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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...- NFO Alert: Zerodha Fund House launches 2 target-date Life Cycle fundsZerodha Fund House has launched India’s first target-date Life Cycle Fund series, offering two schemes: 2036 and 2041 maturities. The NFO i...
- MF Tracker: Nippon India Small Cap Fund tops all equity funds over 10 years. Is it too late to invest?Nippon India Small Cap Fund has topped all equity funds over a decade, delivering a 20.94% CAGR. Despite recent underperformance, its long-...
- Why the world is betting on China again, and what India must do about itChina's business environment prioritizes market share with strong government backing. The nation has shifted to high-quality, high-speed pr...
- Family Trusts need a rethink: DPDP, PMLA rules collide with informal promoter structuresIndia's family businesses face a complex succession era due to evolving regulations and generational differences. Law firms like Veritas Le...
- Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons whyPolycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited marke...
- US holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks, sources sayDeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department's Entity Lis...
- U.S. held back blacklisting DeepSeek, over 100 Chinese firms despite security concerns, sources sayAmerica has delayed adding over 100 Chinese firms, including AI startup DeepSeek and chipmaker CXMT, to a trade blacklist. These companies ...
- Avoid IT, focus on growth: Samir Arora's playbook for next 12 monthsInvestor optimism is rising on hopes of a US-Iran agreement, potentially easing energy market concerns and geopolitical uncertainty. Helios...
- Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 27%The US-Iran peace deal is finally about to happen. There is a high probability that global markets will see a relief rally, a part of which...
- Arunachal rolls out major deregulation drive to boost investmentArunachal Pradesh has significantly eased business regulations. The state has streamlined processes across 51 areas, including land, enviro...
- NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
- No runaway rally likely; markets to trade in broad range: Sameer DalalEquity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon r...
- Ukraine aims to align banks, insurers with EU rules by 2028, central banker saysUkraine is fast-tracking financial reforms to align its banking and insurance sectors with EU standards by 2028, despite ongoing war. Gover...
- China Shock 2.0: Surging Chinese exports threaten Europe's economy, raising concern at G7 summitEight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus b...
- Don't wait for FIIs: Nippon MF CIO Sailesh Raj Bhan on why market will rise before foreign money returnsIndian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan, advises accumulating world-cla...
- IPO-bound Zetwerk’s FY26 operating revenue rises to Rs 15,900 crore: CrisilIPO-bound Zetwerk anticipates a rise in operating income to Rs 15,900 crore in FY26, driven by strategic exits from non-core segments and r...
- US-Iran peace deal brings relief, but India turns to a risk at homeIndia just got a near-term macroeconomic breather from a US-Iran peace deal. However, early monsoon weakness and potential El Niño conditio...
- Agentic AI adoption drives stronger governance oversight, risk controlsIndian companies are prioritising local AI rules over international ones. They are focusing on ethics, identity, and privacy as AI adoption...
- Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
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