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CHINESE EQUITIES
Why IPO valuations, SpaceX’s included, may not conclusively capture the current state of AI play- CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the will
- "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoring
- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...09 Jun, 2026, 12.18 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
- Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...04 Jun, 2026, 01.07 PM IST
- Tata taps China's Chery for premium EV push, sources sayTata Motors is set to license an automaking platform from China's Chery. This collaboration aims to accelerate the launch of Tata's premium...03 Jun, 2026, 12.03 PM IST
- US-led AI investments risk capital destruction: Chris WoodJefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...30 May, 2026, 07.48 AM IST
- China's SAIC to sell another 10% stake in Indian car venture to local partner JSW - sourcesChina's SAIC Motor is selling an additional 10% stake in its Indian car venture, JSW MG Motor, to local partner JSW Group. This move will e...29 May, 2026, 03.48 PM IST
- Merchant ships desert Strait of Hormuz amid renewed US strikesCommercial shipping traffic through the Strait of Hormuz nearly came to a halt on Thursday as fears of renewed military escalation between ...28 May, 2026, 07.21 PM IST
- China's Tencent to allow PayPal payments through its WeChat networksChinese tech giant Tencent is enabling PayPal users to pay with QR codes across China through its WeChat Pay network. This move aims to att...28 May, 2026, 12.23 PM IST
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...28 May, 2026, 10.41 AM 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
- Global Market Today: Asian stocks pare gains, oil climbs on Iran attack reportAsian stocks saw gains moderate as US strikes in Iran overshadowed optimism for a potential deal. Crude oil advanced, reversing earlier dec...26 May, 2026, 06.43 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 Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...25 May, 2026, 10.31 AM IST
- Singapore, US, UK lead in foreign cos entering IndiaForeign companies are increasingly setting up shop in India. Singapore, the US, the UK, South Korea, and Germany are leading this trend. Re...23 May, 2026, 04.43 PM IST
- CCI approves stake purchase in Burger King India operator by Lenexis consortiumThe Competition Commission of India has given its approval for a partial ownership acquisition in Restaurant Brands Asia Limited. This deal...20 May, 2026, 09.52 PM IST
- Global Market: Hong Kong IPO boom draws rising interest from overseas companiesHong Kong's stock market is seeing more foreign companies file for listings. Firms from countries like Indonesia and South Korea are explor...20 May, 2026, 09.58 AM IST
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