The markets have been buzzing with activity — gold is outperforming equities globally, foreign investments are shifting, and India’s stock market seems to be in a league of its own. So, what’s driving these trends, and are we overlooking key signals?

That’s why in this episode, we’re breaking down the early signs and trends shaping both global and domestic markets.

Joining me again is Sahil Kapoor, Head of Products and Market Strategist at DSP Mutual Fund. With nearly two decades of experience, Sahil helps us decode the October DSP Netra report as we explore:

1. How gold and equity have performed in emerging economies

2. How India’s equity market stand against the rest of the emerging economies

3. What is driving the foreign investment flows and corporate funding in the country

4. Why promoters are selling small-caps and midcaps and what that means for you

5. Analyse how Chinese tech and Indian banking valuations stand

6. And how do the trends differ with consumer staples vs consumer discretionary.

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

We are again talking about financial advisors—RIAs and RAs—the folks who help us decide where to put our money. In our last episode, we spoke about the RIA landscape in India and how the latest SEBI consultation paper affects that. But the changes proposed in the paper don’t just talk about RIAs, but also about Research Analysts. To understand what’s going on and how SEBI's new rules impact this space, Mayank Bansal from Windmill Capital, who’s closely involved with the RA Association.

Here’s what we’re covering:

1. The evolution of the RA landscape in India in the last decade.

2. The hurdles they face under the current rules.

3. What SEBI's new proposals could mean for fees, KYC, and how they can operate.

Tune in as we break down into what these changes mean.

A lot has been happening in the markets. Some stocks are soaring, others are struggling, and many of us are wondering what's really going on behind the scenes.

Are we missing something important?

That's why today we're diving into the early trends and signs in our markets and economy. We'll be looking at everything from why some stocks are outperforming others, to how India's economic story is unfolding.

To help us make sense of all this, we have a special guest with us — Sahil Kapoor, Head of Products and Market Strategist at DSP Mutual Fund. With 17 years in finance, Sahil's the perfect guide to help us navigate these complex waters.

We'll be exploring key insights from DSP Netra's September report, covering:

1. The current market stability

2. Performance of mid and small cap stocks

3. The return of quality stocks

4. And broader economic trends affecting our markets

You can also watch this episode on YouTube: https://youtu.be/y1abYGeuvv0