UTI AMC's V Srivatsa warns against midcap valuation, says risk-reward better in largecapsThe mid cap also is expected to grow in similar lines and trades at 50% premium to large caps. While the longer-term outlook for mid cap is...
21 Jul, 2026, 08.46 AM IST
ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren VedIndia's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations...
18 Jul, 2026, 09.38 AM IST
EM equities see $46 billion exodus in June as South Korea, Taiwan tech selloff rattles investorsEmerging markets saw substantial equity outflows totalling $46.1 billion in June. South Korea and Taiwan experienced the largest investor w...
13 Jul, 2026, 12.20 PM IST
Index returns likely to be slightly above long-term averages over next 2 years: Mirae Asset CIO Neelesh Surana on market outlook, fund strategiesMirae Asset Investment Managers (India)’s equity funds have experienced a period of underperformance—the first major blip since inception i...
13 Jul, 2026, 11.57 AM IST
EMS players rally after govt extends customs duty sopsElectronic manufacturing services players' shares rose Thursday after duty concessions were extended. This relief covers machinery for lith...
10 Jul, 2026, 05.29 AM IST
Nifty to rally 50% in 3 years? Prashant Jain thinks so and he's buying small and midcapsVeteran investor Prashant Jain expects the Nifty to deliver 45–50% returns over three years, supported by earnings growth and valuation re-...
09 Jul, 2026, 03.29 PM IST
Gulf companies are set to reveal the unequal toll of Iran warGulf companies will reveal the regional financial impact of the conflict this week. Banks and real estate sectors face challenges due to in...
09 Jul, 2026, 02.03 PM IST
HSBC drops 'overweight' call on EM equities on AI spending fearsHSBC has reassessed its position on emerging markets equities, shifting to an 'overweight' stance due to rising volatility in Asian markets...
08 Jul, 2026, 06.12 PM IST
Till India's debt market do us partThe Indian capital markets are undergoing a transformation with an increase in overseas debt and equity investments, fostering greater stru...
07 Jul, 2026, 11.03 PM IST
Wall Street warms to India’s markets as oil pressures fadeIndia had fallen out of favor as investors chased markets with greater exposure to the artificial intelligence boom, while the energy shock...
07 Jul, 2026, 07.35 AM IST
Nifty Q1 earnings to grow 10%, highest in 4 quarters, says Motilal Oswal. Which sectors will take charge this quarter?The June-quarter earnings season begins with TCS reporting on Thursday, with Motilal Oswal forecasting a 3% year-on-year earnings decline f...
06 Jul, 2026, 12.42 PM IST
Investors looking for shelter from AI storm are turning to IndiaIndian equities are emerging as a stable investment choice amidst global market volatility, particularly as the AI rally cools. While previ...
05 Jul, 2026, 09.40 AM IST
NRI Talk| For a Rs 50 crore NRI portfolio, structure matters as much as stock selection: Tarun BiraniNRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...
29 Jun, 2026, 01.14 PM IST
AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
29 Jun, 2026, 10.58 AM IST
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
27 Jun, 2026, 04.58 PM IST
Foreign inflows in Asian bonds surge to three-month high in MayIn May, Asian bonds observed a significant surge in foreign investments, marking the highest inflows in three months. This trend was fueled...
24 Jun, 2026, 03.50 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