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Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
A $10 trillion industry sprang up when we weren’t lookingDespite political headwinds and global challenges, the sector's rapidly improving economics and falling costs signal a durable foundation, ...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsIt is probably time to be bullish as an investor. But remember two things. One: Valuations are still not cheap. Two: Because it is over and...
Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
Brexit at 10: How Britain's financial sector recovered and evolvedPost-Brexit, London's financial landscape has witnessed a decline in its global market influence and workforce numbers. While some position...
A German and a Chinese walk into a hot Indian corporate battlegroundIndia's consumer durables market is heating up as global giants like Bosch enter the mass segment and tech firm Xiaomi expands into large a...
When a small footnote is used as a tool to make a weak balance sheet look strongThis is the uncomfortable truth about company accounts. A number on a balance sheet is not always cash that will return, and a liability tu...
Private banks remain in focus as credit growth strengthens; selectivity key amid valuation concerns: Dnyanada VaidyaPrivate sector banks are attracting investors with robust credit growth and stable asset quality. Experts anticipate a rate cycle shift, bo...
Trump's critical minerals pricing plan faces skeptical G7, divided industryAmerica's plan to control critical mineral prices faces hurdles. G7 nations and the US mining sector are divided. The proposal aims to redu...
LIC targets stronger market leadership as it approaches its platinum jubileeLIC CEO R Doraiswamy stated the corporation will maintain its leadership in the life insurance sector and contribute to national developmen...
The accounting trick used by companies to make a weak balance sheet look strongIn one recent case, a large investment sat comfortably under equity until the auditor read the shareholders' agreement, found a buyback cla...
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analystsThere are market phases when one risk dominates. Then there are phases like this, when risks arrive from every direction and refuse to stan...
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...
FX swap window may spur PSU rush for overseas loansPublic sector units like PFC, REC, and NaBFID are poised to increase their External Commercial Borrowings (ECBs) to leverage the RBI's 1.5%...
5 mid-cap stocks from different sectors with an upside potential of 13 to 24% in one year, according to analystsWhen mid-caps were rising, every concern on valuation was treated as unnecessary caution. Investors who advised patience were told they wer...
Indian employers turn cautious for July-September quarter amid global uncertainties: ReportLooking ahead to the July-September period, India's hiring scene is poised for a slowdown as employers adopt a wait-and-see stance amidst g...
US lawmakers cheer as court blocks $100,000 H-1B fee in major blow to Trump visa curbsUS lawmakers welcomed a court ruling blocking a proposed USD 100,000 H-1B visa fee, despite White House plans to appeal. The decision cruci...
Cost benefit in the long run: India needs right energy, at the right place and at the right timeCritics question the market viability of Small Modular Reactors (SMRs) due to high costs compared to renewable energy. However, a full syst...
Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
Real Estate vs equities: Why wealthy investors are increasingly choosing bricks over stocksIndia’s wealthy investors are increasingly allocating capital to premium residential real estate as market volatility prompts a search for ...