'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...
AI talent demand offset flat white-collar hiring in MayIndia's job market showed stability in May. Insurance sector hiring grew significantly. Demand for AI talent remained strong, especially fo...
If you have the patience, you can achieve innovation milestones, says Wockhardt chairman Habil KhorakiwalaWockhardt Hospitals is set to launch its antibiotic Zaynich in the US. Zahabiya Khorakiwala will lead US operations. The drug is expected t...
Molecule glue drugs shake up cancer care, draw big moneyHarvard-born idea doubles survival in trials, triggers pharma frenzy as cos race to target 'undruggable' proteins with next-gen glue therap...
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 22%As the market grappled with confusion over the Strait of Hormuz, there was more trouble for the bulls. After a few days of respite, another...
F&O Talk: Weak market breadth to keep Nifty in sideways trend. Sudeep Shah's take on Amber, Tata Comm and 4 more stocksIndian markets ended higher on Friday, led by financial stocks, but analysts said Nifty remains trapped in a narrow range amid weak momentu...
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...
Market will be volatile, look for an alternative solution: 5 large-caps from different sectors with upside potential of up to 30%A fall in crude oil prices can trigger a relief rally, which in fact it did in early trade on Thursday. But there is another reality as wel...
Nifty could slip towards 23,150 if key support breaks: Rupak DeIndian equity markets ended last week under pressure, with benchmark indices struggling to hold gains due to weak technical indicators and ...
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
What running a business in India actually looks like: Nightmare of CEOs these days is conversion of commercial disputes into criminal casesA corporate crisis manager describes how business disputes in India are increasingly being turned into criminal cases, exposing executives ...
“Reallocate, Diversify, Reposition”: Ajay Srivastava flags rising macro risks for investorsIndian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corpora...
Open to 4-5 acquisitions, but at sensible valuations: Ameera Shah, promoter and executive chairperson, Metropolis HealthcareMetropolis Healthcare is set for its next growth phase. The diagnostic chain will focus on genomics and specialty diagnostics. Strategic ac...
Is your portfolio FII-proof? 7 stocks Jefferies says can defy the $53 billion foreign selloffForeign investors have divested $53 billion from Indian equities since late 2024, leading to underperformance against emerging markets. Dom...
Weight-loss drug semaglutide set to get cheaper as generic wave builds in IndiaPrices for generic semaglutide, a popular weight-loss drug, are expected to fall by more than half in the coming months. This sharp decline...
Stocks in news: Groww, Dr Reddy's, Waaree Energies, Lenskart, SBIMarkets experienced a sharp risk-off session on Monday, with indices declining amid broad selling. Investors are advised to avoid aggressiv...
Chinese medicines bring relief to India’s cancer patientsIndia’s cancer treatment landscape is seeing a shift as lower-cost immunotherapy drugs developed in China and marketed through Indian partn...