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Indian market faces AI narrative problem; it'll be smallcaps over largecaps for next 5 years: Manish Gunwani
Indian stock market valuations are attractive. However, global investor focus on Artificial Intelligence is diverting capital away from emerging markets like India. Foreign institutional investor flows are expected to remain subdued unless the AI theme slows or India implements significant structural reforms. Bandhan AMC is investing in manufacturing exporters and metals. The IT sector faces a long-term slowdown.
New FD rates by Shriram Finance: What women investors and senior citizens should know
Shriram Finance Limited has revised its fixed deposit interest rates effective May 6, 2026, with reductions across various tenures for deposits up to Rs. 10 crore. This follows the company's upgrade to a AAA (Stable) credit rating by major agencies, signifying the highest degree of safety for investors and depositors.
Sector rotation underway: 3 themes to watch for your portfolio, says Devang Mehta
India's stock markets are experiencing a sector rotation, with consumption stocks like tobacco and alcobev surging after years of quiet. Investors who missed the recent Nifty rally are advised to focus on three key themes: financialization of savings, capital expenditure and infrastructure, and consumption, particularly the automobile sector, for sustained growth over the next two to three years.
Global lenders to back Brookfield’s 1.04 GW project with $600 mn
A group of international banks is financing Brookfield's significant renewable energy project in India. This venture combines wind, solar, and battery storage. The project aims to provide reliable power. It is a key step in India's growing green energy sector. This development highlights substantial investment in sustainable power solutions.
India’s consumer sector sees funding dip but deal activity surges in FY26
Indian consumer sector investment declined in FY26. Investors are now favoring smaller, diversified deals over large bets. Deal volume, however, increased significantly. This indicates a market shift towards sustainable growth and operational discipline. Mega deals are absent, but early-stage funding shows resilience. Companies focus on filling gaps rather than just scaling up.
Akshaya Tritiya sees tepid demand on gold price surge
Gold demand during India's Akshaya Tritiya festival remained subdued as record prices curbed jewellery purchases, despite a slight increase in investment demand. Consumers shifted towards gold coins, with overall buying volume lower, though value spending was higher due to elevated prices. This reflects a changing trend of price-sensitive buyers purchasing throughout the year.
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India's banking sector resilient; 11-13% credit growth for January-June likely: Survey
Indian banks anticipate robust non-food credit growth of 11-13% from January-June 2026, driven by improving balance sheets and steady economic activity. Retail and SME segments are expected to lead this expansion, while industrial credit will see a more measured recovery. Most bankers foresee a stable monetary policy stance.
MDBs to deepen collaboration to support nations amid heightened global uncertainty
Global development banks are joining forces to help countries navigate economic challenges. They are combining resources and knowledge to manage immediate pressures and build future resilience. The banks are ready to provide timely support to manage risks and protect vulnerable populations. Collaboration will focus on private sector growth, job creation, and sustainable development.
Highest FD rates for senior citizen in 2026: PSU vs private vs small finance banks with best fixed deposit rates on 3-year tenure
Senior citizens seeking stable returns and capital safety find fixed deposits a preferred investment. For a 3-year tenure, small finance banks like Jana and Utkarsh offer the highest rates at 8%. Private sector banks Bandhan and YES Bank provide 7.75%, while public sector banks like Bank of India lead with 7%.
Reliance Jio IPO delayed? India's largest public offer has some good news in May
Reliance Industries is reportedly planning to file draft IPO paperwork for Jio Platforms in May, incorporating full fiscal year earnings. This revised timeline, pushed back from March due to market downturns, aims to present a more favorable investor picture. The listing could be India's largest-ever IPO.
Top stock picks for 2026: Defence, banks, power, and infra on Ambareesh Baliga's radar
Market analyst Ambareesh Baliga suggests a stock portfolio for the next one to five years. He highlights defence stocks like Mazagon Dock and Bharat Electronics. Banking picks include HDFC Bank and Kotak Mahindra Bank. For infrastructure, Larsen & Toubro is recommended. In power, Tata Power, NTPC, and REC Limited are favored. These sectors are seen as well-positioned amid global uncertainty.
US-based fintech Candescent bets on India for product development
Candescent, a US-based fintech, is doubling down on the India market and expanding to three cities: Hyderabad, Mumbai, and Bengaluru. The company’s India headcount stands at 1,000, which is half its overall workforce. Two-thirds of its engineering resources and 80% of its designers are also in India.
Vikas Khemani bets big on IndiGo, BHEL, and PSU banks amid market volatility
Vikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, with selective contra plays like IndiGo. Khemani prefers conventional power enablers over renewables and emphasizes company selection in banking. He maintains his market cap mix and avoids fads and unproven businesses. His approach centers on conviction, quality, and patience.
Indian fund outperforming 98% of peers bets on defense stocks
A $3 billion fund at Kotak Mahindra Asset Management Co. is backing Indian defense stocks, wagering that geopolitical tensions will boost local arms production and support the government’s efforts to lower reliance on imports.
