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BFSI SECTOR IMPACT
India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...- Jio Platforms IPO likely by October-November; AI and ARPU growth in focus: Piyush PandeyReliance Industries' Jio Platforms IPO is anticipated by October-November, with strong investor interest expected due to a small fresh equi...
- Why the ET Most Innovative AI Product Awards 2026 are spotlighting industry-specific innovationThe most impactful AI products of 2026 aren't built to do everything; they're built to solve one problem exceptionally well. The ET Most In...
- NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
- Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
- Majority of Indian firms face persistent external disruptions: ReportIndian businesses face talent challenges due to external disruptions. Climate shocks, infrastructure issues, and health outbreaks are affec...
- 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...
- Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...
- India's brain-gain moment may be starting with a crack in the American dreamAs green card backlogs, visa uncertainty and layoffs reshape the American dream, India is emerging as a stronger destination for globally e...
- 'With 50% of India’s capacity, Mumbai is the country’s data centre capital'Sanghi spoke with ET ahead of the Tech Entrepreneurs Association of Mumbai’s (TEAM) two-day event starting Friday. Others joining the discu...
- 30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead routThirty Nifty 50 stocks have wiped out Rs 22.64 lakh crore in investor wealth this year. HDFC Bank and TCS led the decline, losing Rs 3.55 l...
- 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...
- UBS sees mixed outlook for Indian IT sector, mid-tier firms outperform large caps amid AI shiftIndian IT firms saw varied results in the last quarter. Mid-tier companies performed better than large ones. Artificial intelligence is cha...
- 7 Reasons why Enterprises, Startups & SMEs should nominate themselves for the ET Most Innovative AI Product Awards 2026India’s business landscape is entering a new era of intelligent transformation, where innovation is driving real business impact across ind...
- Midcaps outperform Nifty, smallcap stocks in Q4, deliver 29% earnings growth: Motilal OswalMidcap companies emerged as the strongest performers in the March quarter earnings season, with profit growth outpacing both largecaps and ...
- AI Innovators Across Industries: Momentum builds ahead of ET Most Innovative AI Product Awards 2026As artificial intelligence reshapes industries and business operations, the ET Most Innovative AI Product Awards 2026 recognise organisatio...
- Sustained reforms will help India maintain growth momentum, says ADB’s Albert ParkIndia's economy shows strong growth prospects despite global challenges. The Asian Development Bank highlights the need for continued refor...
- 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...
- AC prices set to surge further due to new energy norms, rising input costs: Blue Star MDAir conditioner prices will increase in the coming months. This is due to higher costs for materials like copper and aluminium. New energy ...
- NASSCOM CoE bets on real-world deployment to scale India’s innovation ecosystemNASSCOM CoE is a key platform fostering India's digital innovation. It connects startups, businesses, and government to scale AI solutions....
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