Welcome to ETMarkets Smart Talk, where we bring you insights straight from the minds of India’s top market experts. In…
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Crude Oil Prices: ETMarkets Smart Talk | Crude, monsoon hold the key to market direction in H2 2025: Bay Capital’s Nikunj Doshi
As Indian equities navigate through global volatility and domestic shifts, Nikunj Doshi, Managing Partner and CIO-PMS at Bay Capital Investment…
ETMarkets Smart Talk: SBI Securities cautions against value traps; growth visibility key to attracting premium valuations
In this edition of ETMarkets Smart Talk, we speak with Sunny Agrawal, Head of Fundamental Research at SBI Securities Ltd,…
ETMarkets Smart Talk: Generative AI, defence, and semiconductors among top themes for 2H2025, says Saurabh Pathak
In the latest edition of ETMarkets Smart Talk, Saurabh Pathak, Head – Investment Counsellor at Purnartha PMS, shares his expert…
ETMarkets Smart Talk | Midcaps, Smallcaps, and IT appear overheated as valuations stretch, says Ram Medury, Maxiom Wealth
After a sharp rally in Indian equities, concerns are mounting over stretched valuations in certain pockets of the market. In…
markets: ETMarkets Smart Talk | Normal monsoon to revive rural demand, boost FMCG and auto Stocks: Samir Bahl
A normal monsoon in 2025 could be the catalyst rural India needs to bounce back, setting off a chain reaction…
ETMarkets Smart Talk – Missed the 2025 Rally? Don’t chase—ease in with SIPs & structured debt: Puneet Sharma
In this edition of ETMarkets Smart Talk, Puneet Sharma, CEO & Fund Manager at Whitespace Alpha, offers a grounded perspective…
ETMarkets Smart Talk | 2H2025 market returns may moderate, but India’s long-term story intact: Abhiram Eleswarapu
After a strong start to 2025, Indian equities have shown signs of volatility, raising questions about the sustainability of returns…
Learn With ETMarkets: Geopolitics vs. Portfolio – 7 smart investing moves in volatile times
Geopolitical tensions have increasingly influenced financial markets in recent years. From the prolonged conflict between Russia and Ukraine to the…
ETMarkets Smart Talk – FMCG, autos, and private banks among top picks for 2025, says Kedar Kadam of Dolat Capital
Despite near-term market volatility and underperformance relative to emerging market peers, Dolat Capital remains constructive on India’s long-term growth prospects.…