Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
18 Jun, 2026, 06.09 PM IST
AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...
17 Jun, 2026, 01.55 PM IST
ET Alpha Wealth Summit | FIIs haven't abandoned India, they've just reshuffled: Samir AroraForeign investors are not leaving India. They are shifting investments from top companies to other stocks. This rotation involves billions ...
17 Jun, 2026, 01.00 PM IST
Avoid IT, focus on growth: Samir Arora's playbook for next 12 monthsInvestor optimism is rising on hopes of a US-Iran agreement, potentially easing energy market concerns and geopolitical uncertainty. Helios...
17 Jun, 2026, 12.23 PM IST
NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
16 Jun, 2026, 01.23 PM IST
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...
16 Jun, 2026, 09.00 AM IST
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
16 Jun, 2026, 09.00 AM IST
Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocksMonarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...
15 Jun, 2026, 05.04 PM IST
Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
15 Jun, 2026, 01.10 PM IST
PL Capital cuts Nifty target to 26,449, lists 16 high conviction stock picksAmidst global market turmoil from the Iran-US war and El Nino, PL Capital lowered its Nifty 50 target to 26,449. The brokerage anticipates ...
12 Jun, 2026, 03.44 PM IST
Is India's economic growth real? Raghuram Rajan says something is offFormer RBI Governor Raghuram Rajan questions India's strong economic growth figures, citing weak corporate investment and declining foreign...
12 Jun, 2026, 01.54 PM IST
Citi cuts Nifty target to 26,000 on El Nino, AI risks, picks one stockCiti Research lowered its Nifty target due to rising earnings risks linked to geopolitical tensions and other macro concerns. However, it r...
11 Jun, 2026, 04.40 PM IST
Asia’s currency fight moves offshore as central banks push backAsian central banks are intensifying efforts to curb offshore forex speculation as external pressures like high oil prices and a strong dol...
11 Jun, 2026, 01.22 PM IST
These 8 banking stocks have an upside potential of up to 26% in 1 year, according to analystsIf oil prices stay at higher levels, some FPIs with exposure to the Indian banking sector through ETFs might decide to sell, putting these ...
10 Jun, 2026, 12.27 AM IST
DIIs' net purchases cross Rs 4 lakh crore on Dalal Street in 2026 while FIIs run awayDomestic institutional investors (DIIs) have remained strong buyers of Indian equities in 2026, with net purchases crossing Rs 4.16 lakh cr...
09 Jun, 2026, 01.01 PM IST
Gift Nifty hints at muted start for D-Street; key trading cues for todayIndian benchmark indices experienced a sharp sell-off on June 8, influenced by global market weakness, escalating geopolitical tensions, an...
09 Jun, 2026, 06.25 AM IST
FPI selling puts June rally at risk, midcaps may march onIndian equities face a challenging June, with geopolitical tensions and foreign selling clouding the outlook for large caps. Mid and smallc...
01 Jun, 2026, 05.34 AM IST