FII flows could return in 2026 if markets are not yet pricing in the upside: Vikas Khemani

As Indian equities undergo a phase of consolidation amid uneven global flows, seasoned investors are increasingly leaning on bottom-up stock picking rather than broad market cap or thematic investing. In a conversation with ET Now, Vikas Khemani, Carnelian Asset Management, shared his views on PSU banks, IT services, manufacturing capabilities and the prospects for market […]

Is 2025 a blip? Samir Arora says Nifty’s 11.8% USD CAGR since 1998 is higher than gold, S&P 500

Veteran fund manager Samir Arora has revived the long-running India versus global investing debate with a data-rich comparison that puts Indian equities well ahead of gold and even US markets over the past three decades.The founder and fund manager of Helios Capital Management, in a post on Importantly, these returns are calculated after taking into […]

Market turnaround: Sensex fell 20 points, Nifty below 26,000 as year-end caution continues

Indian shares closed little changed on Tuesday, with the Sensex and Nifty extending their losing streaks, as thin year-end trading and continued concerns over foreign fund outflows kept investors cautious and volumes subdued.The BSE Sensex fell 20 points, or 0.02%, to close at 84,675.08, while the NSE Nifty 50 fell 3 points, or 0.01%, to […]

Market volatility sentiment driven, not yet structural collapse: Vinay Rajani

The ongoing volatility in Indian equities is largely sentiment-driven rather than structurally weak, with the benchmark index stuck within a tight consolidation band for over a month, said Vinay Rajani, AVP and Senior Technical & Derivative Analyst at HDFC Securities.Speaking to ET Now, Rajani said that the market has remained within a certain range for […]

The rupee is recovering after the index rebalancing, traders are cutting their long positions on the US dollar

The Indian rupee rose against the US dollar on Tuesday, falling in three days as index rebalancing inflows and shortened dollar longs improved sentiment in thin year-end trading.The rupee ended 0.2% higher at 89.79 per dollar at 89.9325 after opening. The price remained within range all morning and had settled at 89.9750 on Monday. “The […]

Ambit closes Poonawalla Vision Fund I for Rs 1,000 crore after three-week oversubscription

Ambit Global Private Client (Ambit GPC), the investment manager of Poonawalla Vision Fund I (PVF I), has completed the final close of the fund at approximately Rs 1,000 crore. Strong investor interest led to oversubscription within three weeks of opening to external capital.Ambit GPC, which has a presence in India’s private markets, has deployed Rs […]

Sebi cancels research analyst’s license after discovering that he runs a grocery store

Capital market regulator Sebi has revoked the registration of a licensed research analyst after an investigation found serious deficiencies that allowed his credentials to be misused by an unregistered consultancy firm, exposing investors to losses and misleading claims of guaranteed returns.In an order dated December 12, Sebi canceled the registration certificate of Purooskhan, a Sebi-registered […]