Pankaj Pandey bullish on Arvind Fashions and Trent as GST cuts boost margins

Investors are closely watching the technology sector as TCS kicks off earnings season, with IT stocks at four-year lows despite currency depreciation. Healthcare, particularly hospitals, shows strong growth prospects driven by rising disposable income. Banking and financial services, including PSU banks like SBI, remain resilient, while fashion retail sees mixed momentum with Arvind Fashions poised […]

Tech sector rally: Tactical moves or fundamental shift? Insights from Sandip Agarwal

Market expert Sandip Agarwal expressed caution on the Indian IT sector, citing low single-digit growth and high valuations for large caps. He believes current rallies are tactical, not fundamental, and sees potential bottoming out when multiples contract. Agarwal favors platform companies and is highly bullish on India’s consumer tech “Mag-7” for long-term growth.

ETMarkets Smart Talk| Rs 2800 cr in SIPs! Indians are investing, but without clear goals: Dolat Capital’s Kedar Kadam

Kedar Kadam emphasizes that while record SIP inflows indicate a strong structural shift in Indian investing, many investors lack clear financial goals. He advocates for intentional, goal-oriented investing to navigate global uncertainties and market volatility. A selective, disciplined approach, focusing on quality growth and due diligence, is crucial amidst stretched valuations and evolving market dynamics.

Gold notches fresh high on safe-haven demand, Fed rate-cut bets

Gold prices surged to an all-time peak on Tuesday, driven by U.S. economic and political uncertainties and anticipated Federal Reserve interest rate cuts. Despite some Fed officials signaling caution on further reductions, markets are pricing in more cuts. This environment, coupled with strong central bank buying and investor demand for hedges, propelled gold’s significant year-to-date […]

S&P 500, Nasdaq reach all-time closing highs on AI dealmaking boost

Indian markets saw a boost from global trends. The S&P 500 and Nasdaq touched record highs driven by artificial intelligence deals. AMD’s partnership with OpenAI fueled this surge. Despite a US government shutdown, investor sentiment remained strong for AI-related companies. Upcoming earnings reports and economic data will be closely watched.

Is LG Electronics India IPO a smart bet for long-term investors?

LG Electronics India is set to launch an IPO, aiming to raise over ₹11,000 crore. The company boasts strong financials, with higher revenue, Ebitda, and a remarkable 37.1% return on net worth for FY25 compared to rivals. Its attractive valuation, with a lower P/E multiple than peers, makes it a compelling long-term investment opportunity.