ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discu...
PhysicsWallah dials down schools push after investor uneasePhysicsWallah is shifting its K-12 expansion strategy to an asset-light, online-led model, moving away from capital-intensive school operat...
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
Nykaa shares rally 4%, hit 52-week high after Q4. Here's what Goldman Sachs, Morgan Stanley are sayingNykaa share price surged to a 52-week high following strong March quarter results. Net profit jumped 286% to Rs 78 crore, with revenue up 2...
The 20 stocks mutual funds are buying with Rs 1 lakh crore to defy historic FII sellingIndian mutual funds are investing Rs 1.07 lakh crore in 20 key stocks to counter historic FII selling. They are focusing on large-cap priva...
Buy, Sell or Hold: Citi maintains buy on Paytm; Goldman Sachs remains neutral on InfosysBrokerages show selective optimism across key sectors. Paytm receives a buy rating with strong lending momentum. Infosys maintains a neutra...
VIT graduate techie thought life with no boss would be amazing. So he quit his corporate job to chase his dream. But now finds himself doing more work than he did in officeA New York-based tech founder, Mehul Agarwal, shared his candid experience transitioning from a corporate job to launching Elara AI. He rev...
Coforge shares soar 11% after Q4. Why Jefferies, Nomura, Motilal Oswal project up to 80% upside?Coforge share price surged 11% to Rs 1,295 after the IT firm reported strong Q4FY26 earnings. Net profit jumped 134% YoY to Rs 612.3 crore,...