INVESTOR CAUTION
Smallcap mutual fund inflows drop 29% MoM to Rs 6,407 crore in October. Should investors be cautious or continue investing?
Smallcap mutual fund inflows declined 29% month-on-month to Rs 6,407 crore in October, amid market corrections and elevated valuations. However, experts say continued inflows reflect investor confidence in the segment's long-term growth prospects.
Reverse AI trade drives foreign inflows back to India but rising US inflation poses challenge: Ajay Bagga
Foreign investors are returning to Indian equity markets as global funds shift away from the artificial intelligence infrastructure trade in markets such as the US, Japan, South Korea and Taiwan, while India's relatively attractive valuations and falling crude oil prices are improving its investment appeal, banking and market expert Ajay Bagga said.
European shares rise as Siemens Energy forecast lifts AI optimism; inflation concerns persist
European shares opened higher, supported by positive forecasts from Siemens Energy and CoreWeave, which eases AI investment concerns. The pan-European STOXX 600 index rose significantly, nearing record highs from August. However, inflation concerns, increased oil prices, and some stock losses tempered broader market optimism. Notable declines were seen in companies like Vestas and CSG due to disappointing profit forecasts.
China stocks edge lower, Hong Kong shares fall as global rate concerns weigh
Chinese mainland stocks edged lower while Hong Kong equities fell as investors assessed rising global bond yields, stronger US inflation and uncertainty in oil markets. Technology stocks showed resilience, with the ChiNext index gaining 1% and the CSI 5G Communications Index rising 3%.
Pharma & healthcare funds top mutual fund return charts with over 19% gains. Should investors invest now or wait for a correction?
Pharma and healthcare mutual funds have topped return charts in 2026 with over 19% gains. While strong sector growth supports the outlook, experts caution against chasing the rally and advise investors to assess valuations, risks and portfolio exposure.
Earnings recovery, FII revival: 5 factors that will shape Dalal Street's next move after Q2
Indian equities are recovering as stronger Q2 earnings, renewed FII inflows and attractive largecap valuations lift sentiment. Analysts identify five key triggers for Dalal Street’s next move, including global AI volatility, geopolitical risks and sectoral flows.
Investing in real estate? Know how much property is too much, and when you should diversify
At the ET Wealth Expo 2026, a dynamic panel engaged in a thought-provoking dialogue about the contrasts between investing in real estate and financial assets. Industry experts highlighted the perils of overestimating the value of properties, emphasizing hidden costs and liquidity issues that might arise.
ET Wealth Expo | Private credit is filling the funding gap as India's growth story gathers pace: Ashish Mehrotra
Speaking on the sidelines of ET Wealth Expo 2026, Ashish Mehrotra, MD & CEO of Northern Arc Capital, said India's strong economic growth, supported by robust credit expansion, is creating a favourable environment for the private credit market.
Citi downgrades US stocks to 'neutral' as AI sell-off, regulatory risks mount
Citigroup strategists have downgraded US equities to neutral due to ongoing market volatility and regulatory concerns. This decision follows a significant sell-off that erased $3 trillion from the market value of S&P 500 companies. The strategists expressed worries about the potential for key indices like Nasdaq to shift into net-short territory. They also adjusted global and European technology sector ratings to neutral while upgrading healthcare stocks.
Fed’s Barkin urges rate policy caution, Goolsbee warns of inflation concerns as AI risks loom
Richmond Fed President Tom Barkin emphasized the need for caution in managing inflation and its policy risks. He mentioned that inflation continues to pose the biggest challenge for the Federal Reserve's objectives. Chicago Fed President Austan Goolsbee highlighted the rapid AI investments potentially overheating the economy and exacerbating inflation. Policymakers are considering rate increases at the upcoming December meeting to address these inflation concerns.
US stocks: Dow Jones rallies 500 points, Nasdaq over 2% as chip stocks rebound; Nvidia probe weighs
Wall Street's indexes climbed as investors honed in on Nvidia CEO Jensen Huang's investigation and awaited crucial inflation data. Nvidia's shares faced declines due to worries over foreign intelligence, yet analysts proposed that the sell-off in AI stocks was potentially overblown. Tech giants like Microsoft and Alphabet, along with chip manufacturers such as Marvell and Broadcom, enjoyed substantial gains.
ET Wealth Expo: The next wealth wave? Alternatives could grow 20-25% as investors seek diversification, says A. Balasubramanian
Speaking at the ET Wealth Expo 2026, Balasubramanian said mutual funds should continue to form the core of an investor's portfolio, while alternative investments can play a satellite role in potentially enhancing returns and broadening diversification.
IT firms with lower capital requirements may gain as investors shift focus to AI monetisation: Report
Information technology (IT) companies capable of monetising enterprise adoption of artificial intelligence (AI) without making substantial capital investments could gain an advantage as investors increasingly differentiate between businesses funding AI infrastructure and those generating returns from its adoption, according to a report by Anand Rathi.
Planning to invest in gold and silver this Diwali? 7 experts decode the risks, outlook and allocation strategy
During the festive season of Diwali, many investors in India turn to gold and silver as traditional investment choices. With the backdrop of rising energy costs and inflation, the prices of these metals have seen fluctuations. Financial experts recommend that in the face of current market volatility, it might be wise for investors to reassess their strategies.
Rs 10 lakh to invest this Diwali? Why experts favour largecaps and debt for a 5-year horizon
As investors gear up for Diwali, allocating ₹10 lakh thoughtfully is pivotal. Experts highlight large caps and debt instruments as primary focuses, while midcaps and smallcaps demand meticulous evaluation due to their inflated valuations. Gold serves as a protective asset, and involvement in international equities should be limited. Crafting a diversified portfolio built on robust fundamentals is essential for long-term success.
Scrap, cut or tweak? Centre weighs options on LTCG, STT to stem foreign investor exodus
The Centre is weighing proposals to scrap or lower long-term capital gains tax and recalibrate securities transaction tax as it seeks to address foreign investor outflows. Market participants have favoured scrapping LTCG on equities and selectively raising STT on options, while regulators are understood to support removing LTCG to attract overseas capital.
European shares rise as banks, clean energy stocks rally; Novo Nordisk jumps
European shares advanced after Democrats secured both chambers of the US Congress, lifting investor sentiment. Banks and clean-energy stocks led the rally, while Novo Nordisk gained after raising its full-year sales and profit forecasts.
Gold prices ahead of Dhanteras: Up 10% in a year, but is the worst of correction still ahead?
Gold has outperformed the Nifty and Sensex since Dhanteras 2025, despite falling sharply from its January peak. With inflation concerns, Fed rate expectations and weak demand weighing on prices, analysts remain divided on its near-term outlook, while major banks see scope for a recovery in 2027.
Sensex, Nifty soar to a two-month high as FPIs ramp up buying activity
Indian benchmark indices Sensex and Nifty closed at their highest levels in nearly two months. Foreign investors have been net buying Indian equities, contributing to market gains over the past sessions. HDFC Bank was a significant contributor to the Nifty's gains, along with other major stocks like ICICI Bank. Decreasing crude oil prices have improved market sentiment among investors recently.
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