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BUSINESS CYCLE CONTRACTION
Deliveries over deployment: IT firms must reassess AI integration as pricing pressures rise, says BCG- ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish Kumar
- These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos have upside potential of up to 25%, according to analysts
- Defence funds deliver 19% returns in 2026, HDFC Defence Fund leads. Should investors chase the rally or stay cautious?Defence sector funds have delivered strong returns in 2026, averaging nineteen percent year-to-date. HDFC Defence Fund led this category wi...18 Sep, 2026, 11.28 AM IST
- 2026’s Best IPO: 325% gain in 7 sessions and now a third consecutive 5% lower circuit. What’s next for investors?ESDS Software Solutions has surged 325% in seven sessions after listing at a 76% premium, but the rally is now losing steam as the stock hi...18 Sep, 2026, 10.29 AM IST
- 3 smallcap mutual funds returned over 23% in 2026. These 5 stocks feature in all their portfoliosIn 2026, three smallcap mutual funds delivered remarkable returns exceeding twenty-three percent. Notably, these outstanding funds uniforml...18 Sep, 2026, 10.17 AM IST
- Modinomics at 76: The birthday cake, the candles and the numbersPM Narendra Modi turns 76 as he completes nearly 12 years in office, a period that has reshaped India’s economic landscape through infrastr...17 Sep, 2026, 07.56 PM IST
- MFs raise healthcare bets for 4th straight month to 71-month high. Should investors follow?Mutual funds raised their healthcare allocation for the fourth straight month in August 2026 to 8.4%, the highest in 71 months. Experts att...16 Sep, 2026, 11.02 AM IST
- From Uzbekistan to Canada: A look at India’s global uranium huntIndia is accelerating its nuclear power expansion to reach 100 GW by 2047. This ambitious goal necessitates securing substantial uranium su...14 Sep, 2026, 01.36 PM IST
- After missteps, Thermax puts energy back on growth path: Ashish Bhandari, MD & CEOWe reorganised the company around industrial products, which are product-related businesses; industrial infra, which is project-related; gr...14 Sep, 2026, 12.00 AM IST
- $4 billion CIO Nimesh Chandan spots 4 bullish signals for Indian stocks. What changed?India’s stock market is poised for a broader recovery as four core cycles—macroeconomics, corporate earnings, credit growth, and market sen...11 Sep, 2026, 11.25 AM IST
- Cotton yarn price surge weighs on Indian textile industry as FTA gains remain elusiveCotton yarn prices have increased 60% to around Rs 400 per kg from Rs 250 per kg in early 202611 Sep, 2026, 09.55 AM IST
- Rentomojo IPO Day 3: GMP at 33%, subscription reaches 4.71 times. Should you subscribe?Rentomojo IPO entered its final bidding day after being subscribed 4.71 times by Day 2. A 33% grey market premium and SBI Securities’ ‘Subs...11 Sep, 2026, 09.16 AM IST
- Horoscope Tomorrow, September 11, 2026: Fresh Energy Brings Career Opportunities, Financial Clarity and Romantic Developments for These Zodiac SignsSeptember 11, 2026, begins with a quiet transition as Amavasya ends at 8:56 AM and Shukla Paksha Pratipada starts. The shift brings a more ...10 Sep, 2026, 11.46 AM IST
- Rentomojo IPO day 2; GMP signals 35% potential listing gains. Should you subscribe?Rentomojo is currently in the second day of its initial public offering, displaying an impressive grey market premium of thirty-five percen...10 Sep, 2026, 08.15 AM IST
- Small-tier IT punches above their weight as AI levels the fieldSmaller IT and digital engineering firms are winning larger contracts as AI helps them compete for transformation projects once dominated b...09 Sep, 2026, 06.00 AM IST
- ETMarkets Management Talk | AI and data centres are powering CleanMax's next growth engine; 42% of portfolio now comes from the segment, says Kuldeep JainIn an interaction with Kshitij Anand of ETMarkets, Kuldeep Jain, Founder and Managing Director of CleanMax, says the rapid expansion of hyp...07 Sep, 2026, 09.40 AM IST
- How PGIM India's Rs 112 crore Healthcare Fund picks CDMO stocks to generate alphaPGIM India Healthcare Fund generated a 22% return over the past year by over-allocating to high-growth segments like CDMO, specialty pharma...06 Sep, 2026, 01.01 PM IST
- Reliance shares are down 17% despite soaring refining margins. What the market is missingDespite strong refining and petrochemical margins, Reliance shares have experienced a dip as the market focuses on long-term growth potenti...04 Sep, 2026, 09.12 AM IST
- Chennai’s rain gets a market price: NCDEX launches RAINCHNNAI weather derivatives futures contractNCDEX launched RAINCHNNAI, a futures contract allowing market participants to hedge Chennai’s Northeast Monsoon risks. Utilizing a Cumulati...31 Aug, 2026, 06.25 PM IST
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