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HUGE TAILWIND
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...- 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 ...
- Sensex falls over 300 points, Nifty below 23,350 amid persistent FII sellingIndian stock markets opened lower on Thursday, with Sensex and Nifty declining due to persistent FII selling and global headwinds. Geojit I...
- QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impactRising fuel and LPG prices are impacting India's consumption landscape unevenly. While some sectors like QSR face margin compression due to...
- Digital platforms, autos, and a shifting consumption story: Ashi Anand maps the market’s next phaseIndia's equity markets are seeing a leadership shift, with digital platforms and select auto segments driving growth. Ashi Anand of IME Cap...
- IT sector faces short-term disappointment, but long-term outlook remains stable: Sandip AgarwalIndia's IT sector faces short-term margin concerns and conservative growth guidance following recent earnings. However, market experts sugg...
- Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
- Where to invest now: Chemicals, capital goods, and banking top the list, says Aditya ShahAditya Shah, Hercules Advisors Founder, suggests investing in India's domestic growth. His top picks are chemicals, capital goods, and bank...
- Razorpay eyes IPO; Sarvam's $1.5 billion leapHappy Monday! Razorpay is planning an IPO at a lower valuation than its $7.5 billion peak. This and more in today's ETtech Morning Dispatch.
- Why is the US stock market rallying so sharply today? Dow jumps 1200 points while S&P 500 and Nasdaq surge over 2% on ceasefire optimismUS stock market today surged sharply, with the Dow Jones Industrial Average jumping 1,200 points, while the S&P 500 and Nasdaq Composite ga...
- Betting on capex story as it has strong legs and can go on for many years: Chirag SetalvadChirag Setalvad, Head of Equities at HDFC AMC, discusses the positive impact of government spending on infrastructure, the potential for pr...
- Merilytics aims to treble growth in three years riding Covid-19 tailwindsAnalytics firm Merilytics aims to have 400 employees by the end of the ongoing fiscal to address its global private equity clientele, found...
- A small move away from China means huge tailwinds for contract research in India: Anshul SaigalIt is quite evident that the world is moving to a China plus one strategy.
- Markets looking out for earnings recovery, traction: Mayuresh Joshi, Angel BrokingA large element in terms of the market in our sense is we are not seeing a huge rally from the current levels nor are we seeing a huge fall.
- Air India flies Delhi-San Francisco non-stop over Pacific, and into record booksAt 13,900km, the Atlantic route of AI's Delhi-SFO nons top flight made it the world's second-longest after Emirates' Dubai-Auckland (14,120...
- AI will soon fly over Pacific Ocean to San Francisco to save fuelThe regulatory nod comes as a boost for the national carrier, which would be doubling the frequency of its Delhi-San Francisco direct fligh...
- Stay bullish on HFCs; prefer HDFC, LIC Housing: Deven ChokseyCertainly, these two companies have better balance sheets and managements for one to consider them in the portfolio, says Choksey.
- Midcap IT stocks may continue to attract investors' attention: Vinay KhattarMidcap IT stocks, which would get tailwinds based on their certain expertise within the IT space, could outperform largecap IT stocks, says...
- TCS, HCL favorites in IT sector: P Phani SekharWe do not have much of an option but to at least maintain market weight in large cap IT because of the huge currency tailwind.
- The art and science of wealth creationRaamdeo Agrawal, Director & co-founder, Motilal Oswal Financial Services, in a free wheeling conversation talks at length about the art and...
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