Small-cap stocks have attracted strong mutual fund inflows in 2026, but is the rally making valuations too expensive? Sameer Dalal, President, Natverlal & Sons Stockbrokers, says investors must look beyond the broader small-cap trend and focus on individual companies, valuations and sustainable earnings growth. The biggest risk is liquidity: if investor sentiment turns and small-cap funds begin selling, finding buyers for expensive, less-liquid stocks could become difficult. Some stocks could face sharp falls, particularly if larger competitors cut prices or growth disappoints. The expert remains cautious about the idea that small caps and mid caps will automatically outperform large caps. The suggested approach is diversification: allocate 50 - 60% to large caps, 20 - 30% to mid caps and the remainder to small caps, based on individual risk appetite.
Indian markets face fresh uncertainty despite improving domestic indicators, a stronger rupee and record mutual fund inflows. In this conversation, Sameer Dalal, President, Natverlal & Sons Stockbrokers flags global uncertainty, potential US tariff action linked to Russian oil and unpredictable crude and shipping costs as key risks for Dalal Street. The bigger concern? Liquidity. If markets fall further and mutual fund returns turn negative, investor confidence could weaken, SIP growth may slow and redemptions could rise. That could put foreign and domestic institutional investors on the selling side together. The expert warns that the Nifty could see another 5% downside in the short term, even as the long-term India story remains intact. The strategy: invest progressively, stay cautious and focus on fundamentally strong, stock-specific opportunities.
India's 10-year government bond yield has climbed to a three-year high, raising questions about liquidity, demand and the outlook for interest rates. In this market discussion, Sameer Dalal, President, Natverlal & Sons Stockbrokers explains how tighter liquidity conditions, heavy government bond supply and expectations of further rate increases are weighing on demand for government securities. Foreign investors also assess the spread between Indian debt returns and other markets, making yield levels an important factor in investment decisions. With some investors preferring short-term instruments while waiting for greater clarity on rates, government bond yields may continue adjusting until demand and supply find a balance. When will the bond market stabilise, and what could bring buyers back? Watch the full discussion for the key factors driving India's debt market.
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Welcome to Business Today TV's live market coverage. In today's episode of What's Hot, we decode the RBI's massive weekend intervention that boosted the Rupee by 97 paise. How will this impact export-heavy IT stocks and import-driven sectors? We also track the latest market action as the Nifty faces profit booking - autos and metals shine, while private banks and IT slip. Plus, get ready for a massive IPO rush! We break down the buzz around the upcoming Reliance Jio mega-IPO and analyze Zetwerk Manufacturing's ₹5,000 crore launch. In earnings, find out why DMart's shrinking margins are spooking investors. Plus, get ready for a massive IPO rush! We break down the buzz around the upcoming Reliance Jio mega-IPO and analyze Zetwerk Manufacturing's ₹5,000 crore launch. In earnings, find out why DMart's shrinking margins are spooking investors.
Small-cap mutual funds have outperformed large-cap funds in 2026 so far, despite weakness in the broader market. On Money Today, Sakshi Batra speaks with Mohit Gang, Co-founder and CEO of Moneyfront, about the top-performing small-cap funds, differences in returns, and factors driving their performance. The discussion explores how investors can evaluate funds using five-year track records, benchmark performance, fund manager experience, portfolio concentration, valuations and risk-adjusted returns. Mohit also explains allocation strategies for young investors, the importance of a long investment horizon, and the risks of elevated valuations and volatility. For investors considering small-cap funds after the recent rally, he advises caution with lump-sum investments and suggests a staggered approach. Watch the full discussion for insights into selecting and reviewing small-cap mutual funds.
Waterways Leisure Tourism, the operator of Cordelia Cruises, has scripted a massive turnaround in Q2FY27! The company reported a consolidated net profit of Rs 58.5 crore, bouncing back from a loss in the same quarter last year. Revenue also surged by a robust 30% to Rs 133 crore, while EBITDA finally turned positive. What is driving this spectacular growth? How will the company manage its sharp balance sheet expansion, rising assets, and current borrowings? In this exclusive interview, Jurgen Bailom, President and CEO of Cordelia Cruises, joins Business Today TV to decode the stellar Q2 earnings and share the roadmap ahead for the booming cruise holiday sector. Watch the full video for deep management insights and future growth strategies!
