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…
In a year marked by volatile data, shutdown-delayed indicators, and doubts surrounding America’s tech giants, Indian equities have held their ground with remarkable composure. Despite the Dow Jones being around 9% up year to date, domestic benchmarks have repeatedly tested the 26,000 mark, wavering just shy of fresh highs. The broader question, however, lingers: Is…
A fresh set of labour reforms rolled out over the weekend has prompted market participants to reassess long-term expectations for the Indian economy. While the changes are being viewed as significant structural reform, the Street is still trying to understand how they translate into sectoral opportunities. In a conversation that spanned labour policy, manufacturing prospects…
With Indian markets inching towards record levels once again, investors are weighing whether this is the moment to realign their portfolios. Market strategist Sunny Agrawal from SBI Cap Securities believes that even at these elevated indices, there are meaningful pockets of opportunity—particularly in sectors that have long lagged behind. Agrawal sees the IT sector as…
With Infosys’ record Rs 18,000 crore share buyback just a day away, Zerodha co-founder Nithin Kamath took to X (formerly Twitter) on Thursday to warn investors not to get blindsided by the tax implications. “Infy is one of the most highly held stocks by investors, and the record date for their massive buyback is November…
The Indian markets remain firmly driven by earnings momentum as investors continue to buy into every dip. In an exclusive conversation with ET Now, Rahul Shah of MOFSL said the current earnings season has been “far-far much better” than expectations, reflecting in the market’s resilience. “The way the markets have been and the earnings season…