After a prolonged downturn, the Indian IT sector may be finding its floor, says Sidhanth Paul, Research Analyst – Capitalmind. Valuations have already priced in pessimism, but mid-tier players are carving niches in AI and automation. As revenues from these segments grow, the sector could be primed for a rerating, he said in an interview. … Read more
In this conversation, ET Markets spoke with Chirag Muni, Executive Director at Anand Rathi Wealth Limited, about how investors should approach mid- and small-cap stocks amid rising flows and volatile valuations. The discussion focused on risk-return trade-offs, SIP strategies, performance trends, and the right portfolio allocation, offering a clear roadmap for navigating opportunities in India’s … Read more
Shweta Jain, Founder, Investography, says for risk-averse investors seeking short-term options, bond SIPs offer near-guaranteed returns backed by the Indian government. With maturities ranging from three months to a year and a minimum investment of Rs 25,000, these SIPs are ideal for parking funds intended for short-term needs. Investors can stagger maturities, roll over investments, … Read more
India’s investment industry is entering an exciting phase of diversification, with a broader range of products and strategies catering to investors’ evolving needs. According to Vikas Khemani, Founder & CIO of Carnelian Asset Advisors, the market’s rapid growth, rising financialization, and expanding investor base will pave the way for multiple investment styles — from quant-driven … Read more
“What’s happening is that the market is becoming very narrow and is searching for pockets where the downside is limited. It’s also looking for certainty in earnings growth. Even companies that posted strong earnings in the first quarter—but haven’t provided clear guidance on the sustainability of those earnings—are getting punished,” says Anshul Saigal, Founder, Saigal … Read more
Mumbai: Retail investors have continued to plough high sums into mid and smallcap mutual fund schemes as they chase high returns, despite elevated valuations and advisories on moving to safer ground. Retail investors have invested ₹20,255 crore into these mutual funds in the first three months of this financial year, accounting for 30% of total … Read more
“These are the two or three key factors dragging the market. However, on the domestic front, the macro setup looks decent—monsoons have been good so far, interest rates remain low, and liquidity is improving. These factors should bode well for the second half of the year. The third and fourth quarters could see better performance,” … Read more
Since October 2024, the Indian stock market has been very volatile, with corrections, global disruptions, and a growing gap between fundamentals and valuations. As of February 2025, benchmark indices like the Sensex and Nifty 50 are down 10–11% from their highs, which means they have lost most of the gains they made in the last … Read more
Since October 2024, the Indian stock market has been very volatile, with corrections, global disruptions, and a growing gap between fundamentals and valuations. As of February 2025, benchmark indices like the Sensex and Nifty 50 are down 10–11% from their highs, which means they have lost most of the gains they made in the last … Read more
Geopolitical conflicts and market swings can rattle even seasoned investors, so where does that leave retail participants? Puneet Sharma, CEO of Whitespace Alpha, shares insights on what moves the markets, why trying to time them is a trap, and how everyday investors can build a resilient portfolio in 2025. From FMCG tailwinds to ETF-based diversification, … Read more