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As markets grapple with global uncertainty, shifting financial flows and a mixed earnings recovery, investors are closely watching the Union Budget 2026 for policy direction and growth cues.In this edition of ETMarkets Smart Talk, Rahul Singh, CIO–Equities at Tata Asset Management, shares his expectations for the upcoming budget, the outlook for valuations and foreign flows, […]
After a year-long consolidation, Indian equities are poised to regain strength by the end of 2025, says Siddhartha Khemka, head of research (Wealth Management) at Motilal Oswal Financial Services. With valuations normalizing and earnings expected to rebound sharply after FY27, he believes the market is gearing up for the next rally. Edited excerpts from a […]
The Indian stock markets ended the week with a win of 1%, but remained below the most important 25,000 Mark, which made analysts to be called in to weigh underlying trends. Mayuresh Joshi in an interview with ET now emphasized domestic policy measures and global factors. “GST -rationalisatie is zeer positief – het zou moeten […]
