ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...
15 Jun, 2026, 02.08 PM IST
Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...
12 Jun, 2026, 04.28 PM IST
Anthropic wants AI development to slow down globally, warns humans could lose control otherwiseIn a long article on its website, titled "When AI builds itself", Anthropic said it would be good to have the option to slow or temporarily...
05 Jun, 2026, 01.24 PM IST
ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas KhemaniVeteran investor Vikas Khemani said concerns over Indian equities stem largely from recency bias, not weakening fundamentals. Speaking at t...
04 Jun, 2026, 02.51 PM IST
Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
04 Jun, 2026, 01.07 PM IST
The rupee warning: Six actions for business leadersThe Indian rupee is dipping to historic lows, approaching the 100-dollar threshold. Driven by market sentiment and a perilous cycle of fore...
04 Jun, 2026, 11.40 AM IST
In 2024, a beginner archaeologist’s first 90 minutes on a dig uncovered a gold ring that is revealing clues about Scotland’s ancient eliteA student's first excavation at Burghead Fort in Scotland yielded a significant gold ring. This artifact provides valuable clues about the ...
03 Jun, 2026, 04.32 PM IST
These bees don't live in hives, yet millions have been thriving beneath a New York cemetery for nearly 100 years alongside an intruderMillions of solitary ground-nesting bees, estimated between 3.1 and 8 million, have been discovered thriving beneath New York's East Lawn C...
02 Jun, 2026, 12.40 PM IST
Can salary-linked SIPs transform mutual fund investing for salaried Indians? Experts weigh inSebi has proposed a framework allowing salaried employees to invest in mutual funds through salary deductions, similar to EPF and NPS. This...
25 May, 2026, 10.26 AM IST
June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
23 May, 2026, 03.57 PM IST
Multibaggers, mirages and market mathAn experiment demonstrates how survivorship bias can create the illusion of market genius. By selectively sharing successful predictions an...
16 May, 2026, 01.16 PM IST
Largecaps seen as safe harbour amid market volatility: Sanjay MookimPrime Minister Modi's calls for energy conservation highlight India's external vulnerability and fiscal strain due to elevated oil prices. ...
11 May, 2026, 02.05 PM IST
Navneet Munot, Nilesh Shah and Kalpen Parekh caution investors against chasing unrealistic returnsTop mutual fund managers at the Groww India Investor Festival 2026 advised investors to avoid unrealistic return expectations, emotional in...
10 May, 2026, 09.47 AM IST
Quote of the day by John Bogle: "We deceive ourselves when we believe that past stock market return patterns provide the bounds by which we can predict the future"A timeless reminder from John Bogle warns investors against assuming past market returns can predict the future. While historical trends of...
06 May, 2026, 06.00 PM IST
Defence mutual funds surge up to 25% in a month. Should you invest now or wait for a correction?Defence mutual funds have surged up to 25% in a month, driven by geopolitical tensions. Experts advise against chasing this sharp rally, ci...
05 May, 2026, 10.20 AM IST
Stocks of 'Bengal' companies raise a cheer after BJP victoryShares of several West Bengal companies saw gains on Monday. This followed the BJP's victory in the state assembly polls. Companies like CE...
05 May, 2026, 06.31 AM IST
French regulator says most e-commerce platform products it tested breach EU rulesFrance's consumer watchdog found a staggering 75% of products from online platforms failed EU safety rules. Many items were found to be dan...
29 Apr, 2026, 05.58 PM IST