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FROTHY VALUATIONS
Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...
Investors expecting 15-20% returns may be disappointed: Rajeev ThakkarInvestors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...
Kunal Shah heads to Meta; New-age IPO playbookHappy Tuesday! Kunal Shah has taken over as WhatsApp's chief, while Meta backs Cred in a major funding deal. This and more in today’s ETtec...
India may have brokered a rupee truce, but hasn't won peace yetIndia has unveiled a package aimed at supporting the rupee without resorting to capital controls, a move seen as more market-friendly than ...
India may cheer an Iran deal, but peace in Hormuz won’t refill its emptying economic tankThe economic horizon of India is clouded by a dual predicament characterized by a lack of financial resources and innovative ideas. While r...
Valuations frothy, but growth still worth paying for: Amish ShahAmish Shah tells ET Now that while Indian market valuations look frothy, growth visibility still commands a premium. He stays bullish on de...
FII selling likely to subside from April, Nifty can touch 25,000 by Dec: EmkaySen said that the recovery in discretionary consumption is indicated by green shoots in hiring, especially in IT and BFSI sectors, along wi...
Big Tech stocks nosedive as frothy valuations, AI jitters spook investorsFears of overvalued Big Tech companies and unrealistic expectations for artificial intelligence are driving investors away from their forme...
Word of caution: Time to watch out for perils of bull market excesses that lead to high greed & low fearAs Nifty triples in bull market, attracting newbies, Sebi warns of frothy valuations and IPO excesses. Warren Buffett too advises to stay c...
There is bigger frothiness and fear in SMEs, IPO market: Sandip SabharwalSandip Sabharwal discusses the impact of regulatory measures on mutual funds, particularly small and midcap funds. He also highlights conce...
Global insurtech funding down 72% last year from 2021 peak: reportFunding for the insurtech sector dropped to $4.5 billion in 2023, down 44% from 2022 and 72% from its 2021 peak. Poor performance by Lemona...
Deep correction unlikely; time to gradually shift to largecaps: Dhiraj Agarwal“FIIs’ overweight position in India in the EM funds is only 100 bps right now. At its peak, which is about 2016-2017, it was 500 bps. If th...
Smallcaps have rallied more than fundamentals justify: Punita Kumar Sinha"I definitely think smallcaps have rallied perhaps more than some of the fundamentals justify. It is all liquidity driven, as we have seen ...
ET Ecommerce Index: Frothy valuations catch up with startupsThe Economic Times launched the three indices – ET Ecommerce, ET Ecommerce Profitable, and ET Ecommerce Non-Profitable - to track the perfo...
Most IT stocks will get re-rated further as demand rises: Vikas Khemani"Broad-based companies will do well. Many of today’s midcap companies can become large caps of the future."
Why are FPIs blind to frothy valuations, betting on D-Street's joyride to continueOn a 12-month rolling basis, Indian equities have seen $34.3 billion in net inflows from FPIs, almost $20 billion more than the net inflows...
China stocks fall as policy tightening worries persist; Hong Kong upThe CSI300 index fell 1.7 per cent to 5,061.66 points at the end of the morning session, while the Shanghai Composite Index lost 0.6 per ce...
Raamdeo Agrawal on why he is still staying away from goldBullishness in gold prices are driven by fear of inflation, but there is no inflation.
Midcap and smallcap valuations a little frothy: Deepak Shenoy, Capital MindAt this point, being overweight on pharma is not a good idea though longer term these companies will do well, says Shenoy.