INDIA MARKET LENS
◆ Mixed

ETMarkets Smart Talk | The next 12 months may be about capital saved, not returns made: Praveen Jagwani

Indian markets moved higher.

27 Sept 2026 · Economic Times Markets

Praveen Jagwani advises investors to prioritize capital preservation over chasing high returns. Highlighting the need for extensive diversification among asset classes, he warns that a forthcoming Federal Reserve rate hike may influence Indian markets, impacting the rupee and foreign investments.

Continue in the original report ↗

Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.

  • This is a market-wide development — its reach goes beyond any single stock.