<?xml version="1.0" encoding="UTF-8"?><rss xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title>Market Moguls-Markets-Economic Times</title><link>https://economictimes.indiatimes.com/markets/market-moguls</link><description><![CDATA[Market Moguls: Find the best platform where you get the ideas on investment tips, recommendations, trading strategies, issues of investor interest &amp; more. Visit now for more advice, information &amp; news by Market Experts on The Economic Times.]]> </description><language>en-gb</language><lastBuildDate>Mon, 15 Jun 2026 01:58:31 +0530</lastBuildDate><atom:link type="application/rss+xml" rel="self" href="https://economictimes.indiatimes.com/rssfeeds/54953131.cms"/><copyright>Copyright:(C) 2026 Bennett Coleman and Co. Ltd, http://info.indiatimes.com/terms/tou.html</copyright><docs>http://syndication.indiatimes.com/</docs><image><title>Economic Times</title><url>https://img.etimg.com/thumb/msid-76939477,width-600,height-60/economictimes.jpg</url><link>https://economictimes.indiatimes.com/markets/market-moguls</link></image><item><title><![CDATA[FCNR(B): Revisiting a proven crisis management tool]]> </title><description><![CDATA[Facing renewed external sector pressures, the RBI has revived a version of the FCNR(B) deposit framework to attract foreign currency inflows and support the rupee. While effective for near-term stability, experts say long-term resilience requires reducing structural vulnerabilities and import dependence.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/fcnrb-revisiting-a-proven-crisis-management-tool/articleshow/131703057.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-131703057,imgsize-68246.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/fcnrb-revisiting-a-proven-crisis-management-tool/articleshow/131703057.cms</guid><pubDate>Sat, 13 Jun 2026 12:21:10 +0530</pubDate></item><item><title><![CDATA[Artificial Intelligence: Why it’s a productive, not destructive, force for capital markets]]> </title><description><![CDATA[Artificial intelligence is rapidly transforming capital markets by automating trading, research and portfolio management functions once handled manually. While AI is improving efficiency and productivity across finance, experts believe human judgment, relationships and strategic decision-making will remain essential in investment banking, sales and client advisory roles.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/artificial-intelligence-why-its-a-productive-not-destructive-force-for-capital-markets/articleshow/131111670.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-131111670,imgsize-3068.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/artificial-intelligence-why-its-a-productive-not-destructive-force-for-capital-markets/articleshow/131111670.cms</guid><pubDate>Fri, 15 May 2026 13:06:39 +0530</pubDate></item><item><title><![CDATA[Securities Markets Code, 2025: How it can build a future-ready regulatory framework]]> </title><description><![CDATA[The proposed Securities Markets Code, 2025 aims to streamline regulation but needs stronger innovation. Suggestions include enabling listing without offerings, trading in unlisted firms, refining e voting, reducing regulatory overlap and establishing a single authority to improve efficiency, transparency and market growth.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/securities-markets-code-2025-how-it-can-build-a-future-ready-regulatory-framework/articleshow/130711180.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-130711180,imgsize-115448.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/securities-markets-code-2025-how-it-can-build-a-future-ready-regulatory-framework/articleshow/130711180.cms</guid><pubDate>Sat, 02 May 2026 10:35:46 +0530</pubDate></item><item><title><![CDATA[Breaking the pattern: A downcycle without macro stress?]]> </title><description><![CDATA[India’s latest market downturn is unusual because stock prices have corrected sharply despite a resilient macro backdrop. Unlike past cycles marked by fiscal weakness, high NPAs, or external stress, key indicators remain stable. This divergence suggests the potential for a faster, V-shaped recovery, creating selective opportunities for high-conviction investors.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/breaking-the-pattern-a-downcycle-without-macro-stress/articleshow/129953345.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-129953345,imgsize-16064.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/breaking-the-pattern-a-downcycle-without-macro-stress/articleshow/129953345.cms</guid><pubDate>Wed, 01 Apr 2026 16:26:02 +0530</pubDate></item><item><title><![CDATA[Are stocks turning attractive after the recent correction? A data-led perspective]]> </title><description><![CDATA[Indian stock markets have seen a significant correction.  Valuation indicators like the Sensex-to-Gold ratio are now at historical support levels.  Many stocks are trading near 52-week lows and below key moving averages.  This widespread pessimism suggests a favorable setup for future equity returns.  Investors should consider systematic participation for long-term gains.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/are-stocks-turning-attractive-after-the-recent-correction-a-data-led-perspective/articleshow/129875481.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-129875481,imgsize-18126.