth Mishra answers

Neelkanth Mishra, Chief Economist, Axis Bank & Head of Global Research and Whole Time Director, Axis Capital, says the worst of the growth should be behind us in the sense that the Indian economy may be going through a cyclical bottom. The 7% odd growth is what the economy can deliver. The labour input, capital … Read more

Why is India’s GDP growth so high but bank credit & consumption are slack? Asks Swaminathan Aiyar

Why is India’s GDP growth so high but bank credit & consumption are slack? Asks Swaminathan Aiyar

Swaminathan Aiyar, Consulting Editor, ET Now, says strong GDP growth is associated with a fast rise in credit. After all, growth has to be financed. Some would say it is a sign that the GDP data are being inflated. One way or the other, either we are going to have GDP data revised downwards or … Read more