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MARKET VALUATION RISKS
Tips from Britain's ‘Own Buffett’: Timeless investing lessons for building long-term wealthLegendary investor Anthony Bolton, famed for nearly 20% annual returns, reveals his secrets to market outperformance. He stresses temperame...
Markets may consolidate; micro, small and mid-caps could lead alpha generation, says Quant Mutual FundQuant Mutual Fund expects Indian equities to consolidate after the recent rally but believes micro-, small- and mid-cap stocks will drive a...
US rally vs India story? Wealth managers explain why NRIs should stay the course for next 10 yearsDespite recent volatility, wealth managers believe NRIs should remain invested in India, citing strong structural growth, resilient domesti...
Forget Nifty50 stocks: Smallcaps soar up to 200% in 2026. Will the mammoth rally continue?Indian smallcap stocks are outperforming the Nifty 50, with some indices soaring up to 200% this year. This rally is fueled by improving ea...
AI boom not shock-proof; chip shortage and weak pass-through weigh: ReportWhile AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuva...
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
IT selling nearing an end; banks and FMCG remain top bets: Neeraj DewanBroader markets show resilience despite IT sector weakness, with expert Neeraj Dewan suggesting investor confidence hinges on stronger comp...
Gold faces key test from geopolitics and rates after a turbulent first half: World Gold CouncilGold experienced a dramatic swing this year, hitting record highs before a sharp decline, yet remains a strong performer. Geopolitical tens...
MF Tracker: TRUSTMF Small Cap Fund topped one-year return chart with 22.77% gains. Can the rally continue?TRUSTMF Small Cap Fund emerged as the best-performing equity mutual fund over the past year, delivering a 22.78% return and outperforming b...
Lower crude, easing FII selling brighten market outlook; large-cap financials offer better value: Kunal VoraIndian equities are poised for a brighter outlook as crude oil prices retreat, corporate earnings show resilience, and foreign investor sel...
Sticky inflation clouds rate outlook, but AI and earnings keep markets resilient: Santosh RaoThe AI-driven market rally is expanding beyond tech, with healthcare, financials, and transportation sectors showing robust participation, ...
AI driving credit risk, may threaten jobs and tax revenues in developed economies: FitchFitch Ratings highlights AI and massive digital infrastructure spending as significant global credit risks. While AI promises efficiency, i...
Global funds revisit Indian stocks as oil, rupee risks recedeGlobal fund managers are reconsidering their exit from Indian stocks as falling oil prices and rupee stabilization ease key investment conc...
RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
Persistent's Nagarro deal faces near-term doubts, but long-term story stays strong: Piyush PandeyPersistent Systems' acquisition of Nagarro triggered an 11% stock drop, with investors worried about integration and margins. However, mark...
Midcaps and smallcaps currently offer more disproportionate growth opportunities than largecaps: Deepak ShenoyIndia's equity markets are poised for a strong performance as falling commodity prices and easing supply chain issues are set to boost corp...
Avoid expensive themes, focus on valuations and stock picking: Samit VartakIndian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite th...
Planning mutual fund investments for H2 2026? Experts favour largecap, flexicap and multi-asset fundsExperts are advising mutual fund investors to focus on large-cap, flexi-cap, and multi-asset funds for the latter half of 2026. Following a...
2 years, zero returns: Is it time for Nifty investors to be fearful or greedy?Nifty investors face two years of flat returns, mirroring past periods that historically led to significant market recoveries. Data shows t...
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...