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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- Largecaps over midcaps, banks over PSUs: V Srivatsa reveals where smart money is headingIndia's market outlook is positive, driven by cooling geopolitical tensions and falling crude oil prices, according to UTI AMC's V Srivatsa...24 Jun, 2026, 05.13 PM IST
- Why did market rise today? Sensex rallied 791 pts, Nifty closed above 24,000; 6 key factors drove D-St reboundIndian stock markets witnessed a significant surge today, with Sensex and Nifty climbing up to 1%. This positive momentum was fueled by the...24 Jun, 2026, 03.59 PM IST
- Foreign inflows in Asian bonds surge to three-month high in MayIn May, Asian bonds observed a significant surge in foreign investments, marking the highest inflows in three months. This trend was fueled...24 Jun, 2026, 03.50 PM IST
- 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
- Rs 1,100 crore a day nightmare: Why FIIs are ruthlessly selling bank stocksForeign investors are aggressively selling Indian bank stocks, offloading over ₹1,100 crore daily due to global economic pressures and port...24 Jun, 2026, 09.24 AM IST
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...23 Jun, 2026, 09.16 AM IST
- Market caps: Microcaps outshine largecaps in 2026, rewarding investors willing to take risksWelcome to TrendMap, your quick guide to the performance of different investment segments. No single segment always leads. In this edition,...22 Jun, 2026, 11.28 AM IST
- Karnataka clears industrial projects worth Rs 7,506 crore; Kaynes, Bellatrix among key investorsKarnataka has greenlit industrial projects totaling Rs 7,506 crore, focusing on aerospace, ESDM, and general engineering. The State Level S...19 Jun, 2026, 09.08 PM IST
- India’s trade strategy: Moving beyond FTAsCurrently, India’s FTA utilisation rate hovers around 25% compared to 70-80% in developed economies.19 Jun, 2026, 10.04 AM IST
- AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...17 Jun, 2026, 01.55 PM IST
- Stuck in acres of mediocre: External shocks expose India's slide into middle-income stagnationIndia's economy is experiencing a slowdown. High growth and low inflation mask underlying issues of weak demand and poor productivity. This...16 Jun, 2026, 11.15 PM IST
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...15 Jun, 2026, 05.30 AM IST
- India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...12 Jun, 2026, 01.02 PM IST
- The conviction in India continues to be very high: Citi's Achintya ManglaIndia is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently...12 Jun, 2026, 01.24 AM IST
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...09 Jun, 2026, 08.48 AM IST
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...07 Jun, 2026, 11.27 PM IST
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