FY27 earnings recovery key to next leg of market upmove: Rajeev AgrawalGlobal markets are cautiously optimistic about a potential US-Iran agreement easing geopolitical risks and crude oil volatility. However, I...
16 Jun, 2026, 11.53 AM IST
NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
16 Jun, 2026, 10.51 AM IST
$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 ...
16 Jun, 2026, 10.40 AM 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...
16 Jun, 2026, 10.20 AM IST
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
16 Jun, 2026, 10.13 AM IST
Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...
16 Jun, 2026, 10.08 AM IST
India’s first clean economy index fund is here: Should you invest?India's green transition is accelerating, and the Motilal Oswal BSE Clean Environment Index Fund offers a unique passive investment route. ...
16 Jun, 2026, 09.29 AM IST
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
15 Jun, 2026, 01.46 PM IST
CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...
14 Jun, 2026, 05.34 PM IST
AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...
14 Jun, 2026, 12.29 PM IST
Hedge funds sold broader tech ahead of SpaceX IPO, JPMorgan data showsBig tech stocks saw significant selling by hedge funds. Some investors bought dips in these companies. Financial sector exchange-traded fun...
12 Jun, 2026, 05.22 PM IST
Sterlite Tech, HFCL shares rally up to 5% after 2-day fall. What’s triggering the surge?Shares of HFCL and Sterlite Technologies surged up to 5% on Friday, recovering from a two-day decline. This rebound follows a global tech s...
12 Jun, 2026, 12.51 PM IST
Will SpaceX factor last after IPO? Mega listing plan sparks valuation debate amid AI boomSpaceX's huge IPO is set to launch, attracting record investor bids. This event will test the market's appetite for AI companies. Investors...
12 Jun, 2026, 09.58 AM IST
'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buyPorinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India ...
11 Jun, 2026, 01.15 PM IST
Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...
09 Jun, 2026, 11.02 AM IST
AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
07 Jun, 2026, 11.27 PM IST
Market turns selective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha KhemkaSiddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains pos...
06 Jun, 2026, 06.43 PM IST