Aswath Damodaran calls Fed rate debate pointless, says stock market adapts quickly to higher ratesAswath Damodaran argues that the Federal Reserve’s interest-rate debate is overemphasized, saying corporate earnings and fundamentals will ...
11 Sep, 2026, 03.40 PM IST
“You can either remain rational or outperform”: DSP CIO Anish Tawakley explains his contrarian approach to stocks, bonds and market irrationalityAnish Tawakley took over as Chief Investment Officer (CIO) at DSP Asset Managers in April after a successful stint as co-CIO at ICICI Prude...
07 Sep, 2026, 12.16 PM IST
Nifty 30,000 target still on track; why Elara’s Harendra Kumar prefers IT, power and smallcapsWe are telling people that this is the right time to look at the market constructively. Historical evidence suggests that this is the time ...
07 Sep, 2026, 09.02 AM IST
IBM signals a five-year horizon for its sub-1nm chipsRao said the technology is the industry’s first demonstration of a staggered complementary field-effect transistor, or CFET, architecture a...
04 Sep, 2026, 08.32 AM IST
Semicon 2.0, ECMS & MPMS together can build end-to-end electronics value chain: ELCINAThe recently launched MPMS, with an outlay of Rs 62,500 crore, can further create demand and scale for these domestic inputs by promoting m...
02 Sep, 2026, 10.26 AM IST
Decoding gold rally: Why yellow metal surged 15% in one month and should bullion be in your portfolio?Gold has staged a sharp 15% rally in August after a volatile start to the year, supported by renewed ETF inflows, strong central-bank buyin...
26 Aug, 2026, 08.19 AM IST
A break from the buzz: Fireflies.ai CEO Krish Ramineni on success, solitude and the luxury of timeFireflies.ai co-founder and CEO Krish Ramineni on personal growth, sneaking out to play cricket and the importance of an empty schedule
26 Aug, 2026, 12.49 AM IST
The Architecture Trap: Why better algorithms won’t fix healthcareIndia’s AI healthcare push faces a critical choice: use technology mainly to streamline existing healthcare transactions or build a prevent...
19 Aug, 2026, 02.08 PM IST
Aswath Damodaran shares 3 lessons investors can learn from rise and fall of Leopold Aschenbrenner's AI fundAswath Damodaran has shared three lessons investors can learn from the rise and fall of Leopold Aschenbrenner’s AI-focused hedge fund, Situ...
11 Aug, 2026, 01.15 PM IST
Picking the right pharma stock is getting harder; so pick a portfolio: 20 stocks with -23% to +22% downside to upside potentialFor Indian pharma, the regulatory risk is still real. A US FDA inspection can still cause trouble. A plant making an important product or g...
10 Aug, 2026, 11.10 AM IST
Gold prices jump 7% to log best weekly gain in 8 months. Start of another yellow metal bull run?Gold prices surged 7% this week, marking their strongest weekly gain in eight months as falling crude prices, weak US jobs data and resilie...
08 Aug, 2026, 10.07 AM IST
US stocks: US stocks rise as surprise payrolls decline cools rate-hike fearsUS stock markets opened higher on Friday after unexpected job losses. The S&P 500 and Nasdaq saw gains at the opening bell. This economic d...
07 Aug, 2026, 08.09 PM IST
RBI's rate, GDP and inflation verdicts also come with some stark warnings2026 RBI MPC Meeting: The Reserve Bank of India maintained its repo rate at 5.25 percent on Wednesday. This decision marks the fourth conse...
05 Aug, 2026, 12.46 PM IST
AI may hurt IT today, but it could create the sector's next growth engine: Baroda BNP Paribas MFAI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund ...
02 Aug, 2026, 04.02 PM IST
Nifty correction a buying opportunity, but keep 10-15% cash: Sonam SrivastavaBanking is still the best risk-reward pocket in my view—valuations are attractive, credit growth is strong, and NPAs are very low. There’s ...
29 Jul, 2026, 08.11 AM IST
Global Market Today: Oil jumps on renewed Middle East tension, US stock futures dipCrude oil prices surged and US equity futures declined following renewed Middle East conflict. American crude oil jumped nearly five percen...
29 Jul, 2026, 06.23 AM IST
AI bigger risk to IT workers than companies, says Marcellus’ Pramod GubbiArtificial intelligence may reduce Indian IT sector employment before impacting companies. Valuations are less compelling now after recent ...
22 Jul, 2026, 09.00 AM IST