UPGRADATION TALKS
![ETMarkets Smart Talk: India's economy poised for strong growth in second half of 2024, market outlook cautious: Vipul Bhowar](https://img.etimg.com/thumb/msid-111481598,width-100,height-75,resizemode-4/markets/expert-view/etmarkets-smart-talk-indias-economy-poised-for-strong-growth-in-second-half-of-2024-market-outlook-cautious-vipul-bhowar.jpg)
ETMarkets Smart Talk: India's economy poised for strong growth in second half of 2024, market outlook cautious: Vipul Bhowar
India's economy is expected to experience strong growth in the second half of 2024. This growth will be fuelled by robust public investment and resilient private consumption, supported by strong domestic factors, decreasing inflation, and favourable fiscal and monetary policies.
![ETMarkets Smart Talk: Allocation towards Atmnanirbhar Bharat, infra and digitisation likely in final Budget 2024: Sandeep Raina](https://img.etimg.com/thumb/msid-111451061,width-100,height-75,resizemode-4/markets/expert-view/etmarkets-smart-talk-allocation-towards-atmnanirbhar-bharat-infra-and-digitisation-likely-in-final-budget-2024-sandeep-raina.jpg)
ETMarkets Smart Talk: Allocation towards Atmnanirbhar Bharat, infra and digitisation likely in final Budget 2024: Sandeep Raina
The markets are reacting positively in anticipation of a good budget with a focus on infrastructure spending and the reappointment of key ministers has been perceived positively.
![ETMarkets Smart Talk: There might be a renewed focus on social expenditure in final Budget 2024: Arun Kumar Poddar](https://img.etimg.com/thumb/msid-111424174,width-100,height-75,resizemode-4/markets/expert-view/etmarkets-smart-talk-there-might-be-a-renewed-focus-on-social-expenditure-in-final-budget-2024-arun-kumar-poddar.jpg)
ETMarkets Smart Talk: There might be a renewed focus on social expenditure in final Budget 2024: Arun Kumar Poddar
While we strive to reduce our reliance on FIIs, our Systematic Investment Plan (SIP) contributions are reaching record highs, reflecting growing confidence in the Indian markets.
![ETMarkets Smart Talk: FII ownership at probably its lowest, but trend is changing: Ajit Banerjee](https://img.etimg.com/thumb/msid-111399794,width-100,height-75,resizemode-4/markets/expert-view/etmarkets-smart-talk-fii-ownership-at-16-is-probably-the-lowest-level-of-ownership-but-trend-is-changing-ajit-banerjee.jpg)
ETMarkets Smart Talk: FII ownership at probably its lowest, but trend is changing: Ajit Banerjee
The market participants are convinced that the macro fundamentals and the fiscal condition of the country is very strong and India is poised to grow as the fastest-growing economy of the world for the next few years.
![Fund Manager Talk | PSU stocks in 3 sectors offer value for long-term investors: Charanjit Singh, DSP Mutual Fund](https://img.etimg.com/thumb/msid-111237901,width-100,height-75,resizemode-4/markets/expert-view/fund-manager-talk-psu-stocks-in-3-sectors-offer-value-for-long-term-investors-charanjit-singh-dsp-mutual-fund.jpg)
Fund Manager Talk | PSU stocks in 3 sectors offer value for long-term investors: Charanjit Singh, DSP Mutual Fund
We expect the Government to remain focussed on infra investment even during the third term. Since FY21, the government has focussed on building infrastructure with central government expenditure rising from 1.7% of GDP in FY21 to 3.3% of GDP in FY24.
![Commerce min engaging with different departments on India, Korea FTA upgrade talks: Official](https://img.etimg.com/thumb/msid-111207517,width-100,height-75,resizemode-4/news/economy/foreign-trade/commerce-min-engaging-with-different-departments-on-india-korea-fta-upgrade-talks-official.jpg)
Commerce min engaging with different departments on India, Korea FTA upgrade talks: Official
India and Korea are progressing with talks to upgrade their existing free trade agreement (FTA), known as the Comprehensive Economic Partnership Agreement (CEPA). The Department of Commerce is collaborating with various ministries such as heavy industries, steel, and chemicals to prepare the offer list for the negotiations.
