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Will peace get a chance, and bulls make a comeback? 5 large-cap stocks with an upside potential of up to 26%A peace deal, if it comes, will not mean the Gulf region has become stable. It will only mean that current tensions have been paused. The k...- 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...
- Stuck in acres of mediocre: External shocks expose India's slide into middle-income stagnationIndia's economy is experiencing a slowdown. High growth and low inflation mask underlying issues of weak demand and poor productivity. This...
- 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 ...
- 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...
- Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
- ET Alpha Wealth Summit Masterclass | Radhika Gupta reveals India's next 4 wealth creation themes & why SIFs are the investment product of the decadeRadhika Gupta, Edelweiss Mutual Fund CEO, champions Specialised Investment Funds (SIFs) as a new product category offering lower market dep...
- India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...
- China's factory inflation hits 3-year high as energy costs surgeChina's producer inflation rose to a near three-year high of 3.9% in May, driven by higher energy costs and AI-related demand, while consum...
- 100 days of Iran war: India must brace for broad-based economic shockIn a volatile turn of events, escalating strikes between Iran and Israel are sending shockwaves that may reach India’s economy. As the spec...
- Keenly watching India-US trade deal developments: Brown-Forman India MDBrown-Forman, the maker of Jack Daniel's, is closely monitoring the India-United States trade deal. Positive signs are emerging for the bil...
- Reassure homes, not just economy: Why India’s growth feels weaker at household levelThe ripples of global disruptions are felt in the everyday lives of Indian families, shaping individual narratives beyond simple data point...
- RBI MPC: India's Goldilocks moment dims, but the lights are not outIndia's economic "Goldilocks moment" is shifting as the RBI raises its inflation forecast and lowers growth projections due to external sho...
- Indian consumers turn defensive as job fears rise, economic confidence fallsIndian consumers are increasingly concerned about jobs and the economy. This is leading many to reduce spending on non-essentials like dini...
- IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
- Consumer sector beats expectations but faces commodity crunch from Q2, warns BofA SecuritiesIndia's consumer and retail sector saw a strong first half of FY26. GST cuts and a favorable base effect boosted consumption. However, risi...
- India's fuel demand outlook hit by price hikes, slowing industrial activityIndia's fuel demand growth is set to slow. Price increases for gasoline and diesel are impacting consumers. The trucking sector shows early...
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- GST collections rise 3.2% to ₹1.94 lakh crore in May; import-led revenues drive growthIndia's GST collections hit an impressive ₹1.94 lakh crore in May 2026, showcasing a 3.2% rise primarily driven by robust imports of essent...
- India's gross GST collections ease to Rs 1.94 lakh crore in May from April record as growth slows to 3.2%India's Goods and Services Tax collections saw a moderation in May 2026, reaching Rs 1.94 lakh crore. This figure represents a 3.2% increas...
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