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STRUCTURAL THEMES
"Influential actor": Finnish President lauds India's global role during talks with EAM JaishankarFinnish President Alexander Stubb met with India's External Affairs Minister S. Jaishankar. They discussed global conflicts and the upcomin...- 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...
- ET Alpha Wealth Summit Masterclass | Radhika Gupta reveals India's next 4 wealth creation themes & why SIFs are the investment product of the decadeRadhika Gupta, Edelweiss Mutual Fund CEO, champions Specialised Investment Funds (SIFs) as a new product category offering lower market dep...
- ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
- ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
- Sectoral and thematic fund inflows plunge 67% to Rs 647 crore. Are investors turning away from thematic bets?Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline suggests investors are moving away fr...
- '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 ...
- PM Narendra Modi to chair 11th Governing Council Meeting of NITI Aayog on June 11The Governing Council Meeting will deliberate on the approach to realise this vision and translate it into concrete, measurable outcomes fo...
- Are we entering a post-promotion workplace?For decades, promotions have been the primary measure of career success, linking advancement with greater managerial responsibility. Yet as...
- Regional retail companies chase IPO gold to fund dreamsSmall towns in India are becoming major retail growth centers. This is leading many regional companies to plan initial public offerings. Th...
- ISB’s Executive Programme in Strategy and Leadership prepares professionals to translate strategic thinking into organisational impactOrganizations increasingly need cross-functional collaboration and enterprise-wide coordination for sustained growth. ISB's Executive Progr...
- African Proverb of the Day: 'When we hear a house has fallen...'- Life lessons on responsibility, consequences, community, and why every fall affects more than what we seeAn African proverb illustrates that when a 'house' collapses, the 'ceiling' is inevitably affected, symbolizing how interconnectedness mean...
- The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
- Only 11 of 134 tasks fully completed; maximum backlog in education sectorAn assessment of the Chief Secretaries conference indicates a sluggish pace in addressing action items. Of the 134 objectives set, a mere 1...
- 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...
- Netflix confirms Devil May Cry Season 3: Adi Shankar reveals final chapter of Force Edge SagaNetflix has officially renewed Devil May Cry for a third and final season, concluding Dante's journey as planned. Showrunner Adi Shankar co...
- NFO Alert: Motilal Oswal Mutual Fund launches BSE Clean Environment Index FundMotilal Oswal Mutual Fund has launched the Motilal Oswal BSE Clean Environment Index Fund, an open-ended scheme tracking India's first dive...
- Manufacturing sector emerges as key structural play amid global supply chain shiftInvestors can explore manufacturing mutual funds for portfolio diversification. The sector shows strong potential driven by domestic demand...
- Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...
- Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky marketIndia's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreci...
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