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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.
Pakistan vs Sri Lanka: Probable playing XIs, pitch report, weather, date, time, live telecast and more
Pakistan and Sri Lanka will compete in the opening match of the 2026 ODI Tri-Series. The match will begin at 1:30 PM IST and will feature a double round-robin format. Weather conditions in Rawalpindi are favorable for batting and run-scoring is expected to be easier. The Sony Sports Network will broadcast the match live in India for the audience.
Good time to increase equity allocation; risk-reward is favourable: Vetri Subramaniam, MD & CEO, UTI AMC
Vetri Subramaniam took over as Managing Director (MD) and Chief Executive Officer (CEO) of UTI Asset Management Company in February this year. In this discussion with Sanket Dhanorkar, he shares his market outlook and the fund house’s strategy to improve performance.
US Stock Market prediction for Monday, October 5: S&P 500, Nasdaq, Dow Jones, Russell 2000 investors eye positive trading today, top stocks to watch out
US Stock Market prediction: As the fourth quarter kicks off, the stock market is already on pace for a solid year. The benchmark S&P 500 as of Friday had gained nearly 13 per cent in 2026, and sat about 1 per cent below its mid-August record high.
Wall Street Week Ahead: Spiking bond yields, midterms, earnings to test US stocks' typical fourth-quarter strength
As the fourth quarter commences, US stocks traditionally experience a positive trajectory. Nonetheless, investors face hurdles such as climbing bond yields and a heavy reliance on AI expenditures. Coupled with the looming corporate earnings season and the November elections, market unpredictability intensifies. Analysts predict notable earnings growth, particularly driven by investments in AI infrastructure, which could shape the market's direction as the year concludes.
Warren Buffett and his arithmetic: Why one might be better without dividend
He could have called it a record and nobody would have argued. Instead he opened with the bad news, explained why the number was not good enough, and promised not to move the measuring stick to make himself look better. Then he spent several pages proving, with arithmetic, why he will not pay his shareholders the dividend many of them keep asking for. All that in one letter to shareholders from Warren Buffett.
A dozen ingredients show India's mounting food inflation risk
India’s everyday thali is getting costlier as weak monsoon rains, the Iran and Ukraine wars and rising demand for crops used in biofuels push up food prices. Onions are nearly 50% more expensive than a year ago and ginger has surged over 70%, adding pressure on households just as the festive season begins.
Gold ETF inflows jump 67% to Rs 2,596 crore in August. Why are investors piling in?
Gold prices and Gold ETFs have delivered strong returns, but experts caution investors against chasing recent performance. While central bank buying, geopolitical risks and diversification benefits support gold’s medium-term outlook, its lower Sharpe ratio highlights its cyclical nature. Experts recommend treating gold as a portfolio diversification tool and maintaining an appropriate allocation rather than increasing exposure solely because prices have risen.
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.
Default clouds hover over microfinance as industry flags weak monsoon
In the evolving world of India's microfinance sector, fresh credit risks are emerging on the horizon. The dual challenges of an unsteady monsoon and geopolitical tensions in West Asia could significantly affect the livelihoods of rural populations. Despite a recent upturn in asset quality, these external threats raise serious concerns for sustained growth.
America's subpar diplomats aren't the world's only choice
The United Nations, once a global peace beacon, now struggles for relevance. Superpower politics and a decline in multilateralism have diminished its influence. The article suggests focusing on reviving traditional diplomacy and humanitarian aid. It highlights the need for professional diplomats over amateurs. A reformed UN can still achieve limited good for many people.
Consumers, don't be 'like this only'
A recent ruling fining a tailor for delayed delivery highlights widespread consumer apathy towards subpar services in India. Despite consumer protection laws and bodies like the CDRC, citizens often endure poor service, and businesses dismiss redressal. Actively pursuing grievances is crucial for improving service standards and ensuring businesses compete on quality, not just price.
Bajaj Housing Finance will give subpar returns, says Motilal Oswal: Here’s why
Motilal Oswal initiates coverage on Bajaj Housing Finance with a neutral rating. The brokerage anticipates moderate growth and subdued return ratios. Valuations appear stretched, trading significantly above the IPO price. AUM and profit are expected to rise, but at a slower pace. NIMs may face pressure. The financier has a granular loan book with good asset quality.
Employee takes four-day approved leave and returns to find himself on PIP. What happened?
An employee's request for a four-day leave led to unexpected consequences. Despite approval, the manager insisted on target completion during the break. Upon return, the employee faced accusations of subpar performance. HR then placed the employee on a Performance Improvement Plan. Online reactions included calls to name and shame the company. Some suggested leaving the toxic environment for better opportunities.
Sean 'Diddy' Combs is not eating in jail; is he scared of poisoning, or on a hunger strike?
Sean "Diddy" Combs is reportedly not eating in jail, possibly due to a fear of being poisoned. Former inmate Larry Levine speculated that Diddy is afraid someone will harm him through his food. Other possible explanations include poor food quality or a hunger strike. Diddy remains in jail following failed bail attempts.
Marvel’s Spider-Man 2, Super Mario Bros. Wonder completed? Time to play these video games
Marvel’s Spider-Man 2, Super Mario Bros. Wonder, Alan Wake 2, Assassin's Creed Mirage video games are good but there are some more which you may not have noticed.
WTO sees 'subpar' 2023 global trade growth
WTO expects the volume of global merchandise trade to down to 1.7 per cent in 2023.
Donald Trump’s DC hotel tagged with $5m in unpaid liens
Trump has acknowledged not always paying all his bills, saying it’s often a negotiating tactic when work is subpar. His companies have been sued numerous times over unpaid work.
Neutral Hindustan Unilever Ltd., target Rs 860.0 : Motilal Oswal Financial Services
Neutral Hindustan Unilever Ltd. at a price target of Rs 860.0 and a stop loss at Rs $stopLossL from entry point
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