FIIs sell Indian shares worth Rs 14,475 crore in Sept; analyst warns soaring bond yields may deepen selloffForeign investors sold Indian equities worth Rs 14,475 crore in September as oil prices and global bond yields surged amid escalating Middl...
14 Sep, 2026, 11.31 AM IST
Will US 10-year bond yield crossing 5% really hurt markets? Yes Securities says fears overblownThe 10-year US Treasury yield has risen above 4.9% and is marching towards the crucial 5% level that it had last hit briefly in 2023. Yes S...
12 Sep, 2026, 10.31 AM IST
“You can either remain rational or outperform”: DSP CIO Anish Tawakley explains his contrarian approach to stocks, bonds and market irrationalityAnish Tawakley took over as Chief Investment Officer (CIO) at DSP Asset Managers in April after a successful stint as co-CIO at ICICI Prude...
07 Sep, 2026, 12.16 PM IST
Is AI boom hiding growing US risks? Nomura warns dollar asset concentration leaves global markets vulnerable to AI shocksNomura warned that the AI boom may be masking growing US risks, as heavy global exposure to dollar assets leaves markets vulnerable to an A...
04 Sep, 2026, 12.04 PM IST
Metal stocks: Time to contradict analyst expectations? 5 metal stocks with upside potential from a low 2% to a high of 17%For a long time, there was a familiar pattern in the metal sector. When prices were high and times were good, companies borrowed heavily to...
31 Aug, 2026, 06.24 AM IST
Crorepati investors touch record Rs 10 lakh crore milestone. Which stocks are making them richer?HNIs’ holdings in NSE-listed stocks surged 22.55% QoQ to a record Rs 9.92 lakh crore by June-end, adding Rs 1.83 lakh crore in three months...
26 Aug, 2026, 08.57 AM IST
Retail investors make Rs 18,000 crore bold contra bet on 6 falling bluechip stocks. Will it pay off?In a bold move, retail investors invested a whopping Rs 18,000 crore in six blue-chip stocks that were on a downward trend. They scooped up...
12 Aug, 2026, 07.48 PM IST
Hated till June, hottest in July! What’s driving the Rs 3.8 lakh crore boom in IT stocks?Indian IT stocks saw a remarkable July rally, adding significant market value and reversing investor pessimism. This surge was largely driv...
30 Jul, 2026, 08.57 AM IST
Temasek's India exposure falls to USD 42 bln in FY26; company says India important marketTemasek's India exposure fell to USD 42 billion in FY26 from USD 50 billion. This decline was mainly due to a large exit from Schneider Ele...
22 Jul, 2026, 07.42 PM IST
FII stake in India's 10 biggest stocks hits 20-year low. Time to go against the crowd?Foreign investors are holding their lowest stake in India's top 10 companies in two decades, coinciding with valuations dipping below long-...
06 Jul, 2026, 09.55 AM IST
Top contra fund manager shows weak spots that can bring down this marketGood contrarian opportunities can come either from a top-down sectoral perspective or bottom-up company specific issue. Sometimes, an entir...
17 Jun, 2021, 08.13 PM IST
3 sectors staring in the face with mouth-watering opportunitiesAfter a long time, we are seeing greenshoots in private capex, says Parmar
01 Jan, 2019, 12.32 PM IST
Saama raises $100m for contrarian betsSaama Capital began as a spinoff from US-based lender Silicon Valley Bank (SVB), which specialises in working with technology startups.
05 Apr, 2018, 11.28 PM IST
Not very bullish on IT: Jagannadham Thunuguntla, SMC Capitals"Any move, any strength in currency would put pressure on the IT stocks. One should be careful about that. We are not that bullish on IT so...
10 Jun, 2014, 04.06 PM IST
- Oil & Gas could be a contrarian bet: UTI Asset Management
In terms of contrarian bet, oil and gas has been a contrarian sector for quite sometime and valuations are also supportive. I guess that co...
22 Aug, 2012, 05.09 PM IST
- Capital goods, cement good contrarian buys: Prabhudas Lilladher
The order booking has lagged behind forecasts and whatever revised forecasts given in the last quarter results, those have not fruitioned.
25 Mar, 2011, 04.03 PM IST
- Real Estate could be contrarian bets in terms of returns: Lancelot D'cunha
ET Now caught up with Lancelot D'cunha, CEO, Sharyans Wealth Management, and seeks views on real estate space.
29 Jul, 2010, 03.12 PM IST