ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
16 Jun, 2026, 09.00 AM IST
West Bengal's electronics factory push; Fed jitters hit TCSWest Bengal is exploring ways to expand electronics manufacturing under EMC 2.0. This and more in today's ETtech Top 5.
08 Jun, 2026, 07.40 PM IST
The hidden Rs 9,000 crore business behind India’s water purifier boomIndia's water purifier market is evolving beyond just selling machines. Companies are now focusing on the lucrative service sector, includi...
08 Jun, 2026, 07.31 PM IST
India makes big moves to attract foreign investments in bonds: How will this impact stock market?India has unveiled significant measures to attract foreign investment, including tax exemptions on government securities and increased inve...
05 Jun, 2026, 01.33 PM IST
Ahead of Market: 10 things that will decide stock market action on FridayIndian equities ended largely unchanged as West Asia tensions tempered risk appetite. Broader markets outperformed despite recent correctio...
04 Jun, 2026, 09.27 PM IST
Suzlon Energy shares rise 2% after firm announces foray into solar, battery storage businesses under 'Suzlon 2.0'Suzlon Energy shares gained on Thursday after the company unveiled its ‘Suzlon 2.0’ strategy, expanding beyond wind energy into solar and b...
04 Jun, 2026, 10.53 AM IST
Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...
03 Jun, 2026, 12.29 PM IST
Crude oil shock clouds near-term outlook, but FY27 earnings growth still intact: Karthikraj LakshmananUTI AMC's Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term cr...
01 Jun, 2026, 01.43 PM IST
HFCL shares soar 17% in two days, rally 170% in 2026. Should you buy, sell or hold?HFCL shares have surged 17% in two days and an impressive 170% in 2026, driven by strong earnings recovery, major defence orders and growin...
29 May, 2026, 02.11 PM IST
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
26 May, 2026, 09.00 AM IST
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 33%, according to analystsThis is easy to say, but difficult to actually implement: As an investor, make a distinction between the day-to-day movement of indices and...
22 May, 2026, 10.11 PM IST
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analystsFor the next few weeks, what needs to be watched is market breadth. And also look at which sectors are leading the rally. Why? Because, at ...
22 May, 2026, 12.18 AM IST
The 20 stocks mutual funds are buying with Rs 1 lakh crore to defy historic FII sellingIndian mutual funds are investing Rs 1.07 lakh crore in 20 key stocks to counter historic FII selling. They are focusing on large-cap priva...
21 May, 2026, 09.52 AM IST
Retail SIP boom boosts AMC outlook; Nippon, ICICI Pru lead pack: Siddhartha KhemkaIndia's asset management sector is transforming with systematic investing driving growth and stability, reducing reliance on volatile discr...
19 May, 2026, 10.00 AM IST
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
12 May, 2026, 06.42 PM IST
MCX posts record ₹1,332 crore profit as gold volatility & surging retail participation drive platform to new highsMulti Commodity Exchange of India (MCX) achieved record revenue and profit in FY26. Daily trading volume surged significantly. Global marke...
11 May, 2026, 03.33 PM IST
Buy, Sell or Hold: Motilal Oswal maintains buy on UTI AMC; Goldman Sachs downgrades Dr Reddy’s LaboratoriesBrokerages remain selective, with Motilal Oswal maintaining a bullish stance on UTI AMC and Aditya Birla Sun Life AMC, citing steady AUM gr...
24 Apr, 2026, 09.56 AM IST