Searched for
BFSI INVESTMENT TRENDS
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...- Time for long-term investors to look at them again? 9 NBFC stocks with upside potential of up to 22%The reason NBFC stocks reacted quickly to the easing of the US-Iran war risk is not difficult to understand. For a lender, macro relief tra...
- Startup investors cash out nearly Rs 18,000 crore after IPO lock-ins endTop global investors like SoftBank and KKR have cashed out nearly Rs 18,000 cr from new-age Indian companies post-listing. This marks a shi...
- ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
- Diversity hiring jumps 21% despite slowdown in white-collar recruitment: founditWhite-collar hiring in India saw a slowdown in May 2026. However, diversity hiring experienced a substantial surge. This trend highlights a...
- India's overall white-collar hiring dips 6 pc in May; diversity recruitment surges by 21 pc: ReportWhite-collar hiring in India saw a 6 pc dip in May 2026. Overall job postings decreased by 4 percent compared to the previous year. However...
- AI disruption in Indian IT front-loaded, but long-term demand intact: Sushovan NayakIndian IT services face near-term AI-driven revenue pressure, estimated at 1-3%, impacting stock valuations. However, experts believe marke...
- Markets to enter prolonged “drag phase,” not deep correction: Vikas KhemaniMarket expert Vikas Khemani anticipates a consolidation phase for Indian equities rather than a sharp breakout, citing persistent global ma...
- Nifty to trade in 28,000–30,000 range in FY27 led by earnings: Smallcase managersSmallcase managers remain optimistic on India’s equity markets despite the Nifty declining over 9% this year, projecting the benchmark inde...
- Crude@$100+: The Rs 3 lakh crore power boom you might be missingThe US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh c...
- IT stocks tumble on OpenAI's push into AI adoptionIndian IT stocks experienced a significant downturn on Tuesday, with the Nifty IT index plummeting 3.7% to a three-year low. This decline w...
- FII ownership hits 14-year low to 14.7%; DII cushions Indian markets with 18.9% rise: ReportForeign Institutional Investor (FII) ownership as a percentage of total Indian equities has fallen from 19.9 per cent in April 2016 to 14.7...
- No systemic risk to BFSI sector; may see short-term slowdown in loan growth: Deepak ParekhIndustry veteran Deepak Parekh stated the banking and financial services sector is not facing major systemic risks from global geopolitical...
- India’s realty equity inflows hit record $30.7 billion between 2024-Q1 2026Between 2024 and early 2026, India’s real estate landscape witnessed an astonishing influx of over $30 billion in equity capital, showcasin...
- BFSI sector looks attractive across the board, says DSP Mutual Fund's Preethi RSDSP Mutual fund manager Preethi RS sees a compelling entry point in the BFSI sector, citing healthy credit growth and recovering capital ma...
- Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
- West Asia conflict clouds outlook, but infra investments seen rising 45–50% through FY27–28: CrisilIndia's infrastructure investment is set for strong growth of 45-50% over the next two years. This surge is fueled by robust domestic deman...
- Investors should start deploying capital gradually: Daljeet KohliIndependent Market Expert Daljeet Kohli suggests the worst of geopolitical tensions may be behind us, advising a disciplined, phased invest...
- Indian companies turn to outsourced cybersecurity to bridge talent gapIndia’s cybersecurity outsourcing market is growing as companies adopt SOC-as-a-service due to talent shortages, high costs, and complex th...
- Banks up tech hiring with RBI pushing for enhanced risk managementIn response to the RBI's increasing focus on financial sector stability, banks are bulking up their technology capabilities by expanding th...
Load More