Delhi witnessed a major security crackdown on Saturday as thousands of protesters, including opposition leaders and activists such as Dhruv Rathee, were detained while attempting to reach Jantar Mantar. The demonstration demanded the resignation of Chief Election Commissioner Gyanesh Kumar over alleged irregularities in electoral rolls and the Special Intensive Revision (SIR) process. The UN Human Rights Office expressed concern over the mass detentions, emphasising the right to peaceful assembly and urging authorities to exercise restraint. It also called for the immediate and unconditional release of those arbitrarily detained. India rejected the criticism as “misplaced” and an “unwarranted interference” in its internal affairs. New Delhi maintained that peaceful assembly is constitutionally guaranteed, while arguing that protests remain subject to reasonable restrictions and that authorities acted in accordance with the law.
Saudi Arabia is facing a fresh escalation in its conflict with Yemen’s Iran-backed Houthi rebels after a deadly attack on King Khalid International Airport in Riyadh. Saudi authorities reported that 12 people were killed and 309 injured in the October 10 strike, the third attack on the airport in a week. Earlier attacks had also hit airports in Riyadh and Abha. The attack drew condemnation from United Nations Secretary-General António Guterres, who called for strikes against civilians and civilian infrastructure to stop immediately. US President Donald Trump described the attack as “terrible”, while Secretary of State Marco Rubio called the strikes “reprehensible”. The Houthis have warned that Saudi airports and other facilities could remain targets, raising concerns about further escalation across West Asia.
The Indian rupee rebounds nearly 97 paise after the RBI announces measures to curb speculative forex activity and ease pressure on dollar demand. But can the recovery sustain? Gaurav Sharma, VP & Head of Research, Globe Capital explains how a stronger rupee could benefit import-oriented businesses, while export-focused sectors such as IT and pharmaceuticals may face pressure on dollar-denominated earnings. Business Today TV's Nachiket Kelkar breaks down the RBI's key steps, including a special dollar-sale window for oil marketing companies and tighter rules for forex derivative transactions. However, challenges remain. Foreign investors have sold over ₹40,000 crore worth of Indian equities in October's first nine days, while elevated US Treasury yields, volatile crude prices and West Asia tensions continue to weigh on the outlook. Watch for the key takeaways.
Indian markets enter a crucial week with earnings, RBI measures, currency movements and a mega IPO in focus. Gaurav Sharma, VP & Head of Research, Globe Capital joins Sakshi Batra to discuss the key triggers investors and traders should watch. With companies including HCLTech, ICICI Bank, ICICI Prudential AMC and RBL Bank lined up to report earnings, stock-specific action could intensify. The rupee's recent recovery following RBI measures offers another development to track, even as crude oil hovers around $103 a barrel, bond yields remain elevated and inflationary pressures persist. The spotlight is also on Reliance Jio's anticipated IPO, which could raise substantial funds from the market. Could the mega issue absorb investor liquidity and influence market volatility? Watch the full conversation for the week's key market cues.
India's IPO market is heating up this October! Six public issues are lined up this week, with a combined fundraising target of around ₹10,300 crore. Zetwerk Manufacturing leads the announced lineup with an issue size of about ₹5,100 crore, while Bonfiglioli Transmissions, Tonbo Imaging and Sahajanand medical technologies IPO are also attracting investor attention. But the biggest buzz is around Reliance Jio's anticipated IPO. Bloomberg reports cited in the discussion suggest a possible issue size of around ₹30,200 crore, potentially making it India's largest IPO by issue size. Which IPOs deserve your attention? Sakshi Batra discusses the key issues, price bands, subscription dates and fundraising plans with Gaurav Sharma, VP & Head of Research, Globe Capital. Watch for the key details before these IPOs hit the market.
