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CIO DECISIONS
When engineering productivity becomes a business priority: What the Atlassian-ET conversation revealsAs enterprises rethink technology, engineering productivity is moving beyond the technology function and into wider business strategy. Atla...
Indian banks move AI into production, but scaling remains a challenge: ZetaIndian banks are now deploying artificial intelligence in production across various functions. Scaling these AI deployments faces significa...
AI Business Transformation Masterclass: The enterprise AI questions every CEO, CIO and CTO should be asking nowAI investment is accelerating, but the harder part is deciding where to place the next bet. From choosing the right use cases to proving RO...
Alpha Wealth Summit 2.0: How AI is reshaping portfolio management and the role of human judgementAlpha Wealth Summit 2.0 brings together leading investment voices to explore a fundamental question for modern portfolio management: where ...
Why WhiteOak CIO Ramesh Mantri prefers REITs, InvITs over high dividend yield stocksWhile yield will be the primary driver of returns for this Fund, capital appreciation is also expected to play a significant role. REITs an...
CXOs sharpen AI edge to stay in controlSenior execs are increasingly enrolling in artificial intelligence programs. Demand from experienced professionals is outpacing that from f...
Why FIIs could continue moving out of largecaps and into mid and smallcaps: Motilal's Rajat RajgarhiaIf you look at India over a long period, the country has done well. However, the past two or three years have presented several challenges,...
Nifty mega caps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his Flexicap fund beyond largecapsMutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum sh...
- RBI rate hike risk rises: Bandhan AMC’s Suyash Choudhary dials back duration in bond portfolios
Bandhan AMC has reduced duration across several bond funds as RBI rate hike risks rise following the latest MPC minutes. CIO Suyash Choudha...
F&O Talk: Traders should maintain caution amid CAS volatility, says Sudeep Shah; picks 6 stocks for next weekThe Indian stock market ended higher on Friday, but heightened volatility and sharp index divergences amid the Closing Auction Session (CAS...
Tech leads D-Street bound, FPI play in focusOn Friday, Indian equities bounced back, driven predominantly by a surge in technology stocks. Investors showed renewed interest in underva...
ETMarkets Smart Talk | Two-year market consolidation may set stage for next bull run: UTI AMC’s Ajay TyagiTyagi, however, remains cautious on pockets of the mid- and small-cap universe, where valuations are above long-term averages. He sees larg...
ETMarkets NRI Talk | 50-60% in equities? R Sivakumar Axis MF CIO’s Rs 1 crore NRI portfolio playbookR Sivakumar, CIO, Axis Mutual Fund, believes the starting point should be a diversified asset-allocation framework rather than market views...
ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam SharmaSharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmarkIndia's recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks ...
Delayed, Not Denied: India’s BGAI entry waits on market accessIndia’s potential inclusion in the Bloomberg Global Aggregate Bond Index remains delayed, not denied, with operational accessibility the ke...
From AI strategy to enterprise execution: The leaders shaping India’s AI transformationThe Economic Times AI Business Transformation Masterclass & ET Most Innovative AI Product Awards 2026 brings together leaders from NVIDIA, ...
India’s family offices prepare for $1.5 trillion wealth transferIndia anticipates a significant intergenerational wealth transfer exceeding one trillion dollars. Family wealth is becoming more institutio...
The audience behind the algorithm: How ET helps turn your AI ambition into business strategyA strategic look at how ET’s Partner With Us initiative enables enterprise technology brands like Snowflake to reach influential decision-m...
Enterprise AI transformation: Why executive education is becoming essential for business leadersAs enterprises accelerate AI adoption, the real challenge is preparing leaders to make informed decisions on investment, implementation and...