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CONTRARIAN CALL
“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...- 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...
- Five roles that a board leader alone must don, instead of merely being at the helm of meetingsA strong chairperson can shape a board’s effectiveness through five key roles: choosing the right directors, setting the board’s focus, see...
- ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...
- ET World Leaders Forum 2026: India Inc’s got all it takes to roll out ‘World+1’ model, says Kumar Mangalam BirlaThe global economy shows strong resilience, growing despite recent global challenges. Aditya Birla Group chairman Kumar Mangalam Birla high...
- In praise of Jomo, the joy of missing outJomo, the joy of missing out, offers a serene alternative to constant engagement. This practice allows individuals to cultivate their netwo...
- Warren Buffett: If past data told you the future, the Forbes 400 would comprise librarians; beware of geeks bearing formulasEverybody had run to cash and government bonds, and everybody agreed it was the sensible thing to do. Warren Buffett called it the third bu...
- India’s closing auction needs funds to show upIndia introduced a closing auction session mechanism for market reform. This new system requires broad participation to achieve its intende...
- Mutual funds raise IT exposure to 6.6% in July after record low. Is sentiment towards tech improving?In July, mutual funds increased their allocation to the IT sector to 6.6 per cent, marking a positive shift after an extended period of min...
- ETMarkets Smart Talk | Direct stocks are not the answer for global investing; fund of funds makes more sense: Rahul JainAccording to Rahul Jain, President & Head – Wealth Management at Nuvama, direct stock-picking is not the answer for most investors looking ...
- How LIC minted Rs 21,000 crore in mark-to-market gains by betting against AI panic in 3 top IT stocksLIC gained over Rs 21,000 crore from three top software exporters. This paper profit materialized within thirty-five days after a contraria...
- AI could slow affluent India; QSRs, credit cards may show stress first: BNP Paribas’ Kunal VoraComing to loans, personal loans increased by 13% in FY25 and FY26 which is softer versus the earlier years. Also, the recent resurgence in ...
- Swiggy shares fall 6% in 2 days despite strong Q1 earnings. Should you buy, sell or hold?Swiggy shares declined six percent over two days despite reporting strong first-quarter earnings. The company's net loss decreased by thirt...
- Swiggy contra view: Why JM Financial downgraded the stock to 'sell' despite strong Q1 resultsBajaj Finance shares jumped 5% after the NBFC reported a strong Q1 FY27 performance, with standalone net profit rising 28% YoY to Rs 6,081 ...
- Coforge Q1 Results: Profit soars 63% to Rs 519 crore driven by Encora acquisition, AI-led services demandCoforge reported a remarkable 63.3 percent increase in profits for the June quarter, driven by the recent acquisition of Encora and a surge...
- How Goodwind Moto Tours is taking India's motorcycle tourism globalThree former corporate executives transformed their passion for motorcycling into Goodwind Moto Tours, a premium experiential travel compan...
- Warren Buffett said Berkshire Hathaway would be worth half without this company – although it kept shrinkingWarren Buffett once told his shareholders that without one particular acquisition, Berkshire Hathaway “would be lucky to be worth half of w...
- NFO Insight: Can Abakkus Large & Mid Cap Fund help investors navigate volatile markets?Abakkus Mutual Fund has launched its third equity NFO, the Abakkus Large & Mid Cap Fund. This new fund aims to navigate volatile markets by...
- Stocks, gold and debt: Why ICICI Pru’s Dharmesh Kakkad favours a multi-asset strategy nowICICI Prudential's Dharmesh Kakkad advises investors against chasing the best-performing asset classes, arguing that a dynamic multi-asset ...
- Why this Rs 48,450 crore fund manager says it's time for a balanced hybrid fundRoshan Chutkey believes India has entered a moderate-return environment. He suggests a balanced hybrid fund suits the next twelve to twenty...
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