The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...
02 Jul, 2026, 09.43 AM IST
India Inc keen to take bite of AI, but RoI and security hold it from sinking teethIndian businesses are eager to adopt AI but face hurdles in scaling projects securely and profitably. Leaders emphasize that successful AI ...
29 Jun, 2026, 12.46 PM IST
2 years, zero returns: Is it time for Nifty investors to be fearful or greedy?Nifty investors face two years of flat returns, mirroring past periods that historically led to significant market recoveries. Data shows t...
29 Jun, 2026, 09.27 AM IST
Crude at $65, consumption boom, and the Rupee's new shield: Dinshaw Irani's big market callsIndia's economic headwinds are easing, with falling crude oil prices and a stabilizing rupee poised to boost the market. Helios Mutual Fund...
26 Jun, 2026, 02.35 PM IST
Pharma, power & mid-sized banks: Where Mayuresh Joshi is putting money to work right nowIndian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second ha...
26 Jun, 2026, 12.19 PM IST
NFO Update: Tata AIA Life Insurance launches Multifactor Index FundTata AIA Life Insurance has launched the Tata AIA Multifactor Index Fund, a ULIP-based offering designed to combine equity market participa...
24 Jun, 2026, 01.13 PM IST
Indian tech’s Nifty share shrinks to record low on AI worriesIndia’s IT sector is losing dominance in the Nifty 50 as AI disruption fears trigger sustained selling. Its index weight has dropped to a r...
24 Jun, 2026, 12.20 PM IST
India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...
24 Jun, 2026, 11.59 AM IST
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...
23 Jun, 2026, 03.33 PM IST
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...
23 Jun, 2026, 09.16 AM IST
AI fear over IT overdone, but near-term pain likely to persist: Seshadri SenIndian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite a...
19 Jun, 2026, 02.31 PM IST
India's consumption story coming back to life and the timing couldn't be better: Ashi AnandIndian consumers are set for a strong recovery. Falling interest rates and potential oil price drops are boosting confidence. Tax cuts are ...
19 Jun, 2026, 10.35 AM IST
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
19 Jun, 2026, 09.00 AM IST
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
18 Jun, 2026, 06.09 PM IST
Nykaa shares jump 8% to fresh 52-week high after unveiling FY30 roadmap; targets up to 3x revenue growthNykaa's parent company, FSN E-Commerce Ventures, saw its shares surge over 8% to a 52-week high after unveiling an ambitious FY30 vision. T...
18 Jun, 2026, 01.24 PM IST
The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...
17 Jun, 2026, 09.36 AM IST
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...
16 Jun, 2026, 10.13 AM IST