HORSE TRADING
PSBs, pharma and defence: HDFC Securities CEO names Samvat 2083’s dark horses
HDFC Securities MD and CEO Dhiraj Relli identifies public sector banks, pharmaceuticals and defence as potential outperformers in Samvat 2083. He favours largecaps for valuation comfort, highlights selective stock opportunities and urges investors to prioritise earnings visibility and disciplined asset allocation.
How to invest this Diwali: ICICI Prudential AMC’s Chockalingam Narayanan shares his Samvat 2083 playbook
As investors prepare for Samvat 2083, the focus is shifting towards companies with strong earnings and cash flows. ICICI Prudential AMC suggests that the market is valuing current earnings more than distant growth predictions. The recovery in IT stocks may signal changing technology spending trends, but caution is advised. Opportunities in India's manufacturing and investment landscape could arise from supply-chain diversification and new trade agreements.
Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategy
As we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-cap stocks and the banking sector due to their better earnings prospects and attractive valuations. Meanwhile, although mid- and small-cap sectors may face hurdles, the cement industry might see unexpected margin improvements.
Largecaps could finally have their day in Samvat 2083, says TCG AMC’s Shahzad Madon
Largecaps, which have lagged mid- and smallcaps for much of 2026, could finally regain market leadership in Samvat 2083 as investors turn to businesses with stronger balance sheets, credible management and sustainable earnings growth, according to TCG AMC’s Shahzad Madon.
Ferrari accelerates India push as 'market of the future', targets younger buyers while guarding exclusivity
Benedetto Vigna, CEO of Ferrari, who has been driving around Indian roads, talks about the need to be closer to the clients, how their Indian customer is younger than in the rest of the world and why Ferrari always makes one less car than what the market demands
India's gold import route changing course for a benefit all jewellers want
India is diversifying its gold import sources as expanding domestic refining capacity, tax incentives and the India-UAE trade pact reshape supply chains. Switzerland’s share of India’s bullion imports fell to 21.9% in FY26 from 42.4% five years earlier, while the UAE’s share rose to 16.5% from 10.8%, according to Crisil Intelligence.
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New York to end 150-year-old horse-carriage tradition by 2028 after Indian tourist’s death
New York City has voted to ban horse-drawn carriages in Central Park starting June 1, 2028. This decision follows increased concerns over animal welfare and public safety, particularly after an incident involving an 18-year-old tourist. The legislation known as Romanch's Law aims to protect both tourists and horses from potential harm.
EC carries Special Summary Revision to silence opposition after voter deletions in SIR: DMK
The opposition DMK alleges that the Special Summary Revision is intended to appease parties after voter removals. Senior leader T K S Elangovan expressed concerns over the election process and criticized the Chief Minister's lack of accountability. He called the Election Commission's actions biased towards the ruling party at the Centre. Elangovan supported complaints about MLA poaching and noted neglect of fishermen's issues.
India’s hidden gold chest is giving imported bullion a run for its money
Soaring gold prices are prompting Indians to exchange old jewellery for new designs this festive season rather than cut back on purchases. Old-gold exchanges now account for over 50% of transactions at Tanishq, more than 55% of sales at Kalyan Jewellers and 73% at Joyalukkas in August.
Bypoll outcome sees decline in AIADMK vote share, deepens crisis in party
The AIADMK’s vote share fell sharply in the Madurantakam and Dharapuram bypolls, pushing the party to third place behind the ruling TVK and DMK and raising fresh questions over its leadership and electoral strategy. The setback was particularly severe in its traditional Kongu stronghold of Dharapuram, where its vote share dropped from 40.56% in April to 25.08%, prompting Edappadi K Palaniswami to promise a structural overhaul and stronger youth outreach.
ETMarkets Smart Talk| Rising US yields could hit expensive mid, smallcaps harder: Harish Krishnan
In an interaction with Kshitij Anand of ETMarkets, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, discusses the risks and opportunities in the broader market, why investors should not confuse momentum with quality, and why earnings, cash flows and return on capital will become increasingly important.
Brazil election: Lula, Flavio Bolsonaro face off in tight race shaped by Trump factor
Brazilians are preparing to vote in a tight election between President Lula and Flavio Bolsonaro on Sunday. Lula is seeking a fourth term while Bolsonaro aims to take advantage of his father's legacy. Opinion polls indicate neither candidate is expected to achieve a majority in the first round of voting. Key demographics are divided, with Lula favored among low-income voters and Bolsonaro appealing to wealthier groups.
Tamil Nadu bypolls 2026: Vijay, Stalin and Palaniswami launch campaign in Madurantakam, Dharapuram
The Tamil Nadu bypoll campaign is heating up ahead of the October 6 elections in Madurantakam and Dharapuram, with Chief Minister C Joseph Vijay, DMK president M K Stalin and AIADMK chief Edappadi K Palaniswami set to campaign. The contests have drawn attention after former AIADMK MLAs Maragatham Kumaravel and P Sathyabama quit their seats and joined Vijay’s TVK, turning the two constituencies into a closely watched political contest.
IIBX plans to bring bullion to Bengal’s doorstep with Kolkata vault by Diwali
IIBX will open its own bullion vault in Kolkata by Diwali, enabling West Bengal jewellers to take local delivery instead of sourcing bullion from Chennai or GIFT City. The move is expected to cut logistics costs and delivery times, as the industry navigates high gold prices, falling volumes and export growth opportunities.
