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MACRO TOP DOWN STRATEGY
Monsoon risk, younger investor base, and skewed trading activity define NSE outlook: NSE dataIndia's 2026 macro outlook will hinge on monsoon performance, while the investor base continues to get younger and more geographically disp...- Bitcoin remains resilient at $63,600 amid steady ETF inflows and institutional buyingIn the past 24 hours, Bitcoin was up 1.30% whereas Ethereum was up 1.67% to trade at $1,723 mark. Among the major altcoins, BNB, XRP, Solan...
- ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...
- Wall Street Week Ahead: Investors see Micron earnings as pulse check of AI rally momentumInvestors are keenly watching Micron Technology's upcoming earnings report for crucial insights into the ongoing AI-driven stock market ral...
- 15 largecap stocks still down 30–50% from their yearly highs. Do you own any?Several largecap stocks in India remain sharply below their 52-week highs amid ongoing market volatility. About 15 companies, including IT ...
- Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocksIndian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI repl...
- 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...
- Disney Plus down outage: Disney plus not working, when will it back? Here is what OTT streaming giant is sayingDisney Plus not working: Many viewers have complained on the social media that Disney+ was down.
- “I get no response at all”: Claude users report blank replies as AI platform appears to face outageClaude AI down: Anthropic's AI chatbot Claude appeared to suffer a disruption on Wednesday, with users reporting that prompts were either r...
- ET Alpha Wealth Summit | FIIs haven't abandoned India, they've just reshuffled: Samir AroraForeign investors are not leaving India. They are shifting investments from top companies to other stocks. This rotation involves billions ...
- Score better sleep tonightWorld Cup sleep disruptions are addressed in a new podcast episode. Performance scientist Peter Tierney shares insights on sleep and recove...
- Is DoorDash Down? Thousands of users report app outages and delivery problems across major US cities today- When will the services be up again?DoorDash faced significant service disruptions on Tuesday morning. Thousands of users reported problems accessing the food delivery platfor...
- Bitcoin holds near $66,000 as whale accumulation and institutional buying support sentimentBitcoin holds near $66,000, supported by whale accumulation and institutional buying, with a 0.3% rise in 24 hours. Improving risk sentimen...
- 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 ...
- US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...
- Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
- Black Hack Down OTT release in India: When and where to watch Ridley Scott's 144-minute-long war epic movie after 25 yearsMore than two decades after its 2001 release, Ridley Scott's intense war drama Black Hawk Down is experiencing a resurgence in 2026. The fi...
- Facebook not working today? Why are users reporting face login failures as Meta apps face outageThousands of Facebook users reported widespread issues accessing the platform on Friday morning, with over 100,000 complaints logged on Dow...
- Why is Instagram down today? Users report widespread outage across Meta platforms. Check outage reasonIs Instagram down today?: Instagram, Facebook, and Messenger experienced widespread disruptions on Friday, leaving users unable to refresh ...
- Facebook Instagram messenger Down? Why users faced Facebook query error and Instagram outage during Meta disruptionFacebook down reports created a major online disruption as users faced query errors, login failures, and loading problems. The outage affec...
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