US software stocks were mixed after the sell-off on fears of AI disruption

Shares of U.S. software and data services companies were mixed on Thursday after a painful sell-off earlier this week that was triggered by fears that rapidly advancing artificial intelligence tools could upend the sector.Intuit rose 0.6%, while ServiceNow, Salesforce and Microsoft each fell about 2.6%, in contrast to sharp declines earlier in the week. The […]

STT, capital gains adjustments roil investors despite growth push: Sunil Singhania

Indian stock markets saw a sharp reaction after the Union Budget, with the Nifty plunging on Sunday’s session on low volume. While the headlines caused disappointment, market veteran Sunil Singhania said a closer look at the Budget reveals meaningful positives for long-term growth – even as recurring tax changes continue to unsettle investors.Responding to ET […]

Budget 2026 could stem FII’s selling pressure, says Sudip Bandyopadhyay

As foreign portfolio investors (FPIs) continue to exit Indian markets amid global uncertainties, Budget 2026 could play a crucial role in stabilizing stock sentiment, says market expert Sudip Bandyopadhyay. Strategic measures targeting FII issues should be the main focus for policymakers, he emphasized.“The only surprise announcement I am looking forward to is if they go […]

Opportunities exist across all market segments and investors need to think long-term, says Gurmeet Chadha

Amid ongoing volatility and market-wide corrections, investors are grappling with the dilemma of where to allocate their capital: large caps, or the more volatile mid- and small-caps.Gurmeet Chadha, Managing Partner and Chief Investment Officer at Complete Circle Consultants, shared his views on Chadha recently shared his views on market valuations and investment strategies, highlighting that […]

SIFs explained: How ICICI Prudential AMC’s Rajat Chandak plans to use hybrid long-short strategies to smooth returns

With Sebi opening the door to the Specialized Investment Fund (SIF) framework, asset managers now have a new structure to offer more flexible, strategy-based products that are a cross between mutual funds and PMS. In an interaction, Rajat Chandak, Senior Fund Manager at ICICI Prudential AMC, explains how hybrid long-short SIFs use derivatives, valuation discipline […]

When stocks bleed and gold dominates: why a portfolio review is more important than ever – Views on news from Equitymaster

At home The long view January 23, 2026 – When Stocks Bleed and Gold Leads: Why a Portfolio Review is More Important Than Ever January 23, 2026 Image source: David Gyung/www.istockphoto.com Stocks are testing patience, while gold and silver are testing price ceilings. This month, the market mood was uneasy and uncertain for […]

Five stock funds that can beat market volatility in 2026 – Views on news from Equitymaster

Market volatility is expected to remain high in 2026 due to concerns over tariffs, geopolitical risks and climate risks. If you’re concerned about protecting your investments while still seeking growth, stock funds can be a smart solution. In this video, we discuss five types of stock funds that can help manage market volatility in 2026. […]