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CHINA UNDERWEIGHT EQUITIES
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...- Global Markets| European shares flat as investors await Iran deal details, Fed policy; BMW slidesEuropean markets held firm today, with investors keenly awaiting developments regarding potential peace talks between the U.S. and Iran, al...
- AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...
- Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
- Markets likely to move beyond geopolitics, focus to shift to earnings: Devina MehraDevina Mehra believes geopolitical deals like a potential Iran-US agreement won't drive Indian equities, with earnings and liquidity being ...
- Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
- The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
- India missed out on AI and now its run as market darling may be overIndia faces a significant setback as artificial intelligence reshapes global investments. The nation's stock market is nearing a fall from ...
- India missed out on AI, and now its run as market darling may be overIndia's stock market faces a significant downturn as global investment shifts towards AI. Foreign investors are leaving, impacting market v...
- Goldman Sachs picks 12 alpha stocks amid record $22 billion FII exodusGoldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may...
- Quant Mutual Fund sees ideal time to rebalance portfolios, remains heavily deployed on attractive valuationsQuant Mutual Fund advises aggressive portfolio rebalancing amid improving market conditions, citing attractive valuations and strong liquid...
- HSBC downgrades India to 'underweight' on inflationary pressures from elevated oil pricesHSBC has downgraded India to underweight, citing inflationary pressures from elevated oil prices and demand as key concerns. The brokerage ...
- HSBC Private Bank slashes India stock exposure to buy gold amid Iran warHSBC Private Bank has cut its exposure to Indian equities, citing vulnerability to rising oil prices and global uncertainty amid the Iran c...
- Investors most underweight on US stocks since 2005, BofA poll showsParticipants in the January poll were “a lot less bearish” than in the fourth quarter, sparking a rotation to emerging markets, Europe and ...
- FOMO grows as investors scurry to catch stock rallyThe S&P 500 surged to a record high and global equities rallied over the past few weeks.
- EM equities a value trap with weak earnings outlook: SurveyAs for India, the report said that after falling to neutral last month from most overweight, the country edged up "marginally".
- CLSA’s Christopher Wood plans to raise India weightage by 1pptWood said that he would increase his weightage if the market dips. The market has corrected by over 1000 pts so far in Dec alone.
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