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...
24 Jun, 2026, 11.08 AM IST
NFO Insight: Can JM Multi Asset Allocation Fund help investors navigate uncertain market?JM Financial Mutual Fund has launched the JM Multi Asset Allocation Fund, aiming to provide long-term capital appreciation and income by in...
24 Jun, 2026, 10.43 AM IST
AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
23 Jun, 2026, 05.21 PM IST
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...
23 Jun, 2026, 11.13 AM IST
ETMarkets PMS Talk | We analyse over 300 data points to identify alpha: Wright PMS' Sonam SrivastavaWright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her f...
23 Jun, 2026, 09.00 AM IST
Quote of the day by Chris Browne: "In a world that thrives on 24 hours a day financial news, inactivity is seen as brain dead"Chris Browne’s quote highlights the importance of patience in investing amid constant market noise. The piece explains how excessive tradin...
22 Jun, 2026, 06.01 PM IST
Bitcoin stabilises near $64,000 as long-term holders continue accumulation despite ETF inflow pauseBitcoin held near the $64,000 level on Monday, with mixed short-term price signals as long-term holders accumulated despite weak ETF inflow...
22 Jun, 2026, 01.28 PM IST
Bajaj Auto shares gain 2% ahead of record date for its biggest buyback worth Rs 5,633 croreBajaj Auto shares gained ahead of the record date for its Rs 5,633 crore share buyback, the company’s largest to date. The buyback will be ...
22 Jun, 2026, 11.53 AM IST
Bitcoin crashes 50%: Should you buy the dip or stay away from crypto?Investors must weigh extreme volatility, uncertain cycles and India’s harsh tax rules before adding exposure.
22 Jun, 2026, 09.35 AM IST
‘Markets will remain noisy. That’s how you make money’: Axis MF’s CEO & MD B. Gopkumar on SIPs, volatility and investingAxis Asset Management Company has navigated turbulent weather in the past few years, coming under regulatory scrutiny over a controversy in...
22 Jun, 2026, 09.32 AM IST
AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
20 Jun, 2026, 07.46 PM IST
Dalal Street Week Ahead: Lower volatility signals calm, but resistance looms largeIndian markets concluded the week on a strong note, driven by consistent buying interest and a significant drop in volatility. The Nifty in...
20 Jun, 2026, 06.17 PM IST
ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...
20 Jun, 2026, 12.18 PM IST
AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
20 Jun, 2026, 10.19 AM IST
AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risksGlobal markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investmen...
19 Jun, 2026, 11.34 AM IST
NSE IPO, Bata revival and Nykaa growth: Gaurang Shah's market playbookGeojit Investments' Gaurang Shah sees selective opportunities in India's equity markets despite global uncertainties. He highlights potenti...
19 Jun, 2026, 10.30 AM IST
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
18 Jun, 2026, 06.09 PM IST