Rate-sensitive sectors poised to drive next leg of earnings growth in FY26: Manish Sonthalia

Rate-sensitive sectors poised to drive next leg of earnings growth in FY26: Manish Sonthalia

After a 14-month wait, the equity markets finally opened the month with a fresh record. The cheer from the stronger-than-expected GDP reading lifted sentiment early in the session, giving headline indices a buoyant start. But behind the optimism lies a more complex picture—one where the broader market is still nursing significant strain. “It does not…

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FIIs net sellers of Rs 3,765 crore till November 29, but flows may shift as sentiment turns

FIIs net sellers of Rs 3,765 crore till November 29, but flows may shift as sentiment turns

Foreign Institutional Investors (FIIs) have remained net sellers in the Indian equity markets so far in November, offloading shares worth Rs 15,659 crore and purchasing Rs 11,894 crore through the primary market, resulting in net outflows of Rs 3,765 crore till November 29. However, according to V K Vijayakumar, Chief Investment Strategist at Geojit Financial…

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Markets pricey with modest EPS growth; autos, hospitality offer opportunities: Venkatesh Balasubramaniam  of JM Financial

Markets pricey with modest EPS growth; autos, hospitality offer opportunities: Venkatesh Balasubramaniam of JM Financial

Venkatesh Balasubramaniam of JM Financial shared a comprehensive view of the Indian equity markets, highlighting the challenges and opportunities amid the current environment. He emphasized that the markets are trading at elevated valuations, with the headline indices priced at nearly 23–24 times one-year forward earnings—roughly one standard deviation above the mean. While such valuations could…

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Too much weight on too few stocks? Gurmeet Chadha suggests broader metrics for index composition

Too much weight on too few stocks? Gurmeet Chadha suggests broader metrics for index composition

As Indian equity markets continue to evolve, some believe it’s time to revisit the methodology behind index composition, particularly in how weights are assigned to constituent stocks. The conversation is gaining momentum amid concerns that current weightings overly favor a handful of large-cap names, potentially leading to manipulation by large players in major indices like…

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