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AI VALUE CURVE
AI needs $760 billion in annual profit to justify $7 trillion infra investment by 2030: McKinseyWhile new AI businesses, products and services will contribute to returns, a significant share of the value will need to come from companie...- ET Startup Awards 2026 | List when the business is predictable, and stay transparent after: Groww, Meesho foundersThe advice from the two founders, during a panel discussion at The ET Startup Awards moderated by Samidha Sharma, came as a number of start...
- Pimco touts diversification need as yields lure at 24-year highAccording to Pimco, bond yields are at unprecedented peaks, offering lucrative income opportunities for investors. The firm recommends allo...
- Covid-era bargains in largecaps, bull market valuations in smallcaps: Where is the real opportunity in stocks?Indian equities are split sharply between largecaps and smaller stocks. The Nifty is down 14% in 2026, while midcaps have fallen just 2%, s...
- ‘India’s biotech ecosystem holds tremendous promise’: Eli Lilly CEOEli Lilly has experienced significant growth, reaching a market capitalization over $1 trillion. The company aims to maintain its leadershi...
- The Street feels global heatBond markets are imposing fiscal discipline on governments as borrowing levels increase amid geopolitical tensions and rising inflation. Ce...
- Inside the deal engine room: VCs and PEs make the case for ERP as a governance variableAt an NTT DATA Business Solutions Pvt. Ltd. India roundtable, a cohort of leading VCs and PE investors argued that the maturity of a compan...
- Why are the Dow Jones, S&P 500 and Nasdaq falling today? The reasons behind the selloff from tech stocks to gold, silver and BitcoinUS Stock Market Today: U.S. stock markets slipped on Monday morning as a sharp rise in crude prices and surging Treasury yields unsettled i...
- ETMarkets Smart Talk | The next 12 months may be about capital saved, not returns made: Praveen JagwaniPraveen Jagwani advises investors to prioritize capital preservation over chasing high returns. Highlighting the need for extensive diversi...
- ETMarkets Smart Talk| How to find India’s next multibaggers? Pritam Deuskar explains his GIANTS frameworkTo achieve successful long-term investments, investors should target companies with a competitive edge. Pritam Deuskar introduces the GIANT...
- 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...
- Investors upbeat on hawkish Fed fighting inflation but remain wary of crude oil prices and AI risksFederal Reserve's hawkish stance combats inflation, boosting investor optimism for markets. Oil prices remain elevated, which complicates s...
- ISM 2.0: Several chip companies plan to invest in India in 6 months, says Ashwini VaishnawIndia’s second semiconductor mission has drawn nearly $12 billion in industry interest, with investments expected to begin within six month...
- 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...
- 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 ...
- If Europe's AI sovereignty relies on Mistral, 'we're doomed': French finance ministerEuropean sovereignty in artificial intelligence (AI) cannot depend on a single startup like Mistral, France's Finance Minister Roland Lescu...
- If AI can write the code, what is left for senior engineers? Meesho’s Kiran Katreddi answersAI and automation are compressing engineering career timelines significantly. Junior developers now tackle complex tasks much earlier in th...
- ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam SharmaSharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
- Earnings recovery still not priced in, says Kotak Life's Hemant KanawalaIndia's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of...
- Bonds face a bigger threat than the Fed as global rates climbAs central banks worldwide, notably in Japan, Canada, and the euro zone, signal plans for sharper interest rate increases than the US, glob...
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