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INFRASTRUCTURE SLOWDOWN
Data centres, AI infra become IT's next growth betIndia's software services industry is finding new growth in data centers and AI. Companies like HCLTech, TCS, Accenture, and Cognizant are ...- Accenture signals caution, but analysts see long-term IT opportunityAccenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations ar...
- 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...
- The new man of steel! India seen filling the void China may leaveIndia Steel Industry Growth 2026: Global steel demand is shifting from China to India and Southeast Asia. India's steel consumption is low,...
- Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons whyPolycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited marke...
- Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...
- Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
- Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
- Lenskart block deal; Meesho's kirana pushLenskart has drawn fresh interest from major institutional investors. This and more in today's ETtech Top 5.
- IRCTC new website launch date announced by Ashwini Vaishnaw : Faster ticket booking, tatkal booking status, seat choice feature and moreNew IRCTC Website launch: Indian Railways is set to launch a revamped IRCTC website by July 15, promising a significantly smoother online t...
- Ecommerce isn't adding much to Retail Inc's cartAn ET analysis of eight major retailers-market leader Reliance Retail, Shoppers Stop, Westside, Arvind Fashions, DMart, Spencer's Retail, P...
- 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...
- Rakesh Jhunjhunwala's timeless lesson on handling life's and market's ups and downs: 'Life is not linear. We have to accept reality as it is rather than...'Legendary investor Rakesh Jhunjhunwala in quote of the day emphasized that life and markets move in cycles, with setbacks being an unavoida...
- AI not a threat, but opportunity for IT services: TCS chairman N ChandrasekaranAddressing the concerns that AI could reduce demand for traditional IT services, Chandrasekaran said the market has misunderstood the relat...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- Flexi-staffing industry in India sees 8% YoY growth in new employment in 2025-26: ISF reportThe push for formal employment, strongly supported by the staffing industry, has been instrumental in bringing more workers into structured...
- Hotel giants bet India’s local travel boom can defy slowdownMajor hotel groups are investing heavily in India. They expect a surge in domestic travel to drive growth. This expansion continues despite...
- Air India Express defers Noida Airport launch, exits Hindon amid cost-cuttingAir India Express has indefinitely postponed its operations from Noida International Airport. This reduces the number of airlines launching...
- The hidden Rs 9,000 crore business behind India’s water purifier boomIndia's water purifier market is evolving beyond just selling machines. Companies are now focusing on the lucrative service sector, includi...
- Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
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