How much is Indian MFs' exposure to US tech stocks & how have they performed? Prasad Sawant explainsPrasad Sawant from IIFL Securities mentions high returns from Mirae Asset and other US tech-focused mutual funds. Nvidia's success led to a...
28 May, 2024, 10.52 AM IST
'Growth' stocks still not cheap, cautions JPMorganJPMorgan's analysts estimate that on average tech firms that are yet to even make a profit have lost 30% of their value since peaks around ...
22 Feb, 2022, 08.46 AM IST
We are going into a dotcom bust after almost 22 years: Rajeev Thakkar" The focus is coming back on cash flows, on earnings just chasing a vision or storytelling is passe. I think we are going into a dotcom bu...
10 Feb, 2022, 09.35 AM IST
Who are the real movers & shakers of Nasdaq’s stellar run this past yearWhen you break down this performance, it throws up some interesting insights about the real movers and shakers of one of the world’s most p...
01 Jul, 2021, 12.04 PM IST
3 reasons why RIL AGM failed to give analyst price targets a liftMarketmen tracking the stock said the AGM announcements were encouraging but fell short of heightened Street expectations. They said there ...
25 Jun, 2021, 11.29 AM IST
Startup surge: IPOs in our backyardIndian capital markets now have the appetite and maturity to reward those companies and their first-generation founders, who successfully s...
16 Jun, 2021, 11.23 PM IST
Investing in US tech stocks? Correction looming, warns Chris WoodOver the last decade, the benchmark S&P 500 is up 193 per cent, while FAANG stocks have delivered an average return of more than 1,151 per ...
28 Oct, 2020, 12.50 PM IST
Significant rerating yet to happen in IT stocksEarnings growth is the main compounder but valuation expansion will also add to growth, says Vikas Khemani.
13 Oct, 2020, 08.19 PM IST
IT stocks could see re-rating as digital businesses see high growthEdelweiss Securities in a note said that Indian IT services companies too would see a hike in earnings growth which would lead them to trad...
04 Sep, 2020, 05.09 PM IST
Top-performing India hedge fund says stocks have risen too fast“At the current juncture, we believe that markets have run up ahead of fundamentals, we see significant pain in businesses on the ground,” ...
20 Aug, 2020, 08.09 AM IST
I do not see any end to this current bull market: Shankar Sharma'I am of the view that the markets globally and in India are not richly valued. '
17 Aug, 2020, 07.17 PM IST
Tweet Buster: 'Flip' trade, JALSA stocks and what if SIPs cannot make you richAveek Mitra, founder and CEO of Aveksat Financial Services, says the breadth of the market has not been so wide in last three years. So inv...
09 Aug, 2020, 11.58 AM IST
Reliance becoming FAANG of India, it will continue to grow: Mark MatthewsReliance is a good proxy to internet growth because it has a distribution channel through its enormous customer base in telecom and retail.
06 Aug, 2020, 04.04 PM IST
Two themes to balance risk and return in this market: Nilesh Shah, Kotak AMCGive NBFCs sufficient credit or GDP growth and corporate earnings will be affected, says Shah.
31 Oct, 2018, 12.59 PM IST
ETMarkets Morning Podcast: What's buzzing on D-Street this morning??Russia’s Sistema completes offloaded its 10% stake in Reliance Communications.
21 Jun, 2018, 10.34 AM IST
Hedges get a test as $300 billion FAANG surge lives another weekMore than $300 billion has been added in six weeks to the group, comprising Facebook and Amazon.
10 Jun, 2018, 03.05 PM IST
China’s BATs ready to dethrone US FAANG? Options suggest soWhen it comes to growth in mobile commerce, options prices suggest that the BATs have the FAANGs licked.
26 Aug, 2017, 10.16 AM IST