Despite a promising start, Indian markets have been unable to hold onto recent gains, leaving investors uncertain about the near-term outlook. The broader sentiment has turned cautious even though the fundamental backdrop appears strong. Reflecting on the recent trends, CA Rudramurthy BV, MD, Vachana Investments in an interview to ET Now pointed out that several … Read more
Indian equity markets have spent nearly 18 months moving sideways, and according to Ashi Anand, Founder & CEO of IME Capital, this consolidation phase has been shaped by a mix of headwinds—weak growth, elevated interest rates, and geopolitical uncertainty. But the narrative is gradually improving. Anand notes that over the past 3–5 months, growth indicators … Read more
India’s corporate earnings may finally rebound in 2026 after a weak year marked by single-digit profit growth, says Sridhar Sivaram, Investment Director at Enam Holdings. He told ET Now that while early signs of improvement are visible, true earnings momentum will emerge only next year—powered by a key policy pivot, rate cuts and rising consumption. … Read more
While portfolio diversification is a strategy often advised by investment advisors to hedge your bet against sharp losses, an investor has taken it to the next level. Zerodha founder & CEO Nithin Kamath shared on his X handle that a colleague has invested in 3,100 stocks, which is up by 1,000 stocks from last time. … Read more
As the second-quarter earnings season nears its end, results have mostly met muted expectations. Speaking to ET Now, Harsha Upadhyaya, CIO, Kotak Mahindra AMC shared his views on corporate performance and India’s economic outlook. Earnings Season in Perspective “We are at the fag end of the earning season. Results are largely in line with expectations, … Read more
Warren Buffett’s Berkshire Hathaway continues to flash a warning sign to global markets with its portfolio moves. In its latest quarterly results, the legendary investor’s conglomerate revealed that it sold far more stocks than it bought for a 12th consecutive quarter, letting its cash pile swell to a record $381.7 billion. The move reinforces Berkshire’s … Read more
The Samvat 2082 Portfolio by Green Portfolio PMS blends the old-world safety of precious metals with the growth potential of Indian equities. Designed for renewal, prosperity, and disciplined investing, it captures both cyclical opportunities and structural growth themes across sectors. Source link
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
Anand Shah, CIO- PMS & AIF Investments, ICICI Prudential AMC, says global ferrous metal profitability remains muted due to strong Chinese exports, pressuring steel company earnings worldwide. Despite this, there’s optimism for margin recovery in select chemicals and metals sectors, driven by attractive valuations and potential earnings growth. While positive on manufacturing, particularly defense and … Read more
Let’s start with your personal story I am a Mumbai boy, born and brought up in a joint family of businessmen. I have completed a Master’s in Commerce and am a Chartered Accountant by qualification. In addition, I am a CFA charter holder from the CFA Institute, USA. How did you land this job? I … Read more