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ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creation
The ET Alpha Wealth Summit 2026, hosted by The Economic Times on 4th June in Mumbai, is an exclusive, closed-door event where India’s top investment leaders will decode the next decade of wealth creation. Focused on portfolio repositioning, India-global allocation, alpha generation, market cycles, and wealth continuity, it offers sharp insights and premium networking for serious HNIs and family offices in one high-impact day
PhysicsWallah gains 6% in trade; HSBC Global Investment initiates 'Buy'
HSBC Global Investment Research has initiated coverage on PhysicsWallah with a 'Buy' rating and a target price of ₹135 per share
Meesho makes additional investment of Rs 100 cr in Meesho Payments
The Investment by the Company is intended to support the overall business operations and growth of MPPL, enabling it to enhance its capabilities, scale its operations, and effectively meet its business and regulatory requirements. The infusion of funds is expected to facilitate expansion of MPPL's activities, improve operational efficiency, and support the development of its offerings in line with the evolving needs of the business and the market needs.
US bond yields won't ease soon, rupee's worst may be over: 3R Investment’s Neeraj Seth
Neeraj Seth, Founder & CIO at 3R Investment Management, said India is not yet a major part of the global AI supply chain, but improving valuations and future AI-led productivity gains could support markets over the long term. He also said global AI investments remain focused on infrastructure and hardware, while warning that higher oil prices and elevated US bond yields could keep rate-cut expectations under pressure.
Motilal Oswal bullish on BSE, Lenskart and cement stocks as AI, market share growth drive outlook
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, said the brokerage remains positive on BSE Ltd. with a ₹4,400 target as cash market share gains and NSE’s expected listing could support growth. He also highlighted strong opportunities in AI-linked sectors such as power, cables and data centres, maintained a buy call on Lenskart with a ₹600 target, and named UltraTech Cement Ltd., JK Cement Ltd. and Dalmia Bharat Ltd. as preferred cement picks. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
BHEL shares' 85% returns, strong earnings fuel ownership churn as retail trims while FIIs, MFs raise exposure
BHEL shares have delivered an impressive 85% return over the past year, fueled by robust earnings. This performance has attracted significant institutional investment, with Foreign Institutional Investors and Mutual Funds substantially increasing their stakes. Retail investors have reduced their holdings.
GIFT City looks to expand investment suite with commodity trading and global real estate trusts
The regulator is set to launch frameworks for real estate and infrastructure trusts in a month and commodity trading rules in three to six months, aiming to shield India from global price shocks and lure back trading activity from offshore hubs.
From Chennai to Abu Dhabi: How Indian manufacturers are breaking into the Middle East’s oil supply chain
Indian engineering firms are now entering the Middle East's oil and gas supply chains. Global energy companies are broadening their supplier choices. This opens doors for Indian manufacturers meeting strict standards. Companies like LSI-MECH Engineers are gaining approval. The Middle East continues energy infrastructure investment. Diversifying vendor bases is a priority for global firms.
Jonathan Schiessl sees inflation risks in US rally, India allocations may return later
Jonathan Schiessl, Deputy Chief Investment Officer, Westminster Asset Management believes strong US earnings are continuing to drive global equity markets higher, especially semiconductor stocks, despite rising concerns around inflation and bond yields. He said India remains an attractive long-term market, but global investors are still cautious on allocations for now. Schiessl also pointed to China’s low valuations as a factor drawing investor attention amid shifting global capital flows. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
ET Alpha Wealth Summit: How AI, volatility and global trends will shape D-Street’s next move
Markets navigated Covid-19's impact and Trump's tariffs, only to face Middle East geopolitical tensions. The ET Alpha Wealth Summit on June 4 in Mumbai will gather experts to decode the market's next phase, explore AI's influence on jobs and the economy, and discuss global vs. local investment strategies amid high valuations. Registrations are open.
Defence outlook strong, but PSU margin concerns keep investors selective: Manish Gunwani
Manish Gunwani, Head – Equity at Bandhan AMC, said sustained crude oil prices above $90 per barrel could weigh on India’s macroeconomic stability and limit gains in domestic stocks. He also said the global AI investment boom is drawing capital away from India toward markets such as Taiwan and South Korea.
A three-prong strategy can help India curb energy shock implications: HSBC Economist
India can counter global energy shocks with a three-part plan. This involves supporting small businesses through credit guarantees. It also includes strengthening rural employment with programs like NREGA. Finally, the government should boost public infrastructure investment. This strategy aims to protect growth and incomes amidst rising energy prices and potential supply disruptions.