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Avoid expensive themes, focus on valuations and stock picking: Samit VartakIndian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite th...29 Jun, 2026, 12.24 PM IST- Rupee ends a tad higher as oil slide, foreign inflows lift sentimentThe Indian rupee experienced a slight boost this week, driven by declining oil prices and the prospect of increased foreign investment. Alt...25 Jun, 2026, 03.49 PM IST
- Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...25 Jun, 2026, 09.58 AM IST
- The new CXO mandate: Leading through uncertainty, complexity, and constant changeAs business complexity continues to grow, today's CXOs must lead through uncertainty, make high-stakes decisions, drive transformation, and...24 Jun, 2026, 02.14 PM IST
- Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...24 Jun, 2026, 11.08 AM IST
- Critical Stage: India's concert boom has a venue problemIndia's booming live entertainment scene, evidenced by massive ticket sales for global and local artists, faces a critical hurdle: a severe...21 Jun, 2026, 11.08 AM IST
- Lesson of the day from failure: When Ray Dalio went broke and had to borrow $4000 - 'You might think your life is ruined, but there is always a path forward, though you might not see it immediately.’Billionaire investor Ray Dalio faced a devastating financial ruin in 1982 after a failed prediction of an economic depression. This colossa...20 Jun, 2026, 03.51 PM IST
- India's clean energy transition needs cleaner industrial supply chainsIndia's clean energy ambitions depend not just on renewable capacity but also on decarbonising industries. Cleaner supply chains, green man...19 Jun, 2026, 10.52 PM IST
- Warren Buffett on why bubbles end badly – even when everyone knows they willWarren Buffett compared bubble investors to Cinderella at the ball: Everyone plans to leave just before midnight, but they are dancing in a...18 Jun, 2026, 09.35 PM IST
- L’Oréal acquires Innovist in big D2C deal; Dhan’s FY26 profit shrinksL’Oréal has bought Innovist to claw back momentum in India’s hyper-competitive beauty market. This and more in today’s ETtech Top 5.18 Jun, 2026, 07.48 PM IST
- Retail investors’ bond rush; Rapido’s angels exitHappy Thursday! Retail participation in corporate bonds is surging as platforms ramp up awareness efforts. This and more in today’s ETtech ...18 Jun, 2026, 11.55 AM IST
- SPACs stage comeback as mega IPOs crowd marketSpecial-purpose acquisition companies are experiencing a resurgence as a wave of blockbuster IPOs creates an opening for smaller firms. Thi...18 Jun, 2026, 07.30 AM IST
- US Fed meeting outcome today: 5 things investors should watch as policymakers weigh inflation risksThe US Federal Reserve is expected to leave interest rates unchanged at its policy meeting on Wednesday, the first under new Fed Chair Kevi...17 Jun, 2026, 08.06 PM IST
- Psychology says people who press the elevator repeatedly are not necessarily impatient: It is about craving control during tiny moments of uncertaintyThe elevator button is just one example of a broader psychological pattern. The key insight is that people are often not trying to make the...17 Jun, 2026, 10.59 AM IST
- US stocks: SpaceX nears $3 trillion valuation, overtakes Amazon and Microsoft in market valueSpaceX shares surged over 14% Tuesday, briefly surpassing Amazon and challenging Microsoft with a nearly $2.9 trillion valuation. The rally...16 Jun, 2026, 08.23 PM IST
- FTAs building a new trade architecture for Viksit BharatIndia is actively pursuing Free Trade Agreements to boost market access and shield its businesses. These agreements target complementary ec...15 Jun, 2026, 08.06 PM IST
- Quote of the day by Arthur Zeikel: "Investors must appreciate that, while there is a pattern to events, no pattern is perpetual. The more widely held the belief in the persistence of a current trend, the less likely it is to continue"Arthur Zeikel’s quote underscores the impermanence of market trends and the risks of consensus thinking. The piece explains how investor ps...12 Jun, 2026, 06.01 PM IST
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