India expects earnings growth of 16 to 18% in FY27, with likely winners in consumer stocks: Mark Matthews

Global market strategist Mark Matthews of Julius Baer expects a significant recovery in earnings growth for Indian equity markets from next fiscal as policies such as VAT cuts and income tax cuts start to impact corporate profits.Speaking to ET Now, Matthews said: “I think this will happen in the next quarter. It didn’t happen in […]

Staying away from Lenskart IPO, bullish on BFSI, platforms and hospitals: Dinshaw Irani

The Indian market may be buzzing with IPOs and investor euphoria, but Helios Mutual Fund remains cautious. CEO Dinshaw Irani said the fund skipped Lenskart’s IPO despite strong demand due to high valuations and limited growth visibility, especially in its overseas operations. “When valuations are this high, you need exponential growth to justify them. We […]

Markets pricey with modest earnings per share growth; cars, hospitality offer opportunities: Venkatesh Balasubramaniam of JM Financial

Venkatesh Balasubramaniam of JM Financial shared a comprehensive view of the Indian equity markets and highlighted the challenges and opportunities in the current environment. He highlighted that markets are trading at high valuations, with aggregate indices trading at nearly 23 to 24 times forward one-year earnings – roughly one standard deviation above the average. While […]

SIPS becomes a core saving instrument, domestic flows to drive RS 52 Lakh Crore to the Indian markets: Feroze Azeez

Systematic investment plans (SIPs) are no longer treated as investment vehicles for shares, but are increasingly seen by investors as a disciplined savings instrument, said Feroze AzeEZ, Vice -Cakeo of Anand Rathi Wealth, in an interaction with ET NOW. According to Azeez, Indian investors embrace – known for their strong savings habits but weak investment […]

Too much weight on too few shares? Gurmeet Chadha suggests wider statistics for index composition

While the Indian stock markets continue to evolve, some believe that it is time to re -visit the methodology behind the index composition, in particular in how weights are assigned to component shares. The conversation gains in the midst of concern that the current weightings give exaggerated a handful of large-cap names, which may lead […]