Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
18 May, 2026, 10.31 AM IST
Red alert: 15 stocks most vulnerable to FII selling as DIIs refuse to step inForeign institutional investors have divested approximately $53 billion from Indian equities since September 2024, leading to significant o...
18 May, 2026, 09.35 AM IST
Holding stocks is harder than finding them: 10 mid- and small-caps stocks that may be worth holding on toHolding a stock is not an act of blind faith. It is not refusing to change one’s mind. It is not averaging down because the stock has falle...
17 May, 2026, 06.20 AM IST
Kaynes Tech shares fall another 5% a day after crashing 20%. What brokerages fear the most?Kaynes Tech shares extended losses, falling another 5% after a 20% crash following weak Q4 earnings. Profit declined 22% YoY despite 26% re...
15 May, 2026, 01.11 PM IST
Dixon Tech shares jump 6% despite weak Q4 results. Do Goldman Sachs, Motilal Oswal forecast further upside?Dixon Technologies' shares saw a rally despite a 36% drop in March quarter net profit. Revenue from operations increased by 2% year-on-year...
13 May, 2026, 10.28 AM IST
Portugal eyes bigger role in India’s infrastructure, manufacturing push as trade ties deepenPortugal's Minister of State for Economy, João Rui Ferreira, expressed readiness to contribute to India's infrastructure goals, highlightin...
11 May, 2026, 11.14 PM IST
$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
09 May, 2026, 06.46 PM IST
EM is back, India is next: Why the 2025 underperformance is the perfect setup for a 2026 comebackEmerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic ...
02 May, 2026, 12.04 PM IST
Crude shock temporary; pharma and EMS are the real bets: Abhay AgarwalGeopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spi...
30 Apr, 2026, 09.36 AM IST
ET Prime Special Series: Multibagger or Bankrupt - Part 56: An acquisition, a divestment, and a JV for EV. Ready for re-rating?Bulls argue this company is becoming a complete mobility-platform supplier in India: Power solutions and aftermarket, braking and safety. B...
29 Apr, 2026, 09.24 PM IST
Cyient DLM Q4 Results: Profit falls 28% to Rs 22 croreElectronic Manufacturing Services (EMS) firm Cyient DLM on Tuesday reported 27.7 per cent decline in consolidated net profit at Rs 22.44 cr...
21 Apr, 2026, 06.36 PM IST
Rajesh Palviya sees Nifty rally extending this week on strong bullish momentumIndian equity markets concluded last week with a third consecutive gain, driven by improving sentiment and sustained buying. Market expert ...
20 Apr, 2026, 10.49 AM IST
ETMarkets Smart Talk | Financials, IT turn attractive; microfinance seen as turnaround bet: Niraj KumarIndian stock markets are presenting new chances for investors. Financial and IT sectors are looking attractive. Microfinance is seen as a t...
07 Apr, 2026, 09.00 AM IST
Cement, steel, aluminium & EMS: CLSA's Indrajit Agarwal breaks down sector winners and risksCement demand and pricing trends surprised positively in Q2, supported by consolidation and broad-based recovery across housing, rural dema...
19 Nov, 2025, 09.00 AM IST
Emerging markets poised to outperform, India may lead the pack: Nuvama’s Manav ChopraEmerging markets are set to outperform the US, with India leading the rally, says Manav Chopra, Executive Director at Nuvama Institutional ...
24 Oct, 2025, 09.55 AM IST
Rising giants Dixon, Tatas set to wrestle for India EMS crownWith its strong financial resources, Tata is positioned to secure more favourable supplier deals, potentially reducing manufacturing costs,...
23 Jan, 2025, 06.01 AM IST
Further fall in key price ratio could trigger another selloff on D-StreetIn the past one month, Indian equities underperformed the EM universe by 6%.
06 Apr, 2020, 08.11 AM IST