market valuations

ETMarkets Smart Talk: The power of compounding – a call for Gen Z to shift focus from quick wins to lasting wealth: Rajesh Cheruvu

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ETMarkets Smart Talk: The power of compounding – a call for Gen Z to shift focus from quick wins to lasting wealth: Rajesh Cheruvu

“In a generation seemingly fixated on the allure of rapid 10% returns in minutes through exotic Futures and Options trading, it is crucial to contemplate long-term financial well-being,” says Rajesh Cheruvu – MD and CIO, LGT Wealth India. In an interview with ETMarkets, Cheruvu said: “The timeless principles of buy and hold and the remarkable … Read more

economic progress: Stay invested! India growth story intact, but rational yet conservative approach must

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economic progress: Stay invested! India growth story intact, but rational yet conservative approach must

The budget continues to build on the recent economic progress, and despite substantial provisions for necessary investments, the fiscal deficit is decreasing. It notably prioritises nine areas, which include agriculture, employment, human development, energy security, manufacturing, innovation, infrastructure, and next-generation reforms. Significant allocations and initiatives are aimed at transforming India’s education and employment landscape. Efforts … Read more

Promoters: Promoters on a selling spree amid red hot D-Street valuations

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Promoters: Promoters on a selling spree amid red hot D-Street valuations

Mumbai: Promoters of more than 200 companies have cumulatively sold stock worth more than ₹33,000 crore in the past two months, suggesting that valuations have become attractive enough for owners to book returns on part of the equity they hold. As the question of stretched valuations continues to swirl through Dalal Street, promoters seem to … Read more

Rs 1,800 crore a day! Why FIIs are selling Indian stocks since Lok Sabha elections began

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Rs 1,800 crore a day! Why FIIs are selling Indian stocks since Lok Sabha elections began

Ever since voting for Lok Sabha elections began on April 19, foreign institutional investors (FIIs) have sold Indian stocks worth around Rs 37,700 crore, translating into an average daily sell-off of Rs 1,800 crore in the last 21 trading sessions. Reflecting the increased nervousness on Dalal Street on the probable outcome of Lok Sabha election, … Read more

small-cap: The small-cap landscape, while being challenging, looks somewhat better: Chirag Setalvad

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small-cap: The small-cap landscape, while being challenging, looks somewhat better: Chirag Setalvad

Chirag Setalvad, head (equities) at HDFC Asset Management, in an interview with Prashant Mahesh, spoke about Indian equity valuations, investment opportunities, and risks among other issues. Edited excerpts: India’s stock market valuations are considered rich after the near one-way move since Covid. What are your thoughts? Valuations have moved up but they have to be … Read more

shibani sircar kurian: Mid- to high-teens earnings growth for next 2 years likely: Shibani Sircar Kurian

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shibani sircar kurian: Mid- to high-teens earnings growth for next 2 years likely: Shibani Sircar Kurian

Shibani Sircar Kurian, Senior EVP, Sr. Fund Manager & Head -Equity Research, Kotak Mahindra AMC, says “if we look at market valuations, specifically the Nifty, current multiples are slightly above long-term historic average multiples. But it also coincides with earnings growth which continues to remain strong. So, our belief is that if you look at … Read more