ET MARKETS GLOBAL SUMMIT
![Which pockets will see profits decelerate, remain flattish, or go up in Q1? Pankaj Tibrewal answers](https://img.etimg.com/thumb/msid-111510699,width-100,height-75,resizemode-4/markets/expert-view/which-pockets-will-see-profits-decelerate-remain-flattish-or-go-up-in-q1-pankaj-tibrewal-answers.jpg)
Which pockets will see profits decelerate, remain flattish, or go up in Q1? Pankaj Tibrewal answers
Stock market analyst discusses the outlook on defence stocks and suggests focusing on durables, value retailers, and staple companies for potential growth in consumption over the next 12-18 months. Pankaj Tibrewal says over longer periods, the basics of investing will help navigate any challenges in the market. In the long term, he is positive but will wait for better entry points, and from a bottom-up perspective many of the stocks are in the frothy expensive zone.
![Global experts, CISOs, founders to converge at Accel Cybersecurity Summit in Bengaluru on July 25](https://img.etimg.com/thumb/msid-111511560,width-100,height-75,resizemode-4/tech/technology/global-experts-cisos-founders-to-converge-at-accel-cybersecurity-summit-in-bengaluru-on-july-25.jpg)
Global experts, CISOs, founders to converge at Accel Cybersecurity Summit in Bengaluru on July 25
The summit comes when India's cybersecurity landscape is witnessing remarkable growth, and demand for products and services is rising at a fast clip. Accel has been operating in India since 2008. The global venture capital firm said, "Accel is set to host India's largest Cybersecurity Summit in Bengaluru,"
![Metal & Mining stocks: Same yet different, time to shed bias & watch for global signs. 5 stocks, 2 with an upside potential of up to 27%](https://img.etimg.com/thumb/msid-111501173,width-100,height-75,resizemode-4/markets/stocks/news/metal-mining-stocks-same-yet-different-time-to-shed-bias-watch-for-global-signs-5-stocks-2-with-an-upside-potential-of-up-to-27.jpg)
Metal & Mining stocks: Same yet different, time to shed bias & watch for global signs. 5 stocks, 2 with an upside potential of up to 27%
In the last three months of volatility which nifty, sensex and broader market have witnessed there are some sectors which have shown a streak of out performance. They haven't fallen as much as nifty when the index was going down and pretty much moved in tandem with the index when it moved upward. Amongst many sectors metal has been one of them. There has to be a reason for this relative performance. In the case of metals stocks, there are some minor indications of improvement in the Chinese economy which have been keeping the metal prices stable. Question arises that if metal stocks have been stable, shouldn't be mining stocks, which also pretty much follow the same path of outperformance and be on watchlist because at the end of the day mining is a critical part of the whole supply chain.
![Peak XV has Rs 16,000 crore for investment; AI to be in focus: Rajan Anandan](https://img.etimg.com/thumb/msid-111486130,width-100,height-75,resizemode-4/tech/startups/peak-xv-has-rs-16000-crore-for-investment-in-ai-startups-official.jpg)
Peak XV has Rs 16,000 crore for investment; AI to be in focus: Rajan Anandan
Peak XV Partners, managing director Rajan Anandan said the company isn't facing any shortage of capital, they just want more people starting up in AI. "We have over 25 AI investments that we’ve made over the last 1-1.5 years,” he said. Peak XV Partners recently led a $10.5 million funding round in AI health startup Cloudphysician.
![Government working to regulate AI: IT minister Ashwini Vaishnaw](https://img.etimg.com/thumb/msid-111454670,width-100,height-75,resizemode-4/tech/artificial-intelligence/government-working-on-regulation-for-ai-it-minister-ashwini-vaishnaw.jpg)
Government working to regulate AI: IT minister Ashwini Vaishnaw
During the Global IndiaAI Summit 2024, Jitin Prasada highlighted the imperative of responsible AI development and the global threat to democracies. International cooperation is crucial in managing the risks posed by AI technology.
![Tough to sustain GDP growth above 7.5%; time-wise correction in market likely: Neelkanth Mishra](https://img.etimg.com/thumb/msid-111427793,width-100,height-75,resizemode-4/markets/expert-view/tough-to-sustain-gdp-growth-above-7-5-time-wise-correction-in-market-likely-neelkanth-mishra.jpg)
Tough to sustain GDP growth above 7.5%; time-wise correction in market likely: Neelkanth Mishra
As mutual funds are sitting with Rs 1 lakh crore of cash, whenever there is a 4-5% drop from the peak, there is a spate of buying. So equities as an asset class are not seeing sharp drawdowns and in the short term make it safer to invest in and attract more funds. That is the cycle we are in, says Neelkanth Mishra.
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Want a slice of AI pie? Here's what it will cost stock market investors
Retail investors are now viewing AI as a promising investment frontier, with significant potential for gains by investing in leading companies in this field. Nvidia, a maker of AI chips, has seen its stock surge threefold in the past year, making it one of the most valuable companies in the world with a market capitalisation over $3 trillion.
