When exchanges are active and predictable, FPOs can gather produce and hedge prices before harvest. (AI image) By Dr. Arun Raste, MD and CEO, NCDXIndian agriculture has always had the backing of strong government policy support. Systems such as MSP, purchasing and buffer stocking have played a stabilizing role for decades. They give farmers confidence […]
After a strong run led by a handful of AI stocks, U.S. stocks now face the dual challenge of higher valuations and declining market leadership.Anand Rathi, founder and chairman of Anand Rathi Group, believes that while the structural case for US markets remains intact, the scope for broad-based upside potential over the medium term is […]
India’s recent trade deals with the US and EU are changing the way global investors view Indian assets, even as markets react nervously to domestic policy changes.In this edition of ETMarkets Smart Talk, Pradeep Gupta, Chairman and MD of Anand Rathi Share and Stock Brokers Ltd, explains why these deals significantly reduce India’s geopolitical risk […]
In a rare moment of synchronized carnage, gold prices in dollars have fallen 19%, silver has disintegrated 40% from all-time highs this week, and the Sensex and Nifty have already lost about 5% in 2025 amid relentless selling from foreign institutional investors and geopolitical tensions.The carnage accelerated today at the Multi Commodity Exchange (MCX), where […]
Despite a sharp sell-off in the market that saw the Sensex fall over 1,500 points in a single session and the Nifty down 2%, the Union Budget 2026-2027 ticks all the boxes and offers investors a reasonable opportunity to deploy capital over the next three to four months, said Prashant Jain, ace investor and founder […]
The Budget 2026 maintained a trend of steadily reducing the fiscal deficit and indicated that the figure for FY26 was 4.4 percent. This is expected to decline further to 4.3 percent in FY27. As the transition to a debt-to-GDP regime begins, this figure for the current fiscal stands at 56.1 percent and is expected to […]
In a significant move, the government today proposed to remove the capital gains tax exemption on sovereign gold bonds (SGBs) purchased in the secondary markets. Finance Minister Nirmala Sitharaman announced in Budget 2026 that the exemption will be given only to individual investors who purchased it from the Reserve Bank of India (RBI) and held […]
Finance Minister Nirmala Sitharaman on Sunday defended a sharp increase in securities transaction tax on futures and options, arguing that the government could not remain silent as speculative ‘satta’ in derivatives is inflicting heavy losses on small retail investors, even as markets sell off brokers and stock swaps on fears that higher costs would chill […]
Congress MP Shashi Tharoor on Sunday hit out at the Center over the Budget, saying it had nothing for Kerala and sarcastically coined a new hashtag – ‘Invisible Kerala’. Tharoor wondered why Kerala was not mentioned anywhere in Nirmala Sitharaman’s speech, pointing out that the state has contributed significantly to India’s growth story. “A disturbing […]
NEW DELHI: The union government will intensify efforts to monetize real estate assets of central public sector undertakings (CPSEs) through dedicated Real Estate Investment Trusts (REITs), Finance Minister Nirmala Sitharaman announced while presenting the Union Budget 2026-2027 on February 1, 2026.Highlighting the role of market-based instruments in unlocking value from public assets, Sitharaman said REITs […]