HISTORICAL FACTS: Etmarkets smart talk - Caught on Camera

ETMarkets Smart Talk | Bond markets have priced in nearly four rate hikes. Where should investors invest now?

In this edition of ETMarkets Smart Talk, Piyush Barawal, Director and Senior Fund Manager at WhiteOak Capital, shares his outlook on interest rates and bond yields and explains why the two- to four-year segment of the yield curve could offer an attractive opportunity.

The Economic Times · 15h ago

ETMarkets Smart Talk| India’s next wealth creators may be hidden in specialised manufacturing and energy infrastructure: Paresh Bhagat

Paresh Bhagat, Chairman of Mangal Keshav Financial Services, discusses where India’s next wealth creators could emerge from, why several mid- and smallcap stocks remain priced for strong future growth, and how investors can distinguish expensive growth stories from genuine long-term compounders. He also explains why valuation discipline matters, whether largecaps…

The Economic Times · Oct 21

ETMarkets Smart Talk | Investors want more than trading apps; they want a partner in their wealth journey: Shripal Shah

Shripal Shah, MD & CEO of Kotak Neo, discusses how investor behaviour has changed, why digital convenience alone is no longer enough, and how the next phase of broking will be shaped by connected investing, access to research and human expertise.

The Economic Times · Oct 21

ETMarkets Smart Talk | 2-year bonds attractive, long end risky: Apoorva Javadekar’s fixed-income playbook

While the recent rise in yields may make short-tenor bonds more attractive, the long end remains vulnerable to global rate pressures and domestic fiscal risks. Apoorva Javadekar, Chief Economist at Shriram Group, believes the 2-year segment offers a relatively attractive entry point, while investors should remain cautious on long-duration bonds.

The Economic Times · Sep 23

ETMarkets Smart Talk | Fed, inflation, rupee: How investors should navigate India’s 7%+ bond yields, says Vineet Agrawal

With the 10-year government bond yield moving above 7%, investors are once again facing a key question: is this an opportunity to lock in attractive yields, or could rates move even higher from here?

The Economic Times · Sep 22

ETMarkets Smart Talk | From SpaceX to Anthropic: Subho Moulik decodes a step-by-step guide for Indian investors

In this edition of ETMarkets Smart Talk, Subho Moulik, Founder & CEO of Appreciate, breaks down the US investing opportunity for Indian investors.

The Economic Times · Sep 22

ETMarkets Smart Talk | Higher US rates could accelerate capital flight from EMs, but India remains better insulated: Rajesh Palviya

Rajesh Palviya, Head of Research at Axis Direct, believes another US rate hike could tighten global financial conditions, strengthen the dollar and accelerate capital outflows from emerging markets.

The Economic Times · Sep 21

ETMarkets Smart Talk | From Anthropic to SpaceX: Mehul Vora on AI valuations, IPO hype and investor risks

The excitement around AI and high-profile IPOs is undeniable—but the bigger question is whether valuations are being driven by current business economics or expectations of what these companies could become five or ten years from now.

The Economic Times · Sep 21

ETMarkets Smart Talk | India may see 50 bps of rate hikes in 2026 as Fed tightens: Garima Kapoor

The Fed’s latest rate hike could constrain the RBI’s policy flexibility as India-US bond yield differentials narrow. Elara Securities’ Garima Kapoor expects 25-50 bps of RBI hikes in 2026, while higher US yields and a stronger dollar could pressure FPI flows.

The Economic Times · Sep 20

ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish Kumar

Midcap and smallcap stocks are hitting record highs, but rising valuations and higher US Treasury yields could challenge the rally. ICICI Prudential Life Insurance CIO Manish Kumar discusses earnings visibility, domestic liquidity, FII selling, IPO supply and valuation discipline, while explaining why investors should avoid chasing growth at any price.

The Economic Times · Sep 19