EQUITY DEFINITION
Top executives skip the sweet talk, approach lawyers and consultants to negotiate contracts
New Chief Executive Officers in India are now carefully negotiating their employment agreements. This is due to increased performance pressure and regulatory oversight. CEOs want detailed contracts covering roles, severance, and equity. Law firms report a rise in executives seeking advice on contracts and exits. Companies are becoming more open to these demands to attract top talent.
Think gold prices always go up? This CA shares 'ZERO returns data that will blow your mind'
As gold prices near ?1 lakh, Nitesh Buddhadev advises investors to consider gold's historical performance. Gold offered minimal returns between 2012-2019 and 1992-2002. Recent price surges are due to macro events after a period of stagnation. Buddhadev suggests gold as a diversification tool, not a primary growth engine.
US dollar declining, global markets decoupling from the US market: Rupen Rajguru
Rupen Rajguru suggests a global market decoupling from the US due to trade shifts and a weakening dollar. Emerging markets like Europe, Brazil, and India are benefiting from increased liquidity. While Indian markets face domestic and global headwinds, easing regulations and a focus on growth could revive earnings, making it a buy on dips.
Bajaj Group seeks CCI's nod to acquire Allianz's 26% stake in insurance JVs
Bajaj Group is seeking CCI approval to acquire Allianz SE's 26% stake in Bajaj Allianz General Insurance and Bajaj Allianz Life Insurance, potentially gaining full control. The deal, valued at ?13,780 crore and ?10,400 crore respectively, ends a 24-year partnership. Bajaj asserts the acquisition won't harm competition, citing a fragmented insurance sector.
Microfinance recovery at least 2 quarters away; Q4 going to be tough for NBFCs, MFIs: Shweta Daptardar
Elara Capital's Shweta Daptardar indicates the microfinance sector still faces challenges, with recovery expected to take at least two more quarters, further impacted by the Tamil Nadu ordinance affecting credit discipline. While liquidity infusion and rate cuts favor AAA-rated NBFCs, asset quality concerns persist. Monitoring asset quality trends remains crucial for the sector.
FII inflows driven by relative stability, not blind optimism: Saion Mukherjee
The market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy shapes up globally and for India over the next 12 months we still think there are headwinds to corporate earnings and the risk premium which actually has not really flared up, we have to keep watching that.
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LG Electronics IPO to be delayed amid market volatility
South Korean major LG Electronics has delayed the upcoming initial public offering (IPO) for its Indian unit, amid volatility in the local share markets, according to industry insiders.
ETMarkets Smart Talk: Harshad Patwardhan offers playbook for creating wealth with sector-focused strategy
Drawing on his extensive experience, he reveals how sector selection—especially during periods of global uncertainty—can make a significant difference in building long-term wealth.
FIIs are back but retail has started selling; stay cautious on auto, IT & FMCG: Dinshaw Irani
Foreign Institutional Investors are back in the Indian market. They have invested significantly, around $3.5-4 billion. This signals active investment. Dinshaw Irani expresses caution about high valuations. He notes retail selling impacts mid and small-cap performance. Irani is wary of auto, IT, and certain consumer segments. He favours financials, hospitality, and healthcare. India-Pakistan tension remains a concern.
Tech industry tried reducing AI's pervasive bias; now Trump wants to end its 'woke AI' efforts
In the White House and the Republican-led Congress, "woke AI" has replaced harmful algorithmic discrimination as a problem that needs fixing. Past efforts to "advance equity" in AI development and curb the production of "harmful and biased outputs" are a target of investigation.
Dollar posts first weekly gain since March on signs of easing US-China tensions
The dollar is poised for its first weekly gain since mid-March following China's tariff exemptions on some U.S. imports, fueling hopes for easing trade tensions. Despite conflicting signals this week, signs point towards de-escalation rather than further escalation, although uncertainty persists. While safe havens droop, analysts caution against premature celebrations of a full dollar recovery, citing ongoing concerns about U.S.
Axis Bank a buy after recent correction; prefer Canara Bank over SBI among PSBs: Pramod Amthe
InCred Capital is strategically adjusting its financial services portfolio. They are favoring growth-oriented companies with better liquidity. Axis Bank's recent correction is seen as a buying opportunity. The focus is on easing interest rates and credit availability. Canara Bank is preferred over State Bank of India in the PSU banking sector.
India's economic growth outlook unchanged, poised to outperform global growth despite risks: Lakshmi Iyer
Lakshmi Iyer of Kotak Investment Advisors discusses India's inward-focused economic strategy, fueled by rising rural and urban consumption and supported by the BFSI sector. Despite global growth concerns and fluctuating dollar dynamics, India's bond market remains attractive due to domestic institutional support and potential US rate cuts, with impending global index inclusions further bolstering bond yields.
DTAA Advantage: How NRIs in countries like UAE can invest tax-free in India, explains Prime Trigen Co-CEOs
The current tariff war is making it difficult to gauge the direction of the dollar. Returns of NRI’s who have been investing in US Stock Markets and Real Estate markets in USA will be affected due to slowdown in US Growth due to tariffs.