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/are-stocks-turning-attractive-after-the-recent-correction-a-data-led-perspective/articleshow/129875481.cms</guid><pubDate>Sun, 29 Mar 2026 09:46:48 +0530</pubDate></item><item><title><![CDATA[Attracting FDI: The Reform Imperative]]> </title><description><![CDATA[ India faces an opportune moment to attract substantial Foreign Direct Investment (FDI) amidst global capital shifts. While reforms for Foreign Portfolio Investments (FPI) have progressed, a sharper focus on simplifying FDI regulations and execution pathways is crucial. Addressing legacy issues, revisiting pricing norms, and streamlining corporate restructuring can unlock significant long-term capital.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/attracting-fdi-the-reform-imperative/articleshow/129821243.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-129821243,imgsize-20420.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/attracting-fdi-the-reform-imperative/articleshow/129821243.cms</guid><pubDate>Thu, 26 Mar 2026 15:49:38 +0530</pubDate></item><item><title><![CDATA[From policy push to market consequences: Why India’s 7.4% growth matters for investors]]> </title><description><![CDATA[India's economy is experiencing strong GDP growth, driven by fiscal and monetary stimulus and new trade deals with the US and EU. While past growth didn't translate to corporate earnings, improving inflation and nominal GDP are expected to boost profits, attracting foreign investment and signaling a positive market outlook for the longer term.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/from-policy-push-to-market-consequences-why-indias-7-4-growth-matters-for-investors/articleshow/128777319.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-128777319,imgsize-2903210.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/from-policy-push-to-market-consequences-why-indias-7-4-growth-matters-for-investors/articleshow/128777319.cms</guid><pubDate>Tue, 24 Feb 2026 10:02:38 +0530</pubDate></item><item><title><![CDATA[Powering the AI revolution: A Rs 200 lakh crore opportunity for capital markets]]> </title><description><![CDATA[India’s AI revolution will rely less on code and more on massive infrastructure—power, fibre, cooling, chips, data centres and long-term capital. With a ₹200 lakh crore investment opportunity ahead, India’s maturing capital markets, REITs, InvITs and global investor appetite position the country to finance this next big private-sector-led buildout.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/powering-the-ai-revolution-a-rs-200-lakh-crore-opportunity-for-capital-markets/articleshow/128638052.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-128638052,imgsize-66556.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/powering-the-ai-revolution-a-rs-200-lakh-crore-opportunity-for-capital-markets/articleshow/128638052.cms</guid><pubDate>Sat, 21 Feb 2026 13:17:25 +0530</pubDate></item><item><title><![CDATA[Down, Not Defeated: Is the Dollar ready for its comeback?]]> </title><description><![CDATA[The U.S. dollar’s recent weakness may be reversing as economic resilience, easing policy concerns and geopolitical factors support a rebound. With global and domestic pressures building, the Indian rupee could face depreciation. The Dollar Index is seen moving towards 100 to 102, reflecting improving fundamentals and shifting market expectations.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/down-not-defeated-is-the-dollar-ready-for-its-comeback/articleshow/128638103.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-128638103,imgsize-239996.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/down-not-defeated-is-the-dollar-ready-for-its-comeback/articleshow/128638103.cms</guid><pubDate>Sat, 21 Feb 2026 10:48:08 +0530</pubDate></item><item><title><![CDATA[The rupee after a 6-month-long storm: trade relief, fresh hope, old constraints]]> </title><description><![CDATA[The rupee’s six-month slide, driven by U.S. tariffs and policy uncertainty, reversed sharply after signals of a friendlier trade deal. While improved sentiment, sectoral gains, and potential foreign inflows offer support, unresolved agreement details, oil dynamics, gold prices, and RBI positioning ensure USD/INR remains volatile, with risks still tilted toward weakness in 2026.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/the-rupee-after-a-6-month-long-storm-trade-relief-fresh-hope-old-constraints/articleshow/128289442.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-128289442,imgsize-24722.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/the-rupee-after-a-6-month-long-storm-trade-relief-fresh-hope-old-constraints/articleshow/128289442.cms</guid><pubDate>Fri, 13 Feb 2026 10:35:10 +0530</pubDate></item><item><title><![CDATA[India at $5 trillion: Why insurance is key to sustaining the momentum]]> </title><description><![CDATA[Insurance is becoming a silent backbone of India’s growth, shielding citizens from financial shocks and reinforcing freedoms beyond constitutional rights. By providing timely support and enabling faster recovery, insurance eases rising economic and climate-related risks. Stronger coverage for households, MSMEs, and gig workers is vital to building national resilience on the path to “Insurance for All by 2047.”]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/india-at-5-trillion-why-insurance-is-key-to-sustaining-the-momentum/articleshow/128288970.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-128288970,imgsize-.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/india-at-5-trillion-why-insurance-is-key-to-sustaining-the-momentum/articleshow/128288970.cms</guid><pubDate>Fri, 13 Feb 2026 10:21:37 +0530</pubDate></item><item><title><![CDATA[Budget 2026 not headline-grabbing but fiscally prudent and growth-oriented]]> </title><description><![CDATA[The Union Budget 2026-27 delivers fiscal prudence without sacrificing growth, keeping deficit consolidation on track while sustaining strong capex. Markets reacted cautiously to the STT hike, but measures on buybacks, PIS liberalisation, bond market development and support for sunrise sectors signal a steady, reform-oriented roadmap focused on long-term competitiveness.