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INFLECTION BUBBLE
Expensive crude oil: An inflation India might benefit fromIran War: Rattling oil markets and predictions of $150 per barrel are forcing a reevaluation of cheap energy's long-held economic assumptio...- Taimur Baig on the AI, Fed, inflation and the dollar’s next moveAs 2026 begins, investors face AI exuberance, US interest rate uncertainty, and India's geopolitical challenges. DBS Bank's Taimur Baig see...
- AI bubble or euphoria? Howard Marks warns you not to bet the house on futureHoward Marks says AI may be a transformational “inflection bubble,” urging investors to avoid going all-in or all-out. He highlights soarin...
- Bank of England warns debt-fuelled AI spending boom could unravelThe Bank of England has issued a stark warning. A massive spending boom in artificial intelligence infrastructure, funded by debt, faces si...
- Indian markets hold firm amid global AI turbulence, eyes on India-US trade deal: Sudip BandyopadhyayIndian equities have shown resilience despite global volatility, with market veteran Sudip Bandyopadhyay highlighting distinct domestic dyn...
- New labour laws may put India on a pro-business growth path: Karthikraj LakshmananNew labour reforms are reshaping India's economic outlook. Manufacturing is seen as a key growth area, benefiting sectors like pharma and a...
- Nvidia CEO Jensen Huang was asked if US is going to have an AI bubble – watch his 3-minute responseNvidia CEO Jensen Huang talked about whether the US is heading into an AI bubble. He explained why AI demand is growing and why companies a...
- Nvidia’s Huang works to convince investors there’s no AI bubbleNvidia's chief Jensen Huang sees no AI bubble. He expects huge revenue from new Blackwell and Rubin chips. The company is forming key partn...
- Is the AI boom becoming a bubble? Why Goldman, JPMorgan, IMF are sounding the alarmGlobal financial leaders — including Goldman Sachs, JPMorgan, the IMF, and the Bank of England — are warning that the AI-driven stock marke...
- Zoho's Sridhar Vembu warns of fundamental reckoning in India's software industryZoho’s Sridhar Vembu warns that India’s IT sector faces a deep structural crisis, not just an AI-driven or cyclical shift. He cites decades...
- Modern markets demand more than historic valuations. A new era emergesThe Nifty trades at a high TTM PE of 23x, nearing historical highs. Mid-caps' 70% premium over large-caps is unprecedented. Despite disappo...
- The great internet ad scam: Trusting the efficacy of online ad spend is irrational — it’s a bubble waiting to popWhat if all this spending is based on misconceptions about personal behaviour and the illusion of precision that these platforms offer? Fro...
- T+1 settlements, tighter margins will make markets safer: Ajay TyagiEarlier this month, Sebi had proposed to introduce a ‘Trade-plus-one’ (T+1) settlement cycle from January 1, where the trades will get sett...
- ShareChat valuation jumps to $2.1 billion with $502 million fundraiseSocial network plans to acquire 1 billion users, build creator economy
- Big-tech earnings provoke deeper scrutiny of lofty valuationsTechnology and internet stocks tumbled on Friday, extending a recent downtrend, after results from the likes of Apple Inc., Amazon.com Inc....
- India market at a new inflection point; we are seeing best deals in 10 years: Sequoia CapitalThe venture capital firm believes that there couldn’t be a better time to startup and companies are scaling up at a ‘blistering pace’.
- Guest column: Why the downward pressure on gold price has to ease from here onIt’s been a tumultuous start to the year for most asset classes. At such times, gold can come to the rescue and so it did this year with a ...
- 10 things in tech you need to know todayTech enthusiast alert! Here's the tech news you need to know this Monday.
- Top five experts say that rotation trade from India to other EMs is likely to even out soonExperts feel that concerns are done with respect to Indian markets, and investors with a long-term view should not be worried.
- Obama: It's a changing world where India and China are risingObama said America needs to adapt to changing world wherein countries like India and China are rising and areas like Middle East are becomi...
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