Latest Updates Around The World
Despite higher nominal valuations, selected sectors continue to offer a compelling view of structural growth. Viraj Gandhi, CEO, SAMCO Mutual Fund, believes that defence, financials and consumer discretionary sectors are well-positioned to benefit from policy support, balance sheet strength and changing demand dynamics. He advocates a momentum-based, risk-calibrated approach to navigating the current market cycle.Edited […]
Volatile markets and continued selling by foreign investors have put pressure on banking and financial stocks, raising questions around timing and valuations. In an interaction with ET Markets, Alok Singh, CIO at Bank of India Mutual Fund, explains why the current phase still offers an attractive entry point for BFSI investments, highlights the case for […]
Despite the consolidation phase, Nifty is trading below its intrinsic value, says Nimesh Chandan, CIO of Bajaj Finserv Asset Management. He believes this undervaluation represents a strong entry point for investors, with earnings growth expected to accelerate in FY26-27. Chandan is bullish on BFSI, consumer, pharmaceuticals, chemicals and home improvement as key alpha generation sectors.Edited […]
RBL Bank MD and CEO R Subramaniakumar recently compared Emirates NBD Bank’s (ENBD) proposal to acquire a 60 percent stake in RBL Bank, through a primary infusion of about $3 billion (₹26,850 crore) to “bees attracted to flowers to collect nectar and pollen”. The CEO’s comment also reflects ongoing developments in the country’s fast-growing banking […]
India’s banking, financial services and insurance (BFSI) Global Capability Centers (GCCs) is expected to grow from an estimated $ 40-41 billion in 2023 to $ 125 billion by 2032, according to a report from Quess Corp. The growth is driven by increased investments in artificial intelligence (AI), modernization of payment systems, and an increased focus […]
Icici Bank has reported the lowest course of employees to large lenders in the past three financial years, which reflects a higher stickiness as a result of competitive remuneration and a better working environment. During the last three financial years, the industry has also witnessed a long -term decrease on an annual basis. The course […]
