ETMarkets Smart Talk| Avoid 40–50x P/E stories without earnings backing, says Sandeep Nayak
After a sharp post-Budget swing and a phase of elevated volatility, markets are entering a more discerning phase where narratives ...
Saturday, August 1, 2026
Tag: ETMarkets
ETMarkets Smart Talk| Markets at an inflection point; expect 40–50% gains over 36 months: ASK Hedge Solutions’ Vaibhav Sanghavi
As Indian equities scale fresh record highs to close out the year, market sentiment is turning decisively optimistic. But is ...
ETMarkets Smart Talk | With IPO valuations running hot, Aviva CIO sees better value in secondary markets
In this edition of ETMarkets Smart Talk, we speak with Balamurugan Shanmugam, Chief Investment Officer at Aviva India, who shares ...
ETMarkets Smart Talk| Markets in fair value zone; time for singles, not boundaries: Manish Gunwani
In this edition of ETMarkets Smart Talk, Manish Gunwani, Head of Equities at Bandhan AMC, shares his perspective on the ...
ETMarkets Smart Talk| New GST regime and higher US tariffs likely to weigh on September-quarter earnings across sectors: Shravan Sreenivasula
Corporate India may face some turbulence this earnings season as twin headwinds—implementation of the new GST regime and the imposition ...
ETMarkets Smart Talk: FIIs rotating to midcaps shows smart money chasing growth, says Aamar Deo Singh of Angel One
In the latest edition of ETMarkets Smart Talk, Aamar Deo Singh, Sr. VP – Research at Angel One, shares his ...
NRI investing in US: ETMarkets NRI Talk| From EVs to AI infra: Why NRIs are betting on U.S. growth stories, Sitashwa Srivastava decodes
Indian investors abroad are steadily increasing their exposure to global markets, with a clear tilt toward U.S. technology and manufacturing ...
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