ETMARKETS GLOBAL SUMMIT

Join the ETMarkets x AIF & PMS Conclave 2.0 on June 19-20, 2024, for expert insights into alternative investments and portfolio management schemes. Designed for high-net-worth individuals (HNIs) and investment professionals, this virtual event will ...

Christy Mathai says: The government is expected to set the fiscal deficit target at 5.2%-5.4% of GDP in FY 2024-25. The focus will be on moderating capex aggression and addressing tax inconsistencies. Bond investors are not likely to see any favorab...

Sahil Kapoor believes that the upcoming Interim Budget 2024 or Vote on Account is unlikely to make major announcements and will focus on continuity in tax regime and economic visibility. He warns that the current bull rally on the stock market may b...

The government may take steps to nudge greater retail participation and deepen the bond market in the interim budget 2024. Markets have hit record highs reflecting strong investor sentiment, but consolidation is possible. Fiscal deficit numbers will...

As we approach the Interim Budget 2024 or the Vote on Account, the Indian markets are expected to remain strong in 2024 aided by the reallocation of global liquidity towards equity, with the government's policy stance aligned with this momentum. The...

“We are expecting about Rs 35,000 crore worth of MOUs to be signed in different sectors, right from the Adani Group to other major investors and I think this will give an impetus to the industrialisation in the state because then people will actuall...

"Over the last six months, the markets overall have had a good run and particularly the performance in the mid and small cap space has been spectacular. This has also led to a tremendous up move in valuation. We are seeing a lot of momentum buying i...

"While FPI flow has been net negative in the month of September so far, FPIs generally are comfortable with the India story, though some may have issues with valuations temporarily and may want to take some profits looking at the high equity market ...

"We believe that despite the strong market performance and handsome gains in certain sections of the market, there are pockets of reasonable valuations available and would suggest long-term investors stay put and benefit from the compounding gains o...

"I assess equity markets with the C-F-E framework, where C stands for corporate earnings, F for flows, and E for event risks. Corporate earnings have grown well over the last two years, with Nifty 50 earnings per share rising 30% from 650 to 850. So...

"FPIs have withdrawn over US$ 17bn in CY2023. On a YTD CY2024, they have already invested US$15bn in India. Investments coming to India since international investors believe they can make better returns in India. On the macro front, India continues ...

"Sectors like HVAC, Industrial Heating, Defence, Energy, Green Hydrogen, Electrolysers etc. are direct beneficiaries of the current mission. The success of this mission is bound to increase opportunities for above mentioned and newer segments. The i...

"Any market dip may be utilized to build portfolios with a 2-year out time horizon. Since the broader markets have held up (YTD SMID is up over 22% while Large caps are now YTD +6.2% higher), we find value in larger cap stocks and strategies (either...

Jim O’Neill says investors will need to be very alert and watch the underlying messaging by the Fed for any signs of a future shift on its easy monetary policy stance.

At a time when global and domestic equity indices are scorching their way to record highs with no concerns around valuations, Jim O’Neill asserted that valuations still matter in investing.

At the fourth edition of the ETMarkets Global Summit 2021, some of India’s top economists laid down their wish list from the forthcoming Budget.

K V Kamath said despite their inefficiencies and declining market shares, public sector banks will play an important role in the India growth story.

Jim Rogers said despite the adverse talk about bullion as an investment option, gold and silver continue to be attractive options and one should accumulate them on dips.

The biggest stimulus you can give this economy is to lift the pall of fear, Swaminathan Aiyar said at ETMarkets Global Summit 2021.