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AI narrative needs to change for India: K Balasubramanian, CEO, Citibank India
Long-term capital-gains tax is a big factor on the equity side. On direct investment, the trade agreements are going to be a big positive. Trade agreements create potentially important UK-India and EU-India corridors. We have been doing a lot of work identifying companies that could benefit and engage with clients. For Citi, that opportunity can flow through services and markets and potentially through investment-banking transactions as multinational companies raise capital in India, says K Balasubramanian, CEO, Citibank India.
PMS Talk: AI, defence and electronics manufacturing are the next growth engines, says Vaibhav Agarwal
In this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bottom-up stock-picking approach identifies businesses capable of delivering sustained earnings growth. He explains why smallcaps offer opportunities among companies growing earnings at 25–30%, how the GMCV framework — Growth, Management, Capital Efficiency and Valuation — helps separate potential compounders from value traps, and why paying the right price matters even when a business has a compelling growth story.
India valuations hit 6-year low, but stocks still expensive than EM peers
India's equity valuations have reached their lowest levels in six years after a recent market decline. Factors contributing to this decline include foreign selling, a weaker rupee, and rising crude prices. Despite lower valuations, overseas investors remain hesitant to invest in Indian equities due to comparative valuations. The MSCI India Index trades at a premium compared to other emerging markets, influencing foreign investor sentiment.
5 world market themes for the week ahead
An important week is upcoming with central banks like the Federal Reserve and European Central Bank making policy decisions. Major companies, including Alphabet, Amazon, and Microsoft, are set to report their earnings. Political events are also significant, with elections in Israel and Brazil influencing markets. China's leadership will hold discussions focused on party governance amidst external pressures.
Infosys guidance shock may hit stock despite numbers bounce
Infosys released its quarterly results, showing good revenue growth and stable operating margins. However, the management reduced the annual revenue guidance due to competitive pressures. The company secured a significant $2 billion deal, boosting its total contract value to $5.2 billion. Despite positive performance from some sectors, weaknesses in others contributed to the cautious outlook. The market response led to a rise in the stock price, affecting valuation metrics.
GLP-1 boom in China, India, Brazil could create $22 billion market by 2035, J.P. Morgan says
The China-India-Brazil market for GLP-1 weight-loss drugs could expand to $22 billion by 2035 from $6.6 billion currently, J.P. Morgan estimates. Improving affordability, generic launches and wider access could drive adoption, though penetration remains low, particularly in India, where cost concerns and cultural resistance to injectable treatments remain key barriers.
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World shares are mixed after Wall Street's AI-related losses, while oil prices jump
Global stock markets displayed a mix of outcomes while oil prices surged due to escalating tensions in Iran. Brent crude soared past $114 per barrel, suggesting growing unease within the energy sector. In the U.S., tech giants like Nvidia and Meta Platforms saw significant declines, raising worries about economic repercussions. Concurrently, U.S.
Zetwerk Manufacturing shares list at 5% premium over IPO price
The Rs 5,012.33 crore IPO comprises a fresh issue of shares worth Rs 2,830 crore and an offer for sale (OFS) of 14.45 crore shares worth approximately Rs 2,182 crore. While the proceeds from the fresh issue will go to the company, the OFS proceeds will accrue to the selling shareholders.
Jio IPO closes today: Will it deliver a double-digit listing gain or become a long-term compounder?
Jio Platforms will wrap up its IPO bidding today, setting a new benchmark as India's largest public offering to date. With an overwhelming interest from investors, substantial gains are forecasted when the shares list. Analysts from various brokerages endorse participation, highlighting Jio's robust leadership in the digital market, with growth prospects that cover cloud services and enterprise solutions beyond telecommunications.
US bond market down: Why are 10-year, 30-year, 2-year treasury yield notes are falling? Check latest predictions
US bond Yields have dropped in recent days, as concerns about a slowdown in AI spending and its impact on economic growth have overshadowed economic data, which showed persistent inflation pressures.
Reinventing the pond: How this Bengal start-up is helping fish farmers battle climate and credit crisis
At a time when climate change is impacting world resources, including the aquatic system, Jalpaiguri’s Essential Aquatech is working to empower smallholder fish farmers by turning data into actionable insights and measures.
IAF to showcase 100 aircraft at Varanasi air show, 15-20 lakh spectators expected
The air show, organised to mark the 94th anniversary of the Indian Air Force (IAF), will showcase its operational capabilities, technological strength and aerial combat skills. Aircraft such as Rafale, Sukhoi-30MKI, MiG-29, Mirage 2000, Jaguar and indigenous light combat aircraft are expected to participate.
Two New York women helped erase $1.5 million medical debt in just four months. Their campaign gave 1,284 strangers a financial lifeline
Two New York women, Judith Jones and Carolyn Kenyon, raised $12,500 in four months to help erase $1.5 million in medical debt for 1,284 strangers. Their fundraising campaign supported R.I.P. Medical Debt, a nonprofit that buys overdue medical bills at heavily discounted prices and cancels them. The initiative also highlighted how medical expenses can create long-term financial problems.
Ahead of Market: 10 things that will decide stock market action on Thursday
Sensex and Nifty ended above pre-closing auction session levels after extreme volatility, despite an Rs 8 lakh crore market selloff. Elevated crude prices, foreign investor outflows and weak market breadth kept sentiment cautious.
India’s growth story needs jobs to match the numbers, says ex-RBI Governor D Subbarao
Former RBI Governor D Subbarao has said India must make economic growth more employment-intensive, warning that rapid output expansion alone cannot deliver a demographic dividend. He called for greater private investment, labour-intensive manufacturing and improved skills, while urging transparent technical scrutiny of GDP estimates and differences with other economic indicators.
