VOLATILE EVOLUTION
US stocks: Nvidia shares plunge 13% after Jensen Huang quits as CEO; Colette Kress named interim chief
Nvidia shares plunged 13% after co-founder Jensen Huang resigned as CEO and board member with immediate effect. CFO Colette Kress was named interim chief executive while the board searches for a permanent successor, with Harvey C. Jones appointed Nvidia’s first independent board chair.
Why cheap stocks offer more safety than strong inflows, says Sundaram AMC MD
Two years ago, seasoned asset manager Anand Radhakrishnan moved from a long, successful stint as Chief Investment Officer (CIO) at Franklin Templeton India to take over as Managing Director (MD) at Sundaram Asset Management Company. In this conversation with Sanket Dhanorkar, he shares his views on the market correction, shift in interest rate cycle, valuations and money flows, and more.
ET Wealth Expo| Wealth creation is exciting; wealth preservation can be boring—but it works, says Manish Kathuria of Kotak Neo
Speaking at the ET Wealth Expo 2026 held in October in Mumbai, Kathuria said that while investors often get caught up in the excitement of rising markets and high-return opportunities, long-term wealth preservation is driven by a far less glamorous process—discipline, patience, risk management and, above all, asset allocation.
How Indian investors’ portfolios are changing: From property and gold to SIPs and ETFs
Indian households are re-evaluating their asset allocations as gold holdings rise and equity investments remain stable. Recent data reveals a significant increase in household wealth, particularly in gold and real estate. Households are moving from traditional savings to market investments, notably through systematic investment plans. Meanwhile, financial behaviors are changing, with more monthly contributions being made to equities.
Crude oil is the key to bringing FII money back to Dalal Street: Equirus AMC’s Ashutosh Tiwari
Foreign investors may return to Indian equities only if crude oil prices cool, according to Ashutosh Tiwari, managing director and chief investment officer—public equities at Equirus Asset Management. While valuations have corrected and earnings growth is expected to improve, rising oil prices have emerged as the key trigger behind renewed FII selling and remain the biggest hurdle to a sharper market re-rating.
ETMarkets Smart Talk | Investors want more than trading apps; they want a partner in their wealth journey: Shripal Shah
Shripal Shah, MD & CEO of Kotak Neo, discusses how investor behaviour has changed, why digital convenience alone is no longer enough, and how the next phase of broking will be shaped by connected investing, access to research and human expertise.
The best financial advice is often to do nothing, says Value Research CEO Dhirendra Kumar
Value Research CEO Dhirendra Kumar says good financial advice often means helping investors avoid unnecessary transactions and impulsive decisions. Speaking at the Global Financial Planners Summit Team 2026 hosted by 1 Finance, he stressed the importance of financial education at home, disciplined investing and understanding products before making decisions with long-term financial consequences.
Jefferies sees 76% upside in Kalyan Jewellers in bull case; here is why
Jefferies has reiterated a Buy rating on Kalyan Jewellers, setting a base target of Rs 830 and a bull-case target of Rs 1,000, implying a 76% upside. The brokerage highlighted market-share gains, store additions, and structural shifts to organised retail as primary long-term growth triggers for the stock.
SIFs should be satellite holdings, not the core of portfolios: Morningstar CEO Kunal Kapoor
With most SIFs only months old, early performance data offers limited insight into their long-term potential, Kapoor said. While the new category could expand India’s managed-investment market and intensify competition, investors should prioritise simplicity, diversification and cost discipline.
Caparo Power eyes new industrial clusters as demand for reliable power rises
Raman Chopra, CEO & Whole-time Director of Caparo Power Limited, discusses the company's growth from a 26 MW plant in Bawal to a 35.73 MW operation, its expansion plans and the rising demand for reliable industrial power.
$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.
Jane Street bets big on leveraged ETF swaps
Jane Street Group has entered the leveraged ETF swap market this year. They provided about $1.2 billion in swaps during the second quarter. This move increases competition in a specialized derivatives market. Clear Street and Marex Group also hold significant market shares. US leveraged ETF assets recently peaked above $200 billion.
BRICS adopts New Delhi Declaration: Inside the 140-point document on Global South's ambitions
BRICS leaders adopted the New Delhi Declaration at the 18th summit, reaffirming their commitment to cooperation, multilateralism and a more representative global order. The document outlines India's 2026 chairship priorities, recognises partner countries' contributions and calls for greater participation of Emerging Markets, Developing Countries and Least Developed Countries in global governance.
Mumbai boy, who grew up in 8×10 ft room in slum, survived on bread and chai, now works at NASA
Jaykumar Vaidya currently works at NASA Goddard Space Flight Center as an electrical engineer. But in contrast to the majority of his contemporaries, his path to NASA was not an easy one. It started in Mumbai's slums rather than a posh classroom. No stranger to financial struggles, once he had a menial job that paid just Rs 4,000 per month and survived on vada pavs and samosas.
Ahead of Market: 10 things that will decide stock market action on Friday
The Indian stock market closed lower Thursday, with Sensex down 417 points and Nifty falling 41 points, pressured by high oil prices, bond yields, and geopolitical tensions. Despite strong domestic growth, near-term market direction hinges on global risks and crude oil volatility.
Huge growth opportunity as rising incomes, longevity fuel insurance demand: LIC CEO
India's insurance sector anticipates strong demand for protection and savings products. LIC aims to adapt its distribution and product mix for a digital market. The company is enhancing its product portfolio and improving technology for better customer experience. LIC also focuses on asset management to provide competitive returns amid economic volatility. The corporation is prepared to script a more glorious chapter in service to the nation.
Global Market: AI could force central banks to rethink monetary policy
Artificial intelligence could fundamentally reshape financial markets and force central banks to rethink monetary policy communication and regulation, according to Princeton economist Markus Brunnermeier. He warned that AI-powered trading systems could anticipate policy decisions faster than humans, creating “asymmetric understanding” and potentially increasing market volatility and manipulation risks.
Even AI champs blink on job cuts
Meta's decision highlights challenges companies face becoming AI native. Most organizations cannot operate without human workers for now. AI integration is a subjective choice for leaders and difficult to execute. Reskilling people to work with AI offers a more harmonious outcome.
Bitcoin & Nifty are very similar from risk-reward perspective: Edul Patel, Mudrex
Mudrex CEO Edul Patel highlights the similarity between Bitcoin and the Nifty index, emphasizing their comparable risk-reward profiles. He also discusses the declining trend of Bitcoin's volatility and the significance of ETFs in reducing volatility and increasing market participation.
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