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EMERGING MARKETS SUPERCYCLE
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...
- Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
- HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
- US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
- With 50% rally in 2026, Adani Power now most valued power company in India: What's working in its favourA nearly 50% rally in 2026 has made Adani Power India’s most valuable listed power firm, surpassing NTPC. Strong earnings, rising demand, h...
- Why global fund managers are giving D-St the cold shoulderForeign investors have significantly reduced their holdings in Indian equities, driven by slowing earnings growth, the AI boom in South Kor...
- Samsung hits $1 trillion valuation, joins TSMC’s elite club as AI chip boom powers record rallySamsung Electronics has achieved a $1 trillion market valuation, driven by soaring demand for AI chips. The memory giant's stock has quadru...
- Where’s the Indian mutual fund sector going ahead? 6 big trends to watch out forMutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, ...
- PSU mutual funds see Rs 4,498 crore outflow in March: ReportPSU mutual funds saw Rs 4,498 crore in outflows in March, a mild improvement from February, according to Vallum Capital. While PSU funds po...
- An emerging markets supercycle has just begun: Shuli RenEmerging markets are set for a long growth period. A weak dollar and global growth continue to support this trend. New opportunities are em...
- America to enter new economic super-cycle in 2025, investors may consider high risk small caps, says Bank of AmericaThe U.S. economy is undergoing a transformative shift, moving away from a prolonged period of expansion known as a supercycle into a new, m...
- 3 reasons why we may be at the cusp of the beginning of the commodity supercycleIt is generally accepted that commodity price supercycles are likely triggered by unexpected increases in demand. The immediate effect of a...
- India likely to become 3rd largest economy by 2030: ReportIndia is likely to become the third largest economy by 2030 behind China and the USA, a Standard Chartered report said.
- A Future that's TenseSupply appears to be progressively less able to adjust rapidly to changes in demand because new reserves are more challenging and expensive...
- India will grow faster than China in next 20 years: Standard CharteredIndia is likely to emerge as the world's third-largest economy by 2030 and grow faster than China over next two decades, says Standard Char...
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