STOCK PICKERS MARKET
Why did the ETF betting against Jim Cramer’s stock picks shut down in less than a year?
The Inverse Cramer Tracker ETF launched in March 2023 with a strategy built around betting against Jim Cramer’s stock recommendations. But the fund lost 15%, attracted just $2.4 million in assets and faced closure less than a year later. Here’s why the unusual ETF shut down.
Nifty’s early comeback signal: Why largecaps are holding up as broader market slides
India’s equity market divergence suggests largecaps may be regaining leadership as mid- and smallcaps remain under pressure. The Nifty has recovered to broadly flat returns in October, while midcap and smallcap indices have declined. More reasonable valuations, earnings resilience, liquidity and institutional preference are supporting largecaps, though elevated crude prices, macroeconomic uncertainty and earnings concerns continue to cloud the broader market outlook.
Tyre stocks: Hit by a headwind on costs, not on demand: 4 tyre stocks with upside potential of up to 29%, according to analysts
For years, this sector has had to deal with the dumping of cheap imported tyres. That particular headwind has eased now, and for an unusual reason. The rise in natural and synthetic rubber prices that is squeezing margins at home has also pushed up the cost of those imports. So, dumping is now less of a threat than it used to be.
SIFs offer a middle ground between arbitrage and equity risk: AlphaGrep MF CEO Bhautik Ambani
With investors caught between low-risk arbitrage funds and high-risk equity, PMS and AIF products, AlphaGrep Mutual Fund is positioning its Eminence Hybrid Long-Short Fund as a middle-ground allocation. The strategy combines market neutral and relative value approaches, special situations, options, arbitrage and fixed income to pursue diversified returns without relying entirely on the direction of the equity market.
Peter Lynch on stock picking: 'You shouldn't own a stock if you can't…'
Peter Lynch’s investing advice centres on understanding a company before buying its stock. The legendary Fidelity Magellan Fund manager stresses researching business fundamentals, growth prospects and financials rather than investing based on popularity or hearsay.
From CDMO to aerospace: How Vikas Khemani finds India’s next big themes
Now, as Carnelian has ventured into mutual fund business by launching a small-cap fund with a ₹5,000 crore cap, Khemani is focusing on manufacturing, financials and IT while warning investors against confusing market capitalisation with valuation. In an interview, he explains how the fund plans to manage size, assess expensive growth opportunities and position for the next market re-rating.
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Rs 8 lakh crore selloff! Sensex plunges 1,400 points from day’s peak as bulls lose steam; 3 triggers
On Wednesday, the Indian stock market saw a significant decline after an initial rise in the morning. Sensex and Nifty both climbed nearly 1% early on, reaching highs of 74,682 and 23,121 respectively. However, the market reversed course in the afternoon session, with selling pressure mounting. By the end of the day, Sensex dropped around 1,400 points from day's high, while Nifty fell below the 22,700 level.
Why is market rising today? Sensex jumps 800 points, Nifty above 23,050. 5 key factors behind D-Street rebound
The Sensex and Nifty rallied nearly 1% as strong Q2 earnings, gains in IT stocks, rupee appreciation and attractive largecap valuations lifted sentiment. However, elevated crude oil prices and rising bond yields remain key risks. Analysts expect market movements to remain stock-specific and driven by corporate earnings.
How Peter Lynch turned Fidelity Magellan Fund’s $18 million into $14 billion in 13 years
Peter Lynch is known for his invaluable stock market lessons. The market expert who built one of the best track records in mutual fund history during his stint as Fidelity Magellan fund manager, wrote the popular book ‘One Up on Wall Street’.
ETMarkets Smart Talk | Manufacturing, healthcare and financialisation could create India’s next wealth creators: Sanjay Doshi
Abakkus Mutual Fund’s Sanjay Doshi sees opportunities across market capitalisations, despite elevated mid- and smallcap valuations. He urges investors to prioritise sustainable earnings, cash flows and returns on capital, maintain disciplined stock selection and align SIP allocations with long-term goals.
Global hedge funds suffer steep losses as AI trade unwinds, Asia funds hit hardest
Global hedge funds suffered steep losses as investors unwound artificial intelligence-related trades amid inflation concerns and expectations of higher interest rates. Asia-focused stock pickers were hit hardest, losing 6.8% in early October, while global fundamental long-short funds fell 2.9% through October 15, according to Goldman Sachs data cited by Reuters.
Largecaps are shrinking, smallcaps are getting bigger: What is changing in India’s stock market?
The Indian stock market is witnessing a notable transformation as large-cap stocks are losing ground amidst changing capital flows and investor sentiment. Mid- and small-cap companies are surging ahead, capturing more market capitalization as domestic institutional investors pivot towards these segments. As large-caps endure foreign selling pressures, the contrast in performance underscores a shift in market dynamics. Future outcomes will hinge on whether earnings growth aligns with current valuations.
