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PE BUBBLE INDIA
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
- Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to knowHitesh Jain of Yes Securities outlines a market of ambiguity for crude oil, caught between geopolitical tensions and potential easing. He c...
- Stock market in 2026: threats and opportunitiesAs 2025 draws to a close, markets face a pivotal 2026 marked by risks from a potential AI stock correction and opportunities from India’s g...
- Former ‘Shark Tank’ judge Ashneer Grover says Indian youth are ‘naive & live in a bubble’Former 'Shark Tank' judge Ashneer Grover recently criticized India's youth, claiming they are largely ignorant and live in a bubble. In a p...
- Irrational Exuberance: Are we near the Shiller mark that can trigger pain?The current market conditions, marked by a sharp increase in the asset prices in the equity markets without being impacted by stringent loc...
- What to do when the bull is running amuck? Use common senseThe bull is running on steroids. Many reputed market gurus are sounding alarm bells about a possible big market crash.
- M-cap of FANGMAN stocks surges 22% to $6.4 tn, trumps GDP of top nationsDespite the boom, fund managers believe there’s no bubble here.
- It is tough to make money in stocks where trailing PEs are up 70-80 times: Sunil SinghaniaAt the cost of Hindustan Lever, you are able to buy almost the entire core sector stocks in India.
- This earnings season, shun the high PE stocks, bet on underdogs for big growthor the past few years, India has been showing a similar trend, where sectors with consistent earnings growth have witnessed solid PE expans...
- Brute force of money lifts Buffett indicator to 6-year high: Should you worry?A post-Brexit rally in the market and entry of newly listed companies via the primary market caused the BSE m-cap to surge, thereby lifting...
- What does the outlook for Indian startups seem like in 2015?A startup wiz and a private equity pundit round up the action in the year 2014, and foretell what to expect in the New Year.
- UK’s CDC Group to step up investments in IndiaCDC Group will step up its investments in India despite a slowing economy, stalled reforms and a hyper-competitive private equity landscape...
- We aren’t in a bubble territory: Ayaz Ebrahim, HSBC Global AMCAyaz Ebrahim, Chief Investment Officer, Asia-Pacific, HSBC Global AMC, talks about the market outlook and the sectors he finds attractive.
- Valuations looking somewhat stretched: Emil Wolter, RBSEmil Wolter, Head of Asian Regional Equity Strategy, RBS, says he continues to believe that the relative outlook for India versus the rest ...
- Indian IT equity space a good bet: Dr Tan Chong Koay, CEO, Pheim Asset ManagementDr Tan Chong Koay, Founder & CEO, Pheim Asset Management, talks to ET Now on Indian IT equity space.
- 'Momentum sectors, stocks could spoil party'FRANKLIN Templeton AMC CIO R Sukumar advises and manages funds worth $4 billion. He told ET NOW that the worst is behind us. But Mr Sukumar...
- PE deals hit the road again, but M&As dry upPrivate equity deals appear to be back on track even as strategic acquirers seem to be holding back after the market meltdown in January de...
- PE investments to touch $13.5 bnPrivate equity investment in the country is set to touch $13.5 billion during this year, making India one of the top seven recipients of su...
- Cheers! US VCs eye early-stage cosUS- based VCs have lined up about $ 4.4 bn for early -stage investment in India over next 4-5 yrs.
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