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/budget-2026-not-headline-grabbing-but-fiscally-prudent-and-growth-oriented/articleshow/127853135.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-127853135,imgsize-63618.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/budget-2026-not-headline-grabbing-but-fiscally-prudent-and-growth-oriented/articleshow/127853135.cms</guid><pubDate>Mon, 02 Feb 2026 10:37:56 +0530</pubDate></item><item><title><![CDATA[India Beyond the US: A new era of global partnerships]]> </title><description><![CDATA[India’s export strategy is shifting beyond its dependence on the US, with fresh FTAs across Europe, the UK, Middle East and Oceania. The EU deal alone opens tariff-free access for 99% of Indian goods. This diversification strengthens India’s trade resilience and reduces vulnerabilities tied to geopolitical uncertainty.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/india-beyond-the-us-a-new-era-of-global-partnerships/articleshow/127820501.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-127820501,imgsize-32180.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/india-beyond-the-us-a-new-era-of-global-partnerships/articleshow/127820501.cms</guid><pubDate>Sat, 31 Jan 2026 17:01:59 +0530</pubDate></item><item><title><![CDATA[Can Budget bring durable relief to stock market sentiments?]]> </title><description><![CDATA[Budget 2026 arrives amid weak market sentiment, thin participation, and geopolitical pressures. With fiscal constraints and limited scope for major tax changes, the focus is expected on structural reforms like power sector and IBC revamps. While these could support long-term equities, short-term market revival may remain muted.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/can-budget-bring-durable-relief-to-stock-market-sentiments/articleshow/127816566.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-127816566,imgsize-140712.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/can-budget-bring-durable-relief-to-stock-market-sentiments/articleshow/127816566.cms</guid><pubDate>Sat, 31 Jan 2026 13:08:01 +0530</pubDate></item><item><title><![CDATA[What would make this a ‘full-marks’ Budget for the capital markets]]> </title><description><![CDATA[The upcoming Budget must focus not just on attracting capital but improving how efficiently it circulates through the economy. Faster corporate restructurings, stronger recovery mechanisms, better mobilisation of household gold and simpler capital-gains rules can meaningfully enhance market depth, investor confidence and long-term capital formation, earning the Budget full marks from markets.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/what-would-make-this-a-full-marks-budget-for-the-capital-markets/articleshow/127814754.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-127814754,imgsize-808718.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/what-would-make-this-a-full-marks-budget-for-the-capital-markets/articleshow/127814754.cms</guid><pubDate>Sat, 31 Jan 2026 11:20:07 +0530</pubDate></item><item><title><![CDATA[Don’t try to time the market in this VUCA world]]> </title><description><![CDATA[The US-led democratic Western world played a key role in the post-Second World War growth and development. This leadership role is now under threat thanks to the unconventional, uncertain, and hugely disruptive policies and actions of President Trump.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/dont-try-to-time-the-market-in-this-vuca-world/articleshow/127535787.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-127535787,imgsize-16064.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/dont-try-to-time-the-market-in-this-vuca-world/articleshow/127535787.cms</guid><pubDate>Mon, 26 Jan 2026 12:41:38 +0530</pubDate></item><item><title><![CDATA[This Budget India must re-incentivise global capital or risk being ignored]]> </title><description><![CDATA[India can no longer assume foreign capital will return on narrative alone. In USD terms, Indian equities have delivered lower returns, deeper drawdowns and weaker risk-adjusted performance than major U.S. indices. Without reducing friction, improving stability and boosting investor confidence, India risks not outflows—but global capital indifference.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/this-budget-india-must-re-incentivise-global-capital-or-risk-being-ignored/articleshow/127103053.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-127103053,imgsize-1324479.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/this-budget-india-must-re-incentivise-global-capital-or-risk-being-ignored/articleshow/127103053.cms</guid><pubDate>Thu, 22 Jan 2026 10:01:14 +0530</pubDate></item><item><title><![CDATA[Dollar set to weaken in 2026; Rupee faces its own set of challenges, Abhishek Goenka decodes]]> </title><description><![CDATA[The Indian Rupee faced significant underperformance in 2025. Experts predict the Rupee will continue to weaken in 2026, even as the US Dollar is also expected to decline. This outlook is shaped by global economic shifts and domestic Indian factors. The extent of Rupee weakness is anticipated to be less severe than the previous year.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/dollar-set-to-weaken-in-2026-rupee-faces-its-own-set-of-challenges-abhishek-goenka-decodes/articleshow/126943294.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-126943294,imgsize-161910.