ET Graphics: India’s domestic aviation market is now third largest globally
India has recently overtaken Brazil and Indonesia to claim the position of the third largest domestic aviation market, as reported by aviation data analytics firm OAG. IndiGo and Air India, collectively holding orders for more than 1,000 aircraft, dominate the market by securing nine out of every ten domestic seats in India. At present, the United States and China maintain their positions as the top two aviation markets globally.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 43%
While the indices might be witnessing correction on intra intra-basis, the broader markets are still very much under the control of the bulls. There is greater likelihood of bullish sentiment continuing, so be bullish but more than anything else in the long term what matters for a stock is earnings and valuation. So be selective, avoid impulsive investing, and keep reviewing one’s portfolio and stay away from penny stocks especially. It is very likely that some of the penny stocks will fly and be distributed amongst retail investors. We look at stocks which have witnessed a continuous rise in their score in the last one month. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
ET Make in India SME Summit in Hyderabad: Small businesses should adopt modern technology as soon as possible
ET MSME Regional Summit: Hyderabad’s startup ecosystem has come a long way and is now focussed on hi-tech areas such as drone technology and space manufacturing. More and more small businesses should embrace AI and other modern technologies if they want to survive for long.
Global Economic Summit 2024 to empower MSMEs through fintech solutions
India's fintech sector is set to host the 9th Global Economic Summit in Mumbai from August 8-10, 2024, focusing on 'FinTech: Accelerating the Digital Revolution.' The event features support from ONDC, DLAI, and Atal Incubation Centre - RMP, with notable speakers discussing evolving market trends and critical technologies.
Italian PM Giorgia Meloni officially closes G7 Summit; mentions talks with PM Modi
Italian Prime Minister Giorgia Meloni closed the G7 Summit in southern Italy, mentioning talks with PM Modi to strengthen bilateral partnership.
India to act as voice of Global South at Italy's G7 Summit
India's PM Narendra Modi will address Global South issues during the 50th G7 Summit in Italy, which will take place from June 13 to 15. The summit will bring together leaders of seven member states, the European Council and Commission, and other international organizations. India's participation marks its 11th and PM Modi's 5th participation in the Outreach Session of G7 Summits.
MSMEs are like mitochondria power engines which are boosting West Bengal’s economy, says Shashi Panja, Minister of Industries, West Bengal
West Bengal has close to 90 lakh MSME enterprises, many of them single-person enterprises, and they employ over 1 crore people.
Modi 3.0 in action: NDA's 100-day dash unveiled with key ministry moves
With the National Democratic Alliance assuming power, all Union ministries are set to launch their 100-day plans. ET provides a snapshot of the key government initiatives and actions planned for the next three months.
ET Make in India SME Regional Summit in Kolkata to look at Bengal’s potential and opportunities to uplift MSMEs
Entering its third city this year, the ET Make in India SME Regional Summit will host brainstorming sessions, networking opportunities and engaging discussions with entrepreneurs and government representatives on developing businesses in the region.
A welfare reset can erode India's valuation premium
India's market valuation may decrease due to potential increase in government spending on social welfare schemes. Nifty 50 index trades at 19 times forward earnings, 20% above its long-term average, while S&P 500 and Taiwanese benchmark index are also highly valued.
India’s premium valuation may come under pressure amid fractured election mandate
Nearly half of the Nifty 50 constituents currently trade at a premium to their historical averages. Among major global indices, the S&P 500 trades at a forward price-earnings (P/E) of 20.6, 29% higher than the long-term average
What kind of election results would shake up the markets? Seshadri Sen answers
Seshadri Sen discusses the impact of BJP's majority in the upcoming elections on the economy, focusing on manufacturing, infrastructure, and capital goods sectors. sen says the the only negative outcome for the markets is that the BJP falls considerably short of the absolute majority. All other outcomes are largely the same.
Balkrishna Industries off-roading well in India & US, Europe to give traction
Balkrishna Industries’ global peers have cut down production as their revenue fell by around 10% in the March quarter, but Balkrishna’s volume grew by 12.9% year-on-year to 82,085 tonnes in the period — the highest in eight quarters.
ET Make in India SME Regional Summit’s second session to be held in Lucknow
After a successful first show at Hyderabad, the ET Make in India SME Regional Summit will host its second show in Lucknow on May 25.
ET Make in India SME Regional Summit in Lucknow to highlight the city’s thriving labour-intensive industries
The second session of this year’s ET Make in India SME Regional Summit will be held in Lucknow with a special focus on uplifting the city’s MSMEs.
India's consumer market likely to double by 2031: FM Nirmala Sitharaman
During the CII Annual Business Summit 2024, the Finance Minister projected that India's consumer market would double by 2031 and anticipated a significant 18% contribution to global growth in the next five years.
ET Make in India SME Regional Summit in Hyderabad will focus on the state’s high-tech prowess
Starting with the tech-powered city of Hyderabad, the ET Make in India Regional Summit aims to power the state’s MSMEs leveraging on its innovative quality.
ET Make in India SME Regional Summit to kick off with the high-tech city of Hyderabad
After carving out a strong identity for itself, the ET Make in India Regional Summit is all set to begin a fresh innings this year. It becomes crucial as the country aims to tap the various opportunities the world is offering in the midst of economic and geopolitical shifts.
MHA issues first set of citizenship certificates under CAA
The Ministry of Home Affairs issued the first batch of citizenship certificates to 14 individuals in Delhi following the notification of the Citizenship (Amendment) Rules in March. Union Home Minister Amit Shah emphasized the significance of the Citizenship Amendment Act (CAA), labeling it as "the country's law." Home Secretary Ajay Kumar Bhalla personally handed out the certificates in New Delhi and highlighted key aspects of the new rules.
Gold beats Nifty in 5-year timeframe. How much should you invest?
Gold's enduring appeal in India extends beyond symbolizing wealth, outperforming Nifty. Central Banks favor Gold amid dollar risks, while QE and rising debts support its safe-haven status. Diversify portfolios with Gold ETFs for stable returns.
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