Latest Updates Around The World
The Indian stock market is in a tough patch as the Nifty index is hovering around a key support level of 25,650 after three days of positive momentum. After breaking significant resistance levels earlier this week, the market is now consolidating amid mixed sector performance.Rahul Sharma of JM Financial Services noted, “Right now, we are […]
Public sector banks are positioned for a significant revaluation from current valuations from 1x book value to 1.5x book value, driven by strong earnings growth and an unprecedented opportunity to monetize real estate investments through REITs, said Deepak Shenoy, founder and CEO of Capitalmind. In an exclusive conversation with ET Now, Shenoy outlined how PSU […]
As markets move towards the Union Budget, investor sentiment remains cautious yet selectively bullish, with broader participation now visible across segments. While expectations regarding the Budget are subdued, concerns over continued outflows of foreign institutional investors (FII) are keeping market participants on the sidelines for now.Speaking to market expert ET Now, Neeraj Dewan said investors […]
Volatile markets and continued selling by foreign investors have put pressure on banking and financial stocks, raising questions around timing and valuations. In an interaction with ET Markets, Alok Singh, CIO at Bank of India Mutual Fund, explains why the current phase still offers an attractive entry point for BFSI investments, highlights the case for […]
Foreign institutional investors (FIIs) are piling into India’s public sector banks after a blistering rally added Rs 4.5 lakh crore in market capitalization over the past year, with FIIs raising stakes in 10 of the 12 PSU lenders in the December quarter as improving fundamentals and attractive valuations bring about a major change in investor […]
After a quiet week, Indian markets traded in the green on Friday as investors were cautiously optimistic for next week. CA Rudramurthy BV, MD, Vachana Investments shared his insights on Nifty, Bank Nifty and sector-specific opportunities, and urged traders to focus on capital protection in the current bandwidth-constrained environment.Nifty and Bank Nifty levels Rudramurthy identified […]
Veteran investor Rekha Jhunjhunwala is believed to have exited her stake in Canara Bank, marking the end of a profitable chapter in a long investment journey in the state-owned lender. According to the latest stock data for the December quarter, her stake in the bank fell below 1% for the first time, a position that […]
As Indian equities undergo a phase of consolidation amid uneven global flows, seasoned investors are increasingly leaning on bottom-up stock picking rather than broad market cap or thematic investing. In a conversation with ET Now, Vikas Khemani, Carnelian Asset Management, shared his views on PSU banks, IT services, manufacturing capabilities and the prospects for market […]
As Indian markets brace for 2026 amid volatile global cues, Kotak AMC Managing Director Nilesh Shah has advised investors to remain disciplined and diversified, highlighting the importance of multi-asset allocation across equities, debt, real estate and precious metals.Speaking to ET Now, Shah said the sharp rally in gold and silver in 2025 is unlikely to […]
Investors looking for opportunities in exports, financials and midcaps may have to adopt a selective approach, says Asit Bhandarkar, senior market strategist, JM Financial MF in an exclusive interview with ET Now. Export: textiles, pharmaceutical products and IT as focus areas When asked about the potential value in the export sector amid ongoing trade uncertainties, […]
