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EXPLAINED: Kshitij anand | Rare Historical Photos

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 | 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

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

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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 | India is ‘pricey’, not expensive: Mark Zuckerberg’s Harvard classmate Vikas Pershad on investing

Pershad, who has been investing in Indian equities for nearly three decades, believes investors need to look beyond short-term market noise and focus on long-term earnings growth, return on equity and structural changes in the economy.

The Economic Times

ETMarkets Smart Talk | Direct stocks are not the answer for global investing; fund of funds makes more sense: Rahul Jain

According to Rahul Jain, President & Head – Wealth Management at Nuvama, direct stock-picking is not the answer for most investors looking to diversify globally. He believes passive strategies and fund of funds can offer a more effective way to gain exposure to different geographies while reducing the burden of…

The Economic Times

ETMarkets Smart Talk | Financialisation of savings could be India's biggest wealth creator over the next decade: Prashasta Seth

In an interaction with Kshitij Anand of ETMarkets for Smart Talk series, Seth explains why the steady shift from physical assets to financial investments is transforming India's capital markets, shares his outlook on equities amid geopolitical and macroeconomic risks, outlines his preferred portfolio allocation, and highlights the sectors and themes…

The Economic Times

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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

ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren Ved

India's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations away from traditional large-caps. They are now exploring growth in internet consumer and industrial spaces. This shift reflects changing market leadership and technological disruptions. The second half of 2026 is anticipated to be…

The Economic Times

ETMarkets Smart Talk | India's retail investing boom is structural, 40 crore demat accounts possible in 10 years: Sandeep Nayak

India's retail investing growth is structural, driven by demographics and financialization. Digital broking will focus on informed decisions and personalized guidance. Centrum Finverse aims to provide research and hand-holding to retail investors. Technology and AI will enable hyper-personalized services for customers. Multi-asset approaches and risk management are crucial for long-term…

The Economic Times

ETMarkets Smart Talk | Tier III India is creating the next wave of millionaires: Centrum Wealth CEO Sandeep Das

Wealth creation is expanding beyond metros into smaller cities. Family offices are growing significantly, managing wealth more formally. Cross-border investing is increasing for both NRIs and resident Indians. Technology and AI are enhancing personalized client engagement and efficiency. Trust and human judgment remain central to advisory services.

The Economic Times

ETMarkets Management Talk | We want to grow 20% annually without taking on debt: Bansal Wire's Pranav Bansal

Bansal Wire Industries is focusing on operational efficiency and cash generation for growth. The company targets twenty percent annual growth without increasing leverage. This growth will be achieved through stronger free cash flows and internal accruals. Bansal Wire Industries is expanding into speciality wires and adopting AI-driven manufacturing. Improving return…

The Economic Times

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

The Economic Times

ETMarkets PMS Talk | We analyse over 300 data points to identify alpha: Wright PMS' Sonam Srivastava

Wright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her firm's Factor Fund has significantly outperformed benchmarks, delivering nearly 20% CAGR. Srivastava highlights dynamic allocation across sectors like data centers and power transmission, emphasizing a quantitative strategy that adapts to…

The Economic Times

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The Economic Times

ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan Bharaddia

In an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing approach in public markets, highlights themes such as import substitution, manufacturing, infrastructure ancillaries and consumption, and shares why disciplined stock selection—not macro calls—remains the key to long-term wealth creation.

The Economic Times

ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek Agrawal

Geopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification sectors, according to Prateek Agrawal of Motilal Oswal AMC. He emphasizes focusing on businesses with durable earnings growth amidst evolving global dynamics, highlighting the potential for alpha generation in niche, high-growth spaces.

The Economic Times

ETMarkets Smart Talk | RBI's FPI reforms and index inclusion could unlock up to $25 billion in debt inflows: Dhawal Dalal of Edelweiss MF

In an interaction with Kshitij Anand of ETMarkets, Dhawal Dalal, President & CIO – Fixed Income at Edelweiss Mutual Fund, said the combination of regulatory easing and potential inclusion in widely tracked global bond indices could bring up to $20–25 billion in incremental debt inflows over the next 12–24 months.

The Economic Times

Mind Over Money | Long walks are my meditation; they help me think beyond market noise: Citi's Mickey Bhatia

Citi executive Mickey Bhatia credits long walks, early mornings, reading and consistent routines for maintaining mental resilience during volatile market periods. He says stepping away from daily market noise enables strategic thinking, while discipline and experience help navigate uncertainty and stress.

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The Economic Times

ETMarkets Smart Talk | Don't mistake FII outflows for a loss of confidence in India's growth story: Himanshu Srivastava

Foreign investors withdrew almost $5 billion from India funds in March 2026. This outflow stemmed from global uncertainty and high valuations. Experts believe this is not a loss of faith in India's growth. Domestic investors showed resilience. Passive investing is growing, but active management remains key. Currency movements also influence…

The Economic Times

Bringing institutional-grade research to bonds is a game changer for retail investors: Saurav Ghosh of Jiraaf

Jiraaf's Co-Founder Saurav Ghosh highlights the critical need for institutional-grade research in India's evolving bond market. He explains how this will empower retail investors by simplifying complex debt instruments, moving beyond traditional credit ratings to offer issuance-level analysis for better risk assessment and informed portfolio building.

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