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 […]
Indian stock indices rose more than half a percent after the Reserve Bank of India cut interest rates by 25 basis points on Friday and signaled more easing would come. The upside, helped by the measures, offset losses in the week caused by a weaker rupee and selling by foreign investors.Following the RBI’s announcement, the […]
European shares closed higher on Friday, capping a strong weekly gain and ending the month on a robust note, supported by optimism over possible US rate cuts. The pan-European STOXX 600 closed 0.23% higher at 576.34, posting its longest monthly winning streak since March 2024. Stocks in Germany and France added 0.25% and 0.3% respectively. […]
Even as the Nifty hits new all-time highs, the mood among retail investors remains subdued as most portfolios have not kept pace. But for value investors, this is exactly the time to get bullish, says Anshul Saigal, founder of Saigal Capital.Saigal said that after 12 to 14 months of price and time correction, valuations in […]
Conventional wisdom tells investors to refrain from timing the markets, but there are exceptions to the rules. One of those exceptions is when markets enter a strong macro cycle, says GQuant FinXray founder Shankar Sharma. He goes on to say that this was not only critical, but essential for investing.“No matter how well you choose […]
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 […]
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 […]
The euphoria in the headline masks an uncomfortable truth: this rally is a party with a selective guest list. While the Sensex and Nifty have already hit 52-week highs, the broader market is lagging behind, leaving both retail and institutional investors grappling with FOMO as their portfolios fail to reflect the boom. The BSE Smallcap […]
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 […]
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 […]