Edelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours fl...

Helios Capital Management is investing in Adani Enterprises, seeing potential in India's overlooked market. The asset manager bought shares...

Edelweiss Mutual Fund MD & CEO Radhika Gupta says investors should move beyond the belief that large-cap stocks are inherently safer, argui...

Morgan Stanley suggests market gains are broadening beyond semiconductors. Investors may shift focus to AI hyperscalers and other sectors. ...

Morgan Stanley has recommended a strategic pivot in market investments, directing attention from semiconductor stocks to AI-based giants su...

Strategic pivots often fail—not because of poor ideas or execution but because companies misjudge how attached investors are to their exist...

Top executives such as Microsoft's Satya Nadella, Palo Alto Networks' Nikesh Arora and Coinbase Global's Brian Armstrong have said smaller,...

US 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...

In 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.

Wright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her f...

Global leaders at the G7 summit have united in their support for Ukraine, vowing new sanctions against Russia. President Trump indicated a ...

Indian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...

Indian equities are nearing a crucial turning point, with market veteran Gautam Shah suggesting a shift in focus beyond benchmark indices. ...

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 has unveiled a package aimed at supporting the rupee without resorting to capital controls, a move seen as more market-friendly than ...

Oracle’s AI cloud surge, SoftBank’s OpenAI-backed rebound, and MicroStrategy’s Bitcoin strategy reflect a new billionaire era. Over $1 tril...

Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...