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INVESTMENT THEMES
- Peak XV’s Surge programme selects 18 startups for 12th cohort after revamp
The new cohort announcement comes as the VC firm revamps Surge, bringing it closer to the firm’s broader early-stage investment practice an...
Small Habit That Changed Their Finances: Zerodha's Nithin Kamath reveals how a Rs 20,000 credit card debt changed his money habitsNithin Kamath’s financial philosophy centres on learning from debt, maintaining cash reserves and investing with discipline. After a Rs 20,...
Market veterans favour value plays over crowded, expensive themesMarket experts project cautious optimism for Indian equities as valuations become less demanding and earnings growth aligns. Large-cap stoc...
October Horoscope 2026: 3 zodiac signs could attract more money but not in the way they expectOctober 2026 could bring a financial turning point for three zodiac signs. Venus and Mercury are both retrograde during the month. In astro...
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarStock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to ...
ETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debateOpenAI and Anthropic are reportedly commanding valuations that translate into roughly 30-38 times price-to-sales, compared with around 3.7 ...
ETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati KhemaniSwati Khemani, Founder & CEO of Carnelian Asset Management & Advisors, believes de-rating is the “other side of alpha” and one of the most ...
Joel Tillinghast’s Stock-Picking Secrets: Why investors should Look Beyond the Share PriceEffective long-term investing hinges on avoiding critical blunders while concentrating on in-depth business analysis. Joel Tillinghast emph...
Jefferies’ Chris Wood calls energy India’s best structural growth story; names Hitachi Energy as picks-and-shovels playChristopher Wood, the global head of equity strategy at Jefferies, identifies India's energy sector as a promising arena for growth, driven...
IPO multibagger ESDS shares hit 5% lower circuit as Q1 net profit more than halves. Time to sell?Newly-listed ESDS Software Solution hit the 5% lower circuit at Rs 1,758 after Q1 FY27 net profit fell 57% sequentially to Rs 29.3 crore. D...
NFO Insight: Motilal Oswal Nifty REITs & Realty Index Fund opens for subscription. Is now the right time to invest in realty?Motilal Oswal Mutual Fund has launched the Nifty REITs & Realty Index Fund, which will be accepting subscriptions until October 9. This inn...
Maharashtra delegation woos AI, tech investment at Singapore conferenceA Maharashtra government delegation participated in the Tech in Asia conference held in Singapore. Delegates highlighted opportunities in a...
ET Alpha Wealth Summit 2.0: How India’s biggest investors are hunting for the next alphaAs large investors look beyond traditional equities and debt, private credit, venture debt, co-investments and alternative strategies are g...
Sunrise Sectors: SBI chief Setty sees next wave of global investment taking shapeState Bank of India Chairman Challa Sreenivasulu Setty emphasized the role of banking institutions in supporting sunrise sectors. He identi...
Billionaire Harsh Goenka uses a baby monkey to explain Nifty's performance and investors' frustrationHarsh Goenka recently used a humorous video of a baby monkey repeatedly slipping back down a slide to capture the frustration of Indian sto...
LVMH Scion Antoine Arnault adds luxury carmaker Delage to his investment portfolioAntoine Arnault, the 49-year-old executive in his father's sprawling luxury empire LVMH, is the latest to join the roster of wealthy shareh...
ET Alpha Summit 2.0: Mapping global capital flows to identify the next big opportunityGlobal capital is constantly shifting across markets, sectors and asset classes as investors respond to growth, interest rates, valuations ...
Only 2 of 23 mutual fund themes gained in August; IPO, defence stay green as auto, railways and tech slide : ReportOnly two of 23 mutual fund themes, IPO and defence, gained in August as domestic equities faced broad-based pressure, according to Vallum C...
3 smallcap mutual funds returned over 23% in 2026. These 5 stocks feature in all their portfoliosIn 2026, three smallcap mutual funds delivered remarkable returns exceeding twenty-three percent. Notably, these outstanding funds uniforml...