FIIs are back with a bang but why are stocks from only 2 sectors their favourites?Recently, foreign institutional investors have rekindled their enthusiasm for Indian equities, with significant investments particularly in...
Q2 Earnings Scorecard: Which sectors outperformed and which fell behind?The September quarter results indicate strong revenue and profit growth in sectors like automobiles and banking. In contrast, sectors such ...
PSBs integrate ESG parameters into companies' credit risk assessmentPublic sector banks are incorporating environment, social, and governance parameters into their credit risk assessment processes. Seven ban...
US market remains tied to tech stocks despite sharp AI sell-offThe US stock market is currently experiencing a significant pullback in technology and AI-related stocks. Investors are concerned that Demo...
HSBC upgrades India, downgrades China. Here are the sectors it likes nowHSBC has upgraded Indian equities to overweight and downgraded mainland China to neutral, citing improved valuations, stronger credit growt...
IT firms with lower capital requirements may gain as investors shift focus to AI monetisation: ReportInformation technology (IT) companies capable of monetising enterprise adoption of artificial intelligence (AI) without making substantial ...
Worried about market risks? Lakshmi Iyer, Radhika Gupta and 4 others share strategies to protect portfoliosTen leading fund managers share practical strategies to protect portfolios from market volatility, emphasising diversification, disciplined...
Which market theme is a cracker but unlikely to last? Radhika Gupta, Nilesh Shah and 8 others answerFund managers Radhika Gupta, Nilesh Shah, Samir Arora and seven others flag market themes, from IPOs and AI to smallcaps and semiconductors...
India’s IT sector needs a new talent architectureGrowing demand for AI-related services is challenging providers, as they struggle to generate significant revenue. Companies must redesign ...
Kannada activists visit Bengaluru firms, seek data on local hiring in private sectorKannada Rakshana Vedike activists have begun visiting IT companies and large retailers in Bengaluru, seeking details of Kannadigas in their...
India gains as global investors move away from AI-linked stocks: Goldman SachsIndian equities outperformed the Asia-Pacific region in the MXAPJ index by 7 percentage points last month, making the country one of the be...
Quant Mutual Fund reduces exposure to frontline IT stocks as part of profit-booking exerciseQuant Mutual Fund has strategically reduced its exposure to IT stocks and boosted its investments in FMCG sectors. This shift is due to dis...
Technology funds top October returns with gains of up to 10%. Is it the right time to invest?Technology mutual funds topped October returns, with the nine best-performing schemes delivering gains of up to 9.78%, an ETMutualFunds ana...
Sensex rises 308 points, Nifty above 23,000 even as broader markets crash. Will D-Street bulls extend recovery next week?Indian market indices Sensex and Nifty ended the week on a high note, each climbing by up to 0.5%. Even as the broader market suffered loss...
AI could wipe out $200 billion of IT services work by 2030: BCGBCG’s Sreyssha George says Indian IT firms will have to rethink how they price work, hire freshers and pay AI talent, as clients move from ...
IT firms navigate peak pessimism by prioritising growth in stable Q2Analysts said that artificial intelligence (AI) is becoming a significant revenue driver for the majority of Indian IT companies. However, ...
Double-digit growth seen on corporate scoreboard in Q2, but bank, IT, pharma lagSeptember quarter earnings exhibited significant revenue and profit growth for various companies in key sectors. Revenue rose by 22.1% with...