It’s too early to panic, let the froth flow out

It’s too early to panic, let the froth flow out

Don’t blame Japan. Don’t be overwhelmed by the US job numbers. And, learn to live with the periodic exploits of a seemingly endless cast of zealous, mercurial characters in the Middle East. These are just good reasons and strong triggers, probably transient, for large sophisticated international investors to pull back from a market that most … Read more

ETMarkets Smart Talk: There will be political stability; healthcare could turn out to be the dark horse in FY25: Aditya Khemka

ETMarkets Smart Talk: There will be political stability; healthcare could turn out to be the dark horse in FY25: Aditya Khemka

“Healthcare as a sector could turn out to be the dark horse in FY25,” says Aditya Khemka – Fund Manager, InCred Asset Management. In an interview with ETMarkets, Khemka said: “One could allocate higher capital to relatively smaller companies which are reasonably valued and would likely participate meaningfully in the Indian growth story,” Edited excerpts: … Read more

Big IPOs seen making a comeback as stock boom continues

Big IPOs seen making a comeback as stock boom continues

A boom in tiny initial public offerings in India may soon be followed by larger deals, broadening options for global investors looking to join the nation’s equities frenzy. Citigroup Inc., the top arranger of equity offerings in India this year, sees four to five IPOs of at least $1 billion each over the next year. … Read more