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CHINESE EQUITIES PERFORMANCE
US ban on Anthropic's Fable 5 & Mythos 5 to put Indian IT services firms at competitive disadvantageUS restrictions on foreign access to Anthropic's advanced AI models, Mythos and Fable 5, are creating a significant competitive disadvantag...14 Jun, 2026, 01.08 PM IST- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...11 Jun, 2026, 02.40 PM IST
- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...11 Jun, 2026, 10.31 AM IST
- Why IPO valuations, SpaceX’s included, may not conclusively capture the current state of AI playThe AI IPO season is here with SpaceX, Anthropic, and OpenAI preparing for huge listings. These companies are seeking public funds to cover...09 Jun, 2026, 11.21 PM IST
- ET Alpha Wealth Summit: Future alpha may emerge from neglected markets and asset classes, says Kalpen ParekhDSP Mutual Fund CEO Kalpen Parekh advised investors to seek future alpha in out-of-favour areas, not recent winners. He emphasized that mar...04 Jun, 2026, 01.11 PM IST
- ‘Investment climate not in great shape’: Former PM Modi advisor urges FDI reforms as outflows surge in FY26Former advisor Surjit Bhalla calls for major changes to India's foreign investment rules. He warns that strict policies and unclear regulat...27 May, 2026, 07.50 PM IST
- US Stock Market: SpaceX, OpenAI IPO excitement revives debate over lofty valuationsA Reuters analysis of the 50 largest IPOs over the past five years found that most underperformed the S&P 500 despite strong debut enthusia...26 May, 2026, 09.46 AM IST
- Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...25 May, 2026, 11.03 AM IST
- 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...21 May, 2026, 04.18 PM IST
- Japan, Brazil in top global equity markets in 2026 so far; US remains strongest wealth creator in 10-year returnsWelcome to TrendMap, your visual guide to investment performance. This edition tracks 10 years of global equity returns. Currency fluctuati...18 May, 2026, 11.40 AM IST
- Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...18 May, 2026, 07.11 AM IST
- US stock market jumps sharply today as Dow Jones reclaims 50,000 — Why the Dow, S&P 500 and Nasdaq are all in green after U.S.-China trade summit boostUS stock market jumps sharply today as the Dow Jones, S&P 500 and Nasdaq rally on renewed optimism from the U.S.-China trade summit and boo...14 May, 2026, 08.29 PM IST
- US stock market today: Why is Dow Jones crashing while the S&P 500 and Nasdaq rise? Dow falls 260 points as inflation heats up and Trump heads to ChinaUS stock market today: Dow Jones, S&P 500, and Nasdaq moving in opposite directions. Dow falls 260 points today as inflation heats up and P...13 May, 2026, 09.17 PM IST
- What is really driving copper futures to record highs? Copper prices just broke every record as AI data center boom fuels global supply crunchCopper prices are soaring aggressively in 2026 as copper futures smash record highs above $14,000 per ton and COMEX copper crosses $6.50 pe...13 May, 2026, 05.26 PM IST
- ‘A portfolio is like an Indian thali’: Radhika Gupta explains why global diversification mattersAt a time when Indian investors are increasingly exploring overseas markets amid strong performance in global equities, fund managers at th...11 May, 2026, 07.56 PM IST
- Global Markets: Korea, Taiwan emerge as the biggest winners of AI equity boomGlobal investors are shifting focus to Asian markets like South Korea and Taiwan. These markets are seeing strong gains driven by demand fo...11 May, 2026, 10.38 AM IST
- US Stock Market: US market enters a critical week with inflation and Iran tensions in focusMarkets are watching key inflation data and consumer spending trends. Developments in the Iran conflict and a meeting between Presidents Tr...11 May, 2026, 09.40 AM IST
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