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MULTI YEAR THEMES
Sterlite Tech, HFCL shares rally up to 5% after 2-day fall. What’s triggering the surge?- ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear now
- Sectoral and thematic fund inflows plunge 67% to Rs 647 crore. Are investors turning away from thematic bets?
- Best value funds to invest in June 2026Value investing has dominated the Indian stock market, with value funds delivering strong returns while growth funds lagged. Investors are ...12 Jun, 2026, 09.23 AM IST
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...10 Jun, 2026, 10.01 AM IST
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...09 Jun, 2026, 07.40 PM IST
- Sensex down over 10K points from Dec peak. Should MF investors buy the dip, hold positions, or wait on sidelines?The BSE Sensex has fallen over 10,000 points from its peak. Market experts suggest this presents a buying opportunity for long-term investo...08 Jun, 2026, 12.50 PM IST
- Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...03 Jun, 2026, 12.29 PM IST
- 'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...03 Jun, 2026, 10.48 AM IST
- ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...03 Jun, 2026, 09.00 AM IST
- AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...03 Jun, 2026, 08.58 AM IST
- No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do nowDinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund...01 Jun, 2026, 06.30 AM IST
- Why a flexible asset allocation approach beats static exposure over the next 3 years: ICICI Pru AMC’s Ihab DalwaiIndian markets are trading high. Relying on one asset class is risky. A flexible asset allocation strategy is recommended for the next thre...30 May, 2026, 10.01 AM IST
- Toyota launches Urban Cruiser Ebella E3: Check price, features, variants, range and moreToyota Kirloskar Motor has launched the Urban Cruiser Ebella E3 electric SUV. The vehicle is priced at Rs 23,60,000 ex-showroom. It feature...29 May, 2026, 01.21 PM IST
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...28 May, 2026, 10.41 AM IST
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...28 May, 2026, 09.15 AM IST
- Electrification, renewable energy and data centres growth drivers: HitachiHitachi Energy India is set to inject Rs 2,000 crore into expanding its manufacturing capabilities, driven by the surging demand for power ...27 May, 2026, 05.18 PM IST
- Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunitiesDipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging ...27 May, 2026, 12.22 PM IST
- Fed up with market shocks? Here is Kotak MF’s formula to stay resilientIn an exclusive conversation, Devender Singhal of Kotak Mutual Fund highlights how a disciplined multi-asset strategy can navigate current ...27 May, 2026, 09.00 AM IST
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...26 May, 2026, 09.00 AM IST
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