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...
24 Jun, 2026, 11.08 AM IST
The jinx of No. 10: Why so many British PMs got the boot too soonBritain’s political system has seen repeated early exits of prime ministers over the past decade, with six leaders from David Cameron to Ke...
23 Jun, 2026, 06.07 PM IST
Reliance, financials and defence top investment picks as market leadership broadens: Rahul ShahReliance Industries is poised for a turnaround, with strong earnings, a Jio Platforms IPO, and AI/energy investments promising significant ...
22 Jun, 2026, 12.58 PM IST
5 world market themes for the week aheadGlobal markets are watching closely as a U.S.-Iran deal faces crucial weeks. Key economic data from the U.S. and Australia, along with Colo...
20 Jun, 2026, 08.57 AM IST
India short-bond rally faces risks from cash drain, analysts SayBofA Securities and Bandhan AMC Ltd. expect the Reserve Bank of India to step up short-term cash withdrawal operations in coming months as ...
19 Jun, 2026, 08.21 AM IST
India bond rally defies hawkish Fed on oil routIndian government bonds are rallying for a sixth day. Falling oil prices are boosting investor confidence. This is happening despite a hawk...
18 Jun, 2026, 05.42 PM 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
ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
12 Jun, 2026, 11.57 AM IST
Textile stocks to rally? Emkay sees sector at inflection point to regain lost glory, initiates 'Buy' call on 3 stocksIndia’s textile sector is nearing an inflection point and could regain lost global market share, according to Emkay Global. The brokerage i...
08 Jun, 2026, 12.51 PM IST
Rupee closes at 95.78 vs USD ahead of crucial central bank rate reviewThe Indian rupee declined for a second day ahead of the Reserve Bank of India's monetary policy review, with traders anticipating measures ...
04 Jun, 2026, 03.52 PM IST
Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectorsGeopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil market...
03 Jun, 2026, 09.00 AM IST
Swiggy CEO on failed shareholder vote; Indian firms brace for MythosHappy Thursday! Swiggy group CEO Sriharsha Majety opened up about the recent hitch to become an Indian-owned company. This and more in toda...
28 May, 2026, 07.36 AM IST
Could today’s AI-driven S&P 500 rally end like the 1929 crash or the dot-com bubble after CAPE hits 40? What the Shiller CAPE ratio signals amid rising Wall Street bubble fearsStock Market CAPE Ratio hits 40, a rare level last seen before the 1929 crash and the 1999 dot-com bubble burst, raising fresh Wall Street ...
26 May, 2026, 10.13 PM IST
Eicher Motors shares rally 5% after Q4 results. What Goldman Sachs, Morgan Stanley, others are sayingEicher Motors shares surged following robust March quarter results. The Royal Enfield maker reported a 12% profit jump and 16% revenue grow...
25 May, 2026, 09.32 AM IST
US stocks today: S&P 500 rises on Mideast peace hopes as oil prices dipUS stocks ended slightly higher as markets reacted to mixed corporate earnings and shifting geopolitical signals around Iran peace talks. S...
22 May, 2026, 01.36 AM IST
BSE vs MCX: Which stock are you betting on? Jefferies, Morgan Stanley, others have their sayAmidst market volatility, Indian stock exchanges BSE and MCX have seen significant rallies, driven by increased trading activity. Both repo...
21 May, 2026, 10.00 AM IST
Automakers' joy ride hits a big cost hurdleRising input costs and freight charges, driven by the West Asia crisis, are pressuring automakers to increase vehicle prices. This surge in...
20 May, 2026, 12.14 AM IST