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
Is India's economic growth real? Raghuram Rajan says something is offFormer RBI Governor Raghuram Rajan questions India's strong economic growth figures, citing weak corporate investment and declining foreign...
12 Jun, 2026, 01.54 PM IST
Sectoral and thematic fund inflows plunge 67% to Rs 647 crore. Are investors turning away from thematic bets?Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline suggests investors are moving away fr...
12 Jun, 2026, 11.33 AM IST
Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
09 Jun, 2026, 07.40 PM IST
Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...
09 Jun, 2026, 11.02 AM IST
Fitch cuts FY27 growth projection to 6.4%; US-Iran war to slow down economyFitch Ratings has reduced India's GDP growth projection to 6.4 percent for the current fiscal year. The US-Iran war is expected to slow eco...
09 Jun, 2026, 10.06 AM IST
100 days of Iran war: India must brace for broad-based economic shockIn a volatile turn of events, escalating strikes between Iran and Israel are sending shockwaves that may reach India’s economy. As the spec...
08 Jun, 2026, 03.29 PM IST
IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
04 Jun, 2026, 11.34 AM IST
Aditya Shah favors domestic growth themes, stays bullish on IT and infrastructure sectorAditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players lik...
04 Jun, 2026, 10.40 AM IST
'Hero will benefit if fuel efficiency is top of mind': Hero MotoCorp CEOHero MotoCorp reports no domestic demand slump despite global challenges. The company is aggressively expanding its operations. CEO Harshav...
04 Jun, 2026, 12.30 AM IST
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
03 Jun, 2026, 11.36 AM IST
Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...
03 Jun, 2026, 09.37 AM IST
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
02 Jun, 2026, 04.03 PM IST
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
02 Jun, 2026, 08.50 AM IST
From Adani Green to Tata Tech: 50 companies swing back to profit in Q4 despite market turmoilIndian companies show strong recovery. Over 50 firms moved from losses to profits in the March quarter. This turnaround happened despite ma...
29 May, 2026, 09.41 AM IST
Ola Electric Q4 loss narrows 42.5% to Rs 500 crore, CEO Aggarwal bets on volume recoveryThe Bhavish Aggarwal-led company’s revenue from operations during the quarter declined 56.6% year-on-year (YoY) to Rs 265 crore from Rs 611...
20 May, 2026, 05.40 PM IST
Market under pressure: IT stocks face long-term headwinds as oil crisis and AI shift weigh on sentiment: Vinit BolinjkarVinit Bolinjkar of Ventura Securities advises selling IT stocks. He highlights market risks from the Hormuz Strait crisis, foreign investor...
13 May, 2026, 11.08 AM IST