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WEALTH CONCENTRATION IN INDIA
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 ...- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
- 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...
- Inflation poses bigger risk than growth this fiscal as monsoon and crude weigh on rural demand: NuvamaIn FY27, India's economy grapples with inflation that hits hardest in rural regions, where rising food prices become an urgent concern. The...
- The safe keepers: Inside India's booming locker economyIndia’s locker economy is booming amid rising gold prices and household wealth. While banks remain the preferred repository, private vault ...
- Life Advice of the Day by Naval Ravikant: “Three Things in Life…” – The renowned Indian-born American entrepreneur's powerful lesson on how these three priorities can transform your lifeEntrepreneur and investor Naval Ravikant believes that a fulfilling life can be built around just three priorities: health, mission, and th...
- ‘The upcoming El Nino event could cost India $1 trillion in losses’An impending El Nino event threatens global economies, with India facing potential losses exceeding one trillion dollars. This climate phen...
- 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, ...
- ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlookHelios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening funda...
- US economy remains strong, India must accelerate reforms and AI adoption: Ajay SrivastavaMarket veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emph...
- Modi government in panic mode on current economic situation: CongressThe Congress party alleges the Modi government is in panic over the economy. They point to a reported plan to remove capital gains tax on f...
- TIIF to shape a new investment architecture for Central AsiaTashkent will host a major investment forum from June 16-19. This event aims to establish Central Asia as a new hub for economic growth. Th...
- China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
- India in right place at right time on AI but failing to make the right noises, says Citi's Vis RaghavanIndia must highlight its AI power to attract global investment, says Citi's Vis Raghavan. Skilled talent, competitive costs, and infrastruc...
- ETMarkets Smart Talk | Don't mistake foreign outflows for an India exit story; smart money is becoming more selective: Milan ParikhForeign institutional investors are net sellers in Indian equities due to global concerns, but this reflects capital reallocation, not a lo...
- India and US push deeper AI and chip ties as firms eye access to next-generation technologiesA new chapter in Indo-American relations is unfolding as India and the US deepen their partnership in artificial intelligence and semicondu...
- Beyond Equities: Why HNIs are increasingly turning to premium real estate for wealth preservationIndian housing sales value surged 16% to ₹9.33 lakh crore in FY26, driven by affluent investors prioritizing premium and luxury properties....
- Gold sitting idle in lockers? Why experts want Indians to monetise their yellow metal nowAs gold prices rally and India seeks to curb imports, financial experts are urging investors to rethink how they own the precious metal. Ad...
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
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