Reliance, financials and defence top investment picks as market leadership broadens: Rahul ShahReliance Industries is poised for a turnaround, with strong earnings, a Jio Platforms IPO, and AI/energy investments promising significant ...
22 Jun, 2026, 12.58 PM IST
Banking, capital goods and midcaps seen driving market's next rally: Ashish ChaturmohtaIndian equities are poised for fresh highs, driven by strong earnings and sector-specific momentum, particularly in financials and manufact...
22 Jun, 2026, 11.48 AM IST
Market caps: Microcaps outshine largecaps in 2026, rewarding investors willing to take risksWelcome to TrendMap, your quick guide to the performance of different investment segments. No single segment always leads. In this edition,...
22 Jun, 2026, 11.28 AM IST
IT nightmare on loop, Accenture's 20% fall highlights AI disruptionIndian tech stocks experienced a sharp decline Friday, mirroring a significant drop in global IT giant Accenture due to weaker-than-expecte...
20 Jun, 2026, 07.36 AM IST
NSE IPO, Bata revival and Nykaa growth: Gaurang Shah's market playbookGeojit Investments' Gaurang Shah sees selective opportunities in India's equity markets despite global uncertainties. He highlights potenti...
19 Jun, 2026, 10.30 AM IST
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
18 Jun, 2026, 06.09 PM IST
Stay invested, keep accumulating quality stocks: Neeraj DewanEasing crude oil prices have boosted sentiment for Indian equities, with experts recommending accumulation of quality stocks in financials,...
18 Jun, 2026, 01.05 PM IST
SPACs stage comeback as mega IPOs crowd marketSpecial-purpose acquisition companies are experiencing a resurgence as a wave of blockbuster IPOs creates an opening for smaller firms. Thi...
18 Jun, 2026, 07.30 AM IST
Sarvam AI's Pratyush Kumar joins AI executive huddle with G7 leadersPratyush Kumar of Sarvam AI joined top global AI leaders for a G-7 working lunch. The meeting focused on AI and the Digital Age. Leaders fr...
17 Jun, 2026, 08.02 PM IST
ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...
17 Jun, 2026, 12.47 PM IST
AI boom hands HFCL investors nearly 200% returns in just 6 months. Overheated or undervalued?HFCL shares have surged nearly 200% in six months, driven by the AI boom and India's expanding data centre industry. The company, a key opt...
17 Jun, 2026, 09.52 AM IST
The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...
17 Jun, 2026, 09.36 AM IST
NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
16 Jun, 2026, 01.23 PM IST
NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
16 Jun, 2026, 10.51 AM IST
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
16 Jun, 2026, 10.13 AM IST
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
15 Jun, 2026, 01.46 PM IST
Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
15 Jun, 2026, 01.10 PM IST