etmarkets smart talk

Asset Allocation: ETMarkets Smart Talk: Sensex@80K! Sahil Kapoor recommends multi-asset allocation strategy for new investors

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Asset Allocation: ETMarkets Smart Talk: Sensex@80K! Sahil Kapoor recommends multi-asset allocation strategy for new investors

“Allocate new money to a multi-asset allocation strategy or an equity savings fund with lower equity allocations,” says Sahil Kapoor, Head of Products & Market Strategist, DSP Mutual Fund. In an interview with ETMarkets, Kapoor said: “Retail investors should prioritize building a well-rounded portfolio that includes both equity and debt, aligning their investments with their … Read more

gold prices | oil prices: ETMarkets Smart Talk: Why gold, oil and equity markets are hitting record highs?

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gold prices | oil prices: ETMarkets Smart Talk: Why gold, oil and equity markets are hitting record highs?

“The equity markets reaching record highs can be attributed to various factors, including the overall strength of the economy, corporate earnings, and investor sentiment. These characteristics have historically led to an increase in volatility,” says Vipul Bhowar, Director – Listed Investments, Waterfield Advisors. In an interview with ETMarkets, Bhowar said: “The market is expected to … Read more

Asset Allocation: ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

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Asset Allocation: ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

“Cyclicals, commodities, capex are the most promising segments in the market,” says Somnath Mukherjee, CIO & Senior Managing Partner – Product & Research, ASK Private Wealth. In an interview with ETMarkets, Mukherjee said: “India’s a structural growth story, so expect FII flows to remain quite good. The real breakout will be the start of US … Read more

semiconductor sector: ETMarkets Smart Talk: Global semiconductor sector likely to reach a trillion-dollar industry by 2030: Anil Rego

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semiconductor sector: ETMarkets Smart Talk: Global semiconductor sector likely to reach a trillion-dollar industry by 2030: Anil Rego

“The global semiconductor sector is positioned for a decade of expansion and is forecasted to reach a trillion-dollar industry by the year 2030 driven by automotive, data storage, and wireless industries,” says Anil Rego, Founder and Fund Manager at Right Horizons – A SEBI-registered PMS provider. In an interview with ETMarkets, Rego said: “We are … Read more

midcap stocks: ETMarkets Smart Talk: Retail money fueling rally in small & midcaps; expect modest return in FY25: Ramkumar K

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midcap stocks: ETMarkets Smart Talk: Retail money fueling rally in small & midcaps; expect modest return in FY25: Ramkumar K

“There are pockets of exuberance emerging, so caution is advised in selecting sectors and scrips. Modest returns from equities should be anticipated in the next year.” says Ramkumar K, Chief Investment Officer, Reliance General Insurance. In an interview with ETMarkets, Ramkumar said: “We believe that domestic flows have driven the search for mid and small-cap … Read more