A week ago, sentiment on Dalal Street was optimistic. Progress on trade with the US and EU, together with a largely acceptable budget, had put markets on a strong footing. But a sharp AI-led global rally has since diverted flows, triggering a decline in domestic stocks. Vinit Sambre of DSP Mutual Fund believes the bigger […]
Agreements with the U.S. and European Union helped allay fears that geopolitics and tariff turbulence would continue to weigh on the $5.2 trillion market. However, this relief has done little to offset concerns about business fundamentals, especially after Indian stocks posted the worst returns among major global peers in January.Earnings growth has been lagging for […]
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 […]
Steel Authority of India Limited (SAIL) reported a consolidated net profit of Rs 374.03 crore for the third quarter of this fiscal. The public sector company reported an operating profit of Rs 141.89 crore in the same months of the previous fiscal.The improved profits are due to higher volumes, operating leverage and prudent financial management, […]
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 […]
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 […]
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 […]
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 […]
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 […]
Indian stock markets have spent almost eighteen months in a sideways move, and according to Ashi Anand, founder and CEO of IME Capital, this consolidation phase has been shaped by a mix of headwinds: weak growth, high interest rates and geopolitical uncertainty. But the story gradually gets better. Anand notes that growth indicators have strengthened […]