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ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...- 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...
- Hollywood to Bollywood no more: US makes a move in India's backyardThe United States has renamed its Indo-Pacific Command back to Pacific Command. This change signals a strategic shift away from broad allia...
- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%As the market seems to be in comeback mode, it helps to be aware that the best (and probably biggest) wealth creator of the last couple of ...
- Textile sector: Time for a relook as tariff tantrum may soon be history? 5 textile stocks with upside potential of up to 27%The Indian textile and apparel sector has had a stressful year. The US tariffs disrupted orders to the sector’s largest market, squeezed ma...
- For both the compulsive trader and careful investor: 25 stocks to watch if risk appetite returns; some with upside potential, some notIf the price of crude oil softens, Indian equities may again see a risk-on phase. Tariff concerns are no longer the central issue; the larg...
- Fishermen are being pushed to the brink by fuel costs in Southeast AsiaRising energy, freight, and supply chain expenses are escalating seafood prices globally. Governments offer aid, but it's stretched thin, i...
- China's economy slows in April as output, retail sales disappoint in blow to outlookChina’s industrial output growth slowed to 4.1% in April from 5.7% in March, missing market expectations of a 5.9% rise, official data show...
- Manufacturing exports, earnings revival and AI: Why Mukul Kochhar sees Indian market staying resilientStrong Q4 earnings and a structural manufacturing export opportunity are fueling optimism in India's equity markets, according to Mukul Koc...
- Secular, cyclical or war-dependent: A ratio to tell you what kind of growth you are buying. 6 stocks with upside potential of up to 29%Some valuation ratios are used because they are easy. The PE ratio is one of them. It is simple, familiar, and convenient. Not only for the...
- Why US stock market surging big today on final day of April? Dow Jones, S&P 500 and Nasdaq all in green as Dow jumps record 500 points — Nvidia, Intel and Meta Platforms stocks crashUS stock market surging big today. Dow Jones, S&P 500 and Nasdaq rally as Dow jumps record 500 points. A powerful mix of blowout earnings, ...
- ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh NaharDespite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar ...
- India–New Zealand $20 billion FTA: List of sectors set to gain ground as the deal kicks inIndia and New Zealand have signed a Free Trade Agreement. This pact offers zero-duty access for most Indian exports. Key sectors like texti...
- India’s trade map enters a world that’s threatened by missiles & bombsIndia's ambitious trade deals are now facing their crucial test. Agreements signed with countries like the UK and Oman are in transition. W...
- Pakistan offers zero-tariff bilateral trade deal to US: ReportPakistan has proposed a zero-tariff bilateral trade agreement to the United States, aiming to boost commerce across various sectors. This o...
- High input tariffs hurting India electronics manufacturing industry: ICEAIn a comparative study of input tariffs across India, China, Vietnam, Thailand, and Mexico covering 120 key components, the India Cellular ...
- India's high import tariffs in electronics sector negating PLI, impacting competitiveness: ReportFor non-zero tariffs, India's tariffs are higher for 85 per cent (Thailand, Vietnam) to 95 per cent (China) of these tariff lines. A large ...
- View: For India to integrate into global supply chains, its tariffs on inputs should not be higher than its competitorsComparison of tariffs requires a focus on priority products. GoI emphasises electronics, which is expected to be among the top two export c...
- It is the politics that is short-circuitedThe current outstanding dues of the distribution companies (discoms) have risen to over ₹1.13 lakh crore, in the backdrop of yet more promi...
- Vodafone, Airtel meet Trai to clear air on tariff hikeIndustry representatives along with the GSM industry lobby - Cellular Operators Association of India - director general TV Ramachandran met...
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