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EQUITY EUPHORIA
AI boom not shock-proof; chip shortage and weak pass-through weigh: ReportWhile AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuva...
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
NRI Talk| For a Rs 50 crore NRI portfolio, structure matters as much as stock selection: Tarun BiraniNRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...
The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
US bond yields back to 'normal'; AI needs a reality check, says Ed YardeniVeteran strategist Ed Yardeni views the recent rise in Treasury yields and the AI stock correction as healthy market adjustments, not crisi...
ETMarkets PMS Talk | We analyse over 300 data points to identify alpha: Wright PMS' Sonam SrivastavaWright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her f...
Block deal alert! Craftsman Auto shares in focus as promoter to sell stake worth Rs 486 croreCraftsman Automation shares are under scrutiny as promoter Srinivasan Ravi plans to sell up to 2.01% stake via a block deal worth Rs 486 cr...
Japan's Nikkei rises past 72,000 as AI euphoria persistsJapan's Nikkei index has soared past 72,000 for the first time, fueled by AI investment enthusiasm and positive U.S.-Iran peace talks. The ...
Japan's Nikkei rises past 72,000 mark for first time as AI euphoria persistsJapan's Nikkei index soared past 72,000 for the first time, fueled by enthusiastic AI investments that overshadowed concerns about US-Iran ...
Can Jio and NSE IPOs repeat Maruti feat?US and Indian IPO markets are gearing up for major listings, with AI giants like OpenAI and Anthropic set to capitalize on investor frenzy....
SpaceX IPO: Indians queue up to invest more in US stocksSpaceX's blockbuster initial public offering has ignited significant interest among Indian investors in US stocks, with trading volumes on ...
FY27 earnings recovery key to next leg of market upmove: Rajeev AgrawalGlobal markets are cautiously optimistic about a potential US-Iran agreement easing geopolitical risks and crude oil volatility. However, I...
Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
Don't wait for FIIs: Nippon MF CIO Sailesh Raj Bhan on why market will rise before foreign money returnsIndian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan, advises accumulating world-cla...
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...
Flexi cap fund inflows halve to Rs 5,175 crore in May after record April. Is this profit booking or a buying opportunity?Flexi cap fund inflows dropped 49% in May to Rs 5,175 crore after April’s record surge, reflecting broader moderation across equity categor...
Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation cor...
Will SpaceX factor last after IPO? Mega listing plan sparks valuation debate amid AI boomSpaceX's huge IPO is set to launch, attracting record investor bids. This event will test the market's appetite for AI companies. Investors...
SpaceX’s IPO success may rub off on AmbaniInvestor interest in major tech offerings remains strong. Mukesh Ambani's Jio Platforms is preparing for a significant IPO in India. Howeve...