LIQUIDATION DEFINITION
While we should avoid errors of non-regulation, over-regulation is not the answer, says Sebi chief Tuhin Kanta Pandey
SEBI Chairperson Tuhin Kanta Pandey discusses balancing regulation and market growth. New products like Energy Futures are under consideration. He addresses concerns about mutual fund expense ratios and SME IPO froth. Pandey highlights the need for efficient regulation without overreach. He mentions the NSE IPO and its pending resolution on governance, technology, clearing corporations and litigation issues.
Export-focused sectors eye revival with trade deal tailwinds: Siddhartha Khemka
Siddhartha Khemka suggests that global conditions are improving, with a potential US-India trade deal boosting export-oriented sectors. He highlights positive trends in domestic-focused sectors like banking and consumption, driven by RBI's liquidity improvements and a healthy monsoon. Khemka recommends a long-term buy for Zomato and favors Blue Jet Healthcare within the pharma sector, anticipating strong revenue and earnings growth.
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.
Run-up in defence stocks not sustainable; be patient in IT; value in private banks: Nilesh Shetty
Nilesh Shetty of Quantum Advisors finds defence stocks overvalued, citing budget constraints and margin concerns. He prefers private sector banks due to their discount and growth potential. Shetty also sees value in IT services after price corrections, advising investor patience. He remains cautious on auto sector due to slowdown in sales.
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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IDFC First Bank’s MFI provision will go down every quarter from now; opex to fall further to 12-13%: V Vaidyanathan
IDFC First Bank's MD & CEO, V Vaidyanathan, anticipates improved performance in FY26, driven by peaking microfinance provisions and reduced operating expenses. The bank expects a gradual ROA improvement, particularly in Q3 and Q4, with PAT increasing as the microfinance challenges subside. Strong CASA, deposit, and loan growth, excluding microfinance, further support this positive outlook.
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.
BluSmart bust makes investors rewrite the fine print
Following financial irregularities at Gensol Engineering and BluSmart, investors are tightening investment contract terms. Lawyers indicate demands for broader disclosures, including founders' income sources, and stricter definitions of 'bad leaver' events. Limited partners seek more accountability from venture capital investors, with deferred payments becoming common. The BluSmart incident, involving fund diversions, prompts reassessment of downside protections.
'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.
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.
Scientists Detect Potential Signs of Life on a Distant Planet — Breakthrough Discovery Could Change Everything
Researchers examining exoplanet K2-18b have discovered the most compelling evidence yet of possible life, with the detection of gases associated with living things. Although exciting, the researchers emphasize that further observations are necessary to validate the observations. The planet, 124 light years away, may harbour microbial life — but scientists caution that one should not jump to conclusions
Is '?7 crore net worth' the new Indian middle class? Reddit post sparks debate on the changing social hierarchy
A Reddit post has sparked a debate on what truly defines the "middle class" in India today, questioning whether a ?7 crore net worth and ?3.5 lakh monthly income still fits this category. As inflation and living costs soar, many wealthy families downplay their status, opting for a modest lifestyle. The conversation challenges traditional views of class and wealth in modern India.
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.
PEs have more comfort with big bets in India: Joseph Bae, Co-CEO, KKR
KKR & Co. is aggressively deploying capital with $8.5 billion invested in Europe recently. The firm sees volatility as an opportunity for investment, particularly in high-quality businesses. KKR remains bullish on long-term U.S. growth, while also focusing on India as a key market due to its domestic consumption-driven economy and political stability.
Crypto firm DWF Labs buys $25 million of Trump's World Liberty Financial tokens
DWF Labs, a crypto firm based in Abu Dhabi, bought $25 million worth of $WLFI governance tokens from World Liberty Financial, linked to Trump’s family. The strategic deal grants voting rights, not trading, and highlights DWF’s DeFi focus. DWF will also support World Liberty’s stablecoin project, USD1.
Crypto firm DWF Labs buys $25 million of Trump's World Liberty Financial tokens
DWF Labs, an Abu Dhabi-based crypto investor and trading firm, said on Wednesday it had bought $25 million worth of digital tokens issued by the World Liberty Financial, the crypto venture controlled by the family of U.S. President Donald Trump.
