ETMarkets Smart Talk | 2026 will be a year of moderation, not acceleration, as earnings growth normalizes: Ambit Capital

After a strong rally that pushed Indian equities to record highs in 2025, the road ahead could be much more muted.Nitin Bhasin, Head of Institutional Equities at Ambit, and Bharat Arora, Lead – Strategy at Ambit Capital, talk to ETMarkets’ Kshitij Anand about why 2026 will be a year of moderation rather than acceleration. They […]

Follow the ‘Dharma of Asset Allocation’, says Nilesh Shah; expect midcaps to perform better in 2026

As Indian markets brace for 2026 amid volatile global cues, Kotak AMC Managing Director Nilesh Shah has advised investors to remain disciplined and diversified, highlighting the importance of multi-asset allocation across equities, debt, real estate and precious metals.Speaking to ET Now, Shah said the sharp rally in gold and silver in 2025 is unlikely to […]

Hindalco-Novelis prospects: Sound in the short term, structural strength in the long term intact: Aditya Welekar

Despite near-term headwinds at Novelis, the long-term investment scenario for Hindalco Industries remains structurally strong, driven by favorable aluminum price dynamics and resilient domestic operations, said Aditya Welekar, AVP at Axis Securities.Speaking to ET Now, Welekar said Novelis remains a long-term growth story even as the company faces execution-related challenges at its Bay Minette project […]

Rs 66,500 crore boom in 5 days! Railroad stocks are back on track after a 17-month slump

India’s dilapidated railway stocks are showing new signs of life. After languishing for most of 2025, the sector has recovered sharply in the past five trading sessions, adding over ₹66,500 crore in market value as investors reposition themselves ahead of the Union Budget and latch on to improving earnings signals.The recovery marks a tentative comeback […]

Titan Company shares profits on ‘beYon’ debut, the first lab-based diamond store. What do real estate agents say?

Shares of Tata Group heavyweight Titan Company rose nearly one per cent to an intraday high of Rs 4,015 on Monday as investor sentiment strengthened ahead of the opening of its first-ever lab-grown diamond store in Mumbai under the new brand beYon. With today’s rise, the stock has risen for the second session in a […]