Instant redemption helps lure retail investors to liquid funds
Retail investors are shifting their savings from low-interest bank accounts to Liquid and Overnight funds, attracted by the Instant Redemption feature. This allows for quick access to funds within minutes, enabling investors to earn higher returns of 6.5% to 7% while maintaining liquidity for everyday needs and emergencies.
Not doomsday, AI will Ring in modernisation: C S Venkatakrishnan, Barclays
Barclays CEO C S Venkatakrishnan highlights India’s strong growth and digital transformation reshaping its global economic standing. He believes AI will modernize systems rather than eliminate jobs, and the world is entering a sensitive credit cycle after years of cheap borrowing, with geopolitical shifts mirroring the 1970s-80s.
Metal stocks glitter on Dalal Street, eye stronger March quarter
Indian metal stocks are performing strongly. Prices for steel and non-ferrous metals have risen significantly. This is due to increased demand, government policies, and limited supply. Steel companies are seeing better earnings. Non-ferrous producers also benefit from global price trends and a weaker rupee. The current quarter is typically strong for metal volumes.
PSU banks and capex stocks leading market gains: Dipan Mehta
Indian markets show strong performance in PSU banks, capital goods, and infrastructure. Dipan Mehta highlights PSU banks closing valuation gaps with private peers. Capital goods firms benefit from robust order books and capex cycles. FMCG stocks face caution due to slow growth. Infrastructure and engineering companies with diversified orders, like L&T, are favored.
Dilip Buildcon shares rally 4% as lowest bidder for Rs 702 crore Gujarat flood control project
Dilip Buildcon shares: The company emerged as the lowest bidder for a Rs 702-crore flood-control embankment project in Gujarat, to be executed on an EPC basis over 24 months along the Narmada River in Bharuch district.
Infosys’ AI push reassures on business strength, but valuation worries linger, says Sandip Agarwal
Indian IT firms’ robust business models, honed over decades, are well-equipped to navigate AI disruption, according to analyst Sandip Agarwal. While valuations remain a concern, the sector’s ability to reskill and adapt to client needs, coupled with significant AI opportunities, suggests resilience. Strong industry preparedness for AI implementation promises substantial revenue growth in the coming […]
Netweb Tech shares jump 4% after launch of ‘Make in India’ AI supercomputing systems powered by NVIDIA
In a bold stride towards technological advancement, Netweb Technologies India witnessed a boom in shares following the introduction of their cutting-edge AI supercomputers. The formidable Tyrone Camarero GB200 and the agile Tyrone Camarero Spark are designed to offer immense AI capabilities, leveraging the prowess of NVIDIA technology in line with the ‘Make in India’ vision.
ETMarkets PMS Talk | Gold allocation and dynamic hedging helped QAW beat Nifty in January selloff: Rishabh Nahar of Qode Advisors
Qode Advisors’ QAW strategy defied January 2026 market declines, posting a nearly 7% gain against the Nifty50’s 3% fall. Fund Manager Rishabh Nahar credits a higher gold allocation and dynamic derivative hedges for cushioning risk and generating alpha. This “all weather” approach prioritizes stability and consistent returns amid global uncertainties.
ETMarkets Smart Talk | Financials, manufacturing and consumption to lead in 2026 as India’s structural story strengthens: Raghav Iyengar
Indian equity markets are set for a strong future. Domestically driven sectors like financials, manufacturing, and consumption will lead growth. By 2026, structural growth themes will overshadow market noise. Investors can anticipate improved earnings visibility and supportive liquidity. This period promises sustained wealth creation for long-term participants.
ETMarkets Smart Talk | Only 16% IPOs beat market returns; be selective, says Ajay Tyagi who follows Warren Buffett
Indian primary markets see record IPOs but long-term wealth creation tells a different story. Only a fraction of companies outperform the broader market over time. Investors are cautioned against IPO euphoria. Patience and selectivity are key to sustainable wealth. Valuations in mid and smallcaps remain a concern. Consumption and IT sectors show promise. FII ownership […]