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CAPITAL CYCLE PROBLEM
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...19 Jun, 2026, 09.00 AM IST- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...18 Jun, 2026, 11.54 AM IST
- Mutual funds cut PSU bank exposure to 8-month low in May. Warning sign or buying opportunity?Mutual funds have cut their stake in PSU banks to an eight-month low. This move has led to discussions about whether it signals caution or ...18 Jun, 2026, 11.46 AM IST
- J. Kumar bets big on tunnelling as India’s urban pipeline expandsAs India races ahead with metro expansion and urban infrastructure development, execution excellence is becoming the defining factor behind...17 Jun, 2026, 03.34 PM IST
- Don't wait for FIIs: Nippon MF CIO Sailesh Raj Bhan on why market will rise before foreign money returnsIndian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan, advises accumulating world-cla...16 Jun, 2026, 09.00 AM IST
- 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. ...16 Jun, 2026, 08.01 AM IST
- Star Wars: How India’s spacetech-defence ties are shaping the futureSpaceX’s IPO filing underscores how space has evolved from exploration to a strategic domain central to national security, communications a...14 Jun, 2026, 07.55 AM IST
- ET Alpha Wealth Summit Fireside | Never sell because you're bored': PPFAS CIO Rajeev Thakkar's 6-point guide on when to exit an investmentRajeev Thakkar, CIO at PPFAS Asset Management, highlighted selling skills at the ET Alpha Wealth Summit. He stated that investors often sel...12 Jun, 2026, 12.20 PM IST
- Secret ocean rule: For 400 years, these villagers protected fish with ancient technique; Now scientists say it could help save world's dying coral reefsSecret ocean rule: Eastern Indonesian coastal communities have long practiced sasi, a traditional ocean management system where areas are t...11 Jun, 2026, 05.52 PM IST
- Bitcoin’s worst week since FTX crash signals more pain aheadBitcoin experienced its worst week since the FTX collapse, with a modest rebound now raising concerns among analysts. Investors are pulling...10 Jun, 2026, 07.04 AM IST
- Exponent Energy raises Rs 200 crore led by 360 ONE Asset, TDK VenturesExponent Energy, an EV charging startup, has secured Rs 200 crore in a funding round co-led by 360 ONE Asset and TDK Ventures. The company ...10 Jun, 2026, 06.00 AM IST
- CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...09 Jun, 2026, 07.15 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
- Bitcoin (BTC USD) crashes 50% from October 2025 high, ETFs lose billions, and $1.8 billion gets liquidated - reasons why this crypto selloff is different from 2022 and 2018Bitcoin (BTC USD) crash reasons explained: Crypto market's recent 48% plunge differs from past crashes, driven by economic pressures like i...08 Jun, 2026, 09.30 PM IST
- The appraisal hangover: How a poor performance review can hurt your career if you react emotionallyCold data, not emotions, will cure your appraisal hangover, says Devashish Chakravarty.08 Jun, 2026, 12.08 PM IST
- The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...08 Jun, 2026, 09.43 AM IST
- Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...03 Jun, 2026, 04.08 PM IST
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