Nitin Bhasin’s 3 top sectoral picks for FY26
Amidst market volatility, Nitin Bhasin of Ambit emphasizes focusing on earnings for quality companies, favoring bonds over equities due to valuation concerns and uncertain earnings outlook. He suggests overweighting private sector banks and FMCG, citing stable earnings and margin improvements, respectively. Healthcare is a smaller overweight, while IT remains an underweight due to growth and margin risks.
Despite a bounceback, smallcaps still vulnerable, says Share.Market analyst. Here's strategy on Trent, Muthoot and 4 more stocks
Indian markets experienced a volatile week, initially buoyed by Trump's tariff pause, offering a chance for trade negotiations. Analyst Om Ghawalkar advises caution despite a smallcap bounce, noting the index remains below its 200-day moving average. Key Nifty levels to watch are 23,000-23,500 resistance and 22,600-22,000 support. While IT sector faces challenges, banking shows resilience.
Gradually deploy capital over 3-6 months; focus on domestic consumption: Sunny Agrawal
Sunny Agrawal of SBI Cap Securities advises gradual capital deployment over the next six months, targeting CY26 and CY27 for better returns. He favors domestic consumption stories, particularly BFSI, frontline banks, and select auto segments like tractors. While cautious on IT and metals due to tariff uncertainties, he sees potential in aluminium and specific tyre companies like Ceat.
ETMarkets Smart Talk: Trump’s tariffs a negotiation tool, not a structural threat: Jignesh Desai, Centrum Broking
Jignesh Desai of Centrum Broking discusses cautious optimism for FY26 with improved FII sentiment, strong domestic fundamentals, and potential impact of US tariffs on Indian exporters. Key factors to watch include inflation, RBI rate cuts, and global trade dynamics. Small and mid-cap investments are attractive post-correction.
Sebi introduces standardized application format for Specialized Investment Funds
Markets regulator Sebi on Friday introduced a standardized format for applications by mutual funds intending to establish Specialized Investment Funds (SIF) in a bid to ensure uniformity and streamline the processing of such applications.
India's bond market holding strong thanks to RBI’s clear rate trajectory: B Prasanna
The uncertainty premium has shot up and people basically do not want to, I am talking about global investors, do not want to kind of invest in dollar assets as much as what they wanted to invest earlier and also bear in mind that tariffs have a stagflationary impact where you have a lower growth but you do not have a lower inflation but a higher inflation.
Expect 10-12% earnings growth this year; betting on FMCG for next 12-18 months: Varun Goel
Varun Goel anticipates a significant earnings growth for the Indian market, driven by rate cuts, tax reductions, and a favorable monsoon. While acknowledging global tariff concerns, he favors domestic-focused sectors like FMCG, infrastructure, and vehicle finance. He remains positive on NBFCs and expects gold loan companies to thrive in the current economic climate.
No need to panic, over medium term, India to become a standout destination: Nilesh Shah, Envision Capital
Nilesh Shah of Envision Capital says it is not time to panic. Big bear markets were seen during COVID, during the global financial crisis or during 9/11. They lasted for six to nine months. India peaked out about six months ago. Maybe it is a question of another three to six months. It is better to bide the time and be more prepared for the next round of up move.
Let RBI manage rupee; buy into mkt dip but don’t be in a hurry to deploy: Nilesh Shah
Nilesh Shah of Kotak AMC advises investors to prioritize quality stocks and valuation amidst global uncertainties, advocating a cautious approach to deploying capital during market corrections. He anticipates opportunities arising from President Trump's actions. Shah believes the rupee's movement will mirror the Chinese currency, emphasizing the need for competitiveness and trusting the RBI to manage volatility effectively.
Devang Shah expects more easing ahead as global uncertainty spurs disinflationary outlook
Our perspective is that yes, currency is somewhere an important variable which markets will be looking at, not only currency people will also look at what is happening on US bond yields. US bond yields in the last five days are up almost 60 odd basis.
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