investment themes

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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“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

small-cap stocks: 1 in every 5 stocks in Nifty 500 doubled your money in a year

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India’s stock market concluded the financial year 2023-24 on a buoyant note, with the Nifty jumping nearly 28.6%, making it one of the top-performing markets in the world. Agencies The index’s performance is also its second-best in the previous 10 years. Mid- and small-cap stocks were the top performers in the April-March period, while the … Read more