Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
10 Jun, 2026, 10.01 AM IST
Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
09 Jun, 2026, 12.18 PM 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
Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&PUS Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P...
08 Jun, 2026, 08.39 PM IST
Bitcoin Price Today: BTC fights for $63K as Iran ceasefire hopes, CPI data, and Fed decision loom—will Ethereum, XRP, and Solana surge after critical inflation data?BTC Price Today Prediction News: Bitcoin trades near $63,000 after rebounding from the June 5 low of $59,100, its weakest level since Febru...
08 Jun, 2026, 05.51 PM IST
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
08 Jun, 2026, 09.43 AM IST
AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
05 Jun, 2026, 09.00 AM IST
Exclusive | Is the India story over for FIIs? BofA says investors don't want to miss what's nextIndia's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan a...
04 Jun, 2026, 09.00 AM IST
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsThe latest escalation in the US-Iran war means that crude oil price is back as a risk for India. Although we are in a market already strugg...
03 Jun, 2026, 10.16 PM IST
Volatility as opportunity, depends on framework of mind: 5 mid-caps from different sectors with upside potential of up to 31%The Indian stock market is no longer correcting only because of sentiment. It is now adjusting to the possibility of weaker numbers in the ...
02 Jun, 2026, 04.41 PM IST
Quote of the day by Seth Klarman: "The challenge is whether you can invest in things that won’t be too bad on the day when the market turns"Seth Klarman, a renowned investor, highlights a crucial investment challenge. He emphasizes preparing portfolios for market downturns, not ...
01 Jun, 2026, 06.00 PM IST
Bitcoin begins June near $73,500 as ETF outflows cross $2 billion and geopolitical risks intensifyBitcoin began June trading near $73,500 amidst significant ETF outflows exceeding $2 billion and escalating geopolitical risks. Institution...
01 Jun, 2026, 12.57 PM IST
AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
01 Jun, 2026, 06.00 AM IST
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
28 May, 2026, 10.41 AM IST
After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...
26 May, 2026, 10.07 AM IST
Markets may have already discounted short-term pain, recovery seen ahead: Dinshaw IraniIndian markets are in a good spot with constructive investor sentiment. Elevated crude oil prices are a concern, but a resolution could boo...
25 May, 2026, 02.08 PM IST
Sentiment is broken, fundamentals are not. PL Asset Management CIO says now is the time to buyIndian equity investors, frustrated by stagnant returns, are urged by Sandeep Neema of PL Asset Management to distinguish weak sentiment fr...
25 May, 2026, 09.00 AM IST