Why Smart Money Is Betting On Banks, Tiles And Midcap IT Before Q1 Results | Pankaj Tibrewal

Veteran market strategist Pankaj shares his biggest investment themes for the months ahead, from private banks and home improvement stocks to chemicals and midcap IT companies. He explains why India's earnings cycle may be stronger than the Street expects, why FIIs could return in the second half of the year, and why the recent global AI shakeout could actually benefit Indian markets. The discussion also covers banking valuations, the future of Indian IT in the AI era, the Morbi tile disruption, and the sectors that could deliver the next wave of market outperformance for investors and NRIs alike. control your money with economic times now. #etnow #businessnews #indianstockmarket #sharemarket #nifty50 #bankingstocks #midcapstocks #stockmarketindia #fii #aitrade YouTube Channel -    / @etnow   Subscribe To ET Now For Latest Updates On Stocks Market News , Business News, Company News, IPO & More | https://bit.ly/SubscribeToETNow Subscribe Now To Our Network Channels :- ET Now Swadesh:    / etnowswadesh   Times Now: http://goo.gl/U9ibPb Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC Website - https://www.etnownews.com Download our App for Breaking News: https://tinyurl.com/4y6e3u2e Follow us on Google News for latest updates ET Now: https://news.google.com/publications/... Times Now Navbharat: https://bit.ly/3zDaKJo Times Now : https://bit.ly/3CyrrYg Zoom: https://bit.ly/3CEK0dv

Two Legends of Dalal Street: Ramesh Damani & Sunil Singhania’s 2026 Investment Strategy
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Two Legends of Dalal Street: Ramesh Damani & Sunil Singhania’s 2026 Investment Strategy

Did India Outperform Asia During the Oil Crisis? Here's What the CEA Says | West Asia | News18
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Did India Outperform Asia During the Oil Crisis? Here's What the CEA Says | West Asia | News18

Cycles, Crashes & Comebacks | S Naren | ET Alpha Wealth Summit
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Cycles, Crashes & Comebacks | S Naren | ET Alpha Wealth Summit

JP Morgan Flags 3 Challenges For Indian Equities  & What Could Move Indian Markets Next
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JP Morgan Flags 3 Challenges For Indian Equities & What Could Move Indian Markets Next

This Is a Phase to Accumulate Aggressively: Sailesh Raj Bhan on Where Smart Money Is Looking
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This Is a Phase to Accumulate Aggressively: Sailesh Raj Bhan on Where Smart Money Is Looking

Why This Economist Keeps Money In FDs | Kushal Lodha #345
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Why This Economist Keeps Money In FDs | Kushal Lodha #345

Stocks Will Fall -70% According To This Expert
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Stocks Will Fall -70% According To This Expert

US trying to ‘squeak out of strategic defeat’ after Iran: Pape | The Bottom Line
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US trying to ‘squeak out of strategic defeat’ after Iran: Pape | The Bottom Line

Aswath Damodaran (NYU) | Private Credit Is the Biggest Loser When AI Corrects | #15
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Aswath Damodaran (NYU) | Private Credit Is the Biggest Loser When AI Corrects | #15

Nimesh Chandan's Big Market Call: India Is a 'Coil Spring'
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Nimesh Chandan's Big Market Call: India Is a 'Coil Spring'

Why You SHOULDN'T Rely on Flexi Caps | Easy Portfolio Construction Formula for Your 30s
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Why You SHOULDN'T Rely on Flexi Caps | Easy Portfolio Construction Formula for Your 30s

AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio
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AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio

Jai Madaan's Bold Predictions: Modi, Trump & More | Baatein Dil Se With Navika | 19 June | EPISODE 6
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Jai Madaan's Bold Predictions: Modi, Trump & More | Baatein Dil Se With Navika | 19 June | EPISODE 6

The Gold Chart Says $3,600 First, $8,600 Next | Chris Vermeulen
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The Gold Chart Says $3,600 First, $8,600 Next | Chris Vermeulen

5 Stocks I’m Buying HEAVY Right Now July 2026
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5 Stocks I’m Buying HEAVY Right Now July 2026

Gold Gets Sold First When Markets Crash, And Then This Happens | Rick Rule
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Gold Gets Sold First When Markets Crash, And Then This Happens | Rick Rule

'Halftime' traders debate the market setup for the next half of 2026
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'Halftime' traders debate the market setup for the next half of 2026

Massive Liquidity Shock Coming; Brace For 'Wrecking Ball' Warns Economist | Michael Howell
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Massive Liquidity Shock Coming; Brace For 'Wrecking Ball' Warns Economist | Michael Howell

40-50% Market Crash Coming: ‘Big Money Already Starting to Dump’ | Gareth Soloway & Michelle Makori
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40-50% Market Crash Coming: ‘Big Money Already Starting to Dump’ | Gareth Soloway & Michelle Makori

The Brutal Reality of US Capitalism and What it Means for Your Money | Saurabh x Nandita
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The Brutal Reality of US Capitalism and What it Means for Your Money | Saurabh x Nandita