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SECTOR ROTATION
ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish KumarMidcap and smallcap stocks are hitting record highs, but rising valuations and higher US Treasury yields could challenge the rally. ICICI P...19 Sep, 2026, 10.51 AM IST- Six factors, 250 stocks and one model: How JioBlackRock is building portfoliosJioBlackRock Mutual Fund’s Balanced Advantage Fund uses a rules-based model combining global risk sentiment with four local signals to deci...18 Sep, 2026, 07.38 PM IST
- ETMarkets Smart Talk| India less vulnerable to US rate shocks, but expensive midcaps remain at risk: Amar K AmbaniIndian equities are better positioned to withstand global rate shocks due to strong domestic liquidity, but expensive mid- and small-cap st...17 Sep, 2026, 12.43 PM IST
- Global Market: Nikkei gains as investors snap up gaming, pharma stocksJapan’s Nikkei edged higher as investors bought beaten-down gaming and pharmaceutical shares, while falling crude oil prices supported sent...17 Sep, 2026, 11.01 AM IST
- Gorilla investing and 34% return: How Mihir Vora made Trust Smallcap Fund top performerTrust Smallcap Fund has emerged as the best performing fund in its category over the past year, delivering a 34% return as investors reasse...16 Sep, 2026, 09.31 AM IST
- ETMarkets Smart Talk | Don’t mistake record highs for a broad rally: Why mid- and smallcaps are becoming increasingly selective, says N. ArunaGiriWith smallcaps also trading at significantly higher valuations than in previous cycles, the key question for investors is whether the curre...16 Sep, 2026, 08.49 AM IST
- Bengaluru team completes double Catalina channel crossing, congratulated by Indian Consul General in LAAn Indian swimming team achieved a historic double crossing of the Catalina Channel. The SwimLife Orcas team completed this demanding open-...15 Sep, 2026, 07.31 PM IST
- Rs 1.13 lakh crore boom in one corner, a bust in another: What changed in the AI trade?Indian IT stocks surged as calls for a slower pace of frontier AI development eased concerns over disruption to traditional software servic...15 Sep, 2026, 11.33 AM IST
- Infosys, HCLTech, TCS, other IT stocks soar up to 6%; Nifty IT rallies 5% as global AI slowdown calls boost sentimentIndian IT stocks rallied up to 6% after calls from Anthropic and OpenAI leaders for a slower pace of AI development eased fears of disrupti...15 Sep, 2026, 09.49 AM IST
- ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V SrivatsaThe valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap...14 Sep, 2026, 08.52 AM IST
- ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...14 Sep, 2026, 08.30 AM IST
- IGI operating at full capacity for scheduled flights, no diversion reported due to VVIP movements for BRICS Summit: Senior AAI officialIndira Gandhi International Airport successfully operated at full capacity for all scheduled flights. The Delhi Air Traffic Control expertl...13 Sep, 2026, 03.39 PM IST
- Weekly Market Outlook: Can Nifty find its footing as crude, Fed policy drive markets?Indian equities enter a holiday-shortened week with the Nifty at a crucial support zone after five consecutive weekly declines. The US Fed’...13 Sep, 2026, 10.07 AM IST
- Dalal Street Week Ahead: Weak technical setup to keep bulls under pressureThe technical structure has deteriorated following the violation of the important 23,900–24,000 support zone. This area had provided suppor...12 Sep, 2026, 04.20 PM IST
- Motilal Oswal Digital India Fund NAV jumps 10% in five days. What’s driving the rally?Motilal Oswal Digital India Fund’s NAV rose over 5% in five days, helped by its sizeable ESDS Software holding. The stock’s sharp post-list...11 Sep, 2026, 03.34 PM IST
- SIFs attract Rs 22,328 crore since launch. Should mutual fund investors use them as satellite allocation?Since their inception, Specialised Investment Funds have garnered considerable attention from investors looking for more than what typical ...09 Sep, 2026, 04.16 PM IST
- Global Market: Japan stocks see sector rotation as tech shares tumbleJapan’s Nikkei slipped 0.2% on Tuesday as investors rotated out of heavyweight technology and AI-linked stocks amid rising government bond ...01 Sep, 2026, 10.07 AM IST
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