Expert Views
Vedanta demerger & HFCL dip: Anand James reveals how to trade this week's top stock triggers
Also, 23700 is a stiff barrier that had troubled May for several days, and is expected to pose a stiff challenge to further upside. And so will 24,000. In other words, despite the enthusiastic run up on Friday, several hurdles appear in the way of continuation of the same.
ETMarkets Smart Talk | RBI's FPI reforms and index inclusion could unlock up to $25 billion in debt inflows: Dhawal Dalal of Edelweiss MF
In an interaction with Kshitij Anand of ETMarkets, Dhawal Dalal, President & CIO – Fixed Income at Edelweiss Mutual Fund, said the combination of regulatory easing and potential inclusion in widely tracked global bond indices could bring up to $20–25 billion in incremental debt inflows over the next 12–24 months.
F&O Talk: Bullish Nifty charts; Sudeep Shah picks 7 stocks, outlines HDFC Bank, Sterlite Tech strategy
Indian stock markets rallied sharply on Friday, with Sensex and Nifty gaining 2% each, driven by hopes of a US-Iran peace deal and easing crude oil prices. Analysts see potential for further upside in Nifty and Bank Nifty, while Nifty IT faces headwinds. Derivatives data suggests improving market sentiment.
ETMarkets Smart Talk| RBI's FPI reforms could attract $50-100 billion into Indian debt over time: Vikas Garg of Invesco MF
RBI’s easing of foreign investment norms for government securities could attract substantial long-term capital inflows into India’s debt market, according to Invesco Mutual Fund. The reforms may deepen bond markets, support the rupee, improve liquidity and strengthen macroeconomic stability.
ET Alpha Wealth Summit | From private credit to real estate funds, alternate investments are no longer a niche play for HNIs: Lakshmi Iyer
Indian wealthy investors are now looking beyond stocks for portfolio growth. A significant shift towards diversifying across various investment types and global markets is evident. The wealth management sector is actively developing the necessary tools and options. This trend signifies a structural change, offering investors a wider array of choices for their portfolios.
Mind Over Money | Long walks are my meditation; they help me think beyond market noise: Citi's Mickey Bhatia
Citi executive Mickey Bhatia credits long walks, early mornings, reading and consistent routines for maintaining mental resilience during volatile market periods. He says stepping away from daily market noise enables strategic thinking, while discipline and experience help navigate uncertainty and stress.
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Markets Videos
ET Alpha Wealth Summit | Go for global allocation in a deliberate manner; not as a knee-jerk reaction to short-term underperformance: Rahul Jain
India's wealthy investors are now considering global markets. Wealth managers at the ET Alpha Wealth Summit confirmed this shift. However, experts stressed that a strong domestic asset allocation is crucial before venturing abroad. Global investments offer limited upside and present complexities. A disciplined, staggered approach is recommended over panic reactions to market performance.
ETMarkets Smart Talk| RBI's rate-cut cycle may be over; bond index inclusion could bring $25 billion: DSP MF's Sandeep Yadav
Sandeep Yadav of DSP Mutual Fund believes the RBI's rate-cut cycle may be nearing its end as inflation risks remain elevated. He expects India's inclusion in global bond indices to attract over $25 billion in debt inflows over time, while cautioning that such flows may offer only temporary support to the rupee.
'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautious
Global challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect markets. Kotak AMC's Chief Investment Officer advises caution. Pharma and healthcare offer a defensive haven. Metals require trimming positions. IT services face structural slowdowns. Foreign investor flows remain a key watchpoint.
Nifty needs to close above 23,400 to trigger short covering; Federal Bank top pick: Dharmesh Shah
Indian equity markets are in a corrective phase. Technical analyst Dharmesh Shah identifies a potential turning point. He highlights critical resistance for Nifty at 23,350 to 23,400. A breakout above this level could lead to a rally towards 23,800. Bank Nifty shows strength with a target of 56,500. Federal Bank is a top stock pick with a target of ₹340.
ET Alpha Wealth Summit | BSE CEO Sundararaman Ramamurthy on building trust, fighting deepfakes, and why yuva shakti & nari shakti are future of D-St
BSE MD & CEO Sundararaman Ramamurthy highlighted India's market evolution from uncertain settlements to a trust-based system, driven by technology and investor outreach. He emphasized SME capital access, cybercrime education for youth, and increasing women's participation to foster market stability and growth. BSE actively engages colleges to build an investment culture.
ET Alpha Wealth Summit Fireside | Never sell because you're bored': PPFAS CIO Rajeev Thakkar's 6-point guide on when to exit an investment
Rajeev Thakkar, CIO at PPFAS Asset Management, highlighted selling skills at the ET Alpha Wealth Summit. He stated that investors often sell for wrong reasons like boredom or reacting to news. Thakkar outlined six valid reasons to sell, including needing capital for better opportunities, cutting losses, fraud, structural disruption, extreme overvaluation, and superior opportunities. He advised staying diversified.
'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buy
Porinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India is a recent fund addition. AI-leveraged midcap IT and pharma are identified as compelling themes for the next decade. The market is ready for selective stock picking. Quality businesses are available at attractive valuations.
Nifty eyes 23,516 breakout; Vinay Rajani flags key levels, recommends Pidilite and Aditya Birla AMC
The Nifty is at a crucial technical point. It faces resistance at 23,516 and support at 23,100. A breakout above resistance will confirm the uptrend. Broader markets are showing strength. Two stocks, Pidilite Industries and Aditya Birla Sun Life AMC, are recommended for trading opportunities based on their technical charts.
ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarter
India is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, says Hiren Ved, Director and CIO of Alchemy Capital Management. The AI adoption is creating a significant divide between leading firms and those lagging behind. Investors are urged to identify companies leveraging AI effectively. The strategic use of AI will drive competitive advantages and future growth for businesses.
ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash Kulkarni
India's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET Alpha Wealth Summit emphasized AI as an enabler, not a threat, and highlighted the rapid financialization of savings. However, a caution was issued against inflated return expectations, with a realistic alpha target of 12% deemed excellent.