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/dollar-set-to-weaken-in-2026-rupee-faces-its-own-set-of-challenges-abhishek-goenka-decodes/articleshow/126943294.cms</guid><pubDate>Wed, 21 Jan 2026 11:29:38 +0530</pubDate></item><item><title><![CDATA[A case for rethinking Sebi’s new merchant banking rules]]> </title><description><![CDATA[SEBI's new merchant banking regulations, effective January 3, 2026, aim to professionalize the sector but risk concentrating business among large entities. A growing economy requires a diverse pool of specialist merchant bankers to enable efficient capital allocation, not an oligopolistic market structure.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/a-case-for-rethinking-sebis-new-merchant-banking-rules/articleshow/126546159.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-126546159,imgsize-20626.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/a-case-for-rethinking-sebis-new-merchant-banking-rules/articleshow/126546159.cms</guid><pubDate>Thu, 15 Jan 2026 16:07:24 +0530</pubDate></item><item><title><![CDATA[Heavy Crude, Heavy Consequences: Why Venezuela’s shock tests Canada’s oil economy]]> </title><description><![CDATA[A U.S. operation in Caracas and plans to assume control of Venezuela’s oil assets have revived heavy crude flows, posing a direct competitive threat to Canada. With U.S. refineries suited to Venezuelan grades, Canada risks losing market share, pressuring oil revenues and weighing on the Canadian dollar.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/heavy-crude-heavy-consequences-why-venezuelas-shock-tests-canadas-oil-economy/articleshow/126500903.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-126500903,imgsize-50496.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/heavy-crude-heavy-consequences-why-venezuelas-shock-tests-canadas-oil-economy/articleshow/126500903.cms</guid><pubDate>Tue, 13 Jan 2026 11:17:25 +0530</pubDate></item><item><title><![CDATA[Why India’s markets stayed resilient in a year few celebrated]]> </title><description><![CDATA[Despite a volatile year, the Nifty 50 closed 2025 near 26,000, marking the 10th consecutive positive year.  Fixed income also showed resilience with falling yields.  This strength in Indian markets, driven by economic and business upturns, fuels optimism for 2026, even as investor sentiment lags.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/why-indias-markets-stayed-resilient-in-a-year-few-celebrated/articleshow/126264113.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-126264113,imgsize-174936.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/why-indias-markets-stayed-resilient-in-a-year-few-celebrated/articleshow/126264113.cms</guid><pubDate>Wed, 31 Dec 2025 10:02:24 +0530</pubDate></item><item><title><![CDATA[The Great Divide: When the mood overtakes the math]]> </title><description><![CDATA[Indian markets experienced significant shocks, including a depreciating rupee and massive FII sell-offs, despite a robust macro environment. This disconnect, driven by AI trade flows and trade deal delays, led to broader market carnage. However, with valuations normalizing and reforms accelerating, 2026 could see a shift as the rupee stabilizes and FII flows potentially return.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/the-great-divide-when-the-mood-overtakes-the-math/articleshow/126264151.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-126264151,imgsize-42376.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/the-great-divide-when-the-mood-overtakes-the-math/articleshow/126264151.cms</guid><pubDate>Wed, 31 Dec 2025 09:56:36 +0530</pubDate></item><item><title><![CDATA[India’s quiet drift toward duopoly: A risk investors can no longer ignore]]> </title><description><![CDATA[India's markets are consolidating into duopolies, with two dominant players controlling nearly 90% of sectors like aviation, food delivery, and digital payments. This concentration, exemplified by IndiGo and Air India, shifts incentives from customer service to market management, potentially harming consumers and innovation. The government is now intervening to foster new competition.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/indias-quiet-drift-toward-duopoly-a-risk-investors-can-no-longer-ignore/articleshow/126201386.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-126201386,imgsize-108290.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/indias-quiet-drift-toward-duopoly-a-risk-investors-can-no-longer-ignore/articleshow/126201386.cms</guid><pubDate>Sat, 27 Dec 2025 10:05:59 +0530</pubDate></item><item><title><![CDATA[Why higher yields could become the new normal for global markets]]> </title><description><![CDATA[Long-term bond yields are rising despite Fed rate cuts, driven by sticky inflation, soaring U.S. deficits, and a higher term premium. Markets are increasingly pricing a “higher-for-longer” regime, with 10-year yields threatening a break above key resistance. This shift could reshape mortgages, debt costs, equity returns and currency dynamics.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/why-higher-yields-could-become-the-new-normal-for-global-markets/articleshow/126135806.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-126135806,imgsize-7072.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/why-higher-yields-could-become-the-new-normal-for-global-markets/articleshow/126135806.cms</guid><pubDate>Tue, 23 Dec 2025 11:46:55 +0530</pubDate></item><item><title><![CDATA[Stock market in 2026: threats and opportunities]]> </title><description><![CDATA[As 2025 draws to a close, markets face a pivotal 2026 marked by risks from a potential AI stock correction and opportunities from India’s growth rebound. While global equities surged on the AI boom, India lagged, but improving GDP growth, easing inflation, and a possible reversal in FII flows could support stronger returns next year.