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When I wrote this column “Outdated Risk, Renewed Opportunities: A Case for Acquisition Financing” on May 30th, I wasn’t sure whether the Reserve Bank of India (RBI) was paying attention.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
The Reserve Bank of India’s Monetary Policy Committee (MPC) kept policy rates unchanged in its October 2025 review, as widely expected, and retained its neutral stance. However, the central bank’s communication marked a significant shift, restoring market confidence after months of uncertainty. According to Suyash Choudhary, Head – Fixed Income at Bandhan AMC, the RBI … Read more
Markets are moving into an interesting phase, with valuations turning more reasonable and earnings expectations set to improve, according to Anshul Saigal. In an exclusive conversation with ET Now, Saigal, Founder, Saigal Capital highlighted how the macro setup, regulatory changes, and sectoral shifts are creating opportunities for investors. Reflecting on the current setup, he said: … Read more
Indian markets have remained volatile over the past few weeks, with corrections seen across most segments. Metals provided some relief, rising by half a percent, largely due to a spike in LME copper prices. However, fundamentals in the metals segment remain largely unchanged. Market expert Sudip Bandyopadhyay shared his insights in an interview with ET … Read more
Mumbai: The new Regulatory Review Cell (RRC) set up within the Reserve Bank of India’s department of regulation will give a structure to regulatory changes, help quicken the review process and allow financial institutions to flag redundant rules and give feedback on dated regulations, bankers and analysts said. A permanent review mechanism for old regulations … Read more
After nearly a year of time correction and muted returns, Kotak Mutual Fund’s Atul Bhole believes the stock market’s risk-reward has finally turned favourable. With macro stability, government reforms and GST-driven demand revival, he says investors can start deploying cash and raise equity exposure ahead of a potential earnings upcycle. Edited excerpts from a chat: … Read more
India’s fixed-income market is entering a unique phase where multiple factors are aligning in its favour. With inflation staying well below the RBI’s 4% target, steady passive inflows expected from India’s inclusion in global bond indices, and room for policy easing amid slowing global growth, the backdrop looks supportive for debt investors. Chirag Doshi, CIO–Fixed … Read more