Betting on India’s travel boom? Motilal Oswal sees TBO Tek and Ixigo as key beneficiariesThe industry has evolved significantly over the past two decades—from a fragmented, offline agent-driven market to a digitally enabled ecos...
20 Jun, 2026, 09.30 AM IST
Reliance’s AI ambitions & other key takeaways from its 2026 AGMReliance Industries is aggressively pursuing AI leadership in India, aiming to build sovereign infrastructure and develop AI solutions for ...
19 Jun, 2026, 08.20 PM IST
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
19 Jun, 2026, 09.00 AM IST
ET Alpha Wealth Summit | Wealthy Indians are quietly shifting money into gold, global stocks and AI infrastructure; Rajesh Saluja explains whyIndian investors are shifting focus from maximizing returns to building resilient portfolios. Experts advise diversification across assets ...
18 Jun, 2026, 10.39 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
ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcardIndia's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Expert...
17 Jun, 2026, 12.32 PM IST
The Next Frontier: LG's future is not just the TV and fridge in your homeLG Electronics is accelerating its transformation: LG Electronics is transforming from a home appliance maker to a technology powerhouse. T...
16 Jun, 2026, 02.56 PM IST
India's REIT and InvIT market to attract Rs 11.6 trillion new investments; AUM may double to Rs 20 trillion by 2030: Avendus CapitalIndia’s REIT and InvIT market could attract an additional Rs 11.6 trillion in investments by 2030, taking total assets under management bey...
16 Jun, 2026, 11.39 AM 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
Adani Enterprises shares in focus on partnership with Jabil to build AI data centres in IndiaAdani Enterprises will be in focus after announcing a strategic partnership with Jabil to develop an AI and data centre infrastructure manu...
16 Jun, 2026, 09.16 AM IST
Adani, Jabil announce plans for AI data centre in IndiaAdani Group and Jabil Inc. are joining forces to build AI and data centre hardware in India. This partnership aims to create a large-scale ...
15 Jun, 2026, 06.42 PM IST
Adani, Jabil announce plans for AI Data Centre in IndiaThe proposed alliance will combine Jabil's engineering and advanced manufacturing capabilities with Adani Group's infrastructure, green ene...
15 Jun, 2026, 06.36 PM IST
ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...
15 Jun, 2026, 02.08 PM IST
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...
15 Jun, 2026, 01.10 PM IST
Kerala remains India’s ground zero for the Nipah virus, but why?A new Nipah virus case in Kozhikode, Kerala, highlights the state's recurring outbreaks. Experts link these to fruit bats and human activit...
14 Jun, 2026, 10.40 AM IST
ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
12 Jun, 2026, 11.41 AM IST
India, China should stick to 'right strategic perception' of being cooperative partners, not rivals: BeijingChina urges India to view them as cooperative partners, not rivals, emphasizing mutual development and opportunities. Beijing supports dial...
08 Jun, 2026, 03.54 PM IST