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SECTORAL CHURN
ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...- $320 billion danger: Jefferies warns 70 large EM funds are underweight IndiaDespite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging ...
- PMS vs mutual funds: 5 reasons to invest, and 5 red flags to watchPortfolio Management Services (PMS) offer structural advantages over mutual funds, allowing for concentrated portfolios, significant cash h...
- Jobseekers flood market after global tech layoff waveA significant surge of over 56,000 Indian tech professionals from major global companies are now actively seeking new jobs, a fourfold incr...
- Dhurandhar's Nice!: French President highlights talks with PM Modi with 'Aari aari'Prime Minister Narendra Modi met with French President Emmanuel Macron in Nice. The leaders discussed strengthening defense, space, and nuc...
- Tata Play loss widens to Rs 551 crore in FY26 as customers migrate to streaming, DD Free DishTata Play faced a wider net loss and lower revenue in the 2025-26 financial year. Customers are moving away from DTH services to free platf...
- 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 ...
- D-Street indices caught in crossfire as oil roads lead to uncertaintyIndian stock markets tumbled nearly 1% on Monday, mirroring a broader Asian decline. Renewed Middle East hostilities fueled oil prices, whi...
- Can Elon Musk do to US telecom what Mukesh Ambani did in India?Elon Musk's Starlink is poised to disrupt American telecom giants like AT&T and Verizon. Analysts believe Starlink could change how connect...
- ET Alpha Wealth Summit: Rajeev Thakkar of PPFAS MF explains when to hold, when to exit, and why most investors get it wrongPPFAS CIO Rajiv Thakkar said successful investing depends more on patience than frequent trading. He advised avoiding unnecessary selling, ...
- Kuku FM readies public market debut; SoftBank books Lenskart gainsKuku FM's parent has taken the first step towards a stock market listing. This and more in today's ETtech Top 5.
- US stocks today: US stocks end modestly higher as AI zeal overcomes Middle East jittersUS stocks ended mixed as AI-driven optimism supported markets but was offset by rising geopolitical tensions and oil prices. Small-cap and ...
- Europe's green jet fuels see upside in Iran warEurope is looking at synthetic jet fuel to reduce reliance on foreign oil. The Iran war has made this cleaner fuel more attractive. While p...
- MSCI index rejig, US-Iran deal worries spook Dalal StreetIndian stock markets experienced a significant drop on Friday, with major indices closing lower. This decline was largely driven by outflow...
- Govt AGR relief, fresh funding fuel 61% rally in Vodafone Idea stock since AprilVodafone Idea shares are soaring, hitting a 52-week high. Government relief on dues and promoter funding are boosting the stock. Operationa...
- Top-level rejig hits mid-cap ITs; Fintechs wary of RBI wallet rulesHappy Thursday! Mid-sized IT firms are realigning leadership teams as AI-driven changes force a rethink. This and more in today's ETtech Mo...
- Eye on AI push, IT midcaps rejig top leadershipSince late March, companies including Cyient, Sonata Software, Birlasoft, Coforge and Mastek have announced changes across finance, operati...
- India’s office fit-outs could cut embodied carbon emissions by up to 55%Corporates are increasingly adopting green office interiors and recycled materials to achieve carbon neutrality. With India's office leasin...
- Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages sayVodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. Whi...
- Talent churn keeps top law firms on their toesSenior lawyers are leaving top Indian law firms for faster leadership roles. Firms are hiring experienced lawyers with client bases to boos...
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