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BIZARRE: Etmarkets - What They Never Told You

Midcap rally hides a deeper split: Every second stock down but index up 11% in 1 year. Are investors walking on thin ice?

The Nifty Midcap 150 has gained around 11% over the past year, outperforming the Nifty’s 6% decline. However, the gains have been uneven, with more than half of its constituents still in the red and some down as much as 70%. SKF India, KPIT Tech, Syngene International, RVNL, Tata Elxsi…

The Economic Times

ETMarkets Smart Talk| With 87.7% of F&O traders losing money, why systematic trading is becoming more relevant for retail investors, says Prashant Shah

Retail traders face significant losses in India's derivatives market. Automation and AI tools offer solutions for consistent execution and risk management. Technological advancements make algorithmic trading more accessible to individual investors. This shift addresses behavioral challenges and improves trading processes. The Indian market sees substantial growth in trading technology opportunities.

The Economic Times

ETMarkets Smart Talk | India could start looking attractive on FY28 earnings in six months: Nitin Raheja, Julius Baer India

While the Nifty 50 is currently trading around its long-term historical averages, sustained earnings growth and continued domestic inflows could make the market increasingly attractive from a forward-looking perspective.

The Economic Times

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ETMarkets Management Talk | AI and data centres are powering CleanMax's next growth engine; 42% of portfolio now comes from the segment, says Kuldeep Jain

In an interaction with Kshitij Anand of ETMarkets, Kuldeep Jain, Founder and Managing Director of CleanMax, says the rapid expansion of hyperscalers and data centres is fundamentally changing the scale and nature of renewable energy demand.

The Economic Times

ETMarkets Smart Talk | Don't dismiss 7.8% GDP growth as a statistical upgrade; the acceleration is real: Garima Kapoor

According to Garima Kapoor, Deputy Head of Research and Economist at Elara Capital, it would be wrong to dismiss the growth number as merely a statistical upgrade.

The Economic Times

ETMarkets Smart Talk | Don't judge India by Nifty's 21x PE; stock-level valuations still offer opportunities: Emkay Investment Managers: Kashyap Javeri

Kashyap Javeri suggests India’s market valuation premium is misleading due to index concentration. He highlights strong mid- and small-cap earnings growth, reliable SIP inflows, and easing FPI selling, while cautioning against risks like rising crude prices and currency fluctuations.

The Economic Times

ETMarkets Smart Talk | Time to rotate from expensive smallcaps to large caps? Saurabh Prasad weighs in

In an interaction with Kshitij Anand of ETMarkets, Saurabh Prasad, Head – Research Centre at Mirae Asset Sharekhan, said large caps are now more reasonably valued relative to growth stocks, while the premium commanded by small caps may be difficult to sustain given their more volatile earnings momentum.

The Economic Times

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ETMarkets NRI Talk | Rupee at 96: Why NRIs should think twice before sending more money to India, says Sachin Sawrikar

While a weaker rupee means more rupees for every dollar remitted, it can also erode the dollar value of INR-denominated investments over time.

The Economic Times

ETMarkets Management Talk | Crompton 2.0: How premiumisation, innovation and smart products could reshape growth: Kaleeswaran Arunachalam

Over the last decade, Crompton has expanded beyond its core categories through sustained investments in technology and product innovation.

The Economic Times

ETMarkets Smart Talk | India’s next growth leaders? Bajaj Alts’ Jitendra Gohil bets on electronics, solar, defence

He also sees opportunities in defence, shipbuilding, infrastructure and aerospace, though he cautions investors about demanding valuations.

The Economic Times

ETMarkets NRI Talk | GIFT City AIFs could be the next big NRI investment destination: LGT Wealth’s Nikhil Advani

In an interaction with Kshitij Anand of ETMarkets, Advani also discusses why NRIs remain under-allocated to Indian equities, how they should choose between NRE and NRO accounts, the role of REITs and InvITs, and how a ₹1 crore NRI portfolio could be structured for a 5–7-year investment horizon.

