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
Global Market: China's 'future industries' investment boom sparks valuation bubble concernsChina is witnessing a massive surge in venture capital, pouring billions into futuristic sectors like space, quantum computing, and AI. Thi...
25 Jun, 2026, 09.25 AM IST
MoSPI mulls adding coal assets valuation to national accountsIndia's statistics ministry is exploring ways to put a price tag on its non-renewable resources, starting with coal. This move aims to prov...
25 Jun, 2026, 12.18 AM IST
Shaan Patel Asset Management launches Rs 250 crore Quant IPO Opportunity Fund under Category III AIFShaan Patel Asset Management has launched a Rs 250 crore Quant IPO Opportunity Fund under the Category III AIF route to tap opportunities i...
24 Jun, 2026, 05.25 PM IST
Largecaps over midcaps, banks over PSUs: V Srivatsa reveals where smart money is headingIndia's market outlook is positive, driven by cooling geopolitical tensions and falling crude oil prices, according to UTI AMC's V Srivatsa...
24 Jun, 2026, 05.13 PM IST
Japan's Nikkei falls on Fed rate-hike bets, tech valuation concernsThe Nikkei index in Japan fell for a consecutive second day amid worries about potential interest rate increases by the US Federal Reserve ...
24 Jun, 2026, 01.25 PM IST
A unique fund with a contra bet on Indian IT and global tech exposure: Radhika Gupta on Edelweiss Technology FundEdelweiss Mutual Fund has launched a unique technology fund, blending Indian IT stocks with global tech giants. This fund aims for long-ter...
24 Jun, 2026, 01.09 PM IST
Indian tech’s Nifty share shrinks to record low on AI worriesIndia’s IT sector is losing dominance in the Nifty 50 as AI disruption fears trigger sustained selling. Its index weight has dropped to a r...
24 Jun, 2026, 12.20 PM IST
India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...
24 Jun, 2026, 11.59 AM IST
Rs 1,100 crore a day nightmare: Why FIIs are ruthlessly selling bank stocksForeign investors are aggressively selling Indian bank stocks, offloading over ₹1,100 crore daily due to global economic pressures and port...
24 Jun, 2026, 09.24 AM IST
Nikhil Kamath sees energy transition powering next wave of opportunitiesNikhil Kamath, Zerodha co-founder, sees significant investment potential in the energy transition, citing the U.S.-Iran conflict's emphasis...
23 Jun, 2026, 05.08 PM IST
Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbookInvestor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electron...
23 Jun, 2026, 01.26 PM IST
India’s biggest equity fund makes contrarian bet on IT stocksIndia’s largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on...
23 Jun, 2026, 09.18 AM IST
Infosys, HCL Tech, Coforge, other IT stocks rise up to 3% a day after a massive crash. What lies ahead?IT stocks rebounded after a sharp sell-off triggered by Accenture’s guidance cut, with gains led by Coforge and Tech Mahindra. Analysts see...
22 Jun, 2026, 10.55 AM IST
Indian IT is a trade, not an investment, and the market just got the memo: Sandip SabharwalAccenture's slump signals headwinds for Indian IT, with Sandip Sabharwal viewing them as trading plays rather than long-term investments du...
19 Jun, 2026, 01.04 PM IST
Power and IT set to remain dominant industries as pvt sector leads India's investment landscape in post-Covid era: ReportPower and IT sectors are set to lead India's economic growth. New investment announcements show a strong focus on electricity and technolog...
19 Jun, 2026, 10.08 AM IST
IT rebound may lack legs, outlook remains cautious: Sunil SinghaniaSpeaking at the ET NOW Markets Summit 2026, Singhania said that although valuations in the sector have become more reasonable after the sha...
16 Jun, 2026, 02.52 PM IST