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/stock-market-in-2026-threats-and-opportunities/articleshow/126054199.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-126054199,imgsize-117694.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/stock-market-in-2026-threats-and-opportunities/articleshow/126054199.cms</guid><pubDate>Thu, 18 Dec 2025 12:26:25 +0530</pubDate></item><item><title><![CDATA[India’s maritime sector at inflection point: A structural opportunity unfolds]]> </title><description><![CDATA[India’s maritime sector is entering a structural growth phase, supported by ambitious national visions, strong policy incentives, rising demand aggregation, and expanding shipbuilding and port capacity. As global trade shifts toward Asia and greener vessels, India is positioned to emerge as a major maritime power over the coming decades.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/indias-maritime-sector-at-inflection-point-a-structural-opportunity-unfolds/articleshow/125932489.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125932489,imgsize-95638.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/indias-maritime-sector-at-inflection-point-a-structural-opportunity-unfolds/articleshow/125932489.cms</guid><pubDate>Fri, 12 Dec 2025 10:55:58 +0530</pubDate></item><item><title><![CDATA[Gold is the new FDI: A blueprint to convert India's idle wealth into productive capital]]> </title><description><![CDATA[India’s massive household gold holdings, worth $3.8 trillion, far exceed decades of FDI inflows. Redirecting even part of this unproductive wealth through proposed procurement and gold-bond schemes could ease trade deficits, boost capital formation, and lessen dependence on foreign investment.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/gold-is-the-new-fdi-a-blueprint-to-convert-indias-idle-wealth-into-productive-capital/articleshow/125802639.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125802639,imgsize-94158.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/gold-is-the-new-fdi-a-blueprint-to-convert-indias-idle-wealth-into-productive-capital/articleshow/125802639.cms</guid><pubDate>Sat, 06 Dec 2025 12:49:46 +0530</pubDate></item><item><title><![CDATA[Smallcaps hit pause after a 4-year rally. Is the turnaround finally here?]]> </title><description><![CDATA[Indian small-cap stocks have consolidated after a strong rally, facing headwinds like stretched valuations and tighter liquidity. However, easing macro pressures, improving earnings, and attractive valuations now present opportunities. Selective stock-picking in the small-cap space is poised to deliver strong long-term returns as the tide turns.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/smallcaps-hit-pause-after-a-4-year-rally-is-the-turnaround-finally-here/articleshow/125711033.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125711033,imgsize-42134.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/smallcaps-hit-pause-after-a-4-year-rally-is-the-turnaround-finally-here/articleshow/125711033.cms</guid><pubDate>Tue, 02 Dec 2025 11:29:28 +0530</pubDate></item><item><title><![CDATA[Stock markets: Which way will the wind blow in 2026?]]> </title><description><![CDATA[Markets that moved sideways through 2025 may see a shift in 2026 as FIIs potentially return, supported by currency stability, cooling AI trade, and improving earnings visibility. While a 2024-style rally is unlikely, a balanced mix of momentum and value is expected, creating strong bottom-up opportunities across broader markets.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/stock-markets-which-way-will-the-wind-blow-in-2026/articleshow/125693600.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125693600,imgsize-44148.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/stock-markets-which-way-will-the-wind-blow-in-2026/articleshow/125693600.cms</guid><pubDate>Mon, 01 Dec 2025 10:55:21 +0530</pubDate></item><item><title><![CDATA[What’s needed for India to become a leader in PCB manufacturing]]> </title><description><![CDATA[India’s PCB manufacturing relies heavily on imports despite government incentives. To become a global leader, the country must close raw material gaps, invest in R&amp;D, build skilled technical talent, and enhance Centre–State coordination. With strong policy support and strategic execution, India can develop a high-value, world-class PCB ecosystem.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/whats-needed-for-india-to-become-a-leader-in-pcb-manufacturing/articleshow/125655402.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125655402,imgsize-57170.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/whats-needed-for-india-to-become-a-leader-in-pcb-manufacturing/articleshow/125655402.cms</guid><pubDate>Sat, 29 Nov 2025 12:16:34 +0530</pubDate></item><item><title><![CDATA[The missing pillar of Atmanirbhar Bharat: Financial services]]> </title><description><![CDATA[India’s Atmanirbhar Bharat vision needs a sixth pillar—financial self-reliance. As domestic savings, market participation, and long-term capital grow, India can increasingly fund its own development. Strengthening local market intermediaries, payment systems, and asset managers is essential to reduce external dependence and build a resilient, sovereign financial ecosystem.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/the-missing-pillar-of-atmanirbhar-bharat-financial-services/articleshow/125632506.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125632506,imgsize-14036.