Expert Views
Coinbase's India return: How a bespoke rupee on-ramp changes the game for foreign exchanges
Operating under a fresh local entity fully registered with India's Financial Intelligence Unit (FIU-IND) and compliant with local tax frameworks, Coinbase has achieved a major competitive breakthrough: a custom-built, bespoke Indian Rupee (INR) on-ramp and off-ramp.
Why FIIs could continue moving out of largecaps and into mid and smallcaps: Motilal's Rajat Rajgarhia
If you look at India over a long period, the country has done well. However, the past two or three years have presented several challenges, including tariff-related and war-related issues.
'Many deals over $10 billion amid conflicts... this is astonishing': JPMorgan chief Anu Aiyengar
Deal-making momentum is driven by available financing and open markets, while M&A activity focuses on large strategic deals. Private credit has seen a correction, which is seen as healthy for markets. High US yields influence sponsor math, but monetization and exits remain key constraints. Hyperscalers' AI financings involve third-party capital, assessing cash flows and guarantees. Companies are given leeway on AI spending, with accountability expected by 2027.
Nifty may be in accumulation phase, says Anand James; Ather, Nazara top bets
Nifty’s September series begins with a cautiously positive undertone, with options positioning indicating support at 24,000–24,100 and resistance at 24,200–24,500. A decisive breakout could trigger further gains, while a break below 24,000 may invite downside. Meanwhile, Ather Energy and Nazara Technologies remain among the top stock picks, with analysts seeing further upside after recent bullish breakouts and strong momentum.
F&O Talk: Traders should maintain caution amid CAS volatility, says Sudeep Shah; picks 6 stocks for next week
The Indian stock market ended higher on Friday, but heightened volatility and sharp index divergences amid the Closing Auction Session (CAS) have kept traders cautious. Technical analyst Sudeep Shah expects Nifty and Sensex to remain range-bound, while highlighting key support and resistance levels and identifying six stocks that could outperform in the coming week.
Why WhiteOak CIO Ramesh Mantri prefers REITs, InvITs over high dividend yield stocks
While yield will be the primary driver of returns for this Fund, capital appreciation is also expected to play a significant role. REITs and InvITs are required to distribute at least 90% of their net distributable cash flows to unitholders, so a large slice of the portfolio's return is contractual, rent- or toll-linked income rather than sentiment-driven.
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Markets Videos
Banks, companies better positioned to weather next downturn: CS Setty, SBI, Chairman
The chairman of the State Bank of India underscores the nation's economic resilience, emphasizing the bank's robust standing in the financial sector. With a growth forecast of 7.5% and inflation consistent with RBI predictions, SBI is gearing up for a remarkable 14-15% rise in credit, driven by retail and SME sectors. The bank is also focusing on enhancing its fee income while aiming for a 1% return on assets.
ETMarkets Smart Talk | Time to rotate from expensive smallcaps to large caps? Saurabh Prasad weighs in
In an interaction with Kshitij Anand of ETMarkets, Saurabh Prasad, Head – Research Centre at Mirae Asset Sharekhan, said large caps are now more reasonably valued relative to growth stocks, while the premium commanded by small caps may be difficult to sustain given their more volatile earnings momentum.
ETMarkets Smart Talk | Two-year market consolidation may set stage for next bull run: UTI AMC’s Ajay Tyagi
Tyagi, however, remains cautious on pockets of the mid- and small-cap universe, where valuations are above long-term averages. He sees large caps as relatively more attractive on valuations, while advocating selective, bottom-up stock-picking in the broader market. Edited Excerpts
ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam Sharma
Sharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta Bhandwaldar
We are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy prices on the Indian market. From the corporate earnings perspective we are fairly constructive. After 1.5 years of earnings downcycle, the earnings cycle has been reviving from 2HFY26.
ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrials
Anil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be behind us, while a broadening earnings recovery could provide the catalyst for the next leg of the market.
ETMarkets Management Talk| EPL’s growth story enters next gear: High-teens guidance, 20% margins and Indovida merger, explains CEO Hemant Bakshi
Strong momentum in Beauty & Cosmetics, a recovery in Oral Care and the ramp-up of its Thailand operations are expected to support growth, while investments made ahead of the curve could drive operating leverage and help sustain underlying EBITDA margins around 20%.
F&O Talk: Nifty to consolidate further, says Sudeep Shah; picks 3 stocks for next week
SBI Securities’ Sudeep Shah expects Nifty to remain range-bound, with 24,000 as key support and 24,500 as resistance. He warns of underpriced options-market tail risks amid low volatility. Bank Nifty remains compressed, while Nifty IT faces support at 30,000. AU Small Finance Bank, Aditya Birla Capital and Nippon Life offer setups.
ETMarkets Management Talk | CleanMax’s next growth phase: 1.5 GW capacity addition target, Rs 3,000 crore EBITDA by FY28, says Kuldeep Jain
CleanMax targets 1.5 GW capacity additions in FY27 and over Rs 3,000 crore EBITDA by FY28. Growth is driven by data centres, AI, Make in India and manufacturing demand. An AA credit rating and planned Rs 2,500 crore bond issue will strengthen funding access as the company scales its renewable portfolio.
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash Agarwal
While foreign institutional investors (FIIs) have remained net sellers over the past two years amid India’s premium valuations and an earnings slowdown, Avinash Agarwal, Senior Vice President & Head – Equity at Bandhan Life, believes the tide could turn as India offers a diverse pool of large companies with consistent growth and greater earnings visibility.