ETMarkets Smart Talk| Markets in fair value zone; time for singles, not boundaries: Manish Gunwani

ETMarkets Smart Talk| Markets in fair value zone; time for singles, not boundaries: Manish Gunwani

In this edition of ETMarkets Smart Talk, Manish Gunwani, Head of Equities at Bandhan AMC, shares his perspective on the current market setup, noting that valuations are broadly in a fair value zone. While macro conditions remain supportive with domestic stimulus and ample global liquidity, he cautions that near-term returns may be moderate amid a … Read more

Fertilizer stocks poised for growth amid policy push: Siddhartha Khemka

Fertilizer stocks poised for growth amid policy push: Siddhartha Khemka

The market mood appears buoyant, but investors are treading cautiously across sectors. In an exclusive chat with ET Now, Siddhartha Khemka, Head of Retail Research at Motilal Oswal, shared his perspective on the buzzing chemical and fertilizer space, the performance expectations from banking giants like SBI, and the improving outlook for metals. Chemicals & Fertilizers: … Read more

F&O Talk| Nifty logs 11 sessions of tight moves post 1,500-point rally. Here are the key levels Sudeep Shah is eyeing

F&O Talk| Nifty logs 11 sessions of tight moves post 1,500-point rally. Here are the key levels Sudeep Shah is eyeing

Markets snapped their four-week winning run, ending slightly lower as profit-booking and mixed global cues weighed in. While the tone stayed largely positive and volatile during the initial sessions, late-week selling erased early gains. Sectoral performance remained mixed during the week. Metals, Energy, and Realty stocks saw gains, while Auto, Pharma, and IT sectors came … Read more

Jubilant FoodWorks’ Q2 revenue up 20% to Rs 2,340 cr, adds 93 stores

Jubilant FoodWorks’ Q2 revenue up 20% to Rs 2,340 cr, adds 93 stores

Jubilant FoodWorks Ltd (JFL), which operates fast-food chains Domino’s Pizza and Dunkin’ Donuts, on Monday said its consolidated revenue from operations increased 19.7 per cent to Rs 2,340.4 crore in September quarter FY26. Its standalone revenue from operations, which primarily consists of domestic revenue, was at Rs 1,698.7 crore, up 15.8 per cent on yoy … Read more

Adani Enterprises taps debt private placement after 2-year gap, bankers say

Adani Enterprises taps debt private placement after 2-year gap, bankers say

Indian billionaire Gautam Adani‘s flagship firm is slated to raise up to 10 billion rupees ($112.6 million) through the private placement of two-year and six-month bonds, two bankers said on Monday, marking its first such fundraising since 2023. The company will pay a semi-annual coupon of 8.70% on the issue and has invited commitment bids … Read more

F&O Talk| Nifty ends week on a high, closes above 24,800 as pullback rally gains steam. What’s ahead? Sudeep Shah weighs in

F&O Talk| Nifty ends week on a high, closes above 24,800 as pullback rally gains steam. What’s ahead? Sudeep Shah weighs in

Markets staged a recovery amid volatility and closed near the week’s highs, buoyed by broad-based buying following the recent correction. The initial sessions remained muted, but sentiment saw a sharp turnaround after the MPC policy announcement. Consequently, both benchmark indices posted gains of nearly 1%, with the Nifty ending at 24,894.25 and the Sensex at … Read more

Sebi confirms market ban on Synoptics Tech, promoters for IPO fund diversion

Sebi confirms market ban on Synoptics Tech, promoters for IPO fund diversion

Capital markets regulator Sebi on Friday said Synoptics Technologies and its promoters will remain barred from the securities market till the outcome of a probe in a case of alleged siphoning off IPO proceeds. The company’s promoters are Jatin Shah, Jagmohan Manilal Shah and Janvi Jatin Shah have also been debarred by the regulator. “I…hereby … Read more

US markets regulators start shuttering as government shutdown cuts federal funding

US markets regulators start shuttering as government shutdown cuts federal funding

U.S. market regulators began the process of furloughing workers on Wednesday as the federal government shut down after Congress failed to extend funding, curtailing key oversight functions, stymieing initial public offerings, and limiting some market and economic data. The shutdown, which began at midnight, will force the Securities and Exchange Commission to furlough more than … Read more

Sebi extends timeline to roll out algo trading for retail investors

Sebi extends timeline to roll out algo trading for retail investors

India’s markets regulator has extended the timeline to roll out algorithmic trading for retail investors, giving stock brokers more time to upgrade their computer networks for ensuring safer participation. Retail algo trading, which allows investors to use automated strategies via computer programs, will be offered through application programming interfaces (APIs). As part of the new … Read more

Flat markets, GST cuts, and the next big bets: Aparna Shanker on where to invest now

Flat markets, GST cuts, and the next big bets: Aparna Shanker on where to invest now

After a year of flat returns, investors are asking if it’s finally time to put spare cash to work. Aparna Shanker, CIO–Equity at The Wealth Company Mutual Fund, breaks down why GST cuts could be the game changer, which sectors look strongest, and where fresh opportunities are emerging. Edited excerpts from a chat: Given that … Read more