With the Jio IPO in focus, where should investors place their bets - Reliance Industries, Jio Financial Services or Reliance Jio? As Reliance Group businesses move towards a more distinct investment proposition, investors may get more targeted opportunities across telecom, retail, financial services and petrochemicals. On Business Today Television, Gaurav Sharma, VP & Head of Research, Globe Capital, why the choice ultimately depends on the business exposure investors want in their portfolios. While Reliance Industries offers exposure to petrochemicals, Jio Financial Services caters to those tracking the NBFC space, and Jio brings telecom and retail into focus. Watch this conversation to understand how the potential Jio listing could reshape investor choices and why sector-specific investing may become easier as the group evolves. With the Jio IPO in focus, where should investors place their bets - Reliance Industries, Jio Financial Services or Reliance Jio? As Reliance Group businesses move towards a more distinct investment proposition, investors may get more targeted opportunities across telecom, retail, financial services and petrochemicals. On Business Today Television, Gaurav Sharma, VP & Head of Research, Globe Capital, why the choice ultimately depends on the business exposure investors want in their portfolios. While Reliance Industries offers exposure to petrochemicals, Jio Financial Services caters to those tracking the NBFC space, and Jio brings telecom and retail into focus. Watch this conversation to understand how the potential Jio listing could reshape investor choices and why sector-specific investing may become easier as the group evolves.
Which sectors could lead the next market recovery? Market Expert Neeraj Dewan identifies banking and financial services, automobiles, real estate, metals, infrastructure and engineering stocks as segments that could attract investor interest after recent corrections. He explains why banks may benefit from improving net interest margins in the initial stages of an interest rate hike and highlights the importance of India's economic growth in supporting domestic sectors. Pharma, meanwhile, is expected to remain resilient, although the scope for a sharp upside rally may be limited. The discussion explores potential opportunities as investors assess valuations and market trends.
The Indian rupee surged 97 paise to open at 95.76 against the US dollar after the RBI announced emergency measures to curb speculative dollar demand and support the currency. The central bank introduced a special dollar window for oil marketing companies and tightened forex derivative rules, including a 20% foreign exchange risk reserve requirement. Nachiket Kelkar, Business Today, explains the impact of these measures and whether the rupee's recovery can sustain amid elevated global bond yields, crude oil volatility and heavy FII outflows. India's import dependence and export competitiveness remain key long-term challenges for the currency.
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Will IRDAI’s move to curb insurance commissions actually make policies cheaper for consumers? Deepak Yohannan, Insurance Expert, explains why lower commissions may not automatically translate into substantially lower premiums. According to him, insurers could use part of the savings to improve customer service, claims management and distribution, while some benefits may reflect in their profitability. He also points to the experience following GST changes, where the reduction did not necessarily translate into equivalent premium cuts for consumers. While some insurers could pass on a portion of the benefit, policyholders should not assume that commission changes will directly lead to significantly lower premiums.
Silver is gaining importance beyond jewellery, with rising industrial demand from data centres, electric vehicles, solar panels and semiconductors. Sugandha Sachdeva, Founder, SS Wealth Street, explains why silver could offer long-term investment opportunities while carrying significantly higher volatility than gold. The discussion examines the silver market deficit, potential price targets of $120–$150 per ounce over the next three to four years, and key domestic support levels. It also highlights the risks investors should consider and why a staggered accumulation strategy may suit those with a longer investment horizon. Like, Share, and Subscribe to Business Today.
Gold prices are undergoing a phase of consolidation after a significant rally, leaving investors wondering whether this is the right time to buy. Sugandha Sachdeva, Founder, SS Wealth Street, explains key support levels, the hurdles gold must cross before reaching new highs, and the factors influencing prices, including the dollar index, US bond yields, central bank buying and Federal Reserve rate expectations. The discussion also explores gold’s longer-term outlook and why a staggered investment approach may help investors manage volatility instead of trying to time the market. Like, Share, and Subscribe to Business Today.
The Union Health Ministry has proposed stricter advertising rules for prescription medicines, extending restrictions beyond drug manufacturers to pharmacies, wholesalers and distributors. The proposed changes cover Schedule H, H1 and X medicines, including antibiotics and other drugs that require medical supervision. Neetu Chandra Sharma explains how the move would require businesses to obtain prior government approval before advertising these medicines. The proposed rules aim to curb unauthorised promotion, reduce the risk of self-medication and strengthen oversight of prescription drug sales. The development could affect how pharmacies and medicine distributors market regulated drugs across India's pharmaceutical supply chain.
Gold can play an important role in a young investor’s portfolio by offering stability, diversification and protection against inflation. But how much gold should you own, and which investment option is best? Sugandha Sachdeva, Founder, SS Wealth Street, explains the ideal 10–15% gold allocation, the benefits of gold ETFs and how gold mutual funds enable investors to invest through systematic investment plans (SIPs). The discussion also highlights why a staggered investment approach can help manage market timing risks after a strong rally in gold prices. Like, Share, and Subscribe to Business Today.
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