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ASIAN ASSET MANAGEMENT
We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh MukherjeaIndia's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earning...
ET Explainer: Why largecaps are gaining appeal as Nifty consolidatesWith Nifty 50 valuations at long-term averages, wealth managers suggest allocating to large-cap stocks. These companies offer stability and...
D-Street indices caught in crossfire as oil roads lead to uncertaintyIndian stock markets tumbled nearly 1% on Monday, mirroring a broader Asian decline. Renewed Middle East hostilities fueled oil prices, whi...
Asian stocks rebound on Iran optimism, AI tradeAsian stocks rebounded, led by South Korea's Kospi, as Middle East tensions eased and artificial intelligence shares recovered. Wall Street...
The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
Global Markets Watch: Tumbling tech darlings slam brakes on AI rallyAsian stocks experienced a significant plunge as investors exited AI-linked shares amid concerns of an overheated market. Disappointing out...
When is the best time to trade crypto in India?Crypto markets operate 24/7, offering Indian traders opportunities beyond traditional market hours. According to CoinDCX co-founder Sumit G...
Russia, US and nuclear: What to expect from Xi-Kim summitChina's President Xi Jinping will visit North Korea on Monday as he seeks to cement Beijing's influence in its own backyard, following summ...
ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlookHelios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening funda...
India tightens checks on overseas flows as currency pressure mounts, sources sayIndia's central bank and markets regulator are intensifying scrutiny on overseas investments by firms and family offices, issuing multiple ...
Japan’s MUFG readies $250 million India fund as investor mix shifts in startup fundingJapan's MUFG is launching a significant $250 million fund for Indian startups. This new fund will focus on early and growth-stage companies...
SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
Asset which sits in the balance sheet for years without moving, then suddenly wipes out all profit in a single quarterThe most dangerous number on a balance sheet is not always the one that looks wrong. It is often the one that depends heavily on management...
US Stocks Market: Rising treasury yields and oil prices fuel stronger dollar betsAmid rising geopolitical tensions and higher energy prices linked to the Iran conflict, investors are increasingly betting that the Federal...
Hong Kong overtakes Switzerland as world's top cross-border wealth hub on China ties, report showsHong Kong has surpassed Switzerland as the world's top global booking center for cross-border wealth, reaching $2.95 trillion. This shift i...
India Inc is scaling fast, but is it building to last?Young brands face pressure to scale rapidly, often neglecting foundational brand building.
Any relief rally in markets likely limited and temporary: David RocheGlobal markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and eq...
Weakening currency: RBI weighs measures including rate hike to stabilise rupeeThe Reserve Bank of India is exploring multiple options to stabilize the rupee, which recently hit a fresh low. These include a potential i...
Piper Serica launches Rs 800 crore Bharat Tech Fund for investment in Indian tech startupsPiper Serica has launched the Bharat Tech Fund. This new fund aims to raise Rs 800 crore. It will invest in Indian technology startups. The...