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/the-missing-pillar-of-atmanirbhar-bharat-financial-services/articleshow/125632506.cms</guid><pubDate>Fri, 28 Nov 2025 11:28:52 +0530</pubDate></item><item><title><![CDATA[Industrial Power Tariff Reform: Will it spark a new profit cycle?]]> </title><description><![CDATA[The Draft Electricity (Amendment) Bill, 2025, aims to eliminate cross-subsidies, allow private distribution, and align tariffs with actual costs. By reducing electricity expenses for industries, the reforms could boost profits and margins, especially for energy-intensive sectors like steel, cement, aluminium, and data centres. States with distorted tariffs stand to gain the most from this structural shift.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/industrial-power-tariff-reform-will-it-spark-a-new-profit-cycle/articleshow/125583501.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125583501,imgsize-110240.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/industrial-power-tariff-reform-will-it-spark-a-new-profit-cycle/articleshow/125583501.cms</guid><pubDate>Wed, 26 Nov 2025 11:28:59 +0530</pubDate></item><item><title><![CDATA[Labour reforms 2.0: What the new code means for India Inc]]> </title><description><![CDATA[India's new Labour Code is set to simplify regulations and formalize its vast workforce. This reform promises greater security and fairer pay for millions of workers, including informal and gig employees. Businesses, especially in organized sectors, will benefit from reduced red tape and increased flexibility. The code introduces new rules for platform businesses and enhances employee protections.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/labour-reforms-2-0-what-the-new-code-means-for-india-inc/articleshow/125556570.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125556570,imgsize-1794233.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/labour-reforms-2-0-what-the-new-code-means-for-india-inc/articleshow/125556570.cms</guid><pubDate>Tue, 25 Nov 2025 10:36:53 +0530</pubDate></item><item><title><![CDATA[Banking on transformative banking regulations]]> </title><description><![CDATA[RBI’s latest banking reforms mark a new era for India’s financial sector, enabling universal bank transitions, foreign investments, M&amp;A financing, and operational flexibility to drive growth and global integration.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/banking-on-transformative-banking-regulations/articleshow/125297324.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125297324,imgsize-99418.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/banking-on-transformative-banking-regulations/articleshow/125297324.cms</guid><pubDate>Wed, 12 Nov 2025 13:21:04 +0530</pubDate></item><item><title><![CDATA[Top 4 reasons why the Dollar is outperforming global currencies]]> </title><description><![CDATA[The U.S. dollar regains strength near the 100 mark, supported by the Fed’s cautious stance, easing trade tensions, government shutdown dynamics, and weakness in rival currencies like the euro, yen, and pound.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/top-4-reasons-why-the-dollar-is-outperforming-global-currencies/articleshow/125297280.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125297280,imgsize-174756.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/top-4-reasons-why-the-dollar-is-outperforming-global-currencies/articleshow/125297280.cms</guid><pubDate>Wed, 12 Nov 2025 13:12:39 +0530</pubDate></item><item><title><![CDATA[Banking Pot: Is something hot brewing?]]> </title><description><![CDATA[Over $6 billion in fresh FDI inflows into private banks like Yes Bank and Federal Bank highlight renewed global confidence in India’s banking sector. Improving credit quality, moderating costs, and signs of private capex revival add to the sector’s bullish outlook.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/banking-pot-is-something-hot-brewing/articleshow/125046898.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125046898,imgsize-62496.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/banking-pot-is-something-hot-brewing/articleshow/125046898.cms</guid><pubDate>Mon, 03 Nov 2025 09:00:21 +0530</pubDate></item><item><title><![CDATA[In the race toward AI, copper is the strategic edge the world overlooks]]> </title><description><![CDATA[While investors chase AI giants like NVIDIA, the real opportunity may lie in copper, the unseen backbone of the digital and green revolutions. With rising demand from data centres, EVs, and renewables, and constrained global supply, copper stands as a critical, undervalued enabler of future technological and economic growth.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/in-the-race-toward-ai-copper-is-the-strategic-edge-the-world-overlooks/articleshow/125054278.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-125054278,imgsize-77958.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/in-the-race-toward-ai-copper-is-the-strategic-edge-the-world-overlooks/articleshow/125054278.cms</guid><pubDate>Sun, 02 Nov 2025 15:19:02 +0530</pubDate></item><item><title><![CDATA[2047 &amp; beyond - Building a nation where every citizen is insured]]> </title><description><![CDATA[As India aims for Viksit Bharat by 2047, financial independence for every citizen is paramount. The IRDAI's 'Insurance for All' vision, supported by government schemes and industry innovations like Bima Trinity, is making insurance accessible and comprehensive. This drive aims to ensure no Indian faces financial ruin due to unforeseen events, fostering security and dignity.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/2047-beyond-building-a-nation-where-every-citizen-is-insured/articleshow/124407007.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124407007,imgsize-148648.