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ASSET QUALITY CONCERNS
The advice ‘buy good businesses’ cost Warren Buffett $11 billion. Why that advice is not enough on its ownThe price of a share is not a fact. It is a forecast, and it is yours. Buffett pulls apart the one forecast he got badly wrong, then turns ...12 Nov, 2026, 10.54 PM IST- Investors worry the AI trade needs Nvidia's Huang and its largesseNvidia's shares fell 8% following concerns about CEO Jensen Huang's leadership amidst personal controversies. Investors fear his potential ...12 Nov, 2026, 01.40 PM IST
- Investors worry the AI trade needs Nvidia's Jensen Huang and its largesseInvestors worry that a change in leadership at Nvidia might affect the company’s support for the AI market. Reports of CEO Jensen Huang’s e...12 Nov, 2026, 12.20 PM IST
- Is AI selloff a window to buy? Morgan Stanley sees multiple buying opportunities on Wall StreetMorgan Stanley sees the recent AI stock selloff as an overreaction and recommends selectively buying the dip across hyperscalers, semicondu...10 Nov, 2026, 02.02 PM IST
- Bumper returns is the call! How can investors make money in Samvat 2083 after a year of stagnation?After a rough year marked by heavy FPI outflows, geopolitical tensions and soaring crude prices, Indian equities staged a sharp pre-Diwali ...09 Nov, 2026, 10.10 AM IST
- ETMarkets Smart Talk| Higher yields offer opportunities, but investors need not rush into long-duration funds: Shriram RamanathanIn this edition of ETMarkets Smart Talk, Shriram Ramanathan, CIO–Fixed Income at HSBC Mutual Fund, discusses the changing dynamics in India...09 Nov, 2026, 09.00 AM IST
- PSBs, pharma and defence: HDFC Securities CEO names Samvat 2083’s dark horsesHDFC Securities MD and CEO Dhiraj Relli identifies public sector banks, pharmaceuticals and defence as potential outperformers in Samvat 20...08 Nov, 2026, 01.09 PM IST
- Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategyAs we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-ca...07 Nov, 2026, 12.23 PM IST
- FIIs turn buyers in IT, telecom stocks in second half of October ahead of DiwaliTechnology stocks in India are seeing increased interest from foreign institutional investors as Diwali approaches. After struggling in the...06 Nov, 2026, 10.21 AM IST
- Diwali 2026: Will banking stocks shine in Samvat 2083? Analysts list top picksWith Diwali 2026 on the horizon, banking stocks like HDFC Bank, ICICI Bank, and Karur Vysya Bank are drawing attention from analysts as pot...04 Nov, 2026, 09.56 AM IST
- ETMarkets Smart Talk| FDs, government bonds or debt mutual funds: How should investors choose in today's market?In this edition of ETMarkets Smart Talk, we speak with Siddharth Chaudhary, Head – Fixed Income, Bajaj Asset Management Limited, who shares...04 Nov, 2026, 09.02 AM IST
- Loan growth, fall in provisions help SBI profits in Q2State Bank of India reported a 14% year-on-year rise in Q2 FY27 net profit to Rs 23,038 crore, driven by 18% loan growth, higher net intere...04 Nov, 2026, 07.37 AM IST
- Quant Mutual Fund reduces exposure to frontline IT stocks as part of profit-booking exerciseQuant Mutual Fund has strategically reduced its exposure to IT stocks and boosted its investments in FMCG sectors. This shift is due to dis...03 Nov, 2026, 03.56 PM IST
- Most wanted stocks 2026: 6 stocks mutual funds are buying even as markets slumpStock market investors are growing wary as prices continue to drop amid broader economic issues. Nevertheless, mutual fund managers are opt...02 Nov, 2026, 11.52 AM IST
- Banks seek microloan guarantee extensionIDFC First Bank and small finance banks such as AU, Jana and Suryoday were among the biggest users of the scheme to reduce credit risk. The...01 Nov, 2026, 11.47 PM IST
- IDBI Bank employees' forum opposes Fairfax stake sale, seeks parliamentary reviewThe United Forum of IDBI Officers and Employees has opposed the planned sale of IDBI Bank's majority stake. They have requested an immediat...31 Oct, 2026, 02.26 PM IST
- US Stock Market is feeling AI investments pressure but check list of stocks that are jumping amidst Artificial Intelligence spending fearsUS Stock Market today: As the world's biggest technology companies race to expand computing capacity, demand for such facilities has surged...30 Oct, 2026, 09.40 PM IST
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