Latest Updates Around The World
The artificial intelligence storm that roiled global markets has visibly shaken Indian IT stocks, but for seasoned fund managers, volatility often presents opportunities. Shreyash Devalkar, head of equities at Axis Mutual Fund, spoke to ET Now to share his unfiltered view on the AI-powered sell-off, and where investors should position themselves in this fast-changing landscape. […]
Rajat Sharma, Founder and CEO of Sana Securities, shared a value-driven, selective investment outlook across banking, IT, defense and FMCG sectors, emphasizing long-term valuations and fundamentals over short-term momentum.On the banking and financial sector, Sharma said in an interview with ETNow that he believes the recent pullback in major private banks like HDFC Bank and […]
The health care sector witnesses a new round of optimism after policy changes that can improve margins for hospital companies. According to Amnish Aggarwal of Prabhudas Lilladher, “the latest development actually gives more leeway to all hospital companies for the charging of more when the treatment is through government pensions or government arrangements. Now the […]
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 […]
The stock markets held their ground this week, with the Nifty again testing the psychological figure of 25,000, but failed to break by. Analysts believe that the sectoral momentum continues to offer support, although the bank space remains a resistance to the index. Et, now, in conversation with Rajesh Palviya, clarified the question of whether […]
