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EQUITY BOOM IN INDIA
Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...11 Jun, 2026, 02.40 PM IST- 'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buyPorinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India ...11 Jun, 2026, 01.15 PM IST
- World markets walk a tightrope between AI stocks and oil shocksGlobal markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile...11 Jun, 2026, 10.55 AM IST
- Ahead of Market: 10 things that will decide stock market action on WednesdayIndian equities ended higher on Tuesday, supported by easing geopolitical tensions and softer crude prices. A sharp drop in India VIX boost...09 Jun, 2026, 09.51 PM IST
- Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...09 Jun, 2026, 11.02 AM IST
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...09 Jun, 2026, 08.48 AM IST
- RBI's reform package could pull $40-75b inflows, push rupee to 92-93 and keep August rate on holdThe RBI's recent announcements are expected to attract substantial foreign capital, potentially strengthening the rupee. Analysts anticipat...06 Jun, 2026, 01.28 PM IST
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...05 Jun, 2026, 01.42 PM IST
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...05 Jun, 2026, 09.56 AM IST
- ET Alpha Wealth Summit: S Naren shares blueprint for investing in a boring marketICICI Prudential AMC CIO S. Naren described the current market as a “boring phase,” marked by a tug-of-war between FIIs and domestic mutual...04 Jun, 2026, 11.49 AM IST
- ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discu...03 Jun, 2026, 04.33 PM 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
- South Korea rides AI wave, also overtakes India on m-cap chartSouth Korea has surpassed India to become the world's sixth-largest equity market. This shift is attributed to strong performance from Sout...03 Jun, 2026, 05.41 AM 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
- Why Trideep Bhattacharya is betting on financials and energy despite global uncertaintyIndian equity markets face near-term pressure from the West Asia conflict. Corporate earnings remain resilient, though FY27 estimates may s...02 Jun, 2026, 02.30 PM IST
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...02 Jun, 2026, 02.17 PM IST
- Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...02 Jun, 2026, 08.50 AM IST
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