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MYSTERIOUS: Etmarkets - What They Never Told You

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…

The Economic Times

F&O Talk: Nifty IT gaining strong momentum, says Sudeep Shah; outlines HDFC Bank, ICICI Bank strategy after Q1

The Nifty IT index has rebounded nearly 13.5% from its July 1 low and gained around 5% this week, signalling improving momentum. Technical indicators, including the RSI, MACD and Relative Rotation Graph (RRG), point to strengthening bullish sentiment. The 29,600–29,650 zone is the key resistance, while 28,500–28,550 is expected to…

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

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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

Oil Price Today (July 16): Crude oil at $86, rises for 4th day as US-Iran attacks continue. What are experts saying?

The United States on Wednesday targeted Iran's coastal defence systems and missile sites after reimposing a naval blockade on Iranian ports. In response, Iran warned that it could further restrict regional energy exports, saying it was fighting an "existential war" against the U.S.

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

Q1 surprise sends jewellery stocks shining 40% in a month. Will the surge last in next quarters?

Indian jewellery stocks saw a 40% surge after strong June quarter business updates. Resilient demand and a shift to organized players supported this sector's impressive rally. Titan Company reported significant growth in its consumer businesses during the June quarter. Analysts believe demand remains strong and long-term structural tailwinds are intact.…

The Economic Times

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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 Smart Talk | Corporate bonds are emerging as a compelling alternative to fixed deposits: Nikhil Aggarwal

As fixed deposit rates decline, Indian investors are increasingly exploring corporate bonds for better post-tax returns. This shift, driven by improving market access and regulatory reforms, is causing retail participation in bonds to surge. Experts highlight that while higher yields signal greater risk, careful evaluation of credit ratings, issuer health,…

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

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 PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruption

Helios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm's confidence stems from favourable demographics, rising aspirations, and the growth of new-age businesses. This strategy, rooted in an 'Elimination Investment' philosophy, prioritizes sectors with structural tailwinds and quality management, positioning…

The Economic Times

Mutual funds cut PSU bank exposure to 8-month low in May. Warning sign or buying opportunity?

Mutual funds have cut their stake in PSU banks to an eight-month low. This move has led to discussions about whether it signals caution or presents a buying chance. Experts suggest focusing on company fundamentals and valuations rather than solely on institutional shifts. The sector has seen strong performance, prompting…

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

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The Economic Times

ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj Jain

Anuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights disciplined processes and patience in special situations, differentiating turnarounds from value traps. Jain sees India's manufacturing and industrial expansion as a decade-defining investment theme.

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.

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