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ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...15 Jun, 2026, 02.08 PM IST- Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 27%The US-Iran peace deal is finally about to happen. There is a high probability that global markets will see a relief rally, a part of which...15 Jun, 2026, 01.30 PM IST
- Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...15 Jun, 2026, 10.58 AM IST
- Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation cor...15 Jun, 2026, 09.27 AM IST
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...15 Jun, 2026, 05.30 AM IST
- Ashwini Vaishnaw expects more companies to start production of memory chips in IndiaStrong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters...14 Jun, 2026, 01.52 PM IST
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...12 Jun, 2026, 12.49 PM IST
- These large- and mid-cap stocks can give more than 25% return in 1 year, according to analystsThere are market phases when one risk dominates. Then there are phases like this, when risks arrive from every direction and refuse to stan...12 Jun, 2026, 12.25 PM IST
- Namami Gange: Industrial pollution flowing into Ganga down nearly 60 per cent since 2017Industrial pollution in the Ganga has significantly decreased by almost 60 percent since 2017. This achievement is credited to the Namami G...09 Jun, 2026, 09.53 PM IST
- 5 mid-cap stocks from different sectors with an upside potential of 13 to 24% in one year, according to analystsWhen mid-caps were rising, every concern on valuation was treated as unnecessary caution. Investors who advised patience were told they wer...09 Jun, 2026, 01.55 PM IST
- Stock picks of the week; 5 stocks with consistent score improvement and upside potential of up to 25%Even in normal times it is futile to try and guess the outcome of most global events. But in the New World Order, it makes no sense at all ...08 Jun, 2026, 02.25 PM IST
- Sika targets growth from China renovation market, global data centresSika has re-calibrated its business model there, originally very heavily focused on new-build projects, to also focus on the renovation bus...06 Jun, 2026, 01.44 PM IST
- Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...06 Jun, 2026, 12.56 PM IST
- Govt sets up six sector groups to fast-track ‘Make in India 2.0’ pushIn a bold move towards self-sufficiency, India is ramping up its domestic manufacturing initiatives! Six government-led teams are tasked wi...05 Jun, 2026, 01.01 AM IST
- Govt sets up 6 sector-specific groups to identify products to boost manufacturing, cut importsIndia is boosting domestic manufacturing. Six expert groups will identify 100 products to reduce import dependence. This initiative aims to...04 Jun, 2026, 02.09 PM 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
- EU could lose 1.3 million jobs due to energy price surge linked to Iran war, Commission saysEuropean industries are bracing for significant job cuts. Up to 1.3 million jobs are at risk across automotive, construction, metals, chemi...03 Jun, 2026, 05.26 PM IST
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