Latest Updates Around The World
After a strong rally that pushed Indian equities to record highs in 2025, the road ahead could be much more muted.Nitin Bhasin, Head of Institutional Equities at Ambit, and Bharat Arora, Lead – Strategy at Ambit Capital, talk to ETMarkets’ Kshitij Anand about why 2026 will be a year of moderation rather than acceleration. They […]
As investors look ahead to 2026, Varun Saboo, of Anand Rathi Shares & Stock Brokers, remains bullish on Indian markets, highlighting specific sectors and themes that could deliver promising returns.When asked about attractive investment themes for the year ahead, Saboo said, “Honestly, we are very, very positive on the markets. You’ll remember the last time […]
Mumbai: Icici Securities said that the market-CAP share of defensive sectors such as FMCG, IT and Healthcare withdrew to around 20%-the lowest level since 2011 of its peak of 30% in 2020. The brokerage said that the profit pool of defensives has fallen to 16% of around 40% in FY21 and is on the way […]
The Indian stock market experiences renewed volatility, powered by sectoral Churn and the changing investor sentiment. Nevertheless, experts remain carefully optimistic about the growth potential in important sectors, in particular those linked to consumption and infrastructure. Mayuresh Joshi now emphasized in an interview with ET that the twin engines of growth – consumption and capital […]
The fast-moving consumer goods (FMCG) is braced for a crucial shift, because the GST 2.0 exclusion of the government will take effect on 22 September. Channel controls indicate that leading players move early to protect the shelf space, smooth up stock transitions and capture Trade Mindshare during the party season. After a long -term piece […]
While the GST reforms of India are praised as a catalyst to stimulate growth and reward investors of shares, not all shares have emerged as winners. The GST on coal was raised to 18% compared to the earlier 5%, with the influence of assets. On Thursday, Coal India remained flat, while NLC India, Tata Power […]
“Secondly, within this global background, on the micro -side, the business results remained soft, which was largely on expected lines. However, with announcements that have already been made and expectations of further reports about GST rationalization, you could see a positive momentum in consumption and operating results in the second half. Despite the matte trade […]
Jitendra gohil, Main investment strategist, Kotak Alternate Asset Managers LtdSays that FMCG companies are expected to benefit from relieving cost printing, GST -cutting and a pick -up in the countryside during the festive season. However, these shares are overvalued with high margins in the midst of low savings prices, which may lead to the medium […]
Sushant Bhansali, Ambit Asset Management, says that despite short-term challenges, the FMCG and consumer-discretionary sectors benefit from upcoming GST-eating, in particular on national-focused companies. Although short -term flows in the defense can be limited due to public finances, the long -term growth story remains intact. Market access is now favorable, supported by the demand from […]
Sonam Srivastava, smallcase manager and founder of Wright Research, shares how investors can mark Independence Day by tuning their portfolios to the vision of India’s self -reliance. From defense to renewable energy sources, she outlines sectors that drive Aatmanirbhar Bharat – and simple, disciplined steps to build financial freedom without endangering about diversification or caution. […]
