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ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...12 Jun, 2026, 11.52 AM IST- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...09 Jun, 2026, 12.18 PM IST
- The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...08 Jun, 2026, 11.19 AM IST
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...02 Jun, 2026, 04.03 PM IST
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...31 May, 2026, 11.48 AM IST
- 'India more diversified:' Sebi chief Tuhin Kanta Pandey comments on Taiwan's market ascentSEBI chief Tuhin Kanta Pandey emphasized India remains a diversified market despite Taiwan overtaking its market value. Driven by TSMC and ...26 May, 2026, 05.55 PM IST
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...26 May, 2026, 11.53 AM IST
- After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...26 May, 2026, 10.07 AM IST
- Taiwan overtakes India as world's 5th largest stock marketTaiwan's stock market has now surpassed India's in value. This shift is largely due to a strong performance by Taiwan Semiconductor Manufac...26 May, 2026, 08.33 AM IST
- Global Market Today: Asian stocks pare gains, oil climbs on Iran attack reportAsian stocks saw gains moderate as US strikes in Iran overshadowed optimism for a potential deal. Crude oil advanced, reversing earlier dec...26 May, 2026, 06.43 AM IST
- Why foreign investors are exiting Nifty giants to hunt in India's small and midcap marketForeign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies...25 May, 2026, 09.07 AM IST
- Global Market Today: Asian shares slip, oil prices pile pressure on bondsAsian markets declined Monday. Drone attacks in the Gulf boosted oil prices and bond yields. Investors anticipate Nvidia's earnings report ...18 May, 2026, 06.20 AM IST
- India missed out on AI and now its run as market darling may be overIndia faces a significant setback as artificial intelligence reshapes global investments. The nation's stock market is nearing a fall from ...18 May, 2026, 05.37 AM IST
- India missed out on AI, and now its run as market darling may be overIndia's stock market faces a significant downturn as global investment shifts towards AI. Foreign investors are leaving, impacting market v...17 May, 2026, 08.57 AM IST
- Nifty to hit 42,000 by 2028? New paper that studied market cycles says it's possible if these factors alignA CNI InfoXchange study projects the Nifty could surpass 42,000 by 2028 if sustained foreign investor inflows return. The report highlights...15 May, 2026, 04.38 PM IST
- Global Market Today: Asian stocks rise after AI rally spurs US gaugesAsian stocks climbed, mirroring Wall Street's record highs driven by the AI trade and robust US consumer resilience. Japan, South Korea, an...15 May, 2026, 06.30 AM IST
- Global Market: Investors return to emerging markets in April as debt flows surgeGlobal investors returned strongly to emerging markets in April, with $58.3 billion in inflows after March’s $66.2 billion outflow, driven ...12 May, 2026, 09.50 AM IST
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