“I think as an investor in India you have slightly better advantage for looking at incumbents and the reason is simple because we do not have the entire value chain of products that go into an EV that are coming from India,” says Raunak Onkar, PPFAS MF. It does not matter whether EV or ICE, … Read more
“There has been some pickup, whether in GDP numbers, in earnings growth, or in top line or something for it to get some trigger or some reason to be bullish about or to add on to what the current holding is, so that is what the whole situation is,” says Aman Chowhan, Abakkus Asset Manager.Let … Read more
The exodus of FPIs from the Indian equity markets continues as they pulled out Rs 21,272 crore in the first two weeks of this month, driven by global tensions after the US imposed tariffs on imports. This came following a net outflow of Rs 78,027 crore in January. With these, the total outflow by FPIs … Read more
Anuj Sonpal, the dynamic CEO of Valorem Advisors, is no stranger to high-pressure environments. For nearly two decades, he navigated the fast-paced world of corporate leadership, balancing demanding work hours and stress. However, in 2019, Sonpal found an unlikely outlet for this stress—running. What started as a way to combat his high-stress lifestyle soon transformed … Read more
“We are of the view that the second half of the year will probably be the part of the year when we will start making returns. So, we go through a dull part of the year where we probably trend downwards as we are doing today,” says Taher Badshah, Invesco Mutual Fund.Give us a sense … Read more
OPEC+ agreed to stick to its policy of gradually raising oil output from April on Monday and removed the U.S. government’s Energy Information Administration from the sources used to monitor its production and adherence to supply pacts. OPEC+ and Donald Trump clashed repeatedly during his first administration in 2016-2020 when the U.S. President demanded it … Read more
Budget Day is one of the most volatile trading sessions of the year. The stock market reacts sharply to the announcements made by the Finance Minister, with the benchmark Nifty fluctuating in a wide range. History shows that, in 12 out of the last 14 budgets, the index has moved within a 2-3% range. For … Read more
Markets regulator Sebi on Wednesday proposed reviewing the investor charter for stock brokers in a bid to boost financial consumer protection alongside enhanced financial inclusion and financial literacy. The proposal is also in view of the recent developments in the securities market including introduction of Online Dispute Resolution (ODR) platform and SCORES 2.0 – a … Read more
“So, it is important for the West and the US tech companies to be able to get their AI cost structure down much lower and much more open so that other companies can actually take advantage of it.” says Ray Wang, Constellation Research.It is a subject that you deeply researched on and I am sure … Read more
Indian markets have been bearish for a prolonged period, causing concern among investors. It’s not just quarterly earnings; several global factors are influencing the markets and could continue to do so in the near term. ETMarkets spoke with Abhishek Banerjee, CEO & Founder of LotusDew Wealth, to gain insights into the current situation. Excerpts: With … Read more