Latest Updates Around The World
India’s growing healthcare infrastructure and rising domestic demand are the core investment thesis behind Groww’s BSE Hospitals ETF, says CEO Varun Gupta. He highlights structural factors such as insurance penetration, capacity expansion and improving operating metrics, which will position organized hospital players as long-term beneficiaries of India’s evolving healthcare ecosystem.Edited excerpts from a chat: How […]
At a time when Indian equities continue to trade at a premium and global markets offer selective opportunities, asset allocation has become a crucial decision for long-term investors.Sachin Sawrikar, Managing Partner at Artha Bharat Investment Managers, believes a balanced approach is crucial. He suggests that portfolios be anchored with 50-60% exposure to Indian assets, supplemented […]
After a blockbuster run in 2025, precious metals could enter a phase of more measured returns in the coming year.In a conversation with ETMarkets’ Kshitij Anand, Dhiren Shah, small case manager and co-founder of Kamayakya, shares his view on gold and silver in 2026, highlighting why a repeat of last year’s outsized rally seems unlikely. […]
