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ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarterIndia is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, ...- '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 ...
- Inside Zepto’s IPO filing — the key takeawaysQuick commerce platform Zepto has filed its updated draft papers for public listing, revealing detailed financials and operational metrics....
- 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...
- Attractive valuations, improving earnings: Why fund managers are now raising their exposure to small-cap stocksMidcap stocks have dominated performance for a decade, but a shift towards small caps is emerging. Flexi-cap funds are increasing small-cap...
- Bottom-up stock picking key for outsized returns in current market: Sunny AgrawalGeopolitical tensions keep markets on edge. Market expert Sunny Agrawal highlights mid and small-cap companies offer better wealth creation...
- No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do nowDinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund...
- Banks need to act fast as customers turn to AI for stock picks and savings yields: McKinsey & CompanyCustomers are embracing generative AI at an unprecedented pace. This rapid adoption is outpacing traditional technologies, leaving banks wi...
- The ‘Inevitables’: Warren Buffett's framework for finding companies that will dominate for decadesWarren Buffett divided the investment universe into Inevitables, Highly Probables, and Impostors. The Inevitables are companies whose domin...
- Berkshire Hathaway’s Greg Abel bought sector that Warren Buffett long avoided in his first year as CEOUnder new CEO Greg Abel, Berkshire Hathaway significantly boosted its tech and airline holdings, tripling its Alphabet stake and buying ove...
- Markets eye FII return with Rupee stability, tax relief taking centre stage: Asit BhandarkarForeign investors are hesitant to re-engage with Indian markets until the rupee stabilizes and the government demonstrates a willingness to...
- Chasing US tech stocks? Aashish Somaiyaa says India and emerging markets look more attractive nowAashish Somaiyaa, CEO of White Oak Capital, believes selective stock picking is key in the current market. He sees India's recent flat perf...
- Disciplined investing delivered good results for us: Navneet Munot, HDFC MF CEOHDFC MF’s Navneet Munot tells Sanket Dhanorkar and Kayezad E. Adajania how navigating crises has shaped investing discipline, risk manageme...
- Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi's warning on IT & consumptionHis warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures...
- Berkshire Hathaway cash hits $380 billion as Warren Buffett exits, greg abel faces big decisions on dividends and growthBerkshire Hathaway now has very high cash and a new CEO after Warren Buffett. The company is not investing much and is selling stocks. Expe...
- AI agents becoming day traders, but gains prove elusiveIn a groundbreaking shift, retail investors are now harnessing artificial intelligence to facilitate their trading endeavors. Many see this...
- Private credit shock deepens: why Blue Owl caps withdrawals as redemption surge hits 40%, and what it means for Blue Owl stock nowPrivate credit shock is hitting hard. Over 40% redemption requests flooded funds run by Blue Owl Capital. The firm allowed only 5% withdraw...
- There is nothing like small, mid and largecap today because valuation gap has come down: Porinju Veliyath“The next one year may not be very exciting for value investors because all of us know it is very rich valuations in general, so we have to...
- Stock pickers sidelined with world events overshadowing earningsThe current earnings season is being overshadowed by macroeconomic forces such as conflict in the Middle East and surging Treasury yields. ...
- 2010 will be a stock pickers market: PrabhudasDilip Bhat, joint managing director, Prabhudas Lilladher, speaks to ET Now and opines that 2010 will be a stock pickers market.
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