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Global funds revisit Indian stocks as oil, rupee risks recedeGlobal fund managers are reconsidering their exit from Indian stocks as falling oil prices and rupee stabilization ease key investment conc...- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- Trump's tariffs aren't saving jobs at Whirlpool's Iowa refrigerator plantWhirlpool's drastic decision to cut over half its Iowa plant's workforce throws a wrench in President Trump's tariff strategy designed to b...
- China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
- Vedanta may fall further; M&M, JK Paper are top buys for this week: Anand JamesGeojit's Anand James anticipates a stable Nifty expiry with controlled movements, not sharp volatility. He advises buying Mahindra & Mahind...
- When to book profits and when to sit tight: Timeless investing lessons from Jesse LivermoreJesse Livermore’s timeless investing principles offer clarity on one of the toughest market decisions, when to book profits and when to hol...
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- Beyond Valuations: Philip Fisher's timeless guide to quality stock investingLegendary investor Philip Fisher championed a qualitative approach to stock picking, emphasizing exceptional businesses with strong managem...
- AI rout exposes Wall Street's $270 billion speculation machineA recent tech sell-off exposed how modern speculation amplifies both rallies and reversals. Retail investors' enthusiasm for leveraged prod...
- Crude at $65, consumption boom, and the Rupee's new shield: Dinshaw Irani's big market callsIndia's economic headwinds are easing, with falling crude oil prices and a stabilizing rupee poised to boost the market. Helios Mutual Fund...
- Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...
- Angel One, CAMS and ICICI AMC among JP Morgan's preferred bets on India's SIP boomJP Morgan has initiated coverage of India’s capital markets sector with a bullish outlook, citing resilient SIP inflows and rising retail f...
- Rs 1,100 crore a day nightmare: Why FIIs are ruthlessly selling bank stocksForeign investors are aggressively selling Indian bank stocks, offloading over ₹1,100 crore daily due to global economic pressures and port...
- US Stocks Today | Chip stocks plunge, but bargain-hunters stem losses in other tech namesUS chip stocks experienced a significant tumble, impacting the broader market and wiping out billions in value. While tech giants like Nvid...
- Nasdaq 100 set to shed over $1 trillion as tech selloff deepens; SpaceX slidesTechnology stocks came under heavy selling pressure on Tuesday, putting the Nasdaq 100 on track to lose more than $1 trillion in market val...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- How a simple checklist can help investors avoid costly stock market mistakesMichael Shearn argues that long-term investing success comes less from prediction and more from discipline, research and process. By using ...
- India's IT sector facing a growth crisis; Daljeet Kohli says he's already walked awayIndia's IT sector faces uncertainty as global slowdown and AI fears spook investors. Market expert Daljeet Kohli advises caution, citing a ...
- IT nightmare on loop, Accenture's 20% fall highlights AI disruptionIndian tech stocks experienced a sharp decline Friday, mirroring a significant drop in global IT giant Accenture due to weaker-than-expecte...
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