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/2047-beyond-building-a-nation-where-every-citizen-is-insured/articleshow/124407007.cms</guid><pubDate>Tue, 07 Oct 2025 11:22:32 +0530</pubDate></item><item><title><![CDATA[As the dollar falls, metals rise: 2025 turns into a golden year for commodities]]> </title><description><![CDATA[Metals are surging in 2025 amid tightening supply, robust industrial demand, and a structurally weakening U.S. dollar. Gold, silver, and platinum shine as safe-haven and investment assets, while copper, zinc, and aluminium benefit from green economy momentum. With inventories shrinking and the Fed leaning dovish, metals remain bullish—while the dollar clings to critical support, facing mounting macro and technical pressures.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/as-the-dollar-falls-metals-rise-2025-turns-into-a-golden-year-for-commodities/articleshow/124335986.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124335986,imgsize-103.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/as-the-dollar-falls-metals-rise-2025-turns-into-a-golden-year-for-commodities/articleshow/124335986.cms</guid><pubDate>Mon, 06 Oct 2025 14:13:10 +0530</pubDate></item><item><title><![CDATA[How RBI’s nod puts banks at the centre of corporate deals]]> </title><description><![CDATA[The Reserve Bank of India now permits banks to finance domestic company mergers and acquisitions. This reform updates capital market exposure guidelines. It aligns Indian banking with global standards. This opens new credit opportunities for banks. They can reclaim market share from non-bank lenders. Banks must develop specialized M&amp;A advisory and underwriting skills. This policy change supports India's corporate growth.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/how-rbis-nod-puts-banks-at-the-centre-of-corporate-deals/articleshow/124305975.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124305975,imgsize-729581.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/how-rbis-nod-puts-banks-at-the-centre-of-corporate-deals/articleshow/124305975.cms</guid><pubDate>Sat, 04 Oct 2025 13:27:39 +0530</pubDate></item><item><title><![CDATA[Platinum: The elder cousin of gold &amp; silver is poised for a comeback]]> </title><description><![CDATA[Platinum, trading at historic discounts to gold and silver, presents a compelling investment opportunity. Technical and fundamental indicators suggest a major reversal is underway, driven by tight supply and growing industrial demand from green technologies. This undervalued precious metal offers significant upside potential.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/platinum-the-elder-cousin-of-gold-silver-is-poised-for-a-comeback/articleshow/124304724.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124304724,imgsize-78988.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/platinum-the-elder-cousin-of-gold-silver-is-poised-for-a-comeback/articleshow/124304724.cms</guid><pubDate>Sat, 04 Oct 2025 13:17:30 +0530</pubDate></item><item><title><![CDATA[Charts don’t lie! Inside Dalal Street’s stark underperformance]]> </title><description><![CDATA[India's stock market lags global markets. Valuations are high, and earnings growth is slow. US-India trade issues also affect investor interest. Recent GST cuts and interest rate reductions could provide some support. However, a large earnings improvement is not likely this year. The market may move sideways. Stock picking offers opportunities for investors.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/charts-dont-lie-inside-dalal-streets-stark-underperformance/articleshow/124251494.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124251494,imgsize-57422.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/charts-dont-lie-inside-dalal-streets-stark-underperformance/articleshow/124251494.cms</guid><pubDate>Wed, 01 Oct 2025 12:54:28 +0530</pubDate></item><item><title><![CDATA[Deep dive: How reforms &amp; earnings rebound can trigger a market rally]]> </title><description><![CDATA[India's Nifty has significantly underperformed global markets over the past year, dropping 3.6% while others soared. This follows a post-Covid boom driven by retail investors and strong earnings, which led to stretched valuations. Corporate earnings growth also slowed to 5%.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/deep-dive-how-reforms-earnings-rebound-can-trigger-a-market-rally/articleshow/124251528.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124251528,imgsize-105538.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/deep-dive-how-reforms-earnings-rebound-can-trigger-a-market-rally/articleshow/124251528.cms</guid><pubDate>Wed, 01 Oct 2025 12:47:47 +0530</pubDate></item><item><title><![CDATA[Likely to see calibrated Rupee weakness in real terms if no respite on trade front]]> </title><description><![CDATA[The Rupee has weakened against major currencies, but volatility remains low. Market participants view this move as controlled. Stable macro fundamentals, with Brent crude below 70 dollars and reserves above 700 billion dollars, provide comfort. Future Rupee weakness may serve as a policy lever. Any such adjustment is expected to be gradual.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/likely-to-see-calibrated-rupee-weakness-in-real-terms-if-no-respite-on-trade-front/articleshow/124231654.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124231654,imgsize-76938.