Forget Nifty50 stocks: Smallcaps soar up to 200% in 2026. Will the mammoth rally continue?

Indian smallcap stocks are outperforming the Nifty 50, with some indices soaring up to 200% this year. This rally is fueled by improving earnings, strong domestic liquidity, and renewed investor interest in bottom-up stock picking. While some experts see continued growth potential, others caution about rising valuations and suggest large-caps may offer better value. The…

AI fatigue takes centre stage as Fed fears ease: Ed Yardeni

Market strategist Ed Yardeni suggests corporate earnings, geopolitical stability, and the evolving AI trade are now overshadowing the Federal Reserve’s influence on equities. Investors have largely adjusted to higher interest rates, with inflation easing and the economy showing resilience. Yardeni notes “AI fatigue” is leading to sector rotation, but believes AI’s long-term potential remains strong,…