FII sentiment toward India is showing signs of revival, says Alok Agarwal, Head – Quant and Fund Manager at Alchemy Capital Management. With macro stability, easing global uncertainties, and improving earnings visibility, Agarwal believes the “wall of worry” for Indian markets has now shrunk to a “low fence,” setting the stage for renewed foreign inflows. … Read more
Mumbai: Credit rating agency Fitch Ratings has revised the outlook on IIFL Finance‘s (IIFL) long-term rating to positive from stable, and affirmed the rating on IIFL’s senior secured debt at ‘B+’. The rating agency expects the company’s credit profile to improve over the next two years, particularly its business and risk profiles, asset quality and … Read more
Pune: India is poised to contribute about one-fifth of the world’s GDP growth on the back of robust domestic demand and prudent macroeconomic and financial sector policies, which enabled it to withstand “external shocks”, Shaktikanta Das, the Principal Secretary-2 to PM Narendra Modi, said. Addressing an event here on Saturday, he emphasised that India’s underlying … Read more
Structural reforms, along with prudent macroeconomic and financial sector policies, have imparted resilience and vibrancy to the Indian economy, allowing it to withstand external shocks, said Shaktikanta Das, principal secretary-2 to the prime minister and former governor of the Reserve Bank of India. He pointed out that amid uncertainty in the global trade landscape, India … Read more
In an era where investors are seeking stable returns without taking on excessive risk, REITs (Real Estate Investment Trusts) and InvITs (Infrastructure Investment Trusts) are emerging as compelling options. Speaking to ETMarkets, Abhishek Agrawal, CFO of Embassy REIT, highlighted that these instruments not only offer low-risk, mid-teen returns but also provide long-term growth potential for … Read more
In the latest discussion on monetary policy and market trends, Churchil Bhatt, Executive Vice President – Investment at Kotak Mahindra Life Insurance Company Ltd, shared his perspective on the outlook for fixed income assets. Highlighting the limited room for further policy easing by the Reserve Bank of India (RBI), Bhatt noted that despite these constraints, … Read more
In the latest episode of ETMarkets Smart Talk, Sachin Shah, ED and Fund Manager at Emkay Investment Managers, shared his insights on India’s market outlook and sectoral opportunities. Despite a year of consolidation in the markets, Shah highlighted that domestic consumption and manufacturing are set to be the driving themes over the next five to … Read more
In the latest episode of ETMarkets Smart Talk, Sandip Bansal, Deputy CIO at ASK Investment Managers, weighed in on the surge of new IPOs hitting the market. While the influx of fresh listings provides investors with a wider array of opportunities, Bansal cautioned that selectivity is crucial. He emphasized the importance of evaluating valuations and … Read more
When I wrote this column “Outdated Risk, Renewed Opportunities: A Case for Acquisition Financing” on May 30th, I wasn’t sure whether the Reserve Bank of India (RBI) was paying attention. Soon after, our friend Raghu Mohan, a veteran journalist, also wrote a detailed piece on the same topic in Business Standard. It turns out the … Read more
New Delhi: Finance minister Nirmala Sitharaman Friday said India’s economic growth is firmly anchored in robust domestic consumption that blunts the impact of external shocks, and that its evident resilience in the face of global turmoil is “neither accidental nor transient”. “The Indian economy is resilient and continues to grow sustainably,” she said, adfdressing the … Read more