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Spoilt for choice: How changing consumer preferences & tech advancements driving upgrades in electronics and car
Hyundai Motor India introduced the third upgrade to its flagship SUV, Creta, in January, followed by the performance-focused Creta N Line variant in March. Samsung launched the Galaxy S24 Ultra smartphone in yellow color. Kia India's senior VP highlighted the reduced product life cycles in the automotive industry.
Bather, beware: British beaches and rivers have a sewage problem. It has seeped into election talk
Endurance swimmer Joan Fennelly faces contaminated water in the River Thames while swimming year-round. She takes precautions due to sewage and agricultural pollution in the waterways of Britain.
ETMarkets Smart Talk: Progressive Budget, normal monsoons & strong inflows will further re-rate markets: Amnish Aggarwal
We expect the NDA government to sustain focus on capex-led growth around PLI, Roads, Ports, Aviation, Defence, Railways, and Green energy, given a 20 bps lower fiscal deficit in FY24 (Than RE), normal monsoons, and Rs 2.1 lakh crore dividend from RBI.
North Korea's Kim vows 'full support' for Russia in Ukraine as Putin vows to upgrade ties
Putin thanked Kim for the support and said the two countries would sign an agreement to boost their partnership as both "fight against the imperialist hegemonistic policies of the U.S. and its satellites against the Russian Federation."
ETMarkets Smart Talk: FMCG & IT stocks provide valuation comfort compared to historical valuations: Vipul Bhowar
Populist policies will likely take precedence to secure victory in a coalition setup. Key cabinet portfolios, particularly those related to finance, defence, and infrastructure, will be closely monitored.
Street Fighter: Why are the producers looking for a new film maker?
Danny and Michael Philippou have dropped out of the film ‘Street Fighter’. They are busy with other projects and the producers are looking for a new film maker. The details regarding the storyline, cast and other information are not yet known. This is a video game which is being adopted into a film.
ETMarkets Smart Talk: There will be FOMO among long only FIIs in Modi 3.0: Sorbh Gupta
On the day of the result, the market experienced increased volatility. But we anticipate that this volatility will lessen over the coming days and that the market's attention will eventually switch to macro and solid fundamentals, which continue to remain strong.
China ready to work with New Zealand to upgrade ties as Chinese Premier Li visits Wellington
New Zealand has in recent years taken a less assertive line with Beijing on security matters than its Western partners in the Five Eyes intelligence sharing partnership and has sought a consistent foreign policy approach to Beijing that spans political parties and administrations. But Luxon told reporters Monday that there were areas where, in talks with Li, Wellington would "call out our differences and discuss those openly, too."
We are poised to open a minimum of 25 hotels this year: Puneet Chhatwal, IHCL
I think as things are beginning to normalise, this global travel will also start coming back. And as of this October, we should see us getting close to the pre-COVID level. And it is only next year that India will cross the international arrival numbers that it had prior to COVID.
India well poised to benefit from great opportunities coming from hotels and hospitality sector: Puneet Chhatwal, IHCL
And if things keep going this way, and it is anybody's guess, I know that there is a new book coming out in the market which predicts India at 47, with more than 50 trillion economy and there are others that are predicting at 27 or 28.
Expect LIC’s VNB margin to grow 2-3%, India embedded value to surge at least 10% in FY25: Siddhartha Mohanty
LIC Chairperson Siddhartha Mohanty highlights significant growth in India embedded value and VNB margins, aiming for further growth. Market seeks clarity on VNB margins. Expectations include a 10% increase in IEV this year. Mohanty further says that in the current year, focus will be on catering to certain segments and a specific product will be designed for those segments.
ETMarkets Smart Talk: Why are FIIs turning net sellers in Indian markets? Aditya Sood decodes
Aditya Sood, Fund Manager at InCred Asset Management, analyzes the impact of NDA's performance, FPIs' net selling, and the attractiveness of MSCI China index on Indian markets. He highlights the crucial role of these factors in shaping investment decisions. Sood says: "Over the next decade, India will be a buy on dip market — all corrections should be used as buying opportunities to increase allocation to equities as an asset class."