Sectoral rotation to drive Nifty’s uptrend: Rohit Srivastava
While banking can come to a point where it pauses, you will get participation from other sectors that can drive Nifty higher and so, on Nifty you will still want to trail your support and keep looking at level to level whether you can move from one to the next.
People made money in gold, stocks and real estate. Then, why you could not? Akshat Shrivastava has an answer
Gold prices soared to unprecedented levels, exceeding Rs 99,000 on MCX and breaching Rs 1 lakh in retail markets. Finfluencer Akshat Shrivastava highlighted the cost of inaction, pointing out that diversified investments still yielded returns, while holding cash resulted in missed opportunities. The post sparked debate, with some emphasizing informed investing over risky decisions.
Rich Dad Poor Dad author Kiyosaki predicts silver prices could double, calls it best bargain
Robert Kiyosaki, the author of Rich Dad Poor Dad, is increasing his silver holdings, calling it the "biggest investment bargain today." He predicts silver could double in price this year, even as gold reaches record highs. Kiyosaki advises investors to pivot away from traditional financial products, warning that inflation and excessive money printing would erode the value of fiat currencies.
ETMarkets Smart Talk: Gold, infra, FMCG, and fixed income - Kush Gupta’s dual strategy to tackle market volatility
Equity markets always come along with their fair share of excitement and volatility. For a long-term investor, these events provide a clear opportunity to add quality stocks to their portfolio and be part of businesses that will show growth when the tide turns over.
Brace yourself, market is likely to get even shakier: Mark Mobius
To export, companies must be able to import machinery and other components and, right now, that is very difficult because of the bureaucracy involved in setting up businesses in India. So, this is an urgent requirement for India to address. If they ease the system, it will encourage global players like Apple to set up their own factories and manufacture in India.
Devyani International to acquire majority stake in 'Biryani by Kilo'
Devyani International Ltd (DIL), a major franchisee for KFC, Pizza Hut, and Costa Coffee, plans to acquire a controlling stake in Sky Gate Hospitality, the operator of 'Biryani by Kilo'. The board meeting is scheduled for April 24, 2025, to approve the deal, which includes issuing equity shares to cover the acquisition cost.
Not the time for speculative bets; stick with what drives the economy: Anurag Singh
Anurag Singh of Ansid Capital suggests that the US is inflicting self-inflicted wounds with its economic policies, leading to capital leaving America. He believes the market distrusts the president's actions, causing a standstill in business decision-making. While US markets face challenges, Singh remains optimistic about India and China, favoring sectors like technology, banking, and FMCG for investment.
Fund Manager Talk | Indian stocks should beat both US and China markets: Bajaj Finserv AMC’s Sorbh Gupta
The noise around the market because of the US tariffs and global geopolitical risks has increased, and that is resulting in a lot of volatility. However, we are sticking to our process InQuBe, where when we analyze the fundamentals of companies, we have our internal quant team, which helps us via various quant screeners
'Trade anytime, anywhere—but stay smart', says Aamar Deo Singh on Web Trading Basics
Today, anyone with a smartphone and a stable internet connection can trade, and tools once reserved for large investors are now available to the masses. This digital evolution has made trading more inclusive, efficient, and accessible—completely changing how people invest and trade.
KFC-operator Devyani International to buy Biryani by Kilo, shares jump 4%
Devyani International, a QSR operator of KFC and Pizza Hut, plans to acquire Biryani by Kilo, causing its shares to rally. Emkay Global upgraded the stock to buy, citing potential value creation from the acquisition and possible growth in India. Sky Gate Hospitality, operating Biryani By Kilo, has seen substantial revenue growth.
Do equity mutual fund SIPs beat market volatility, guarantee returns? ET Wealth-Crisil Intelligence SIP study answers
Mutual fund returns aren’t guaranteed, even via SIPs. But as investment horizons lengthen, the risk of loss drops significantly, shows an ET Wealth–Crisil Intelligence SIP study.
3 investors who ran mutual fund SIPs for a decade and hit gold: What was their strategy?
A significant chunk of mutual fund investments are withdrawn before three years. But a growing tribe of investors has realised that longevity pays—especially with systematic investment plans. Here are three remarkable stories of investors with SIPs running for over a decade.
F&O Talk | Bank Nifty outperforms as valuations stay attractive, liquidity support continues: Shrikant Chouhan of Kotak Securities
Markets extended their winning streak for the fourth straight week, logging gains of over 3.8% in a truncated trading week, as investor sentiment remained buoyant amid favorable macroeconomic data and steady global cues.
ETMarkets Smart Talk: Don’t rush to gold despite record highs, says Sahil Shah amid market uncertainty
FY25 indeed ended on a turbulent note. The broader markets witnessed sharp corrections, saw declines exceeding 15% over the last quarter. This correction was largely a result of valuations recalibrating to align with a new, more moderate growth outlook.
Market enters earnings mode, Dipan Mehta expects strong show from select sectors
In a conversation with ETNow, veteran investor Dipan Mehta emphasized that upcoming quarterly results and management commentary will be key in influencing investor sentiment in the near term.
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