Raamdeo Agrawal, cofounder and chairman of Motilal Oswal Financial Services talks about how reforms changed the equity culture in India
At a time when global funds are paying massive premiums to AI and related technology companies - often at 50x PE multiples - India is offering many comparable firms lower single-digit PE multiples
Chandrasekaran's continuation brings relief, but TCS remains under pressure from AI disruption, geopolitical risks and high bond yields
IT stocks emerge as bright spot, buck selloff; mid and smallcaps slide
Global capex supercycle could put India at the centre of a new industrial buildout
The market is pricing NTPC and Bhel differently and that has got Sanjeev Prasad, managing director (MD) and co-head, and his colleagues at KIE questioning the valuation thesis of these two stocks
CAS sends benchmarks on a wild ride before retreat
The rupee touched a low of 95.23 against the dollar before settling at 95.11 as Brent crude topped $100 a barrel; dealers cited RBI intervention in spot and swap markets
Nifty's late swings punish longs and shorts as liquidity remains thin
Infy leads selloff as investors turn cautious on a sector already grappling with AI disruption
India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence
Nifty 50's equity risk premium looks attractive
Market experts anticipate the stock could face further volatility till the announcement of his successor
Investors say Nvidia's growth confirms expansion phase of AI capital spending
Domestic demand, improving earnings drive gains; rich valuations a concern
S&P 500 and Nifty 50 offer free cash flow yields of 2.7 per cent each, compared with 5 per cent for Europe's Stoxx 600, according to market data
Smallcap schemes look to lock in long-term gains
HDFC Bank, ITC, HUL shares decline over 1 %