Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
21 Aug, 2026, 09.12 AM IST
ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
20 Aug, 2026, 07.48 AM IST
Rupee slide chips away at ISM outlayA weak rupee is causing what analysts and industry insiders estimate to be a “net double-digit cost overrun” for businesses relying on impo...
18 Aug, 2026, 06.00 AM IST
CenturyPly targets Rs 12,000 crore revenue by FY31, sees housing demand and exports driving growthThe company is expanding capacity across plywood, laminates, MDF, and particle board. New manufacturing facilities and branding investments...
17 Aug, 2026, 11.34 AM IST
Equity investments should give about 15% annual returns over next 5 years: Raamdeo AgrawalAccording to Raamdeo Agrawal of Motilal Oswal, Indian equities may yield a promising fifteen percent annual return over the upcoming five y...
17 Aug, 2026, 05.55 AM IST
Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...
16 Aug, 2026, 10.02 AM IST
Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
15 Aug, 2026, 12.37 AM IST
States race to build India’s next GCC boomIndian states are actively pursuing Global Capability Centre growth by 2031. These efforts aim to create over one million new jobs and esta...
14 Aug, 2026, 12.26 PM IST
Mutual funds raise IT exposure to 6.6% in July after record low. Is sentiment towards tech improving?In July, mutual funds increased their allocation to the IT sector to 6.6 per cent, marking a positive shift after an extended period of min...
14 Aug, 2026, 12.07 PM IST
Hon Hai to direct 2026 capital expenditure toward global AI expansionTaiwan-based Hon Hai Precision Industry Co. announced that its capital expenditure for 2026 will focus on expanding artificial intelligence...
13 Aug, 2026, 10.46 AM IST
ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
13 Aug, 2026, 08.18 AM IST
US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
12 Aug, 2026, 09.26 PM IST
Central Bank of India mobilises $250 million under FCNR (B) window: CEO Kalyan KumarCentral Bank of India has successfully mobilized $250 million under the RBI's FCNR-B window, surpassing its internal target of $100 million...
12 Aug, 2026, 02.32 PM IST
Accel’s $550 million India fund; South Park Commons bets on deeptechHappy Wednesday! Venture capital firm Accel has raised its ninth India fund. This and more in today’s ETtech Morning Dispatch.
12 Aug, 2026, 07.32 AM IST
Aswath Damodaran shares 3 lessons investors can learn from rise and fall of Leopold Aschenbrenner's AI fundAswath Damodaran has shared three lessons investors can learn from the rise and fall of Leopold Aschenbrenner’s AI-focused hedge fund, Situ...
11 Aug, 2026, 01.15 PM IST
ETMarkets Smart Talk | AI infrastructure, not just AI software, will drive India's next wealth cycle: Amit JoshiFrom data centres and power transmission to manufacturing and the energy transition, these sectors are emerging as the real enablers of the...
07 Aug, 2026, 07.36 AM IST
Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
01 Aug, 2026, 01.08 PM IST