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AI MEGATREND
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- India emerging as key APAC growth hub for AI talent and energy security: Colliers ReportIndia is emerging as a key growth engine in the Asia Pacific region. Driven by advancements in Artificial Intelligence and a strong demogra...
- Why India’s next real estate cycle could be driven by retail investors and REITs, Sandipan Roy explainsIn an interaction with Sandipan Roy, Chief Investment Officer (CIO), at Motilal Oswal Private Wealth, he explains why India’s next real est...
- US stock market futures today: Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? Dow drops 280 points as oil tops $120— can AI spending offset rising inflation fears and Fed uncertainty?Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? The US stock market futures today are sending a sharp, layered signal....
- ETMarkets Smart Talk | India expensive, Taiwan & Korea offer value: Nikhil Advani on global investingIndian equities face rich valuations, prompting investors to look globally. Nikhil Advani of LGT Wealth India highlights opportunities in e...
- Sultan Ahmed Al Jaber pitches UAE as India's 'dependable' energy supplierThe UAE is set to be India's dependable energy partner. India is a major driver of global energy demand. The UAE's industry minister highli...
- India a key driver of global energy demand: UAE ministerIndia's booming economy is set to significantly boost global energy consumption. This growth spans air travel, data centers, and digital in...
- TSMC expects AI megatrend to strengthen, as profit blows past forecastsTSMC reported a 39.1% surge in Q3 profit, marking its sixth consecutive quarter of double-digit growth, driven by the AI megatrend. The chi...
- Indian startup Blinkit-AI secures $1.2 million funding to speed up AI integrationIndian startup Blinkit-AI recently secured $1.2 million in funding from Foliflex Cables. This investment will accelerate its mission to int...
- The Golden Thumb Rule: Buy-and-hold has evolved into buy-and-watch in today’s disruptive world, says Nimesh ChandanNimesh Chandan of Bajaj Finserv AMC suggests that investors should shift from a "buy-and-hold" to a "buy-and-watch" strategy to align with ...
- ET@ Davos 2025: India among top 5 global investment destinations, says PWC’S Global CEO SurveyIndian CEOs also appeared more upbeat compared to their global counterparts as per the survey that polled 4,700 CEOs across 109 countries, ...
- Hunting for investments that can deliver wins in 2025 and beyond? Analysts say these two tech titans could be smart buys right nowThe US stock market is still in its epic bull run, and although there have been a few hiccups in the last few months, the market conditions...
- Bajaj Finance's five year plan has a deep AI focusBajaj Finance, a leading Indian consumer financier, is implementing a five-year AI integration plan. This aims to boost customer engagement...
- Job creation, redefining skills most pressing issue globally amid rapid tech changes: Nirmala SitharamanUnion Finance Minister Nirmala Sitharaman stresses the global urgency of job creation amidst economic challenges and technological advancem...
- AI seen more as an opportunity than risk: PwC's Sam SamaratungaPwC India's risk business has seen rapid growth, with partner count set to exceed 100. Global trends like AI and climate change shape risk ...
- Synopsys to buy Ansys for $35 bn, creating US software giantIn combining the companies, the stock and cash deal will make use of artificial intelligence and other advances to promote innovation acros...
- TSMC shares fall 3.3% after it cuts revenue outlook, delays productionShares of Taiwan's TSMC slumped more than 3% on Friday after the world's largest contract chipmaker flagged a 10% drop in 2023 sales and sa...
- The pandemic, geopolitical events have rebalanced global supply chains, creating opportunities for India: N ChandrasekaranThe other key trends that business and government leaders must take note of include the adoption of digital, sustainability, importance of ...
- Airtel acquires stake in conversational AI startup VoicezenThe investment will give Airtel access to Voicezen’s technologies, which can be deployed across its customer touch points in multiple langu...
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