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'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...- Computer science is losing its exemption: Everyone can code nowA popular pyramid model for computer science professions is flawed. For decades, skill alone determined success in tech. Now, Artificial In...
- Nandan Nilekani's Fundamentum bets big on AI, deeptech with Rs 3,000 crore purseFundamentum Partnership has launched F2A, a Rs 3,000 crore frontier-tech investment platform focused on AI and deeptech startups. The firm ...
- Marco Rubio meets NSA Doval, discusses defence, security and strategic tech cooperation including TRUST initiativeUS Secretary of State and National Security Advisor Marco Rubio met with Indian NSA Ajit Doval to bolster defense, security, and strategic ...
- Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...
- Mismatch between savings and dreams? 4 reality check that you needIn most cases, income increase happens over time, but the expenses, goals, and lifestyles increase more than nullify this increase. Most pe...
- Gold ETFs deliver up to 61% returns since last Akshaya Tritiya. Should you hold or book profits after the rally?Gold ETFs have rallied up to 61% since last Akshaya Tritiya, driven by geopolitical tensions, central bank buying, and safe-haven demand. E...
- RBI MPC decision: How should debt mutual fund investors change strategy after rate pause?The RBI's decision to maintain the repo rate at 5.25% presents a complex landscape for investors. Experts advise debt fund investors to pri...
- Auto stocks will be robust in the long term: IV SubramaniumIf I look at the demand conditions over the next three to five years both in two wheelers and in four wheelers space, it will be quite robu...
- Financial stocks look attractive in the long term: IV Subramanium, Quantum AdvisorsWe think that although inflation is a concern and the near-term margins could be an issue, most of the financials had corrected significant...
- Auto demand hit is temporary: IV Subramanium, Quantum AdvisorsI do not think you will find that dramatic fall or a continuous fall in the car demand.
- Tough time ahead for telecom sector: IV SubramaniumIV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about the telecom sector.
- Positive on banking sector: IV SubramaniumIV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about banking stocks.
- Upward trajectory of maket would continue: IV SubramaniumIV Subramanium, CIO, Quantum Advisors in an interview with ET Now gives his outlook on the market.
- Banks still have a lot of upside: IV Subramanium, Quantum AdvisorsIV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about the banking stocks.
- Engineering stocks expensive: IV Subramanium, Quantum AdvisorsIV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about engineering stocks.
- Near-term pressures for Telecom negative: IV Subramanium, Quantum AdvisorsIV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about the telecom space.
- Remain invested in equities: Subramanium, Quantum AdvisorsIV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about markets and domestic institutional investors.
- Oil deregulation positive sign for markets: IV Subramanium, Quantum AdvisorsIV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about the deregulation of oil prices and its effect on markets.
- Hold onto OMCs for now: IV SubramaniumIV Subramanium, CIO, Quantum Advisors in conversation with ET Now talks about OMCs.
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