Triple policy boosters set the stage for a stronger market year ahead: Ajay Bagga

As market exuberance returns to Dalal Street, the focus shifts from short-term volatility to the underlying factors that could shape India’s economic and market trajectory in the coming year. According to market expert Ajay Bagga, a combination of fiscal and monetary support lays the foundation for a much stronger performance compared to last year.Speaking to […]

The market expects another interest rate cut because inflation remains favorable

Mumbai: Indian economists and bond market experts are pricing in a further quarter-percentage-point cut in policy rates, lowering end-rate expectations in the current easing cycle, after the central bank looked past a sharply retreating rupee to deliver a rate cut on Friday. A sharp downward revision in the central bank’s FY26 inflation forecast, and Reserve […]

FII’s net sellers of Rs 3,765 crore till November 29, but flows may change as sentiment changes

Foreign Institutional Investors (FIIs) have remained net sellers in Indian equity markets so far in November, selling shares worth Rs 15,659 crore and buying Rs 11,894 crore through the primary market, resulting in net outflows of Rs 3,765 crore till November 29.However, according to VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services, changes in […]

Earnings revival likely in 2026, time to build domestically focused portfolios: Sridhar Sivaram

Indian corporate profits may finally recover in 2026 after a weak year marked by single-digit earnings growth, says Sridhar Sivaram, Investment Director at Enam Holdings.He told ET Now that while early signs of improvement are visible, real earnings momentum will only come next year – driven by a major policy shift, interest rate cuts and […]

Ready for Samvat 2082? More than 50 stock ideas from top brokers to keep your portfolios rich

As Samvat 2082 begins, brokers are boosting investor sentiment with a bouquet of over 50 stock ideas to capture India’s next phase of earnings growth. After a subdued Samvat 2081, when benchmark indices underperformed global peers, analysts see a rebound in earnings, GST 2.0 reforms and policy-led consumption growth as key catalysts that could drive […]

FIIs sell RS 10,782 crore to Indian shares in September, so far. Can GST reform, GDP -numbers of power change?

Foreign Institutional Investors (FIIs) were their exposure to Indian shares in September and draws shares worth RS 10,782 crore so far. Despite this sale, Nifty has remained unbeaten for eight consecutive sessions. On Friday, Fii’s net buyers were on RS 129.6 Crore, while the domestic institutional investors (Diis) were net buyers on RS 1,556 Crore. […]