Investors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...

Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...

Info Edge, the parent of Naukri, has significantly boosted its AI and deeptech investments, pouring Rs 1,003 crore into 54 startups since 2...

Valuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...

Indian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite a...

AI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...

Fund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...

Indian investors are shifting focus from maximizing returns to building resilient portfolios. Experts advise diversification across assets ...

India's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Expert...

Two asset managers are seeking regulatory approval for new ETFs tied to the "MANGOS" acronym, a basket of leading AI-focused companies incl...

Abakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...

Aman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...

SpaceX's market debut sparks debate on how stock indexes should include mega-cap newcomers. Nasdaq added the company, while S&P 500 held ba...

Sterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...

Indian VC firms are increasingly backing AI startups founded by non-Indians, drawn by the promise of higher returns, writes Swathi Moorthy.

India's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...

Jefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...