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No Nifty returns in 2 years? Axis AMC’s Shreyash Devalkar reveals where he's investing nowDespite muted index returns and significant FII outflows, the Indian equity market's underlying economy shows resilience with healthy earni...- His span was much wider than FedAlan Greenspan, the influential former Fed chair, guided US monetary policy for nearly two decades, overseeing an era of low inflation and ...
- ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
- Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
- 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 ...
- Private sector banks are the best contrarian bet for the next 3 years, says S NarenICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown i...
- 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...
- 20 months of bearish markets: One additional letter that tells you which 'cheap' stocks are actually cheapMost investors live by one ratio. That ratio that tells them all they want to know – or should one say all they want to hear? They open a s...
- FIIs won't return to Indian markets in a hurry; only 3 triggers may bring them back: Amar K AmbaniForeign institutional investors (FIIs) are unlikely to return to Indian equities soon due to structural and cyclical forces, including mode...
- Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...
- Secular, cyclical or war-dependent: A ratio to tell you what kind of growth you are buying. 6 stocks with upside potential of up to 29%Some valuation ratios are used because they are easy. The PE ratio is one of them. It is simple, familiar, and convenient. Not only for the...
- Six companies, six tricks in Indian balance sheets, and how investors get taken for a rideWhenever an Indian company imports goods, borrows in foreign currency, earns overseas revenue, or runs a foreign subsidiary, forex accounti...
- 30-year mortgage rates hitting 6.30%: why they’re rising now, and will they climb further - here’s the 2026 mortgage rate and housing market forecastMortgage rate forecast: 30-year mortgage rates have climbed to 6.30%, signaling fresh pressure on the 2026 housing market. Rising Treasury ...
- Most hated stocks: FIIs dumping these 146 companies without a break for 4 straight quarters. Do you own any?Foreign institutional investors have been consistently selling shares in 146 Indian companies for four consecutive quarters. This selling s...
- Indian market faces AI narrative problem; it'll be smallcaps over largecaps for next 5 years: Manish GunwaniIndian stock market valuations are attractive. However, global investor focus on Artificial Intelligence is diverting capital away from eme...
- Is the world finally going to tariff big tech?The WTO failed to renew its long-standing moratorium on tariffs for e-commerce, ending a near 30-year consensus that kept digital trade dut...
- Is Trump the president who lost Asia to China?Developing countries long wary of dependence on China are rethinking that stance as the US-Israel war with Iran disrupts energy supplies. N...
- No space to dodge the fiscal bulletFiscal support for the health and jobs crisis is still indispensable, and a secular decline in global interest rates since the global finan...
- View: Monetary policy should produce jobs, not billionairesThe number of dollar billionaires in the world has gone up to 2,189 from 2,158 in 2017. The magic of technological disruption, the firstmov...
- For a few dollars lessIf capital inflows increase, the RBI might have to curb flows.
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