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AI MATURITY ASSESSMENT
AI is entering the boardroom, warehouse, and checkout. Are businesses ready?The AI Business Transformation Masterclass & Awards 2026 at IIM Bangalore will focus on integrating AI into businesses on 19 November. The ...
ETMarkets Management Talk | Northern Arc sees D2C lending contributing over 75% of its loan book in the next few yearsIn this edition of ETMarkets Management Talk, Ashish Mehrotra, Managing Director and CEO of Northern Arc Capital, discusses the company's n...
ETMarkets Smart Talk| Higher yields offer opportunities, but investors need not rush into long-duration funds: Shriram RamanathanIn this edition of ETMarkets Smart Talk, Shriram Ramanathan, CIO–Fixed Income at HSBC Mutual Fund, discusses the changing dynamics in India...
Investors in other markets would be envious of India multiples: Rich Handler, chief executive of JefferiesJefferies CEO Rich Handler believes Indian equities remain reasonably valued despite the market correction and says easing long-term capita...
U.S. and Japanese Companies Struggle with Different Parts of AI Adoption—and Offer Different Lessons for Making It WorkCompanies in both the U.S. and Japan are struggling to deploy AI, but often in very different ways. In the U.S., deployment is wide but sha...
Global Market Today: Asian stocks slide as US chip selloff deepensThe MSCI Asia Pacific gauge dropped 0.4% with South Korea’s Kospi Index sliding almost 3%. In the US, a gauge of chipmakers extended a thre...
Japan bond yields edge higher ahead of key JGB auctions; 10-year yield holds at 2.77%Japanese government bond yields were mixed on Monday, with the 10-year benchmark holding steady at 2.77%, while the 20-year and 30-year yie...
A desi AI kill chain? Indian military steps towards battlefield AIIndia's armed forces are working alongside Sarvam AI to establish a unified framework for military operations. The initiative focuses on im...
Hospital balance sheet: How AI could cut costs and improve efficiencyAs hospitals grapple with soaring costs in drugs, supplies, and labor, the integration of AI emerges as a vital necessity.
Jio after listing: 5 factors that could drive big returns for long-term investorsJio Platforms recently debuted on the stock market with a strong initial premium over its IPO price. The company is well-positioned for gro...
US Market: Rising Treasury yields put US banks under pressure over bond lossesRising US Treasury yields are deepening unrealised losses in American banks’ bond portfolios, forcing lenders to weigh immediate losses fro...
US Market: Treasury yields face pressure despite expected Fed rate pauseUS Treasury yields face continued pressure from persistent inflation, rising government borrowing and uncertainty over AI investments, desp...
Anthropic IPO: What should investors consider when valuing the AI company? Aswath Damodaran explainsAnthropic is on track for an IPO expected in mid-November, reporting impressive revenues of $16.3 billion. However, the company faces a sta...
Cyient shares rally 9% after Q2 revenue rises 25%; board declares Rs 12/sh interim dividendCyient shares surged on Friday after the company reported a 25% year-on-year rise in consolidated revenue to Rs 2,235 crore in Q2 FY27. Net...
AI is rewriting the rules of investment for India's big-ticket playersPrivate equity investors in India are integrating artificial intelligence into their investment analysis and strategies. AI is being utiliz...
Never a dull moment! Why Jefferies raised Eternal’s target price after Q2 earningsJefferies raised its target price on Eternal to Rs 430 from Rs 415, implying around 38% upside from its previous close of Rs 312.35. The br...
Global Market: Japanese bond yields fall to multiweek lows ahead of BOJ meetingJapanese government bond yields fell to multiweek lows on Thursday as geopolitical tensions and inflation concerns boosted safe-haven deman...
Global Market | Safe-haven assets under pressure: Dollar, Swiss franc, German bonds and gold in focusSafe-haven demand is shifting amid AI-driven market volatility, geopolitical tensions, rising energy prices and mounting government debt. T...
ETMarkets Smart Talk| India’s next wealth creators may be hidden in specialised manufacturing and energy infrastructure: Paresh BhagatParesh Bhagat, Chairman of Mangal Keshav Financial Services, discusses where India’s next wealth creators could emerge from, why several mi...
Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and va...