D-Street poised for positive start as GIFT Nifty signals gains
On Monday, benchmark indices saw a downturn, erasing a brief recovery. The combination of weak global cues and profit-taking in the private banking and IT sectors weighed on investor confidence. Analysts suggested that immediate resistance is at 23,175, with support situated at 22,800. Foreign portfolio investors sold shares worth Rs 1,148 crore, while domestic institutional investors remained net buyers.
Can Jio Platforms IPO deliver long-term growth for high-risk investors?
Jio Platforms, leading India's largest IPO, presents a compelling investment avenue for everyday investors. Despite its massive telecom customer base of 533 million, revenue per user still trails behind Bharti Airtel. However, with a promising growth trajectory in digital services and telecom, this IPO is set to fortify the company's financial standing while decreasing the promoter's stake. Analysts believe Jio Platforms holds strong potential for success in upcoming market conditions.
US futures dip as AI selloff returns, oil prices rise sharply
US futures are showing a decline, particularly in the artificial intelligence sector, as market pressures mount. The rise in oil prices is linked to ongoing conflicts in the Middle East, contributing to inflation fears. Major companies like Netflix and SpaceX are scheduled to release quarterly results, adding to market uncertainty. Recent unrest in Europe over various societal issues has also impacted market performance.
Kayem Foods meat recall USDA: 1.58 million pounds of hot dogs, bacon and other meats recalled across the US-here's what has happened
Kayem Foods Inc. has recalled approximately 1.5 million pounds of various meat products due to storage issues. These products, which include hot dogs and bacon, were improperly stored at unsafe temperatures. The recall was prompted by a customer complaint regarding warm products received. Consumers have been advised to check their refrigerators for affected items and discard them. Kayem Foods is cooperating with USDA to ensure consumer safety and product removal.
Fertiliser stocks: Combination of strong headwinds and structural repair. Who will win? 9 stocks, 4 with upside potential of up to 31%
For the better part of a decade now, every time this critical sector has run into trouble, the government has stepped in. The clean-up began with small steps. The mandatory coating of urea with neem was an early one. It was a measure that was not financial on the face of it; but it changed the sector’s economics by stopping the diversion of subsidised fertiliser to other uses.
NPS Charges: ₹20,000 a year on ₹1 crore corpus; What subscribers should know before investing through PoP
Thinking about joining the National Pension System (NPS)? The choice you make between accessing e-NPS or utilizing a Point of Presence (PoP) can greatly influence your overall costs for years to come. Grasping the fee structures associated with PoP and any potential extra charges is vital for both newcomers and seasoned subscribers. Uncover the best approach for your retirement investments.
Want to become a financial adviser? Best financial planning courses and institutes in India explained
The career change of Sumit Aggarwal to a mutual fund distributor illustrates a notable trend within the financial advisory realm in India. With a vast number of investors, there's a growing necessity for certified financial planners. Educational institutes are responding by launching targeted courses, promoting credentialing opportunities like CFP and QPFP for finance professionals. As demand for expert guidance rises, the financial planning sector is expected to experience notable expansion.
Global markets: Stocks slip as dollar heads for weekly loss
In a week fraught with concerns over escalating interest rates and financial complications tied to AI, global stock indices saw moderate declines. While the S&P 500, Nasdaq, and Dow Jones recorded losses, the Dow managed to post a weekly gain. In contrast, European markets, led by London's FTSE 100, experienced a positive turn.
India's GDP to grow 7.1-7.3% in FY27 as private investment gains momentum: Deloitte
In the fiscal year 2026-27, India's economy is expected to see growth ranging from 7.1 to 7.3 percent, fueled by a recovery in private investments coupled with enhanced business dynamics. For the past ten years, strong household consumption and substantial public infrastructure investments have driven growth. Nonetheless, uncertainties stemming from geopolitical issues and energy price fluctuations pose potential threats to this forecast.
India's BoP set to turn positive but below expectations amid oil import costs and widening trade deficit: ICICI Bank
India's Balance of Payments (BoP) is turning positive, but it is likely to remain lower than earlier expectations as elevated oil prices and an expanding non-oil, non-gold deficit weigh on the external trade position, according to a research report by ICICI Bank Global Markets.
Global Market Today: Asian stocks advance as selloff in chips eases
The MSCI Asia Pacific Index advanced 0.6%, led by stocks in South Korea. Chip stocks rose with Samsung Electronics Co. and SK Hynix Inc. both edging higher. Earlier, the S&P 500 erased losses and edged up to close 0.3% higher on Thursday.
India's electricity demand set to outpace overall energy demand by 2035; data centres to fuel growth: S&P Global
India's electricity demand is projected to increase as industries move towards electric and hydrogen-based processes. This growth in demand is spurred by rising incomes, industrialization, and increased cooling requirements. Data centres and green hydrogen production will significantly contribute to this rising electricity consumption. Additionally, distributed generation is anticipated to meet an increasing share of electricity needs. The power infrastructure will need to evolve to manage this growing demand effectively.
In 2013, Lakers coach Mike D’Antoni bought an ocean-view California home for $6.9 million; two years later, he sold it for $9.5 million
Mike D'Antoni, the former Los Angeles Lakers coach, bought a home in Manhattan Beach for $6.9 million. He sold this property two years later for $9.5 million, earning nearly $2.6 million in profit. The housing market during this time was steadily growing, though D'Antoni's home appreciated at a much higher rate. Coastal areas like Manhattan Beach have seen increased demand from cash buyers for luxury real estate.
Can HD Fire Protect IPO deliver long-term growth for high-risk investors?
HD Fire Protect is set to generate ₹712 crore through an offer for sale, marking a pivotal moment in their funding strategy. Following the IPO, the promoter group's share will drop to 85%, down from the current 100%. Renowned for their fire protection solutions, they export over a third of their revenue internationally.
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