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Techs sell-off on Dalal Street as Anthropic’s AI-app takes on Indian IT majors’ business

MUMBAI: A tech sell-off on Dalal Street on Wednesday—that came on the back of Anthropic’s launch of a new AI-led app that could potentially challenge existing business models of Indian software exporters—wiped off about Rs 1.75 lakh crore worth of market value. The sharp slide in sector leaders like TCS, Infosys and Wipro, also left…

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Stock markets may deliver gains of up to 15%! Tech firms, retail & more — What Mark Mobius expects for Dalal Street in 2026

Mark Mobius, a veteran emerging markets investor, has a bullish outlook for India, expecting double digit returns. The trader has allocated almost 30% of his portfolio to the country, predicting gains of 12%-15%. Speaking in an interview with ET, Mobius said that uncertainty in the United States has made caution essential for investors. “The outlook…

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Markets this week: PMI data, geopolitics & more – What will drive Dalal Street?

Indian equity markets are likely to take cues from a busy calendar of macroeconomic data, global developments and foreign investor activity in the week ahead, according to market analysts Markets are entering a data-heavy phase both in India and overseas, coinciding with the early part of the earnings season. Ajit Mishra, SVP, Research at Religare…

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Who was Siddhartha Bhaiya? Dalal Street’s smallcap specialist passes away at 47; the mind behind Aequitas’ long-term bets

(Photo credit – Aequitas) Siddhartha Bhaiya, founder and managing director of Aequitas Investment Advisors and one of Dalal Street’s most closely followed stock pickers, passed away on December 31, 2025, following a sudden cardiac arrest while on a family vacation in New Zealand. He was 47, ET reported.“It is with profound sadness that we share…

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