Reassure homes, not just economy: Why India’s growth feels weaker at household levelThe ripples of global disruptions are felt in the everyday lives of Indian families, shaping individual narratives beyond simple data point...
08 Jun, 2026, 12.45 AM IST
RBI MPC: India's Goldilocks moment dims, but the lights are not outIndia's economic "Goldilocks moment" is shifting as the RBI raises its inflation forecast and lowers growth projections due to external sho...
05 Jun, 2026, 07.53 PM IST
IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
04 Jun, 2026, 11.34 AM IST
Consumer sector beats expectations but faces commodity crunch from Q2, warns BofA SecuritiesIndia's consumer and retail sector saw a strong first half of FY26. GST cuts and a favorable base effect boosted consumption. However, risi...
04 Jun, 2026, 09.00 AM IST
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
03 Jun, 2026, 11.36 AM IST
TCS, Infosys, other IT stocks crash up to 7% after 3-day rally. What top brokerages are saying?IT stocks, including TCS, Infosys, HCL Tech, Wipro and Tech Mahindra, fell sharply on Wednesday, following a three-day rally. Despite AI-re...
03 Jun, 2026, 10.43 AM IST
ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
03 Jun, 2026, 09.00 AM 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
Beyond Equities: Why HNIs are increasingly turning to premium real estate for wealth preservationIndian housing sales value surged 16% to ₹9.33 lakh crore in FY26, driven by affluent investors prioritizing premium and luxury properties....
30 May, 2026, 09.44 AM IST
US stocks today: Dow posts closing record high, S&P 500, Nasdaq muted as AI rally pausesUS stocks ended mixed as the Dow hit a record closing high driven by healthcare and consumer gains, while tech and chip stocks lagged. Bank...
28 May, 2026, 01.36 AM IST
Heatwave drives surge in cold drink sales, AC and fridge demand stays weakIndia's scorching heatwave has boosted sales of soft drinks, ice-creams and dairy beverages, while higher prices and weak consumer sentimen...
26 May, 2026, 07.10 PM IST
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impactRising fuel and LPG prices are impacting India's consumption landscape unevenly. While some sectors like QSR face margin compression due to...
26 May, 2026, 02.20 PM IST
Markets may have already discounted short-term pain, recovery seen ahead: Dinshaw IraniIndian markets are in a good spot with constructive investor sentiment. Elevated crude oil prices are a concern, but a resolution could boo...
25 May, 2026, 02.08 PM IST
Global equity flows chasing momentum, not value: Anurag SinghGlobal equities show firm momentum, driven by US futures near record highs. However, a narrow rally concentrated in mega-cap stocks raises ...
25 May, 2026, 10.50 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
Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
24 May, 2026, 06.11 PM IST
June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
23 May, 2026, 03.57 PM IST