FPI return to India may be tactical, not structural yet: HSBC MF’s Venugopal Manghat
Foreign investors are cautiously returning to Indian equities, but a durable FPI reallocation remains unconfirmed. HSBC Mutual Fund’s Venugopal Manghat highlights improving earnings, stable domestic demand and manufacturing growth, while stressing valuation discipline. Sustained foreign inflows will depend on earnings delivery, rupee stability, global liquidity, and India’s relative emerging-market valuations.
ETMarkets NRI Talk| Rs 1 crore, 5-7 years: How NRIs should allocate across Indian equities, bonds, gold and alternatives, says Rohit Sarin
NRIs investing in India should assess their global portfolio, existing India exposure, liquidity, risk appetite, taxes and repatriation needs before investing. For a Rs 1 crore portfolio, an illustrative allocation is 55–65% equities, 15–20% fixed income, 5–10% gold and 5–10% alternatives, complemented by real assets and diversification.
Explained: 5 reasons why skipping SIPs may affect your long-term wealth creation
Regular SIP investing helps investors benefit from compounding, rupee-cost averaging and financial discipline. While missing one instalment may have limited impact, repeatedly skipping SIPs can reduce long-term wealth, disrupt investment habits, affect financial goals and potentially interrupt mandates. Investors facing difficulties should consider temporarily reducing or pausing SIPs rather than stopping investments altogether.
ETMarkets Management Talk | CleanMax’s next growth phase: 1.5 GW capacity addition target, Rs 3,000 crore EBITDA by FY28, says Kuldeep Jain
CleanMax targets 1.5 GW capacity additions in FY27 and over Rs 3,000 crore EBITDA by FY28. Growth is driven by data centres, AI, Make in India and manufacturing demand. An AA credit rating and planned Rs 2,500 crore bond issue will strengthen funding access as the company scales its renewable portfolio.
Why Indian retail options traders are having a tough time to defuse what Warren Buffett called lethal time bombs
Sebi’s latest study shows that 88% of individual F&O traders lost money in FY26, with options accounting for 92% of aggregate losses. Despite reduced trading volumes, retail losses remained substantial, reinforcing Warren Buffett’s longstanding warnings about derivatives. Regulatory measures, including higher STT, aim to curb excessive speculation and protect small investors.
ETMarkets Smart Talk | Bonds aren’t boring: Where Devang Shah sees the best fixed-income opportunities
At the same time, the RBI remains watchful of risks from geopolitics, crude oil prices and global monetary policy developments.
5 world market themes for the week ahead
The Jackson Hole symposium is just around the corner, bringing together central bank chiefs to tackle the pressing issue of global inflation amidst soaring oil prices. Nvidia’s earnings report is anticipated to unveil key trends in AI expenditure. Meanwhile, South Korea’s central bank might deliberate a fresh interest rate hike, and Icelanders face an important […]
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash Agarwal
While foreign institutional investors (FIIs) have remained net sellers over the past two years amid India’s premium valuations and an earnings slowdown, Avinash Agarwal, Senior Vice President & Head – Equity at Bandhan Life, believes the tide could turn as India offers a diverse pool of large companies with consistent growth and greater earnings visibility.
Dubai office boom drives commercial real estate growth; transaction value triples in H1 2026
Dubai’s commercial real estate market remained resilient in H1 2026, with transaction value rising 8.5% to AED 65.23 billion. Offices led growth, driven by strong Grade A demand and limited supply, while retail also gained momentum. Investors increasingly favored income-generating assets over land, supporting a positive outlook despite geopolitical tensions and Q2 moderation.
Delayed, Not Denied: India’s BGAI Entry Waits on Market Access
India’s potential inclusion in the Bloomberg Global Aggregate Bond Index remains delayed, not denied, with operational accessibility the key hurdle. Inclusion could attract $15–25 billion in foreign inflows, diversify India’s bond investor base, ease borrowing pressures, and strengthen its global investment appeal. A phased inclusion remains likely, supporting India’s long-term bond-market integration.