Indian stocks risky in foreign sales, high valuations; auto, metals, monopolies safer bets for 2026: Ajay Srivastava

According to Ajay Srivastava, Managing Director at Dimensions Corporate, continued selling from foreign investors, high valuations and policy-driven sectoral movements keep Indian equities risky despite the index’s resilience.Speaking to ET Now, Srivastava said foreign investors have sold nearly ₹2.74 lakh crore worth of Indian equities, a signal that domestic investors should not ignore. “If global […]

Why 2026 looks brighter for markets despite small cap pain: explains Dhiraj Relli

Despite sharp corrections in small and mid-cap stocks, the outlook for Indian equities in 2026 appears more constructive than in the previous year. Dhiraj Relli, MD and CEO of HDFC Securities, explains how easing valuation pressure, likely earnings recovery, strong domestic flows and a supportive macro environment could pave the way for better market performance, […]

Financial services, consumption and manufacturing will lead the next market upcycle: Vikas Khemani

After a year marked by consolidation, uneven sector performance and subdued benchmark returns, veteran market participant Vikas Khemani of Carnelian Asset Management believes the foundation has been laid for a more constructive phase for Indian equities. In a detailed interaction with ET Now, Khemani outlined why the coming year could mark a shift, with earnings […]