Investors expecting 15-20% returns may be disappointed: Rajeev ThakkarInvestors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...
23 Jun, 2026, 11.13 AM IST
Auto ancillary stocks: Time for a re-rating as transformation nears the finish line? 6 stocks with upside potential of up to 34%When auto companies do well, it is an indication that the underlying health of the economy is not bad. The reason why we are using the word...
21 Jun, 2026, 07.10 PM IST
Forget fake invoices. The real risk is the assumptions made in the balance sheet to hide lossesMost accounting risks make noise. The biggest one on the Indian balance sheet doesn't. It hides inside growth assumptions, discount rates, ...
21 Jun, 2026, 01.48 PM IST
NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
16 Jun, 2026, 10.51 AM IST
Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
15 Jun, 2026, 11.41 AM IST
Explained: Why Oracle shares crashed 10% in extended trading despite earnings beatOracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...
11 Jun, 2026, 12.08 PM IST
Meta-Reliance AI hub; SAP CEO on India's AI edgeMeta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
10 Jun, 2026, 08.17 PM IST
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
09 Jun, 2026, 02.07 PM IST
RBI policy press conference: Here's everything that came up for discussionThe Reserve Bank of India unveiled new measures to attract deposits and bolster the economy. Governor Sanjay Malhotra discussed strategies ...
05 Jun, 2026, 04.45 PM IST
AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
05 Jun, 2026, 09.00 AM IST
Swiggy CEO on quick commerce space; India’s data centre surgeIn an interview, Swiggy group CEO Sriharsha Majety explained the outlook for the quick commerce industry and the shareholder vote hurdle, a...
28 May, 2026, 07.44 PM IST
Meta layoffs hit India; Local VCs eye Wispr Flow fundingHappy Wednesday! Tech major Meta has quietly axed a dozen India roles as part of its latest global AI-era reset. This and more in today's E...
27 May, 2026, 07.35 AM IST
June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
23 May, 2026, 03.57 PM IST
Stocks in news: Vodafone Idea, Indian Oil, Tata Steel, Dr Reddy's, PFCMarkets closed lower amid geopolitical tensions, rupee weakness, and rising inflation. Upcoming week will be sensitive to US-Iran conflict ...
18 May, 2026, 06.01 AM IST
Aditya Birla Group to invest $500 million in Vodafone Idea as revival signal strengthensAditya Birla Group is injecting ₹4,730 crore into Vodafone Idea (Vi) through a preferential allotment, bolstering the telecom operator's fi...
17 May, 2026, 05.00 AM IST
Adani legal relief could be a turning point for India's biggest infrastructure bet: Deven ChokseyA potential dropping of US fraud charges against Gautam Adani could signal the end of an eighteen-month defensive period for the Adani Grou...
15 May, 2026, 04.01 PM IST
Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’...
13 May, 2026, 09.15 PM IST