Under-the-counter cash gold sales boom in India as high prices and taxes bite
High gold prices, combined with higher taxes, are encouraging more buyers to engage in cash transactions. This trend allows buyers to save significantly compared to official market prices based on reported cases. As import levies have doubled, the informal gold market is thriving, especially in the lead-up to wedding season. Retail customers are discovering varying discounts, influencing their purchasing decisions significantly.
US-China tariff cuts: $30 billion trade relief plan unveiled; check full list of goods
The US and China have announced plans to reduce tariffs on about $30 billion of imports from each other. This tariff relief follows a meeting between Donald Trump and Xi Jinping aimed at stabilizing trade relations. The agreement is part of efforts to extend the existing trade truce until January while resolving ongoing disputes. Tariff reductions will cover a wide variety of non-sensitive goods to benefit both economies.
ETMarkets Smart Talk| How to find India’s next multibaggers? Pritam Deuskar explains his GIANTS framework
To achieve successful long-term investments, investors should target companies with a competitive edge. Pritam Deuskar introduces the GIANTS framework, emphasizing the importance of evaluating market position and awareness of emerging trends in India. Despite external challenges, India's economy stands robust and adaptable. By concentrating on companies that fulfill these standards, investors can maximize their returns in the dynamic marketplace.
'DMK, AIADMK will lose their deposits in this by-election': Congress MP MK Vishnu Prasad on Tamil Nadu By-Election
Congress MP MK Vishnu Prasad on Saturday predicted that the DMK and AIADMK would lose their deposits in the upcoming Tamil Nadu by-elections, while backing Chief Minister Vijay and Rahul Gandhi. The Madurantakam and Dharapuram constituencies will vote on October 6, with counting scheduled for October 9, amid political defections.
In 1878, Adeline Hornbek, a single mother built a homestead in Colorado; seven years later, she had established a substantial ranch where many neighbours practised subsistence farming
When Adeline Hornbek filed her 1878 claim in Colorado’s Florissant Valley, most settlers were barely raising enough to survive. Over seven years, the single mother of four transformed 160 acres of wilderness into a thriving commercial ranch. By 1885, Hornbek was supplying livestock and crops across the region, turning a solitary homestead into an enduring pillar of trade.
Kapil Sibal embraces ‘Dimagi Naxal’ label, calls horse trading a constitutional crisis
Rajya Sabha MP Kapil Sibal declared himself a 'Dimagi Naxal' during a recent talk. He explained that horse trading has evolved from sellers tricking buyers to buyers now being the tricksters. This practice is not merely a scandal but a significant constitutional crisis. It undermines representative government and the integrity of the public's vote. The result is that power is delivered to a different mandate than what citizens chose.
Is investing in stock market an art or science? What Peter Lynch says in 'One Up on Wall Street'
Legendary investor Peter Lynch believes successful stock-picking is more about logic than complex mathematics. In One Up on Wall Street, he explains why investors should ignore Wall Street noise, focus on company fundamentals and look for potential tenbaggers. Lynch also warns against relying on market predictions and investing without proper research.
India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027
Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand. The brokerage expects the Sensex to reach 89,000 by June 2027 in its base case, while assigning 25% probabilities to a bull-case target of 100,000 and a bear-case target of 66,000.
Old Adaminaby was moved for Australia's Snowy Scheme in 1956–57; 102 buildings were relocated, but flooding and lost jobs eventually drove away about half the district
Adaminaby, a quaint town in Australia, witnessed a historical transformation when it was relocated due to an impending flood from a dam. Over a hundred structures, including places of worship, were transported to safer elevations as part of the ambitious Snowy Mountains Hydro-Electric Scheme. Although the initiative promised electricity and progress, it came at a significant cost to the community's heritage, with droughts eventually uncovering remnants of their submerged past.
DVAC searches premises linked to ex-DMK minister Nehru, Stalin calls action 'politically motivated'
DVAC officials searched premises linked to former DMK minister K N Nehru across Tamil Nadu. The action drew criticism from DMK president M K Stalin, who called it politically motivated. Minister R Nirmal Kumar stated the searches were a routine legal procedure based on evidence. The searches relate to alleged recruitment irregularities during Nehru's previous ministerial tenure. Stalin alleged the government used diversionary tactics to intimidate the opposition party.
If there was horse-trading, there is no greater disgrace than this: DMDK chief
DMDK MLA Premalatha Vijayakanth slammed the government over alleged horse-trading and transparency concerns during a floor test. She questioned the appointment of a special advisor. PMK representative Soumya Anbumani pushed for social justice through a caste survey and total prohibition. Both highlighted key issues facing Tamil Nadu's governance and society.
Why uncertain poll outcomes inevitably lead to horse-trading
Unlike the races where there is only one winner and the owner gets the moolah, everyone gets the jackpot in the political steeplechase.
Won't indulge in horse-trading to form Government in Delhi: Rajnath Singh
"If invited we will think about it. BJP does not believe in horse-trading. BJP will never favour a government with horse-trading," Singh said.
Delhi government formation: AAP accuses LG Najeeb Jung of promoting horse-trading
"Reports clearly signal that L-G is promoting horse trading. Prez should not allow him & BJP to play with democracy," senior AAP leader Ashutosh tweeted.
Congress accuses BJD of horse-trading in Odisha RS polls
Odisha Assembly today witnessed noisy scenes when opposition Congress accused ruling BJD and its supremo Naveen Patnaik of indulging in horse-trading.
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