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LONG TERM VALUATIONS
AI fear over IT overdone, but near-term pain likely to persist: Seshadri SenIndian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite a...19 Jun, 2026, 02.31 PM 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
- 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...19 Jun, 2026, 12.27 PM IST
- NSE IPO, Bata revival and Nykaa growth: Gaurang Shah's market playbookGeojit Investments' Gaurang Shah sees selective opportunities in India's equity markets despite global uncertainties. He highlights potenti...19 Jun, 2026, 10.30 AM IST
- Amber Enterprises shares jump 3% after manufacturing partnership with Oppo IndiaAmber Enterprises India's shares surged after announcing a strategic manufacturing collaboration with Oppo Mobiles India. The partnership w...19 Jun, 2026, 10.21 AM IST
- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...19 Jun, 2026, 09.00 AM IST
- Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...18 Jun, 2026, 06.09 PM IST
- Stay invested, keep accumulating quality stocks: Neeraj DewanEasing crude oil prices have boosted sentiment for Indian equities, with experts recommending accumulation of quality stocks in financials,...18 Jun, 2026, 01.05 PM IST
- NSE IPO to create significant value for investors; Tata Motors a strong long-term bet: Dipan MehtaDipan Mehta of Elixir Equities views the National Stock Exchange's IPO as a significant event for India's capital markets, promising greate...18 Jun, 2026, 10.29 AM IST
- ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...17 Jun, 2026, 12.47 PM IST
- The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...17 Jun, 2026, 09.36 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
- NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...16 Jun, 2026, 10.51 AM IST
- Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...16 Jun, 2026, 10.40 AM IST
- Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocksMonarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...15 Jun, 2026, 05.04 PM IST
- 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...15 Jun, 2026, 01.46 PM IST
- Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...12 Jun, 2026, 04.28 PM IST
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