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INDIA INVESTMENT THEMES
India's VC ecosystem shifts to monetization-led growth in 2026, backed by AI, Q-commerce infra and domestic tailwinds: Bain- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?
- ETMarkets Smart Talk | Why some NRIs pay zero tax on mutual fund gains in India: Sreepriya NS of Entrust Family Office explains
- Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MFIndian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exp...02 Jul, 2026, 07.45 PM IST
- PM Modi, Takaichi deepen India-Japan ties with AI, defence and multi-billion dollar bilateral roadmapIndia and Japan have forged a robust partnership, pledging over $10 billion in new Japanese investments and setting a ¥10 trillion target f...02 Jul, 2026, 07.31 PM IST
- NITI Aayog working on policy recommendations, incentives to boost critical mineral extractionRecycling of battery, e-waste, and mining waste is also a key strategy, with a committee examining the entire recovery process. Overseas ac...02 Jul, 2026, 11.20 AM IST
- The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...02 Jul, 2026, 09.43 AM IST
- Finance minister Nirmala Sitharaman on 4-day France visit to push investments in IndiaFinance Minister Nirmala Sitharaman embarks on a crucial visit to France to strengthen economic ties and highlight India's investment poten...02 Jul, 2026, 01.43 AM IST
- NRI Talk| Equities at 45%, gold at 10-12%: Shiv Gupta of Sanctum Wealth's ideal India portfolio for NRIsDespite recent flat equity returns and rupee depreciation, India's long-term growth story remains robust, according to Sanctum Wealth's Shi...01 Jul, 2026, 09.00 AM IST
- A pail of water may unleash India's ₹20 lakh crore opportunityIndia faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opport...30 Jun, 2026, 02.12 PM IST
- Water crisis ahead? PL Capital says water deficit creates Rs 20 lakh cr infra opportunity, picks 3 stocksIndia's widening water deficit could create an infrastructure investment opportunity worth over Rs 20 lakh crore over the next decade, acco...30 Jun, 2026, 02.07 PM IST
- NRI Talk | Rupee depreciation shouldn't deter NRIs; India still offers attractive dollar returns: Feroze AzeezNRIs are questioning India's investment appeal due to recent flat returns and rupee depreciation. However, experts emphasize India's strong...30 Jun, 2026, 09.00 AM IST
- Banks, power finance and infrastructure to lead next leg of market rally: Pankaj PandeyIndia's banking sector is poised for a rally, fueled by robust credit growth, easing deposit pressures, and stable asset quality, according...29 Jun, 2026, 01.29 PM 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
- Avoid expensive themes, focus on valuations and stock picking: Samit VartakIndian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite th...29 Jun, 2026, 12.24 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
- Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026Sandeep Bagla of TRUST Mutual Fund sees corrected large-cap valuations as a prime entry point for 2026, especially in banking and IT. Their...29 Jun, 2026, 09.00 AM IST
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...27 Jun, 2026, 12.21 PM IST
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...26 Jun, 2026, 09.00 AM IST
- The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...25 Jun, 2026, 07.07 PM IST
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