The ripple effect: how consumer habits influence market movements

India’s current growth story is driven by its consumers. From bustling shopping centers to the surge in e-commerce, the consumer sector is evolving against a backdrop of robust fundamentals. Rising incomes, rapid urbanization and aspirational lifestyles have created a structural tailwind, positioning consumption as one of the most compelling megatrends in the Indian economy. Consumption-driven […]

Defense stocks falling? Buy the fix, stay 5 years; go for niche tech over big IT: Sudip Bandyopadhyay

India’s defense rally may bring bouts of volatility, but investors should view any dip as an entry point – only if they are willing to stay invested for at least three to five years, says Sudip Bandyopadhyay, group chairman of Inditrade Capital. Speaking to ET Now, he highlighted that defense remains one of India’s strongest […]

We like their business even though valuations are expensive: DSP Mutual Fund provides clarity on investments in Lenskart’s IPO

DSP Mutual Fund has clarified its decision to invest in Lenskart’s IPO following criticism on social media and several investors discussing the valuations. The fund house posted on social media platform However, given the questions and concerns on social media over the past 24 hours, we felt it was important to share clarity with our […]

VUCA World Reality: Growth Intact, but valuations look stretched

We are in a typical VUCA (volatile, uncertain, complex, ambiguous) world. Ai-conducted technological disruptions influence the world like never before. The long -term consequences of these technological disruptions will be in -depth. In the short term, a man – US President Donald Trump – disrupts geopolitric and global trade in an unprecedented way. Investors must […]

Wealth Creation Boom Vooruit while the growing cycle of India is absorbing pace, says Vikas Khemani

The investment industry of India enters an exciting phase of diversification, with a broader range of products and strategies for the developing needs of investors. According to Vikas Khemani, founder and CIO of Carnelian Asset Advisors, the rapid growth, rising financialization of the market and the expansion of the investor base will release the way […]