ETMarkets Smart Talk: 2026 could be a breakout year for investors: Earnings revival, attractive valuations set the stage, says Samvitti Capital’s Prabhakar Kudva

ETMarkets Smart Talk: 2026 could be a breakout year for investors: Earnings revival, attractive valuations set the stage, says Samvitti Capital’s Prabhakar Kudva

As Indian equities enter a pivotal transition phase, market optimism is beginning to rebuild after more than a year of consolidation. In this edition of ETMarkets Smart Talk, Prabhakar Kudva, Director and Principal Officer at Samvitti Capital, explains why 2026 could emerge as a breakout year for investors. With corporate earnings poised for a strong … Read more

Stocks investors eye holiday season turbulence

Stocks investors eye holiday season turbulence

Stock investors are preparing for a turbulent year-end sparked by uncertainty over near-term Federal Reserve interest rate cuts and mounting worries that artificial intelligence companies, which have propelled the market to new records this year, are overvalued. The market continued to slide this past week, despite equity indexes rebounding sharply on Friday. As of Friday’s … Read more

10 lakh shares to unlock on Monday in this Sunil Singhania-backed stock. This smallcap is down 24% from IPO price

10 lakh shares to unlock on Monday in this Sunil Singhania-backed stock. This smallcap is down 24% from IPO price

Mangal Electrical Industries‘ pre-listing shareholder lock-in is likely to be lifted on Monday, November 24 and nearly 10 lakh shares accounting for 4% of the total outstanding shares are set to enter the markets, according to Nuvama’s estimates. While the shares will be eligible for sale, the onus rests with the investors whether to sell … Read more

Infosys buyback: Zerodha’s Nithin Kamath explains the tax trap investors are missing

Infosys buyback: Zerodha’s Nithin Kamath explains the tax trap investors are missing

With Infosys’ record Rs 18,000 crore share buyback just a day away, Zerodha co-founder Nithin Kamath took to X (formerly Twitter) on Thursday to warn investors not to get blindsided by the tax implications. “Infy is one of the most highly held stocks by investors, and the record date for their massive buyback is November … Read more

Global markets stay resilient despite geopolitical concerns, says Cameron Brandt

Global markets stay resilient despite geopolitical concerns, says Cameron Brandt

As US bond yields show signs of pullback, investors are weighing potential risks to global growth and the likelihood of a US recession in the coming years. In an exclusive discussion with ET Now, market strategist Cameron Brandt shared his insights on the current economic landscape and capital flows. US Bond Yields and Recession Risks … Read more

Sebi rolls out validated UPI handles to safeguard investors from cyber frauds

Sebi rolls out validated UPI handles to safeguard investors from cyber frauds

In order to safeguard investors from cyber frauds, the market regulator, Sebi has rolled out a new sub-system of UPI – “Validated UPI handles” have been enabled for securities market, Tuhin Kanta Pandey, Chairman, SEBI said in Kautilya Economic Conclave 2025. According to the chairman, along with the “SEBI Check” facility, any investor can easily … Read more

After a 50% rally, how much higher can gold and silver go this Diwali?

After a 50% rally, how much higher can gold and silver go this Diwali?

As India gears up for Diwali 2025, gold and silver have already dazzled the markets, surging over 47% and over 52% so far this year, respectively. With prices recently breaching Rs 1,18,000 per 10 grams on the MCX, investors are now eyeing whether the precious metal has more room to run—especially with the festive season … Read more

WeWork India IPO: Can investors tag along India’s booming Rs 50,000 crore flex space market?

WeWork India IPO: Can investors tag along India’s booming Rs 50,000 crore flex space market?

Over the past two years, investors have witnessed a wave of flexible workspace providers entering the capital markets. From Awfis Space to Indiqube and Smartworks, a string of operators have launched IPOs, driven by a structurally bullish outlook for new-age workspaces. WeWork India is the latest to join this trend with a Rs 3,000 crore … Read more

Geoff Dennis sees limited long-term impact from US government shutdown

Geoff Dennis sees limited long-term impact from US government shutdown

As the United States nears a government shutdown, investors are evaluating its potential impact on the US and global markets. The shutdown, expected within hours, could affect data releases and market sentiment, particularly for emerging markets and commodities like gold. Geoff Dennis, Independent EM Commentator told ET Now, “It depends on how long the shutdown … Read more

Sunny Agrawal flags overpriced unlisted stocks amid IPO frenzy

Sunny Agrawal flags overpriced unlisted stocks amid IPO frenzy

The recent surge in Initial Public Offerings (IPOs) has investors excited, but market experts are urging caution, especially in the unlisted space. ET Now spoke with Sunny Agrawal from SBI Cap Securities to understand whether valuations in the unlisted segment have stretched and if investors should be careful. Sunny Agrawal said, “In the unlisted space, … Read more