Bullish Bets: Vinit Bolinjkar maps out India’s next big market winners

Indian equities are seeing stock-specific action. Market expert Vinit Bolinjkar is bullish on select banking, power, defence, and industrial companies. He highlights mid-sized banks like Yes Bank, RBL Bank, and Bandhan Bank. Cummins India is seen as a long-term compounder. Coal India offers yield and growth. Adani Green and Adani Enterprises are preferred in the […]

US Stock Market: Goldman Sachs raises S&P 500 target to 8,000 on AI-driven earnings optimism

Goldman Sachs has boosted its S&P 500 target for 2026 to 8,000. This optimistic outlook is driven by strong corporate earnings and continued investment in artificial intelligence. The firm anticipates robust profit growth, with AI-related companies expected to be major contributors. This revision reflects growing confidence in the US stock market’s future performance.

ETMarkets PMS Talk | A ‘private equity approach’ to public markets has driven our investing success for 15 years: Sameer Shah

ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah highlights manufacturing, defence, AI, aerospace, and energy transition as key themes for the next decade. He believes these sectors offer significant alpha opportunities, often remaining under-owned and under-appreciated by the […]

ETMarkets Smart Talk | Don’t mistake FII outflows for a loss of confidence in India’s growth story: Himanshu Srivastava

Foreign investors withdrew almost $5 billion from India funds in March 2026. This outflow stemmed from global uncertainty and high valuations. Experts believe this is not a loss of faith in India’s growth. Domestic investors showed resilience. Passive investing is growing, but active management remains key. Currency movements also influence decisions. India’s long-term growth story […]

Dollar near one-week high as US-Iran tensions flare, yen nears intervention zone

The dollar strengthened near a one-week peak. New U.S. strikes in Iran have complicated peace talks. Oil prices rebounded as hopes for a quick resolution faded. Investors anticipate the dollar to rise further. The yen weakened significantly, nearing a level that previously prompted central bank intervention. Markets await key U.S. inflation data.