India slowly coming back into investor focus amid global AI bull run, says Vikash Kumar Jain
India’s market is regaining investor interest. Economic data shows strength. Valuations are becoming reasonable compared to peers. Geopolitical worries are easing. While not yet a direct AI boom player, India’s fundamentals are improving. Trade deals with the US and EU are anticipated. This shift is making India a more attractive investment destination.
Cameron Brandt sees emerging markets gaining despite US fund inflows
Global markets are experiencing a slight cool-off, leading to a reassessment of year-end expectations. While US equity and bond funds see consistent inflows, emerging markets are attracting attention, with India receiving a notable portion of GEM fund investments. Investors are seeking diversification amidst shifting market dynamics.
Rajani Sinha warns freebie culture is pushing states towards fiscal distress
Economists are sounding alarms over the escalating fiscal burden of cash handouts and subsidies, with many states facing unsustainable debt levels. Freebies are straining state budgets, diverting funds from development and leading to concerns about long-term financial viability and potential bankruptcy.
Earnings season signals early recovery, but markets still driven by bottom-up stock picking: Deepak Shenoy
India’s Q2 earnings season showed cautious optimism with decent results despite tariff concerns. Corporate capex revival and potential rate cuts are influencing investors, while autos, healthcare, and engineering sectors present attractive opportunities. The market is currently tactical, but sustained trends in healthcare, smaller banks, and autos suggest a potential shift towards broader market strength.
Keep real estate at 10–15% of your portfolio in 2026, with REITs playing a bigger role: Abhishek Khudania
Investors are reassessing portfolios for 2026. Real estate is a strategic, measured component. Property should be a satellite allocation, ideally 10-15% of a portfolio. REITs and managed structures will drive stable income. Equities lead wealth creation, fixed income provides stability. Real estate complements core financial strategies. Tier-2 cities offer superior income and growth opportunities.
ETMarkets Smart Talk | With IPO valuations running hot, Aviva CIO sees better value in secondary markets
Aviva India’s CIO Balamurugan Shanmugam discusses market volatility driven by tariff uncertainties and offers insights into the earnings landscape post Q2. He highlights that while domestic investors remain active, Aviva is sidestepping the soaring IPO valuations, believing the secondary market presents better long-term opportunities.
Positive Breakout: These 10 stocks cross above their 200 DMAs
In the Nifty500 pack, 10 stocks’ closing prices crossed above their 200 DMA (Daily Moving Averages) on November 17, 2025, according to stockedge.com’s technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is […]
Fujiyama Power Systems IPO: Check allotment status today, GMP and listing outlook
Fujiyama Power Systems IPO allotment status will be available on November 18. Shares will list on NSE and BSE on November 20. The IPO saw strong institutional demand but modest retail interest. Grey market indicators suggest a flat debut. Investors can check their allotment status on the registrar’s website or stock exchange sites.
Bharti Airtel gets S&P upgrade backed by strong Q2 earnings, cash flow
Bharti Airtel’s credit rating has been upgraded by S&P Global Ratings. This reflects the company’s strong earnings and cash flow. The upgrade is expected to drive continued debt reduction over the next 12 to 24 months. Airtel’s financial flexibility is anticipated to improve. This positive outlook is supported by rational industry competition and tariff hikes.
AI story could unwind next year and India’s likely to benefit: CLSA
CLSA’s equity strategist predicts an AI bubble burst within a year due to concerns over returns on significant sector investments. This sell-off is expected to benefit India as investors reallocate funds from Taiwan and Korea, seeking less frothy markets. India’s appeal lies in its cheaper valuations and the exhaustion of alternative investment options.