Market correction opens opportunities in domestic sectors: Pankaj Pandey

Pankaj Pandey suggests domestic-oriented sectors like auto, capital goods, and cement offer attractive risk-reward amidst market volatility, expecting a further 2% correction before a bottom. While exporters face headwinds, select food FMCG companies and auto sales show promise, though IT remains challenging due to global sentiment.

US consumer strength keeping global markets buoyant, says Chidu Narayanan

Chidu Narayanan notes robust US consumer-driven growth, with the Fed poised for gradual rate cuts this year and next, aiming for policy normalisation. While tariff-induced inflation is still nascent, India’s RBI will likely pause, leveraging strong domestic consumption and a stable rupee against external headwinds. This resilience suggests global growth remains supported despite uncertainties.

Atlanta Electricals shares list at 14% premium over IPO price on exchanges

Atlanta Electricals made a strong market debut, listing at a 14% premium over its IPO price, aligning with grey market predictions. The Rs 687 crore IPO, priced at the upper end, was heavily oversubscribed. Analysts are cautiously positive, viewing the company as a potential long-term investment due to its strong order book and position in […]

Fabtech Technologies IPO opens for subscription. Check GMP, price band and other details

Fabtech Technologies, a biopharma engineering solutions provider, launched its Rs 230 crore IPO on September 29, closing October 1, with a price band of Rs 181-191. The issue is attracting strong grey market interest, indicating an 18% listing gain expectation. Proceeds will fund working capital and acquisitions, bolstering its robust financial performance and diversified order […]

ETMarkets Smart Talk| From Savings to Mutual Funds: Radhika Gupta’s step-by-step wealth creation strategy for young professionals

Radhika Gupta outlines a step-by-step wealth creation strategy for young professionals, emphasizing disciplined savings and adequate insurance before mutual fund investments. She advises waiting on home purchases and highlights the Edelweiss Tech Fund for global tech exposure and the Altiva Hybrid Long-Short SIF for income generation. Gen AI’s impact across all sectors is also discussed.

SIPs beat lumpsums: Why Umesh Mehta says discipline wins in a sideways market

Umesh Mehta of SAMCO Mutual Fund advocates consistent SIPs for navigating sideways markets, leveraging rupee cost averaging for double-digit returns. Despite recent market underperformance due to supply pressures and FPI outflows, India’s resilient economy and structural reforms support long-term growth. Investors should maintain discipline, focusing on SIPs and professional asset allocation for wealth creation.

How Mirae Asset’s smart passive blend of Nifty50, Next 50 & midcaps delivered 20% CAGR

Mirae Asset’s Diversified Equity Allocator Passive FoF achieved a 20% CAGR since launch, outperforming active large-cap funds. Its disciplined, cost-efficient, valuation-driven allocation across Nifty50, Next 50, and Midcap 150 ETFs drove this success, adapting to market cycles. The fund manager sees large caps as most balanced, with midcaps requiring caution.

Oil slips as Kurdistan crude exports resume, OPEC+ plans output hike

Oil prices fell as Iraq’s Kurdistan region restarted crude exports via Turkey. This adds to global supplies. OPEC+ also plans another oil output hike in November. Brent and WTI crude futures slipped one percent. This follows price increases last week. Ukraine’s drone attacks had cut Russia’s fuel exports.