ETMarkets Smart Talk: India continues to stand out in terms of relative macroeconomic stability: Venkatesh Sanjeevi

May 15, 2023

A low to mid-teen earnings growth is being expected for the Nifty50, driven by a revival in domestic consumption, stable commodity prices, and an uptick in capex activity. We stay positive on the markets.

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Market rotation signals steady growth ahead; financials and PSUs lead the charge: Rohit Srivastava

According to Rohit Srivastava, the Indian market is experiencing sector rotation, ensuring upward movement after consolidation. Financials, especially NBFCs, are leading the rally due to

May 28, 2025

Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani

Dinshaw Irani of Helios Mutual Fund discusses investment strategies. He favors new-age companies and highlights quick commerce potential. Irani expresses optimism about Eternal and fintech

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