Earnings momentum, banks and discretionary consumption to drive market upside: Tushar Bohra
Tushar Bohra predicts a market turnaround fueled by accelerating earnings momentum, expecting double-digit Nifty CAGR within two years despite initial volatility. He advocates for domestic cyclicals, consumption, banks, NBFCs, and the power/utility sectors, emphasizing a stock-specific approach for metals. This outlook highlights strategic investment opportunities.
Private banks poised for strong rebound, says Parag Thakkar
A market veteran sees a positive shift for India’s financial sector. Private banks, including HDFC Bank and ICICI Bank, will lead future growth. FY27 is expected to be a landmark year for both private and public sector banks. Rate cuts and government measures will support this expansion. A billion-dollar NBFC investment highlights this outlook.
Investor education key to counter get-rich-quick culture: Sunil Subramaniam
Subramaniam stressed the need for investor education and responsible distribution. “Equities are a good wealth creation and inflation-beating asset class, but not like a lottery. Distribution is key because a lack of trust in financial institutions was surprising to me, despite big names like SBI and HDFC being in the space.”
Want rental income without buying property? REITs could be the answer
REITs offer retail investors a modern, accessible way to invest in income-generating real estate without ownership hassles. They provide steady income, tax efficiency, and liquidity, outperforming fixed deposits and rental flats. SEBI’s reclassification as equity further enhances their appeal and accessibility for diversified portfolios.
ETMarkets Smart Talk| Festive season, policy measures likely to lift consumption and corporate earnings, says Harshad Patwardhan
Harshad Patwardhan from Union AMC anticipates Indian markets will improve in the second half. Foreign fund outflows and IT sector pressures currently challenge performance. Festive demand, GST cuts, and RBI rate adjustments will boost consumer sentiment. Earnings growth is expected from the second half. Foreign institutional investment may return as trade issues resolve.
Why multicap funds could be the smart bet in 2026: Insights from Baroda BNP Paribas CIO
In the investment field if you are delivering returns aligned to investors expectation, flows will eventually flow. Baroda BNP Paribas Multicap Fund has consistently delivered returns through various market cycles.
Yen trims weekly advance as investors weigh BOJ, election impacts
The yen edged lower Friday, trimming its weekly gain. Traders considered Bank of Japan rate increases and a leadership election. The dollar rebounded despite a US government shutdown. Markets expect Federal Reserve rate cuts this year. Japan’s political future and central bank policy are key factors. Global economic outlooks influence currency movements.
Wall Street closes with records as tech support offsets labor, shutdown uncertainties
Wall Street indexes closed at record highs, primarily driven by the technology sector and AI chip companies, amidst a U.S. government shutdown. Investors, monitoring private labor data, anticipated potential Fed rate cuts. The shutdown also raised concerns about its duration and impacted specific stock performances.
Will WeWork India’s IPO attract investors amid mixed financial signals?
WeWork India is set to launch a ₹3,000 crore IPO, which will reduce the promoter’s stake to 48.1%. Despite higher revenue and Ebitda than competitors, the company’s recent FY25 profit of ₹128 crore is primarily attributed to a deferred tax credit. Geographic concentration and lower occupancy rates in mature centres compared to peers are noted.
Asian stocks edge up after tech powers Wall Street
Global equities reached new records as optimism around artificial intelligence propelled Asian stocks and US tech shares higher. The S&P 500 and Nasdaq 100 hit new highs, with Alibaba also surging. This strong tech momentum overshadowed concerns about a US government shutdown and potential federal job cuts.