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[hfe_template id='11223'] [ad_1] With a host of key triggers set to unfold in the coming weeks, the Indian equity markets appear poised for a structural upside, believes Vikas Khemani, founder of Carnelian Asset Advisors. In an interaction with ET Now, Khemani emphasized how this correction was much needed and how we can now prepare for a structural market upswing. He outlined the critical factors that are expected to shape investor sentiment and drive market direction in the near term. According to Khemani, the next month will bring much-needed clarity across several dimensions — including tariffs, corporate earnings, RBI’s policy direction, and SEBI’s regulatory stance. “Yes, uncertainty goes down,” he said, adding that a lot of the excessive valuations have already been corrected and earnings expectations have been pushed forward, making valuations appear more reasonable. He emphasized that a "decisive rally in the markets would happen once the environment for th...

[hfe_template id='11223'] [ad_1] Rohit Seksaria of Sundaram Mutual, known to find gems within the small and mid end of the market, shared his insights on the broader market trends in a recent interaction with ETNow, while discussing how the recent corrections have impacted these stocks and provided his perspective on where investors should focus their attention. Additionally, he elaborated on his views regarding the lending financials, consumer discretionary sectors, and the global cyclical industries, highlighting the opportunities and risks present in the current market scenario: Outlook for small and mid cap stocks Rohit Seksaria believes that opportunities will always exist in the market, particularly in the small-cap space, where investors can find promising stocks despite fluctuations. He acknowledged that while the broader market has witnessed a significant correction in the mid and small-cap segments, they still remain slightly more expensive compared to large-ca...

[hfe_template id='11223'] [ad_1] The Indian Non-Banking Financial Company (NBFC) sector is poised for a turnaround in FY26, driven by an anticipated easing of regulatory pressures and a favorable interest rate environment. The Reserve Bank of India (RBI) recently cut the repo rate by 25 basis points to 6.25%, signaling the beginning of a rate-cut cycle that is expected to be shallow but beneficial for NBFCs. The move comes after a challenging period marked by high borrowing costs, regulatory tightening, and macroeconomic headwinds. The RBI’s commitment to maintaining sufficient systemic liquidity will aid NBFCs, ensuring a stable credit environment that fosters growth and expansion. The last 15 months have seen heightened regulatory scrutiny, including increased risk weights on unsecured loans and specific business restrictions for certain NBFCs. However, recent developments suggest a more balanced regulatory approach, fostering growth while ensuring compliance. Industry...