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

Ganesh Infraworld plans Rs 200–250 crore share sale

Ganesh Infraworld plans Rs 200–250 crore share sale

Ganesh Infraworld, a Kolkata-based engineering, procurement, and construction (EPC) firm, is looking to raise Rs 200–250 crore through a qualified institutional placement (QIP) soon, according to people familiar with the matter. The company, which listed on the NSE SME Emerge platform on December 6 last year, had a market value of Rs 971.91 crore at … Read more

Asian stocks in tight range as global rally stalls

Asian stocks in tight range as global rally stalls

Asian stocks traded in a tight range at the open after losses on Wall Street as signs of fatigue crept into the AI-fueled equity rally. Shares in Japan and Australia edged up while those in South Korea retreated. The S&P 500, Nasdaq 100 and a gauge of global stocks each dropped 0.3% Wednesday, extending declines … Read more

GMDC shares rally over 35% in September, hit fresh 52-week high intraday. What’s behind the surge?

GMDC shares rally over 35% in September, hit fresh 52-week high intraday. What’s behind the surge?

Shares of Gujarat Mineral Development Corporation (GMDC) continued their strong upward momentum, surging 35.5% so far in September and touching a fresh 52-week high of Rs 547 on the BSE on Monday. The rally has been supported by robust investor interest, sectoral tailwinds, and optimism surrounding the company’s rare earth mining initiatives. The PSU stock … Read more

The Golden Thumb Rule| Don’t drive with the rearview mirror — Kaustubh Belapurkar on why past performance misleads investors

The Golden Thumb Rule| Don’t drive with the rearview mirror — Kaustubh  Belapurkar on why past performance misleads investors

In this edition of The Golden Thumb Rule, Kaustubh Belapurkar, Director – Manager Research at Morningstar Investment Research, explains why relying solely on past performance can mislead investors. While many chase last year’s top-performing funds, Belapurkar warns that only a fraction of them sustain their ranking over time. He stresses the importance of consistency, strong … Read more