Beware! Blind investing in smallcaps won’t make you money as 148 of 250 stocks tumble in 2026
More than half of the Nifty 250 stocks have delivered negative returns in 2026 despite the index gaining over 7%. Experts flag elevated valuations and persistent FII selling, stressing selective stock picking as earnings growth and performance diverge across market segments.
Smallcaps have surged 2.3x since April 2023. Why Vikas Khemani still sees India’s next multibaggers here
Smallcaps have surged 2.3 times since April 2023, but Carnelian Capital Founder Vikas Khemani believes the segment still offers India’s next multibaggers. Despite elevated valuations, stronger earnings growth, greater domestic exposure, and a wider pool of high-growth businesses could create opportunities for investors who focus on stock selection and management quality.
Semiconductor push, govt support driving EMS sector's growth, but valuation remains a concern: How 3 stocks with most buy calls are placed
Investor enthusiasm around the sector is visible in the performance of nine EMS stocks covered by multiple brokerages. The group has delivered an equal weighted average return of 55.3% so far in 2026, compared with 1.1% for the Nifty 500 Equal Weighted Index. Seven of the nine stocks have delivered posi tive returns, while three have gained over 100%. The analysis is based on closing prices as of 28 September 2026.
All 36 smallcap mutual funds deliver double digit returns in 6 months. Should you invest more or book profits?
In the last six months, all 36 smallcap mutual funds have achieved impressive double-digit returns, averaging around 25.20%. This indicates a robust recovery from prior dips. Financial experts advise investors to keep up their SIPs if they can handle the volatility. With smallcap valuations currently elevated, future success will hinge on sustained earnings growth.
Two years on, Indian equities remain stuck in a grind
Since September 2024, Indian equities have experienced a challenging market phase with mixed returns. The Nifty and Sensex have seen significant declines, while small and mid-cap stocks have performed relatively well. Despite the difficulties, some valuation froth has been removed from the market, presenting potential buying opportunities. Global investors are showing interest but lack concrete triggers for substantial investment.
The 30-Minute Medicine Problem
How India's largest ePharmacy is building an in-house quick-commerce engine across cities and why moving medicines in under an hour is far more complicated than it looks
NSE shares list with gains on debut day: How much Radhakishan Damani, Raamdeo Agrawal & other ace investors’ stakes are now worth
NSE shares gained up to 5% on debut day, lifting the value of stakes held by ace investors including Radhakishan Damani, Dolly Khanna, Raamdeo Agrawal and Motilal Oswal. Damani’s 1.58% stake was worth over Rs 7,340 crore at the day’s high, while brokerages retained a positive outlook on NSE.
$1.5 trillion wealth transfer is coming. How India’s next-gen HNIs are rebuilding family portfolios
Next-generation HNIs are reshaping family portfolios with greater diversification, formal asset allocation and global exposure. Motilal Oswal Private Wealth's Akash Hariani discusses private markets, pre-IPO investing, Indian equities, overseas assets and portfolio strategies for the next decade.
Gorilla investing and 34% return: How Mihir Vora made Trust Smallcap Fund top performer
Trust Smallcap Fund has emerged as the best performing fund in its category over the past year, delivering a 34% return as investors reassess the potential of India’s broader market.
SME IPO jackpot or 50:50 gamble? 21 multibagger stocks mask a harsher reality
This year's SME IPO market in India offers a varied landscape for investors. While twenty-one stocks emerged as multibaggers, numerous others significantly lagged behind. The median return for investors is a modest 3.9 percent, underscoring that impressive gains are largely attributable to a handful of standout performers. As such, careful stock selection is essential for those venturing into the SME IPO segment.
ETMarkets Smart Talk | India could start looking attractive on FY28 earnings in six months: Nitin Raheja, Julius Baer India
While the Nifty 50 is currently trading around its long-term historical averages, sustained earnings growth and continued domestic inflows could make the market increasingly attractive from a forward-looking perspective.
Buying the smallcap rally? Bear market’s biggest losers crash further in 2026 after falling up to 80%
In 2026, the performance of smallcap stocks presents a contrasting picture, with half of the top 25 performers bouncing back from significant losses last year. Kabra Extrusiontechnik stands out with a remarkable 150% increase following a previous 59% drop. Conversely, Parsvnath Developers has suffered an additional 85% decline, emphasizing how essential fundamentals are over mere price fluctuations.
This is a fantastic stock pickers market: Dipan Mehta
We have the economy picking up pretty well, they are increasing the forecast for FY2023 and FY2024 and beyond. Oil prices, one of the biggest problem with India, have now corrected significantly. The war in Europe is no longer such a major issue. As far as inflation globally and in India is concerned we are beyond the curb and India have gone through the toughest part of inflation, interest rate increases.
India is a stock pickers market: Quantum AMC
In an interview with ET Now, Ajit Dayal, Director & Founder, Quantum AMC, shares his market outlook. Excerpts:
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