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SECTOR SENTIMENT
Macro headwinds are behind us; largecaps poised to outperform: Prashant JainIndia's equity markets are poised for a positive turn as economic challenges recede, according to Prashant Jain. He highlights strong domes...02 Jul, 2026, 02.01 PM IST- South Korea's Kospi plunges 8%, extending a two-day slide. What's unsettling the world's hottest market?South Korean stocks experienced a sharp two-day decline, with the KOSPI index plummeting over 10%. This downturn was fueled by concerns ove...02 Jul, 2026, 12.59 PM IST
- Falling crude, stable macros set stage for India's next growth phase: Aditya KondawarIndia's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainti...02 Jul, 2026, 10.45 AM IST
- The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...02 Jul, 2026, 09.43 AM IST
- IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh JoshiIndia's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, ...01 Jul, 2026, 01.32 PM IST
- India's manufacturing growth slows in Q1 as West Asia conflict weighs: FICCIIndia's manufacturing sector anticipates a slower growth phase in the April-June quarter of FY27, influenced by the West Asia conflict. Whi...01 Jul, 2026, 12.45 AM IST
- India's manufacturing growth expected to moderate in April-June due to West Asia crisis: FICCIIndian manufacturing growth is set to slow in the first quarter of FY27, with a FICCI survey revealing muted business sentiment. This moder...30 Jun, 2026, 10.14 PM IST
- Ahead of Market: 10 things that will decide stock market action on WednesdayIndian equities declined for a second session as investors stayed cautious despite easing geopolitical tensions. Sensex lost nearly 250 poi...30 Jun, 2026, 09.54 PM IST
- Market wrap: Sensex falls 250 points, Nifty closes below 23,900 on monthly expiry dayIndian equities ended lower for the second straight session as benchmarks slipped on expiry-day volatility, though broader markets advanced...30 Jun, 2026, 03.42 PM IST
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...30 Jun, 2026, 09.45 AM IST
- Sensex rises over 200 points, Nifty above 24,000; Maruti Suzuki shares jump 3%Indian stock markets rebounded on Tuesday, with both Sensex and Nifty climbing approximately 0.4% after a dip in the previous session. The ...30 Jun, 2026, 09.25 AM IST
- ET Graphics: AI agents stealing IT’s lunchAI’s looming threat on the IT services sector has battered India’s blue chip technology stocks. Whether its a new frontier model launch, or...30 Jun, 2026, 06.00 AM IST
- Home sales fall to three-year low in June quarterHome sales experienced a notable dip in the June quarter, marking the slowest performance since early 2023. Persistent global uncertainties...30 Jun, 2026, 01.00 AM IST
- Market wrap: Sensex falls 372 points, Nifty closes below 23,950; Kotak Mahindra Bank drops 3%Indian markets ended lower as Sensex and Nifty snapped a two-session winning streak, pressured by geopolitical tensions in the Middle East ...29 Jun, 2026, 03.55 PM IST
- Global equity returns: Japan top performer in 2026 so far with 36.8% return; know where India ranksWelcome to TrendMap, your visual guide to investment performance. This edition tracks 10 years of global equity returns. Currency fluctuati...29 Jun, 2026, 01.03 PM IST
- Avoid expensive themes, focus on valuations and stock picking: Samit VartakIndian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite th...29 Jun, 2026, 12.24 PM IST
- 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...29 Jun, 2026, 10.58 AM IST
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