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
Why the next Bitcoin cycle will be won by investors who understand liquidityBitcoin's next rally is likely to be driven by liquidity, ETF inflows and monetary conditions rather than retail hype, according to Mudrex'...
04 Jul, 2026, 12.42 PM IST
US rally vs India story? Wealth managers explain why NRIs should stay the course for next 10 yearsDespite recent volatility, wealth managers believe NRIs should remain invested in India, citing strong structural growth, resilient domesti...
04 Jul, 2026, 12.35 PM IST
Explained: Why aluminium is emerging as manufacturers' preferred alternative to copperRecord copper prices are accelerating manufacturers' shift toward aluminium, driven by lower costs and lighter weight. Automakers are expan...
04 Jul, 2026, 12.13 PM IST
Quick commerce no longer luxury service, becoming permanent structural shift in urban retail: ReportQuick commerce is revolutionizing India's retail sector, transforming from a niche service to a permanent fixture. Projections indicate thi...
03 Jul, 2026, 03.28 PM 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
No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...
02 Jul, 2026, 05.53 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
Wipro shares could crash 17% on Thursday if ADR is an indicator. What’s worrying investors?Wipro shares are poised for a significant drop following a steep decline in its ADRs, fueled by investor worries about future earnings and ...
02 Jul, 2026, 08.45 AM IST
How a Multi Asset Allocation brings equity, debt and gold together in one placeDiversification is key to successful investing, and Multi-Asset Allocation Funds offer a balanced approach. These funds invest in at least ...
01 Jul, 2026, 04.49 PM IST
HDFC Mid Cap Fund hits Rs 1 lakh crore AUM milestone; delivers 17% CAGR since inceptionHDFC Mid Cap Fund has crossed the Rs 1 lakh crore AUM milestone, cementing its position among the country's largest mid-cap schemes. Since ...
30 Jun, 2026, 05.12 PM IST
NRI Talk | Rupee depreciation shouldn't deter NRIs; India still offers attractive dollar returns: Feroze AzeezNRIs are questioning India's investment appeal due to recent flat returns and rupee depreciation. However, experts emphasize India's strong...
30 Jun, 2026, 09.00 AM IST
Proverb of the day: ‘The world is a circle, but to the eye it appears as a straight line’ - A timeless lesson on perspective and perceptionLife often feels like a dead end, but our limited vision misinterprets chapters as the whole story. Today's profound proverb of the day rev...
29 Jun, 2026, 07.57 PM IST
The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
29 Jun, 2026, 04.18 PM IST
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
27 Jun, 2026, 04.58 PM IST
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
26 Jun, 2026, 09.00 AM IST
NFO Insight: Can JM Multi Asset Allocation Fund help investors navigate uncertain market?JM Financial Mutual Fund has launched the JM Multi Asset Allocation Fund, aiming to provide long-term capital appreciation and income by in...
24 Jun, 2026, 10.43 AM IST