From Losses to Leadership: Karan Taurani sees quick commerce turning a corner

From Losses to Leadership: Karan Taurani sees quick commerce turning a corner

“Over the past 3–4 quarters, we saw increasing losses in quick commerce due to pricing wars, heightened competitive intensity, and marketing investments. So, it’s evident that the worst is behind us in terms of profitability and losses. From a medium- to long-term perspective, we expect the breakeven point to return for Blinkit — something we … Read more

Crypto sector breaches $4 trillion in market value during pivotal week

Crypto sector breaches  trillion in market value during pivotal week

The crypto sector’s market value hit $4 trillion on Friday, according to CoinGecko, marking a milestone that reflects its shift from a nascent asset class to a central part of the global investment landscape. A wave of renewed optimism, regulatory clarity in key markets and rising institutional flows have catapulted the crypto sector to a … Read more

Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia

Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia

“All in all, largecap would have minus one to plus one sort of a CC, constant currency, growth but the better numbers would likely be from the mid-tier players in the IT space. Again, on the IT side again, I would believe that most of the negatives are broadly in the price. If we were … Read more

ETMarkets Smart Talk: ‘Too Old to Rally, Too Young to Fall’ – Kedar Kadam on navigating markets in FY26

ETMarkets Smart Talk: ‘Too Old to Rally, Too Young to Fall’ – Kedar Kadam on navigating markets in FY26

In this edition of ETMarkets Smart Talk, we caught up with Kedar Kadam, Director – Equities: Asset & Wealth Management at Dolat Capital Markets, to decode the evolving landscape of Indian equities in FY26. Using the phrase “Too old to rally, too young to fall”, Kadam describes the market’s current phase—no longer in a euphoric … Read more

Volatility ahead, but long-term investors can sleep through it: Nilesh Shah

Volatility ahead, but long-term investors can sleep through it: Nilesh Shah

“Indian equity markets are going up because compared to other emerging markets, we look far better. Our earnings growth over next three-five years is likely to be in high single digit, low double digit. So, my recommendation is that if you are taking a longer-term view, then yes, there is no need to worry about … Read more

Dalal Street Week Ahead: Time to exit overheated themes, enter emerging plays

Dalal Street Week Ahead: Time to exit overheated themes, enter emerging plays

After six weeks of consolidation and trading in a defined range, the markets finally broke out from this formation and ended the week with gains. Over the past five sessions, the markets have largely traded with a positive undercurrent, continuing to edge higher. The trading range was wider than anticipated; the Nifty traded in an … Read more

F&O Radar| Nifty futures rollover climbs to 79.53%, signals trader confidence ahead: Sudeep Shah

F&O Radar| Nifty futures rollover climbs to 79.53%, signals trader confidence ahead: Sudeep Shah

Markets finally broke out of their five-week-long consolidation phase, supported by improving global sentiment, easing geopolitical tensions, and renewed buying interest from foreign institutional investors (FIIs) in the latter part of the week. The rebound followed a cautious start, with broader participation seen midweek as sentiment turned positive. Indices gained traction as concerns over Iran-Israel … Read more

Geopolitical risks remain, but domestic fundamentals offer insulation: Ashwini Agarwal

Geopolitical risks remain, but domestic fundamentals offer insulation: Ashwini Agarwal

“Hopefully, a capex-led recovery that is what we are all hoping to see. So, there is nothing to complain about. Hopefully, the Middle East disturbance also simmers down. We will see how that unfolds because it seems, we have to take each day as it comes. But in the domestic context, barring the valuations which … Read more

Sebi proposes to limit powers of stock exchange chiefs

Sebi proposes to limit powers of stock exchange chiefs

India’s markets regulator on Tuesday proposed to increase the board oversight of key exchange functions, including the ones related to trading, risks, regulatory and compliance operations, a consultation paper showed. The Securities and Exchange Board of India said market infrastructure institutions (MII) will need to appoint two officers, each of whom will head functions related … Read more

Gold falls Rs 160 to Rs 99,800 per 10 g; silver trades flat

Gold falls Rs 160 to Rs 99,800 per 10 g; silver trades flat

Gold price fell by Rs 160 to Rs 99,800 per 10 grams in the national capital on Monday due to continuous selling by jewellers and stockists, according to the All India Sarafa Association. The precious metal of 99.9 per cent purity had closed at Rs 99,960 per 10 grams on Friday. Gold of 99.5 per … Read more