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ASSET MANAGEMENT DISRUPTION
China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
From floods to war, state-run oil firms prove indispensable despite repeated privatisation bidsIndia's state-run oil companies have proven indispensable during national crises, from floods and pandemics to global conflicts. Despite pa...
Should you switch your mutual funds after a few months? Expert offers a reality checkExperts advise against frequent mutual fund portfolio changes based on short-term performance. An investor's midcap and smallcap investment...
Iran's Trump card: The risk premium hasn't gone. It just changed shapeA recent attack on a commercial vessel near the Strait of Hormuz signals a shift from fears of outright war to prolonged uncertainty. Iran'...
Pharma, power & mid-sized banks: Where Mayuresh Joshi is putting money to work right nowIndian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second ha...
Climate-related disruptions affecting MSMEs' productivity, operations, supply chains: ReportA new report reveals a stark 'actionability gap,' as most businesses rely on reactive measures instead of proactive resilience. This vulner...
Jewellery, defence, and banks: Nuvama's Nikhil Ranka reveals where to find real opportunitiesNuvama Asset Management's Nikhil Ranka identifies key investment opportunities and potential pitfalls in India's equity markets. While reta...
Will a strong brand play the role it is supposed to? 4 consumer electricals stocks with upside potential of up to 28%Many companies in this space have underperformed the broader market. The underperformance did not happen without reason. Margins were under...
10 stress management lessons from psychology that explain why some people break under pressure while others grow stronger—and the small daily shifts that help you take control backStress rarely arrives all at once. It builds quietly through small pressures, daily habits, and unnoticed decisions. Drawing from psycholog...
AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
Railways showed the way. What should India electrify next?If railway electrification was one of the defining infrastructure decisions of the twentieth century, the electrification and redesign of I...
Critical minerals, strategic stakes: Inside India's bid to break China's supply chain strangleholdIndia and the US have inked a pact to secure critical mineral supplies, bolstering a broader Quad initiative aiming to invest $20 billion i...
Smallcap funds beat all equity mutual fund categories over 3 months. Should investors change SIP strategy?Smallcap funds have emerged as the best-performing equity mutual fund category over the last three months, delivering an average return of ...
SBI's improving performance warrants better valuation, chairman Setty says: ReportState Bank of India's chairman believes the bank is undervalued, citing improvements in financial strength, customer base, and earnings. He...
Brexit at 10: How Britain's financial sector recovered and evolvedPost-Brexit, London's financial landscape has witnessed a decline in its global market influence and workforce numbers. While some position...
Data centres, AI infra become IT's next growth betIndia's software services industry is finding new growth in data centers and AI. Companies like HCLTech, TCS, Accenture, and Cognizant are ...
NSE flags regulatory, tech, AI, derivatives concentration risks in IPO papersThe National Stock Exchange raises a red flag regarding substantial financial and operational threats. Emerging regulatory frameworks, tech...
ET Alpha Wealth Summit | Wealthy Indians are quietly shifting money into gold, global stocks and AI infrastructure; Rajesh Saluja explains whyIndian investors are shifting focus from maximizing returns to building resilient portfolios. Experts advise diversification across assets ...
IHCL's domestic hotel demand strong even as Middle East crisis drags on Dubai business: Puneet ChhatwalIndian Hotels Company Limited anticipates a year-long recovery for its Dubai hotels due to the Middle East crisis, though domestic business...
HDFC and Nippon Life India AMC shares rally upto 6% after FM Sitharaman hints at more foreign capital measuresHDFC AMC and Nippon Life AMC shares surged up to 6% after Finance Minister Nirmala Sitharaman indicated further measures to attract foreign...