ETMarkets AIF Talk| Performing credit emerges as core portfolio allocation for investors: Amit Dharod
India’s private credit market is emerging as a key part of alternative investments, supported by structural changes in lending and rising demand for stable returns. Once a niche, performing credit is becoming a core allocation, driven by a funding gap in mid-market firms and the flexibility of AIFs to provide customised financing.
Indian officials see Iran war oil shock as disruptive as Covid
India is drawing on its Covid-era playbook to cushion the economic blow from the Iran war, with officials warning the disruption to energy supplies could rival the pandemic, threatening growth, widening the fiscal deficit, and pushing the rupee to record lows.
World Bank launches ‘Water Forward’ plan to expand global water access for 1 billion people
The World Bank has unveiled a new initiative called 'Water Forward'. This program aims to provide secure water access to one billion people within the next four years. It will expand reliable water services and strengthen systems against droughts and floods. Partnerships with other development banks will help achieve this ambitious goal.
SoftBank lenders ask more banks to join $40 billion OpenAI loan
SoftBank is seeking additional banks to join a $40 billion loan backing its OpenAI investment, a significant test of investor confidence in its AI strategy. This debt-fueled push, alongside over $30 billion already invested in OpenAI and its Arm Holdings stake, has raised concerns about SoftBank's liquidity and credit quality, prompting a negative outlook from S&P Global Ratings.
SIPs one of the most effective ways to ride out uncertainty: DSP’s Aditi Kothari Desai
Aditi Kothari Desai of DSP Asset Managers is the guiding light for investors grappling with market turbulence. Emphasizing the trio of discipline, consistency, and patience, she warns against knee-jerk reactions to headlines, particularly amid geopolitical unrest. For her, Systematic Investment Plans are essential lifelines in these unpredictable times.
Auraska Ventures launches Rs 500 crore AIF to tap India’s booming orange economy
Auraska Ventures has launched its first fund, the Rs 500 crore Auraska Opportunities Fund, to invest in India’s growing “orange economy.” The Category II AIF will back 10–15 early- to growth-stage companies across sectors like consumer, media, sports, gaming, fashion, and IP-led businesses.
HSBC Private Bank slashes India stock exposure to buy gold amid Iran war
HSBC Private Bank has cut its exposure to Indian equities, citing vulnerability to rising oil prices and global uncertainty amid the Iran conflict. The bank shifted allocations towards gold and defensive assets, reflecting caution on emerging Asia. Global peers have echoed concerns over earnings risks and stretched valuations in Indian markets.
RBI holds talks with banks on ways to boost deposits
Reserve Bank of India is consulting banks on ways to attract larger and more stable deposits as household savings shift to equities and mutual funds, putting pressure on liquidity. Deposits are growing slower than loans, increasing funding costs and credit-deposit ratios.
These 10 private and public banking stocks have an upside potential of up to 30% in one year, according to analysts
As far as fundamentals are concerned, most banks have continued to show improvement on critical parameters like NPAs. But if inflation rises and impacts credit growth (which has been an area of some concern), these stocks could take a hit. Now, why we are talking about inflation is obvious: Rising crude oil prices. That’s bad news for the Indian economy and the markets. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.
World Bank chief sounds alarm about looming jobs crisis even after war ends
World Bank President Ajay Banga says he's determined to ensure that finance officials stay focused on those longer-term challenges like creating jobs, connecting people to the electricity grid and ensuring access to clean water. "We have to walk and chew gum at the same time. Short-velocity cycle is what we're going through. Longer velocity is this jobs circumstance or water," Banga said in an interview taped on Friday.
Goldman Sachs posts higher profit on strength in dealmaking, equities trading
Goldman Sachs posted a rise in first-quarter profit on Monday, as the Wall Street bank benefited from strength in dealmaking and equities trading.
Private Credit emerges as alternative investment when equities are still struggling to reach their past peak
The drop in equity indices, coupled with macro stress from the war in the Middle East, has led major equity brokerages to downgrade India. The ensuing flight of capital, along with the 11% depreciation in rupee in the past 12 months, has really tightened the "easy money" window for primary capital.
Cerberus Capital's Indranil Ghosh quits to join Apollo Global
Cerberus Capital, with a $1-billion-plus India loan book, is amongst the largest financiers of bonds issued by Shapoorji Pallonji group companies that are backed by Tata Sons shares, with an exposure of about $700-800 million. It has also recently financed HNG's takeover by Independent Sugar Corporation. Cerberus Capital's India team, led by managing director Vikas Upadhyaya, has not witnessed any people movements.
ADB raises India’s FY27 growth forecast to 6.9%
India's economic growth forecast for FY27 has been raised to 6.9 percent by the Asian Development Bank. This upward revision is driven by increasing consumption, higher investment, supportive government policies, and recent trade pacts. While FY26 is projected at 7.6 percent, FY27 anticipates a moderation due to global uncertainties. The outlook for FY28 is a robust 7.
Macro buffers to help India tide over Gulf crisis: World Bank
India's economic growth for FY27 is projected at 6.6 percent. The World Bank notes potential risks from the Gulf conflict impacting global energy prices. However, India's economy is strong, supported by reserves and low inflation. Growth is expected to average 7.1 percent from FY28 to FY29. Boosting private sector growth is key for job creation and achieving Viksit Bharat.
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