Bernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...

Morgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....

Foreign investors are aggressively selling Indian bank stocks, offloading over ₹1,100 crore daily due to global economic pressures and port...

Investor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electron...

When auto companies do well, it is an indication that the underlying health of the economy is not bad. The reason why we are using the word...

India Inc faces challenges ahead. Geopolitical tensions in West Asia and El Nino conditions may hurt company profits. Operating profit marg...

Some auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...

Abakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...

Aman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...

A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...

ICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...

Indian equities have lost Rs 4.5 lakh crore in 100 days as the Iran-led West Asia conflict and a global AI trade unwind trigger sharp FII o...

Indian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors...

Market veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emph...

Morgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...

Anthropic neared a trillion-dollar valuation following fresh funding. This and more in today's ETtech Top 5.

Narendra Solanki of Anand Rathi Shares anticipates one difficult quarter for consumption. However, he strongly recommends defense, infrastr...