ETMarkets Smart Talk | Valuations ahead of earnings — Time for bottom-up value picks: Shrikant Chouhan

Amidst market volatility and FII outflows, Kotak Securities’ Shrikant Chouhan advises a bottom-up, value-driven investment approach. He notes retail investor enthusiasm driving IPOs, while smart money targets hospitals, digital-first firms, and capital market-linked businesses. Chouhan emphasizes caution in small and midcap stock selection, prioritizing corporate governance and business model analysis.

Explained: The power of compounding through SIPs in mutual funds

SIPs and compounding are powerful tools for wealth creation. Investing regularly in mutual funds through SIPs allows even small amounts to grow significantly over time. The key is to start early and stay invested for the long term. Consistency and patience are crucial for maximizing the benefits of compounding. Increase SIP amount over time to […]

5 world market themes for the week ahead

Donald Trump’s trade deadline looms, but investors remain calm. Japan and the U.S. have reached an agreement. A European Union deal is also possible. The Federal Reserve is expected to hold interest rates steady. The Bank of Japan is considering rate hikes. Euro zone data is coming this week.

Meme-stock roar fades on Wall Street as retail finds new thrills

Meme stock trading is now normal in US markets. Opendoor, Krispy Kreme, and GoPro saw big surges. Warnings about speculation are ignored. Crypto is going mainstream with big firms involved. Retail investors are using options more. Short-dated options trading is at a record high. Meme stock enthusiasm shows retail investors are here to stay.

S&P 500, Nasdaq close at records; Deckers soars on UGG demand

The S&P 500 and Nasdaq reached record highs, fueled by optimism for a U.S.-EU trade deal and strong earnings from companies like Deckers Outdoor. Intel’s disappointing forecast led to a stock decline, while investors await the Federal Reserve’s decision on interest rates amid trade concerns.

RBI governor supports independence of central bank

Governor Malhotra praised US Fed Chair Jerome Powell’s efforts to uphold the central bank’s independence amidst political pressure. Malhotra highlighted Powell’s commitment to this principle, noting the widespread support he received from global finance leaders at a recent international gathering. This endorsement underscores the importance of central bank autonomy in maintaining economic stability.