China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
03 Jun, 2026, 01.43 PM IST
Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...
03 Jun, 2026, 09.37 AM IST
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
02 Jun, 2026, 04.03 PM IST
Nifty at 25,900 by March 2027? Nomura cites key catalysts to watch out forIndian stocks have seen a sharp fall. Nomura predicts the Nifty will climb almost 11% to reach 25,900 by March 2027. This optimism stems fr...
02 Jun, 2026, 01.11 PM IST
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
02 Jun, 2026, 08.50 AM IST
India tech jobs decline: AI, US immigration impact recruitmentIndia's technology job market faces its slowest period in over two years. Active tech job openings have dropped significantly. Global uncer...
01 Jun, 2026, 07.54 PM IST
Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
01 Jun, 2026, 07.43 PM IST
Why a flexible asset allocation approach beats static exposure over the next 3 years: ICICI Pru AMC’s Ihab DalwaiIndian markets are trading high. Relying on one asset class is risky. A flexible asset allocation strategy is recommended for the next thre...
30 May, 2026, 10.01 AM IST
ET Alpha Wealth Summit: Mapping the road to India’s next growth waveIndia's strong economic growth faces scrutiny as global conditions remain uncertain. The ET Alpha Wealth Summit on June 4 in Mumbai will fe...
29 May, 2026, 06.02 PM IST
AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap clubThe global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging ...
27 May, 2026, 06.14 PM IST
After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...
26 May, 2026, 10.07 AM IST
India's job engine strains as Iran war hits remittances and tradeThe Middle East conflict is impacting India's economy by forcing migrant workers home and reducing demand for manufactured exports. This do...
22 May, 2026, 09.13 AM IST
JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
19 May, 2026, 04.11 PM IST
The 2013 ghost returns: Will higher gold duties actually restrict imports or just fuel the grey market?India’s shock hike in gold and silver import duty to 15% has revived memories of the 2013 crisis. While the move aims to curb dollar outflo...
13 May, 2026, 12.42 PM IST
Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...
13 May, 2026, 11.55 AM IST
Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concernsVeteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption conce...
10 May, 2026, 10.47 AM IST
Indian market poised for double-digit earnings growth over next 2 years: Dikshit MittalIndian markets present a strong case for investors. While the Nifty index appears flat, mid- and small-cap stocks are showing robust earnin...
09 May, 2026, 10.42 AM IST