The Latest Breaking News from ETMarkets

ETMarkets Smart Talk: Smallcap investors should consider a five-year SIP horizon amid volatility: Sorbh Gupta

In an interview with Kshitij Anand of ETMarkets, Sorbh Gupta, Head of Equity at Bajaj Asset Management Limited, says investors considering smallcap exposure could look at a five-year SIP horizon, depending on their risk appetite and financial goals. He also explains why market volatility may persist in the near term,…

The Economic Times · 1h ago

ETMarkets Smart Talk| A ₹25,000 monthly SIP can grow to ₹2.17 crore in 15 years—with a 10% annual step-up: Jeet Marwadi

In an interview with Kshitij Anand of ETMarkets, Jeet Marwadi, Founder and Managing Director of 1 Finance, explains why reviewing loans, insurance, expenses and savings decisions can be just as important as investment selection—and why investors should seek financial advice early in their wealth journey.

The Economic Times · 1h ago

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.

The Economic Times · Oct 17

ETMarkets Management Talk | Nuclear, data centres, hydrogen: DEE Development Engineers maps its next growth phase, says Shikha Bansal

For DEE Development Engineers, the focus is now shifting from a largely capex-led expansion phase towards capacity utilisation, execution, asset turns and stronger operating cash flows.

The Economic Times · Sep 18

ETMarkets Smart Talk| India less vulnerable to US rate shocks, but expensive midcaps remain at risk: Amar K Ambani

Indian equities are better positioned to withstand global rate shocks due to strong domestic liquidity, but expensive mid- and small-cap stocks remain vulnerable to rising US yields and earnings disappointments, says YES Securities’ Amar K Ambani. He expects quality smaller companies to deliver alpha but stresses the need for greater…

The Economic Times · Sep 17

ETMarkets Smart Talk | Retail traders lost ₹1.8 lakh crore in F&O: Can algo trading change the game? Rakesh Pujara explains

More than 90% of individual F&O traders lost money between FY22 and FY24, with retail losses reaching around ₹1.8 lakh crore. With algorithmic trading now widespread, automation could help level the playing field by giving retail investors access to tools once largely available to institutions, says Rakesh Pujara of Compounding…

The Economic Times · Sep 14

ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V Srivatsa

The valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap indices are valued at roughly 33x and 32x earnings respectively—a premium of nearly 50-57% over large caps.

The Economic Times · Sep 14

ETMarkets AIF Talk | Aerospace, electronics, CDMO, auto ancillaries: Where Rajesh Kothari sees India’s next growth opportunities

Rajesh Kothari, Founder and Managing Director at AlfAccurate Advisors, believes the investment opportunity in India is expanding at the sector and company level. His focus remains on businesses with sustainable growth, strong fundamentals and valuations that make investment sense, rather than simply chasing the next popular theme.

The Economic Times · Sep 14

ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya Khemani

Aditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions against confusing strong earnings momentum with business quality, especially when red flags such as weak cash flows or stretched valuations are overlooked. While India’s growing domestic liquidity provides a…

The Economic Times · Sep 14

ETMarkets Smart Talk| From floor trading to AI algos: Why India’s retail traders are entering the automation era, says Shruti Jain

AI-powered algorithmic trading is becoming increasingly accessible to Indian retail investors, driven by Sebi’s regulatory framework, trading APIs and zero-code platforms. Arihant Capital’s Shruti Jain explains how automation can improve execution, reduce emotional bias and potentially become a mainstream trading habit.

The Economic Times · Sep 13