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AI PROXY STOCKS
AI Powerplay! Proxy power stocks give up to 100% returns in India's hottest trade this yearIndia's power and electrical equipment stocks have emerged as key AI proxy plays, with names like Hitachi Energy, Kirloskar Oil Engines and...- Temasek doubles down on India; sees long-term opportunities in family businessesTemasek International sees family businesses opening to investors as a major market shift. Generational transitions create attractive long-...
- ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren VedIndia's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations...
- Largecap funds no longer the best bet? Edelweiss CIO Trideep Bhattacharya explains why flexicaps may win nowEdelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours fl...
- Adani flagship is the next big India pick for Singapore’s HeliosHelios Capital Management is investing in Adani Enterprises, seeing potential in India's overlooked market. The asset manager bought shares...
- Are bluechip stocks cheap and safe to invest in now? Radhika Gupta explains why the answer isn't so simpleEdelweiss Mutual Fund MD & CEO Radhika Gupta says investors should move beyond the belief that large-cap stocks are inherently safer, argui...
- AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley saysMorgan Stanley suggests market gains are broadening beyond semiconductors. Investors may shift focus to AI hyperscalers and other sectors. ...
- AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley saysMorgan Stanley has recommended a strategic pivot in market investments, directing attention from semiconductor stocks to AI-based giants su...
- Will Your Investors Support Your Strategic Pivot?Strategic pivots often fail—not because of poor ideas or execution but because companies misjudge how attached investors are to their exist...
- Cheaper AI is better: Soaring bills are reshaping how businesses choose modelsTop executives such as Microsoft's Satya Nadella, Palo Alto Networks' Nikesh Arora and Coinbase Global's Brian Armstrong have said smaller,...
- US inflation tops 4% for first time in three years, keeping Fed hike in playUS inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve's interest rate hike plans on the table fo...
- Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.
- 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...
- 'I'm the boss', Trump says at G7, as he warms to Ukraine's war aimsGlobal leaders at the G7 summit have united in their support for Ukraine, vowing new sanctions against Russia. President Trump indicated a ...
- Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...
- Light at the end of the tunnel? Gautam Shah sees Nifty eyeing 25,500, bets on smallcaps, pharma and Adani stocksIndian equities are nearing a crucial turning point, with market veteran Gautam Shah suggesting a shift in focus beyond benchmark indices. ...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- India may have brokered a rupee truce, but hasn't won peace yetIndia has unveiled a package aimed at supporting the rupee without resorting to capital controls, a move seen as more market-friendly than ...
- How Larry Ellison, Masayoshi Son, Michael Saylor AI crypto billionaires reshaping legacy wealth in 2026 markets shift?Oracle’s AI cloud surge, SoftBank’s OpenAI-backed rebound, and MicroStrategy’s Bitcoin strategy reflect a new billionaire era. Over $1 tril...
- 'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...
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