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CYCLICAL TRENDS
ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul Suri- UTI AMC's V Srivatsa warns against midcap valuation, says risk-reward better in largecaps
- Have metal stocks’ dependence moved from Chinese apartments to world's power grid? 5 metal stocks with upside potential of up to 34%
- ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren VedIndia's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations...18 Jul, 2026, 09.38 AM IST
- Dual engines to fuel bull market? Mutual fund cash hits multi-year low of 4% as FIIs turn buyers after 4 monthsDomestic mutual funds reduced cash holdings to a multi-year low of four percent. Foreign institutional investors have returned as buyers af...16 Jul, 2026, 09.45 AM IST
- ETMarkets Smart Talk | India's retail investing boom is structural, 40 crore demat accounts possible in 10 years: Sandeep NayakIndia's retail investing growth is structural, driven by demographics and financialization. Digital broking will focus on informed decision...16 Jul, 2026, 09.00 AM IST
- Mutual funds cut IT exposure to all-time low of 5.9% in June. Contrarian opportunity or signal for caution?Mutual funds have reduced their technology sector allocation to 5.9 per cent. This marks an all-time low, reflecting investor caution and p...15 Jul, 2026, 10.30 AM IST
- For long-term investors: Look beyond strength of balance sheet; 5 stocks from different sectors with upside potential of up to 31%Even a couple of months ago, any flare-up between the US and Iran in the Gulf region would have seen two things happening: A spike in crude...13 Jul, 2026, 02.42 PM IST
- Ethanol ecosystem: Judging fear by noise is not evidence; 15 stocks from the ecosystemSugar is one of the oldest distressed sectors in India. For decades it has swung between glut and shortage, carried heavy debt, was depende...13 Jul, 2026, 01.53 PM IST
- For investors with an over 2-year perspective: 5 mid- and small-cap stocks with an upside potential of up to 26%This is a market to be selective in, not brave in. The safer way to play a turn in the market is to stay with businesses whose demand does ...13 Jul, 2026, 12.15 PM IST
- 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 ...13 Jul, 2026, 11.31 AM IST
- Stocks priced for ‘sunshine and rainbows’ now face earnings testWall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...12 Jul, 2026, 10.42 AM IST
- Bankruptcy boom: Businesses going broke in Europe's biggest economyGermany faces a widespread corporate insolvency crisis impacting numerous sectors. High energy costs and industrial decline are major contr...10 Jul, 2026, 10.39 PM IST
- Quote of the Day by Ralph Waldo Emerson: “A foolish consistency is the hobgoblin of little minds, adored by...” — Timeless life lessons on independent thinking, authenticity, courage, inner wisdom, resilience, and personal growth from one of America's most influential philosophersQuote of the day by Ralph Waldo Emerson: “A foolish consistency is the hobgoblin of little minds” is a timeless reminder for anyone who fee...10 Jul, 2026, 09.40 PM IST
- NFO Insight: Can the NJ Momentum Fund help investors capture market momentum?NJ Mutual Fund has launched the NJ Momentum Fund, an NFO that seeks to capture strong price trends through a rules-based momentum strategy ...10 Jul, 2026, 12.14 PM IST
- Why the capital cycle approach is a powerful framework for long-term investingEdward Chancellor advocates the capital cycle approach, urging investors to focus on industry supply, capital allocation and management qua...04 Jul, 2026, 12.47 PM IST
- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...03 Jul, 2026, 09.14 AM IST
- Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MFIndian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exp...02 Jul, 2026, 07.45 PM IST
- Macro headwinds are behind us; largecaps poised to outperform: Prashant JainIndia's equity markets are poised for a positive turn as economic challenges recede, according to Prashant Jain. He highlights strong domes...02 Jul, 2026, 02.01 PM IST
- 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
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