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/likely-to-see-calibrated-rupee-weakness-in-real-terms-if-no-respite-on-trade-front/articleshow/124231654.cms</guid><pubDate>Tue, 30 Sep 2025 12:04:53 +0530</pubDate></item><item><title><![CDATA[Why Indian markets have been underperforming peers and why the outlook looks incrementally better]]> </title><description><![CDATA[Indian equities lagged global markets over the past year. Weak earnings and high valuations caused this underperformance. Foreign investors also reduced holdings. Now, valuations are more reasonable. Government reforms and global shifts may attract new flows. A rebound is possible in the next 12 months. Focus will be on specific sectors.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/why-indian-markets-have-been-underperforming-peers-and-why-the-outlook-looks-incrementally-better/articleshow/124206956.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124206956,imgsize-169704.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/why-indian-markets-have-been-underperforming-peers-and-why-the-outlook-looks-incrementally-better/articleshow/124206956.cms</guid><pubDate>Mon, 29 Sep 2025 12:00:11 +0530</pubDate></item><item><title><![CDATA[Can the divergence between DXY and USD/INR pave the way for rupee’s return to 86.50?]]> </title><description><![CDATA[USD/INR diverges from the U.S. Dollar Index as the rupee weakens to ₹88.45 despite DXY easing. RBI unwinding, FII outflows, and U.S. tariffs pressure the rupee, while India’s strong GDP, reforms, credit upgrade, and external balance support recovery. Near-term trend favours gradual rupee appreciation.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/can-the-divergence-between-dxy-and-usd/inr-pave-the-way-for-rupees-return-to-86-50/articleshow/124087033.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124087033,imgsize-139349.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/can-the-divergence-between-dxy-and-usd/inr-pave-the-way-for-rupees-return-to-86-50/articleshow/124087033.cms</guid><pubDate>Wed, 24 Sep 2025 12:42:13 +0530</pubDate></item><item><title><![CDATA[GST and Market Sentiment: Can policy simplification reduce investment volatility]]> </title><description><![CDATA[India’s GST 2.0 reform introduces a simplified two-rate structure — 5% for essentials and 18% for aspirational goods, with luxury/sin taxed at 40%. The move aims to boost consumption, ease compliance, and correct duty distortions. Analysts expect benefits for FMCG, cement, insurance, healthcare, and agriculture, alongside stronger private capex, improved earnings momentum, and potential GDP uplift of 0.5%.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/gst-and-market-sentiment-can-policy-simplification-reduce-investment-volatility/articleshow/124026604.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124026604,imgsize-104394.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/gst-and-market-sentiment-can-policy-simplification-reduce-investment-volatility/articleshow/124026604.cms</guid><pubDate>Sun, 21 Sep 2025 15:04:38 +0530</pubDate></item><item><title><![CDATA[What’s driving the silver boom and how it will impact global markets]]> </title><description><![CDATA[Silver prices have surged due to a confluence of factors, including geopolitical tensions, a weakening dollar, and anticipated Fed rate cuts. A persistent supply deficit, driven by robust industrial demand from solar, EVs, and advanced electronics, further fuels the rally. With potential U.S. stockpiling on the horizon, silver's bullish momentum is expected to continue, targeting key resistance levels.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/whats-driving-the-silver-boom-and-how-it-will-impact-global-markets/articleshow/124009951.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-124009951,imgsize-66544.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/whats-driving-the-silver-boom-and-how-it-will-impact-global-markets/articleshow/124009951.cms</guid><pubDate>Tue, 16 Sep 2025 12:14:00 +0530</pubDate></item><item><title><![CDATA[VUCA World Reality: Growth intact, but valuations look stretched]]> </title><description><![CDATA[Investors must navigate the volatile market carefully. US tariffs will marginally impact India's GDP. India focuses on reforms to boost growth. GST rationalization can significantly boost demand. Growth is likely to pick up from Q2 FY26. Moderate returns are expected. High valuations prompt FIIs to sell. Prioritize safety by investing in fairly-valued high-quality stocks. Smallcaps are excessively valued.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/vuca-world-reality-growth-intact-but-valuations-look-stretched/articleshow/123756736.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-123756736,imgsize-167746.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/vuca-world-reality-growth-intact-but-valuations-look-stretched/articleshow/123756736.cms</guid><pubDate>Sat, 06 Sep 2025 13:06:13 +0530</pubDate></item><item><title><![CDATA[The Silent Guardians: How teachers and insurance build resilience]]> </title><description><![CDATA[The article draws parallels between lessons taught by teachers and the role of insurance. It highlights values like preparedness, discipline, empathy, sharing, and resilience, showing how both education and insurance focus on protection, responsibility, and support in times of need. Teachers and insurance alike shape stronger, secure futures.]]> </description><link>https://economictimes.indiatimes.com/markets/market-moguls/the-silent-guardians-how-teachers-and-insurance-build-resilience/articleshow/123721397.cms</link><enclosure type="image/jpeg" url="https://img.etimg.com/photo/msid-123721397,imgsize-37118.cms" length="0"/><guid>https://economictimes.indiatimes.com/markets/market-moguls/the-silent-guardians-how-teachers-and-insurance-build-resilience/articleshow/123721397.cms</guid><pubDate>Fri, 05 Sep 2025 10:48:22 +0530</pubDate></item></channel></rss>