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

market dip: Thematic focus on infra, renewables and real estate likely to continue: Harsh Gupta Madhusudan

“The recent pressure on the benchmark indices this week isn’t primarily due to concerns about the election results. There’s a broad consensus that the BJP will secure a simple majority. The debate is more about the exact number of seats,” says Harsh Gupta Madhusudan, NSE International Exchange.First of all, how are you viewing the election … Read more

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

foreign portfolio investors: FPIs aggressively selling India stocks, offloaded over Rs 28,000 crore with 10 days to go in May

New Delhi: The selling spree in Indian stock markets by foreign portfolio investors (FPIs) turned aggressive in May, partly attributable to a strong US dollar, sticky inflation particularly in the food segment, and poll outcome-related anxieties. With over 10 days more to go in May, the latest data from National Securities Depository Limited (NSDL) showed … Read more