F&O interview | Nifty cracks after a new high: is this the start of a deeper fall? Sudeep Shah replies

Markets saw a sharp weekly sell-off, dragged down by weak global signals and rising uncertainty. Selling pressure increased in the second half, leaving sentiment firmly negative. The Sensex fell 2.55% to 83,576.24, while the Nifty fell 2.45% to 25,683.30, one of the sharpest falls in recent months. The broader markets underperformed, indicating clear risk appetite.Global […]

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 […]

Indian markets are still expensive but defensible: where Prateek Agarwal sees opportunities in 2026

Prateek Agarwal, MD and CEO, MOAMC, expects 2026 to be a year of selective revival for Indian equities, led by earnings growth, improved valuation comfort and potential returns from foreign portfolio investors (FPIs), after a challenging and tight market in 2025. In 2025, India broke away from global markets Speaking to ET Now, Agarwal said […]

Stock market today: Nifty50 hits all-time high above 26,300; BSE Sensex rises over 570 points – The Times of India

Stock market today (AI image) Stock market today: Nifty50 and BSE Sensex, the Indian stock benchmark indices, rose sharply in trade on Tuesday. While Nifty50 recorded a lifetime closing high, BSE Sensex rose around 600 points. Nifty50 ended the day at 26,328.55, up 182 points or 0.70%. BSE Sensex ended at 85,762.01, up 573 points […]

FII flows could return in 2026 if markets are not yet pricing in the upside: Vikas Khemani

As Indian equities undergo a phase of consolidation amid uneven global flows, seasoned investors are increasingly leaning on bottom-up stock picking rather than broad market cap or thematic investing. In a conversation with ET Now, Vikas Khemani, Carnelian Asset Management, shared his views on PSU banks, IT services, manufacturing capabilities and the prospects for market […]

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 […]