Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...

GIFT Nifty signals a weak start for Indian markets after a sharp global sell-off led by declines in AI and semiconductor stocks across Asia...

Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...

Laid off tech workers from the US face an unprecedented job slump back home. This and more in today’s ETtech Morning Dispatch.

Global stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...

Bernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...

India's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...

South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...

In bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.

When prices fall, caution comes naturally. Investors hesitate, portfolios are reviewed less often, and even optimists become careful. But w...

Global tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...

India’s largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on...

It is probably time to up the bullish quotient. But do keep in mind the fact that the increased costs will impact WPI – which means inflati...

US and Indian IPO markets are gearing up for major listings, with AI giants like OpenAI and Anthropic set to capitalize on investor frenzy....

Accenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations ar...

AI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...