Global economy in tug-of-war between oil shock and AI boom: IMF chiefThe global economy is weathering an oil shock better than feared. An investment boom in artificial intelligence is now a growth engine. Dra...
26 Aug, 2026, 12.39 PM IST
ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam SharmaSharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
26 Aug, 2026, 08.34 AM IST
Axis Bank bets on data centres to gold loans to outpace industry credit growthAxis Bank expects credit growth to exceed industry averages this fiscal year. Strong demand stems from corporate sectors and retail borrowe...
25 Aug, 2026, 02.28 PM IST
ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...
25 Aug, 2026, 08.57 AM IST
Global Market Today: Asian stocks dip after US tech selloff, gold gainsAsian markets followed Wall Street's downward trend as caution in technology stocks seeped into trading. Meanwhile, gold prices soared for ...
25 Aug, 2026, 06.27 AM IST
India’s new capex cycle is being driven by cash-rich giants, HSBC India CEO Hitendra Dave saysIndia's corporate investment cycle now features financially stronger companies expanding capacity. These well-capitalized groups are using ...
24 Aug, 2026, 02.55 PM IST
'It's a Carry World': EM trade notches longest run since 2008The carry trade landscape in emerging markets is shining brightly, leading to remarkable returns for investors. This approach, which entail...
24 Aug, 2026, 08.44 AM IST
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash AgarwalWhile foreign institutional investors (FIIs) have remained net sellers over the past two years amid India’s premium valuations and an earni...
22 Aug, 2026, 09.33 AM IST
US stocks: US market rebounds, but yield surge sets stage for weekly lossesMajor Wall Street indexes opened higher on Friday after significant declines. The Dow Jones Industrial Average saw a slight increase at the...
21 Aug, 2026, 08.35 PM IST
PSU banks offer highest alpha potential; IT faces uncertainty: Omniscience CapitalIndia’s domestic economy remains resilient, with healthy revenue and earnings growth despite geopolitical uncertainties, according to OmniS...
21 Aug, 2026, 01.05 PM IST
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
21 Aug, 2026, 09.12 AM IST
Why rising Treasury yields are becoming a growing risk for the US economyA sell-off in U.S. Treasuries has pushed yields higher, raising borrowing costs for households, companies and the federal government. Highe...
19 Aug, 2026, 03.48 PM IST
Rupee, price tailwinds for Indian exporters may fade in H2FY27: NuvamaIndian exporters may see revenue tailwinds from rupee depreciation fade soon. Elevated prices and currency depreciation supported export gr...
18 Aug, 2026, 09.39 PM IST
Axis Bank expands corporate play beyond loans, shuns price warAxis Bank is broadening its corporate banking services beyond just lending. The lender targets fee income and low-cost deposits from corpor...
18 Aug, 2026, 12.20 PM IST
Global Market: European shares climb despite geopolitical risks; miners lead gainsEuropean shares edged higher as gains in basic resources and technology stocks offset weakness in defensive sectors. A softer dollar, weake...
17 Aug, 2026, 02.58 PM IST
US Stock Market: Fed uncertainty, oil prices in focus as earnings sustain market optimismInvestors enter the week focused on interest rates, inflation and geopolitical risks, while strong corporate earnings support equities. The...
17 Aug, 2026, 09.32 AM IST
Wall St Week Ahead: With US Fed silent on next move, investors look to earnings to keep stocks afloatInvestors focus on corporate earnings to offset economic risks and rate concerns. Strong results, particularly from AI infrastructure spend...
15 Aug, 2026, 09.20 AM IST