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ETMarkets Smart Talk | Renewables, defence to lead in FY27; infra and gas stocks offer high-risk opportunities: Siddarth Bhamre
Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction.…
Sun Pharma share price in focus on Monday after Trump's tariff announcement
Sun Pharma shares will be in focus on April 6 due to President Trump's new executive order imposing 100% tariffs on imported branded drugs unless…
De-dollarisation, war, and debt: Why gold is regaining monetary relevance
Gold is regaining prominence as global markets face geopolitical tensions, rising debt and de-dollarisation trends. Central bank buying, structural shifts in the financial system and…
Axis Bank to deepen insurance bet with Rs 389 crore infusion in Axis Max Life; stake seen at 19.99%
Axis Bank plans to invest Rs 389 crore in Axis Max Life, raising its combined stake to 19.99%, near the regulatory cap. The move strengthens…
Microsoft plans $10 billion investment in Japan to grow AI, train 1 million workers by 2030
The investment made by Microsoft in Japan will see the company training 1 million engineers and developers by 2030, it said. The plan was unveiled…
The architecture of resilience: Why India’s private credit stands apart
India’s private credit market stands resilient amid global stress due to its conservative fund structures, strict leverage norms, and closed-ended AIF framework. Unlike global peers…
Crypto Price Today: Macro worries, geopolitical risks weigh on Bitcoin, altcoins as Good Friday trade remains lacklustre
Crypto markets remained subdued on Good Friday as macro concerns and geopolitical tensions weighed on sentiment. Bitcoin hovered near $66,000 after recent declines, while altcoins…
Global brokerages slash Nifty 50 targets: Is a deeper correction likely?
Brokerages, including Citi and Nomura, have revised Nifty targets downward due to the adverse effects of elevated crude oil prices from geopolitical conflicts. They warn…
Eternal, SBI, Bharti Airtel, 6 other stocks can rally up to 57%. How many do you have?
Axis Direct has identified nine large-cap stocks, including SBI, Bharti Airtel and Bajaj Finance, with upside potential of up to 57%, while pegging the Nifty…
Who is Sharon Pais? Flipkart executive likely to take over as Myntra CEO after Nandita Sinha exits
Myntra CEO Nandita Sinha will step down after over a decade, ahead of Flipkart's IPO. Sharon Pais is likely to replace her. All about the…
OpenAI expands into media with TBPN acquisition — read Fidji Simo's full message to team
The acquisition of TBPN came as somewhat of a surprise, given that OpenAI had not previously indicated any plans to enter the media business. Here's…

