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All EPI news ›Baird Equity Opportunity Fund Q3 2026 Commentary
Baird Equity Opportunity Fund fell 6.9% in Q3 2026 amid AI market concentration. Read full portfolio updates and market insights here. - The Baird Equity Opportunity Fund performed in line with its benchmark during the period. - AI now…
Samvat 2083: Motilal Oswal bets on 4 themes, from manufacturing to consumption
Brokerage sees multi-year growth opportunities in banks, capital markets, high-value manufacturing, export-oriented businesses and organised consumption Samvat 2083: Motilal Oswal bets on 4 themes, from manufacturing to consumption…
Taking Stock: Fireworks continue on D-Street; Nifty reclaims 24,500, Sensex rallies 2,009 pts
Diwali fireworks continued on Dalal Street as benchmark indices extended their winning streak to a sixth consecutive session on November 5, marking their longest rally since November 2025. The Nifty reclaimed the 24,000 mark and closed…
The case for a level tax playing field between equity and debt
The debate on easing long-term capital gains tax on equity investments began with the massive pullout by foreign portfolio investors (FPIs). It has since widened to include the possibility of reducing capital gains tax on equity…
Diwali Muhurat Trading: HDFC AMC, BEL, SBI, VAML among Monarch's picks; 8th Pay Commission, BSFI key Samvat 2083 themes
Diwali Muhurat trading: Samvat 2082 tested investors’ patience, with the Nifty 50 and Sensex seeing sharp corrections. But historically, such sharp corrections set the base for the market rally and the next phase of wealth creation,…
First Eagle Overseas Fund Q3 2026 Commentary
The AI trade drove market performance in Q3 2026, while broader risk assets lagged amid sovereign debt concerns. Read our Overseas Fund review for details. - The artificial intelligence trade remained popular in the third quarter, dragging…
Uday Kotak sees Indian equities gaining appeal as AI spending concerns ease
Indian equities are no longer as expensive as they were a year ago relative to other markets, making them more appealing as concerns over excessive AI-related spending weigh on global investors, veteran banker Uday Kotak said. “India is…
Uday Kotak says $700 bn outstanding FII payments will boost market, sees AI worries driving flows to India
The Economic Times After strong headwinds wiped out massive sums of investor wealth since Diwali last year, veteran banker Uday Kotak shared his advice, advocating for value investing and expre
Nifty Prediction Today – November 5, 2026: Nifty futures: Uptrend intact
Nifty 50 opened today’s session with a gap-up at 24,378 versus yesterday’s close of 23,960. It is now hovering around 24,400, up 1.8 per cent so far today. The Nifty 50 advance/decline ratio now stands at 40/10, showing a strong bullish…
Sensex Surges Over 1,800 Points, Nifty Jumps 2.4 Pc
Indian benchmark indices staged a strong rally on Thursday, with the Sensex and Nifty 50 climbing around 2.4 per cent each to record their biggest single-day gains in seven months, supported by falling crude oil prices, renewed foreign…
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Finance and business coverage in the 4SEARCH.business news index: articles that name it in the headline, or in the text beside its ticker. Sentiment is the index's own reading of the latest 4 articles, not a forecast.