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AI fear over IT overdone, but near-term pain likely to persist: Seshadri SenIndian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite a...
Data centres, AI infra become IT's next growth betIndia's software services industry is finding new growth in data centers and AI. Companies like HCLTech, TCS, Accenture, and Cognizant are ...
Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons whyPolycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited marke...
US President Donald Trump's Iran war weighs on G7 economies, but don't expect hard talk in FranceGlobal economic leaders gather in France amid rising inflation and oil prices. A recent deal between the U.S. and Iran offers optimism, but...
China Shock 2.0: Surging Chinese exports threaten Europe's economy, raising concern at G7 summitEight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus b...
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...
ETMarkets Smart Talk| RBI's FPI reforms could attract $50-100 billion into Indian debt over time: Vikas Garg of Invesco MFRBI’s easing of foreign investment norms for government securities could attract substantial long-term capital inflows into India’s debt ma...
India to remain fastest-growing major economy at 6.6 pc in FY27, down from 7.2 last year: World BankIndia will remain the world's fastest-growing major economy. Growth is projected to slow to 6.6 percent in fiscal year 2026-27. This modera...
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
Jobs outlook may cool down in Sept quarter amid economic woesIndia's employment outlook is set to soften in July-September 2026, with 59% of employers anticipating hiring increases, down from 74% in t...
100 days of Iran war: India must brace for broad-based economic shockIn a volatile turn of events, escalating strikes between Iran and Israel are sending shockwaves that may reach India’s economy. As the spec...
Indian retail auto sales rise 9.6% in May; dealers see monsoon-driven demand aheadIndian auto retail sales grew 9.6 percent in May, overcoming heat and fuel price concerns. Passenger vehicles led the surge, with rural mar...
Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
Why oil’s not at $200 after the biggest supply shock in historyGlobal oil prices are defying expectations, staying below $100 a barrel even after the Strait of Hormuz was effectively blocked. Record US ...
Cold storages struggle as Gulf cargo lands in IndiaIndian cold storages are full of imported apples, avocados, and dry fruits. Shipping disruptions due to the Iran war are causing these dive...
Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
'Hero will benefit if fuel efficiency is top of mind': Hero MotoCorp CEOHero MotoCorp reports no domestic demand slump despite global challenges. The company is aggressively expanding its operations. CEO Harshav...
Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...
PE, tu ab toh Asia mein aur bhi aajaAs global investment circles widen, Asia is capturing the keen interest of major investors. Prominent firms such as Blackstone and EQT are ...
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...