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AI CAPEX CYCLE
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...- ETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equitiesThe Federal Reserve’s rate hike may be largely priced in, but according to Nachiketa Sawrikar, Fund Manager at Artha Bharat Global Multipli...
- ETMarkets NRI Talk| Want to invest in US IPOs? Ankita Pathak on what Indian investors need to knowUnder the Liberalised Remittance Scheme, Indian investors have the opportunity to participate in US IPOs, including Anthropic. However, the...
- Govt’s frontier AI push; Insurance stock rout continuesThe government is weighing an anchor investment for a frontier AI development fund. This and more in today’s ETtech Top 5.
- Global funds, same tech bet? The diversification trap Indian investors may missMany Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices ofte...
- JioBlackRock CIO Rishi Kohli decodes Nifty’s inflection point after two years of weak returnsJioBlackRock CIO Rishi Kohli says largecap valuations have de-rated, while Indian banks have underperformed global peers, creating potentia...
- AI could double US GDP growth to 4% next year amid capital hurdles, says Elon MuskThe projection comes at a time when the broader artificial intelligence investment landscape encounters its first major macroeconomic test,...
- ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish KumarMidcap and smallcap stocks are hitting record highs, but rising valuations and higher US Treasury yields could challenge the rally. ICICI P...
- Nabfid sanctions Rs 3,000 crore-plus loans to at least four data centres as AI capex accelerates in IndiaNabfid is sanctioning significant loans for India's growing data center infrastructure needs. These facilities support the nation's push fo...
- India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...
- ETMarkets Smart Talk| India less vulnerable to US rate shocks, but expensive midcaps remain at risk: Amar K AmbaniIndian equities are better positioned to withstand global rate shocks due to strong domestic liquidity, but expensive mid- and small-cap st...
- ETMarkets Smart Talk | Don’t mistake record highs for a broad rally: Why mid- and smallcaps are becoming increasingly selective, says N. ArunaGiriWith smallcaps also trading at significantly higher valuations than in previous cycles, the key question for investors is whether the curre...
- AI infrastructure struggling to keep pace with surging demand; real economy holds bigger opportunity: Goldman SachsAt the same time, the technology industry is debating whether to slow the pace of AI development. Anthropic CEO Dario Amodei advocated slow...
- ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...
- Indian Bank to enter life insurance business, soon to seek board nodIndian Bank plans to enter life insurance and asset management sectors soon. The bank is seeking board approval for these proposed new vent...
- New-age industries fuelling India's capex cycle, says SBI chiefCorporate spending on infrastructure projects is increasing across India. New sectors like data centers and green hydrogen are driving cred...
- India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand....
- Infosys, HCLTech, TCS, other IT stocks drop up to 3% as Fed rate hike worries return. Here's whyIndian IT stocks dropped on Monday as stronger-than-expected US jobs data revived concerns over a September Federal Reserve rate hike. The ...
- 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 ...
- India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: ReportIndia’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institu...
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