AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...
17 Jun, 2026, 01.55 PM IST
ET Alpha Wealth Summit | FIIs haven't abandoned India, they've just reshuffled: Samir AroraForeign investors are not leaving India. They are shifting investments from top companies to other stocks. This rotation involves billions ...
17 Jun, 2026, 01.00 PM IST
ET Alpha Wealth Summit | India's passive investing boom just starting; speed of change is unlike anything seen elsewhere: Sid SwaminathanIndia's investment world is undergoing a significant transformation. Passive funds are leading this change, growing from 6% to 25% of the m...
17 Jun, 2026, 12.52 PM IST
ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...
17 Jun, 2026, 12.47 PM IST
Wipro shares in focus after unveiling Anthropic-powered AI hub in BengaluruWipro has launched an Applied AI Center of Excellence in Bengaluru focused on Anthropic’s Claude models to scale enterprise AI adoption. Th...
17 Jun, 2026, 08.48 AM IST
BigBasket founder's exit; Pocket FM’s reverse flipAmazon veteran Amit Nanda, currently director of selling partner services, now takes over as CEO.
17 Jun, 2026, 08.02 AM IST
Quote of the day by Benjamin Graham: "It is important to make sure that one is not lured by rash enthusiasm into commitments at levels greatly above those soundly warranted by the financial set-up and the earnings record"Benjamin Graham’s quote cautions investors against overpaying for stocks during periods of market enthusiasm. The piece explains how strong...
15 Jun, 2026, 06.00 PM IST
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...
15 Jun, 2026, 03.23 PM IST
Markets likely to move beyond geopolitics, focus to shift to earnings: Devina MehraDevina Mehra believes geopolitical deals like a potential Iran-US agreement won't drive Indian equities, with earnings and liquidity being ...
15 Jun, 2026, 02.08 PM IST
Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
15 Jun, 2026, 11.41 AM IST
Think index funds are foolproof? These 7 myths can lead to costly mistakesPassive investing has become mainstream in India, but several myths persist. Investors should not judge passive funds solely by low costs, ...
15 Jun, 2026, 11.39 AM IST
Fragile Iran deal offers oil relief, but Hormuz risks remainA deal between the U.S. and Iran will reopen the vital Strait of Hormuz, easing global energy supply concerns. However, unresolved disputes...
15 Jun, 2026, 08.41 AM IST
FIFA 2026 is so much more than footballThe 2026 Football World Cup is a significant economic event, contributing billions to global GDP. For India, this translates into measurabl...
12 Jun, 2026, 11.55 PM IST
Quote of the day by Arthur Zeikel: "Investors must appreciate that, while there is a pattern to events, no pattern is perpetual. The more widely held the belief in the persistence of a current trend, the less likely it is to continue"Arthur Zeikel’s quote underscores the impermanence of market trends and the risks of consensus thinking. The piece explains how investor ps...
12 Jun, 2026, 06.01 PM IST
Quote of the day by Arnold Van Den Berg: "We believe that if a market is so overvalued that you can only find a few stocks to buy, you are probably better off not buying anything"Investor Arnold Van Den Berg advises caution in overvalued markets. He suggests that if few investment opportunities exist, it is prudent t...
11 Jun, 2026, 06.00 PM IST
Quote of the day by Alfred Winslow Jones: "Some people are not congenitally equipped to sell short. It goes against their psychological makeup"Alfred Winslow Jones’ insight into short selling highlights the critical role of psychology in investing. While shorting demands scepticism...
09 Jun, 2026, 06.00 PM IST
South Korea's KOSPI dives nearly 9% as Fed fears hammer tech stocksSouth Korea's KOSPI index plummeted nearly 9% on Monday, triggering circuit breakers, as strong U.S. jobs data fueled expectations of Feder...
08 Jun, 2026, 09.47 AM IST