The Economic Times

ETMarkets Smart Talk | How to invest ₹1 crore in bonds for 3 years: Vineet Agarwal’s playbook

For investors with a three-year horizon, the focus now shifts from chasing capital gains to earning steady carry while managing credit, liquidity and reinvestment risks.

The Economic Times

ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay Bembalkar

Despite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained encouraging and several manufacturing segments are showing signs of stronger growth ahead.

The Economic Times

ETMarkets Smart Talk | Have ₹1 crore for 3 years? Puneet Pal’s fixed-income playbook

Rather than locking into long-duration bonds at current yields, Puneet Pal, Head – Fixed Income at PGIM India Mutual Fund, believes investors should stay nimble and wait for potentially higher yield levels as the rate cycle evolves.

The Economic Times

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The Economic Times

ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays

Axis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows remain strong. He favours financials, healthcare, cap goods, digital platforms and manufacturing beneficiaries, while cautioning against expensive stocks.

The Economic Times

FMCG’s FII nightmare! $5.2 billion selloff in 12 straight months. Are stocks set for a rebound?

Over the past year, foreign investors have unloaded $5.2 billion worth of FMCG stocks, largely due to the challenges stemming from inflated valuations and rising input costs. Companies are now transferring these increased costs to customers, resulting in weak volume growth and declining margins. For a recovery to take shape,…

The Economic Times

ETMarkets Smart Talk | AI infrastructure, not just AI software, will drive India's next wealth cycle: Amit Joshi

From data centres and power transmission to manufacturing and the energy transition, these sectors are emerging as the real enablers of the global AI ecosystem.

The Economic Times

ETMarkets NRI Talk | Valuation reset and cooling AI trade are bringing global investors back to India: Mitesh Shah

A moderation in valuations, coupled with the cooling of the global AI-driven rally, has made India a more compelling investment destination, according to Mitesh Shah, Chief Executive Officer, Equirus Family Office.

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The Economic Times

ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep Gupta

FPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, and FPIs have now taken out close to $28 billion (₹2.6 lakh crore).

The Economic Times

ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha Khemka

In an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, says manufacturing and financialisation remain the two strongest structural themes for investors over the next five years.

The Economic Times

F&O Talk: Nifty lacks direction on charts, says Sudeep Shah; outlines Bajaj Finance, Eternal strategy after Q1

Analyst Sudeep Shah, Vice President and Head of Technical & Derivatives Research at SBI Securities, interacted with ETMarkets regarding the outlook for the Nifty and bank, as well as an index strategy for the upcoming week

The Economic Times

ETMarkets Smart Talk | Build a portfolio with 50% large caps, 30% midcaps and 20% small caps: Roop Bhootra

While large-cap stocks have lagged their mid- and small-cap peers in recent months, valuation comfort is gradually returning, making asset allocation more important than ever.

The Economic Times

Ethereum surged significantly in 11 years. What's next for the second-largest cryptocurrency?

Completing 11 years since its 2015 launch, Ethereum has evolved from a $2.77 asset into the backbone of Web3 and DeFi. With institutional backing through spot ETFs and expanding real-world asset tokenisation, experts share what lies ahead for ETH's next phase of long-term growth and price performance.

The Economic Times

ETMarkets AIF Talk | Next-generation entrepreneurs will create India's biggest wealth opportunities: Hiren Ved

India's next wealth creation wave will emerge from new entrepreneurs in strategic sectors. These founders leverage advanced technologies to build globally competitive businesses with strong growth. Investors should look beyond conventional equity strategies for emerging opportunities. Alchemy Long Term Ventures Fund, Series 3 targets sophisticated investors with a long-term outlook.…

The Economic Times

ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul Suri

India's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to benefit from this build-out. Cooling infrastructure and electronics manufacturing services also present key opportunities. This shift favors physical builders over traditional technology service providers. Investors should focus on strength and discipline amid this…

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