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AI LINKED ANCILLARIES
PMS Talk: AI, defence and electronics manufacturing are the next growth engines, says Vaibhav AgarwalIn this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bott...- Auto stocks: Festive demand gets a low-base boost; can earnings justify valuations?The Indian automobile market is witnessing robust retail sales as the festive season draws near. A significant year-on-year uptick of 81.8%...
- Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarStock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to ...
- Gorilla investing and 34% return: How Mihir Vora made Trust Smallcap Fund top performerTrust Smallcap Fund has emerged as the best performing fund in its category over the past year, delivering a 34% return as investors reasse...
- Commodity Talk| “The conversation is shifting from ‘Can I trade commodities?’ to ‘What role should commodities play?’: Sunil KatkeGold has already established itself as a strategic asset for Indian investors, but the opportunity is increasingly extending to silver, cop...
- ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V SrivatsaThe valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap...
- ET Prime Special Series: Multibagger or IBC - Part 74: This auto ancillary has monopoly over a part which EVs can't killFor many old auto suppliers, EVs raise an existential question: Will their product still be required? Here, the debate is different. The ba...
- Nifty mega caps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his Flexicap fund beyond largecapsMutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum sh...
- Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...
- Vizag to emerge as India's top digital infra hub, to create 52,000 jobs: ReportVisakhapatnam is set to become a major digital infrastructure hub in India. Its growing data centre ecosystem will create nearly fifty-two ...
- Nifty could deliver low-teen returns as earnings drive next leg of bull market: Anand Rathi AMCThe June-quarter earnings season has now begun, and we will be tracking this closely as results come in, with more insights to follow throu...
- Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MFIndian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exp...
- Tata semiconductor plant in Assam to begin production soon: CM Himanta SarmaThe Tata semiconductor plant in Assam is set to start production soon, according to Assam Chief Minister Himanta Biswa Sarma. It marks a cr...
- Q4 results may spark selective market rebound: Daljeet KohliDaljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities i...
- Markets set for recovery? Siddharth Vora bets on largecaps, midcaps; flags metals, PSU banks, and cyclicalsIndia's equity markets present a contrarian opportunity as macro stability and bottoming earnings signal a constructive outlook, particular...
- India Budget 2026: All's well when jobs are there & how Sitharaman & Co can shift the powerUnion Budget 2026: India's demographic dividend offers a unique advantage, but job creation remains a critical challenge. The upcoming budg...
- Indian IT valuations comfortably priced, downside limited: Deven ChokseyIndian IT firms are experiencing improved business conditions, driven by increased AI adoption and better execution efficiencies. The Decem...
- Chakri Lokapriya sees fresh upside in metals, pharma and capital goods sectorChakri Lokapriya of LGT India sees growth potential in capital goods, metals, pharma, and banking, driven by government policies and global...
- New RuPay credit card on UPI rule: RuPay credit card reward point rules from September 1New RuPay credit card on UPI rule: NPCI has instructed all banks that issue RuPay credit cards to ensure that the rewards points, benefits,...
- Can Budget 2024 give a fillip to India's budding semiconductor industry?India's Interim Budget may include sops to boost the semiconductor industry, with an upgraded version of the SPECS plan that may have a cor...
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