Rising global bond yields, FCNR-B inflows and SEBI's CAS to shape market dynamics: HDFC Securities CEO Dhiraj RelliIndia is grappling with rising global bond yields and surging oil prices, which are heightening imported inflation. These economic challeng...
02 Sep, 2026, 08.16 PM IST
MSMEs are embracing AI without understanding the privacy risks: PrivaSapien CEOWith key provisions of India’s Digital Personal Data Protection Rules set to take effect in May 2027, PrivaSapien CEO Abilash Soundararajan...
26 Aug, 2026, 10.50 AM IST
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...
23 Aug, 2026, 05.28 PM IST
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
21 Aug, 2026, 09.12 AM IST
Nifty price-to-book ratio hits 6-year low, but market may not be cheapThe Nifty's price-to-book ratio has slid below three for the first time in six years, showcasing the banking sector's struggles alongside r...
20 Aug, 2026, 05.34 AM IST
Strong Q1 results spark stock-picking rush: 50 top ideas for investors to buyThe impressive earnings reported in the first quarter have led brokerages to unveil fresh stock-picking avenues. Investors are encouraged t...
19 Aug, 2026, 09.01 AM IST
Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...
16 Aug, 2026, 10.02 AM IST
ETMarkets Management Talk | SIS bets on healthcare, BFSI, manufacturing for next leg of security growth: Rituraj SinhaFor SIS, this transition is opening up a fresh growth opportunity across sectors such as healthcare, BFSI, manufacturing, logistics, e-comm...
14 Aug, 2026, 07.41 AM IST
Banks or NBFCs? DSP's Preethi R S explains where she sees the best opportunitiesDSP Mutual Fund’s Preethi R S remains constructive on India’s financial sector, favouring lenders with strong deposit franchises, disciplin...
08 Aug, 2026, 11.30 AM IST
Infosys shares fall 3% as JPMorgan downgrades stock, Jefferies cuts target after Q1 resultsInfosys shares fell after global brokerages turned cautious following the company's Q1 FY27 results and a cut to the upper end of its reven...
24 Jul, 2026, 09.28 AM IST
Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh PalviyaAxis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge....
23 Jul, 2026, 09.00 AM IST
AI is reshaping hiring, making evidence-based verification more critical: Millow's Karan BhattyAI is revolutionising Indian hiring by enhancing candidate preparation and employer verification processes. Companies now prioritise eviden...
20 Jul, 2026, 12.12 PM IST
NFO Update: Baroda BNP Paribas Mutual Fund launches a services fundBaroda BNP Paribas Mutual Fund has launched the Baroda BNP Paribas Services Fund, an open-ended thematic equity scheme that aims to capital...
14 Jul, 2026, 03.31 PM IST
TCS’ annualised AI revenue rises to $2.6 billion in Q1The AI momentum came as TCS posted a 5% year-on-year rise in consolidated net profit to Rs 13,349 crore for the quarter ended June 30, whil...
14 Jul, 2026, 10.41 AM IST
TCS rejigs 14 top roles, creates five new units to fight AI deflationThe overhaul covers 14 leadership roles, including at five newly created business units: Travel, Transport & Hospitality; Energy, Resources...
13 Jul, 2026, 09.46 AM IST
TCS Q1 Preview: Can the IT bellwether earnings give hope to investors holding the battered stock?TCS is expected to post modest Q1FY27 profit growth with flat sequential revenue as weak client spending, wage hikes and AI-driven pricing ...
09 Jul, 2026, 06.50 AM IST
Nifty Q1 earnings to grow 10%, highest in 4 quarters, says Motilal Oswal. Which sectors will take charge this quarter?The June-quarter earnings season begins with TCS reporting on Thursday, with Motilal Oswal forecasting a 3% year-on-year earnings decline f...
06 Jul, 2026, 12.42 PM IST