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
Welcome to ETMarkets Smart Talk. In this insightful session, we sit down with Sachin Relekar, Senior Equity Fund Manager at Axis Mutual Fund, who shares his expert views on the key themes driving India’s equity markets. Sachin highlights consumption and defense as pivotal sectors offering promising opportunities for long-term wealth creation. Amid global uncertainties and … Read more
A recent report by Edelweiss Mutual Fund has projected that equities are likely to outperform gold over the next three years. The report highlights that while gold has traditionally been seen as a safe-haven asset during periods of economic uncertainty, equities are expected to thrive amidst the backdrop of economic growth. Such conditions make equities … Read more
“I don’t see any likelihood of the government getting over-populist at the cost of compromising its fiscal discipline,” says Amar Ambani, Executive Director, YES Securities. In an interview with ETMarkets, Ambani said: “I would look to buoyant sectors like realty, banking, select consumer discretionaries, telecom, and aviation for better opportunities,” Edited excerpts: Unlock Leadership Excellence … Read more