Higher F&O costs may hit trading activity, but revival in profits will boost markets: Raamdeo Agrawal

The recent changes affecting derivatives trading could make certain strategies less profitable and could temporarily affect market liquidity, warned veteran investor Raamdeo Agrawal in an interaction with ET Now. While the broader budget has been well received, Agrawal says the timing of higher trading costs has contributed to short-term market jitters, especially at a time […]

Emergence of Rs 2.5 lakh crore IPOs by 2026 could lead to ‘liquidity drain’, says HDFC Securities; pins Nifty at 28,720

As the Indian stock market heads into 2026, it faces an unusual paradox. On the one hand, optimism is growing around growth, earnings recovery and policy support. On the other hand, a flood of new listings threatens to put pressure on liquidity and test investors’ appetite. According to HDFC Securities, the year ahead could very […]

Markets likely to remain in a range as valuations remain elevated: Ajay Tyagi

According to Ajay Tyagi of UTI AMC, Indian equity markets may continue to trade within a narrow range for an extended period as high valuations and subdued earnings growth trend upward even as domestic support remains strong.Markets have made intermittent gains over the past week, but overall sentiment has remained cautious despite continued selling from […]

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 […]

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 […]

Short-term volatility continues, but long-term market outlook for India remains strong: Anshul Saigal

After a volatile week with the Nifty failing to close in green on a weekly basis, the near-term direction of the market remains uncertain. But according to Anshul Saigal, founder of Saigal Capital, too narrow a focus on weekly moves offers little value to investors. Instead, he believes the real insight lies in understanding where […]