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VALUATION TRAP
Aravalli Biodiversity Park helps Delhi retain 3 million litres of rainwater, reduce flooding: Study- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruption
- AI infrastructure and data centre plays could be the next big theme: Atul Suri
- Govt needs to revive NITI Aayog's PSU, PSB privatisation program: Arvind PanagariyaFormer NITI Aayog vice chairman Arvind Panagariya urges the government to revive privatization of public sector undertakings and banks. He ...15 Jun, 2026, 04.27 PM IST
- ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...15 Jun, 2026, 02.08 PM IST
- MF Tracker: Nippon India Value Fund turns Rs 10,000 SIP to Rs 1.56 crore in 21 yearsNippon India Value Fund has turned a Rs 10,000 monthly SIP into Rs 1.56 crore over 21 years, according to an ETMutualFunds analysis. Launch...12 Jun, 2026, 05.26 PM IST
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...10 Jun, 2026, 10.01 AM IST
- SpaceX IPO: Great business, wrong price? Why Aswath Damodaran is skipping Musk’s mega offeringDespite the excitement surrounding SpaceX’s highly anticipated IPO, valuation expert and NYU professor Aswath Damodaran plans to stay away ...09 Jun, 2026, 12.14 PM IST
- MF Tracker: Nippon India Value Find turns Rs 10,000 SIP to Rs 1.56 crore in 21 yearsNippon India Value Fund has delivered exceptional returns, turning a Rs 10,000 monthly SIP into Rs 1.56 crore over 21 years. The fund manag...09 Jun, 2026, 12.14 PM IST
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...09 Jun, 2026, 08.48 AM IST
- Sensex down over 10K points from Dec peak. Should MF investors buy the dip, hold positions, or wait on sidelines?The BSE Sensex has fallen over 10,000 points from its peak. Market experts suggest this presents a buying opportunity for long-term investo...08 Jun, 2026, 12.50 PM IST
- The appraisal hangover: How a poor performance review can hurt your career if you react emotionallyCold data, not emotions, will cure your appraisal hangover, says Devashish Chakravarty.08 Jun, 2026, 12.08 PM IST
- Honeywell's Quantinuum valued at $17.6 billion as shares rise in Nasdaq debutQuantinuum shares jump 13.3% in their Nasdaq debut, valuing the Honeywell-backed quantum firm at $17.6 billion. Strong investor interest re...05 Jun, 2026, 01.23 AM IST
- ET Alpha Wealth Summit: Rajeev Thakkar of PPFAS MF explains when to hold, when to exit, and why most investors get it wrongPPFAS CIO Rajiv Thakkar said successful investing depends more on patience than frequent trading. He advised avoiding unnecessary selling, ...04 Jun, 2026, 08.10 PM IST
- 'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...03 Jun, 2026, 05.19 PM IST
- Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideasAxis Securities retained a bullish view on Indian equities and recommended 15 stocks for June across market capitalisations, with potential...01 Jun, 2026, 04.22 PM IST
- Q4 earnings review: Motilal Oswal highlights broad-based beat on estimates, lists 6 sectors that exceeded expectationsMotilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong ...01 Jun, 2026, 01.12 PM IST
- Aegis Logistics shares rally 4% as Q4 profit rises 45% YoY; Board recommends dividendAegis Logistics shares rose sharply after the company reported a 45% year-on-year rise in Q4 FY26 consolidated net profit to Rs 413 crore, ...01 Jun, 2026, 12.09 PM IST
- Asian Paints shares rally 4% after Q4 results. Here’s what Nomura and Motilal Oswal are sayingAsian Paints shares rose sharply after the company reported a 69% year-on-year jump in Q4FY26 profit and stronger margins. While Nomura rei...01 Jun, 2026, 10.11 AM IST
- PSU bank stocks vs private banks in FY27: The valuation trap you need to avoidPSU banks achieved historic profit and NPA lows in FY26, yet analysts favor leading private banks for FY27. This shift is driven by superio...01 Jun, 2026, 09.53 AM IST
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