IT rebound, banking bets & global themes: Sandip Agarwal maps the market playbook
India’s equity markets are once again at an interesting crossroads. A sharp rebound in IT stocks, resilience in lenders, and ...
Monday, April 20, 2026
Tag: themes
Crowded market themes may have no place in ETFs
The market may be entering a new phase: The shaking out of the most crowded "non-traditional" strategies. ETF Action founding ...
25 stocks that survived AI crash reveal what themes could work within Indian IT space
Indian IT stocks have had a bruising run since late January, with selling pressure spreading from largecaps to midcaps as ...
AI, cyber, and climate change will be the key insurance themes in 2026
AI, cyber insurance, and climate change/natural catastrophes were highlighted as the three themes that will have the biggest impact on ...
10 Charts Showing Top 10 Market Themes For Client Conversations In Q4 2025
Following the equity market volatility of the first half of 2025, investors (and their advisors) saw a calmer third quarter ...
60-70% of market remains overvalued, but growth themes provide opportunities: Manish Gunwani
"As the government shifts focus from infrastructure to consumption, one might want to play the consumption theme. But the question ...
Basketball-inspired Granny Shots ETF may add two new themes: Tom Lee
Long-time market bull Tom Lee is considering two new themes for his Fundstrat Granny Shots US Large Cap ETF. On CNBC's ...
Book Review: Themes in Alternative Investments
Themes in Alternative Investments. 2023. Shaen Corbet and Charles Larkin, eds. De Gruyter. The alternative investment space continues to grow ...
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