“We have seen a fair bit of shaving on the Nifty 50 earnings and so, the earnings expectations going into…
Tag: themes
Dalal Street Week Ahead: Time to exit overheated themes, enter emerging plays
After six weeks of consolidation and trading in a defined range, the markets finally broke out from this formation and…
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…
Is the trend of chasing themes in the market over? Shreyash Devalkar explains
Shreyash Devalkar, Fund Manager, Axis Mutual Fund, says the market has matured, making broad investment themes less effective. Narrow themes…
investment outlook: ETMarkets Smart Talk: Sachin Relekar on consumption & defense: Top themes for future wealth creation for long term investors
Welcome to ETMarkets Smart Talk. In this insightful session, we sit down with Sachin Relekar, Senior Equity Fund Manager at…
Anand Tandon on how to play insurance and power generation themes now
Anand Tandon, Independent Analyst, says insurance is a long-term business which continues to accumulate capital and therefore the ability to…
ETMarkets PMS Talk: Karan Aggarwal on India’s 10-year wealth themes – Banks, infra & financial inclusion to lead
In this episode of ETMarkets PMS Talk, we speak with Karan Aggarwal, Co-Founder and CIO at Elever, a quant-based PMS,…
Mythical Slot Themes Captivate Players with Folklore
Step into a world where folklore and gaming intertwine to create an unforgettable experience. Mythical slot themes captivate players with…
5 world market themes for the week ahead
Global investors have yearned for clarity over U.S. President Donald Trump’s tariffs, but now they have it, they don’t much…
Gautam Trivedi on valuations, sectoral bets and India’s growth themes
“I am kind of glad that the correction happened. It was a little violent compared to what the market would…