Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
15 Jun, 2026, 01.46 PM IST
Why is market rising? Sensex jumps 1,000 points in 2 days, Nifty crosses 23,400. 3 key factors behind the surgeIndian stock markets surged for a second consecutive session, with Sensex and Nifty crossing significant milestones. This resilience occurr...
10 Jun, 2026, 01.48 PM IST
Avoid broad market bets now; focus on these 3 sectors instead: Shibani Sircar KurianIndian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors...
08 Jun, 2026, 11.53 AM IST
Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...
03 Jun, 2026, 12.29 PM 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
Midcaps in a sweet spot? Why Nippon India’s Rupesh Patel sees a valuation correction despite new index peaksNippon India Mutual Fund's Rupesh Patel remains constructive on midcaps despite concerns over valuations, citing resilient earnings growth ...
31 May, 2026, 01.53 PM IST
Anthropic approaches $1T valuation; Google ads face heatAnthropic neared a trillion-dollar valuation following fresh funding. This and more in today's ETtech Top 5.
29 May, 2026, 07.55 PM IST
From Adani Green to Tata Tech: 50 companies swing back to profit in Q4 despite market turmoilIndian companies show strong recovery. Over 50 firms moved from losses to profits in the March quarter. This turnaround happened despite ma...
29 May, 2026, 09.41 AM IST
From financial services to healthcare, enterprises driving AI adoption in India are all in Mumbai: TEAMOn the eve of Mumbai Tech Week, Sharad Sanghi of Neysa AI, Aakrit Vaish of Activate, and Naiyya Saggi of EDT spoke with ETtech editor Samid...
28 May, 2026, 09.16 PM IST
ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
28 May, 2026, 09.15 AM IST
Stealth, skies and sovereignty: India's fighter jet plan takes offThe Defence Ministry has issued tenders for India’s indigenous fifth-generation Advanced Medium Combat Aircraft (AMCA) programme to three p...
27 May, 2026, 09.23 PM IST
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%In the initial phase of recovery, because every stock was beaten down, we may see a rally with good market breadth. But, over time, stocks ...
25 May, 2026, 02.01 PM IST
Corporate India gets a call of duty and it's raring to goIn a dynamic shift, India's defence industry is witnessing a groundbreaking transformation where private corporations are spearheading pivo...
25 May, 2026, 01.59 PM IST
Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
25 May, 2026, 10.31 AM IST
30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead routThirty Nifty 50 stocks have wiped out Rs 22.64 lakh crore in investor wealth this year. HDFC Bank and TCS led the decline, losing Rs 3.55 l...
25 May, 2026, 09.37 AM IST
Nifty to trade in 28,000–30,000 range in FY27 led by earnings: Smallcase managersSmallcase managers remain optimistic on India’s equity markets despite the Nifty declining over 9% this year, projecting the benchmark inde...
21 May, 2026, 04.18 PM IST
PM Modi strengthens India-Nordic ties with focus on clean energy, trade, digitalization focus at 3rd summitAhead of the 3rd India-Nordic Summit, Narendra Modi held key meetings with leaders from Iceland, Finland, and Denmark to strengthen coopera...
19 May, 2026, 06.57 PM IST