China, Pakistan discuss realignment of Karakoram Highway, speed up CPEC projects
China-Pakistan discussed CPEC projects, Gwadar Port, and KKH realignment. They addressed ML-I upgradation, Dasu Hydropower Project, and security concerns in the region.
Vi expedites talks with Nokia and Ericsson for 4G network upgrade, may include 5G deals too
Vodafone Idea rushes talks with Nokia, Ericsson for 4G upgrade. 5G orders expected after spectrum auction, elections. Telco focuses on network expansion and market share growth.
Avoiding IT stocks; 4 sectors to buy into now: Chakri Lokapriya
Chakri Lokapriya discusses earnings upgrades in infra, auto, metals. Maruti's EV models offer growth potential. TCS projects higher growth than Infosys. Wipro faces challenges with new CEO. The approach to automobiles sector is not only betting on things which do not only make products for EVs, but for both types of automobiles.
Brazil cocoa farms go high-tech to upgrade ailing market
Cocoa prices have more than doubled this year to a record as extreme weather, disease and structural issues have hurt supplies from Ivory Coast and Ghana.
ETMarkets Fund Manager Talk: Reduced exposure in most equity schemes since December as valuations stretched: Samco MF
Samco MF has reduced equity exposure since December but CEO Viraj Gandhi remains positive on India's prospects and optimistic on earnings growth in FY25 . Green energy, select PSUs, pharma, autos, private banks are seen as future opportunities. Gandhi says, India's macro factors and interest rate outlook are favorable for investors.
ETMarkets Fund Manager Talk: Limited inflows into midcap scheme via SIPs, deferred smallcap fund launch: Whiteoak Capital
Whiteoak Capital limits midcap scheme inflows and defers smallcap fund launch. Rally driven by earnings resurgence. SEBI restricts overseas ETF inflows. India's market outlook remains strong with potential for alpha generation. Pant says: "From a prudent risk management perspective, we continue to stay fully invested at all times with a bottom-up approach to investing in great businesses at attractive valuations."
ETMarkets Smart Talk: T+0 settlement may skew ratio of F&O volumes to cash market trades: Trivesh D, Tradejini
Trivesh D believes 2024 could be a breakthrough year for the Indian stock market, citing historical trends and positive foreign investor sentiment. The market's bullish outlook emphasizes the importance of quality investments in navigating market volatility and building a strong economy. He also said introduction of T+0 the might require improvements in the currenct ecosystem.
How UGRO Capital emerged as India's largest co-lending NBFC partner for banks: Shachindra Nath
Shachindra Nath of UGRO Capital highlights the company's growth as India's leading MSME financing firm, emphasizing the recent Crisil upgrade to 'A'. The discussion covers the impact of ratings, diversified borrowing strategies, and collaborative social impact research initiatives. Nath says "fundamentally UGRO is now becoming India's largest, most dedicated data tech driven MSME financing company."
Best Fireboltt smartwatches under 2000 to wear the smart world on your wrist
Upgraded features with stylish design and functionality just under 2000, this article presents to you a list of the best Fire-boltt smartwatches that combine good looks with technology under your budget. Each product is handpicked and evaluated on the basis of customer reviews and feedback that strongly back up the claims of these products’ outstanding performance.
Edtech’s AI push has its share of doubting Thomases
Higher education, upskilling platforms likely to benefit more than startups servicing schools and students on large scale
India seeks greater market access for steel, rice, shrimp from S Korea
India is seeking greater market access for specific products like steel, rice, and shrimp in negotiations with South Korea for the upgradation of their existing free trade agreement, officially known as the Comprehensive Economic Partnership Agreement (CEPA). India has raised concerns about Korean firms not purchasing Indian steel and is demanding better market access for these products. The negotiations cover various sectors, including auto components and chemicals. South Korea has an import duty of 513% on rice and 5% on shrimp.
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