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ASIA INDUSTRIAL SUPERCYCLE
Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...
How to regain funds & frolic: India’s capex push needs savings, competitiveness and global capital flows to alignAsia is experiencing an industrial boom. India can benefit by increasing manufacturing and attracting investment. This will create jobs and...
FirstCry, Slice’s FY26 numbers; Nilekani’s Fundamentum eyes deeptech pushFirstCry parent cut its losses in the March quarter on tightened costs. This and more in today's ETtech Top 5.
Global Market | Chip boom drives Korea’s historic export spike amid rising oil tensionsSouth Korea's exports surged an impressive 48.3% in March, driven by a massive boom in semiconductor demand fueling the global AI race. Whi...
US natural gas prices surge nearly 60% in just three days – what triggered the sudden gas price spike and will the US economy face high inflation again?US natural gas futures have skyrocketed 60% in three days, hitting nearly $5.00/MMBtu. An intense Arctic blast is driving record heating de...
Manishi Raychaudhuri sees Sensex hitting 91,000 by end of 2026Asian equities have started 2026 strongly, driven by fiscal expansion in developed markets and persistent geopolitical tensions. Rising com...
Nifty Infra delivers double the Nifty 50 returns over 3 years. Here are key sectors to watch in India’s multi-year capex boomThe Nifty Infrastructure Index has outperformed the Nifty 50 by a wide margin, delivering 2x its three-year returns as India enters a multi...
European shares break record highs on Ukraine peace hopesEuropean shares hit record highs, driven by a defense stock surge amid rising military budgets and Ukraine war concerns. STOXX 600 rose 0.4...
Lenskart’s Telangana unit; CCI on Amazon, FlipkartLenskart’s largest eyewear manufacturing facility will come up in Telangana. This and more in today’s ETtech Top 5.
Keep pushing on the pull for exportsEfforts to climb the value chain in industrial and agriculture trade are beginning to show up in trade statistics.
IT, banks among hottest stock picks in India for 2022Top stock picks in the IT pack include Tech Mahindra Ltd., Infosys Ltd., Tata Consultancy Services Ltd. and HCL Technologies Ltd.
Tata Steel revives plans to sell its Thailand businessHigher prices have boosted Tata Steel's profitability and helped it cut borrowings. Net debt has fallen to Rs78,163 crore as on September 3...
Air India acquisition: Bombay House will face one of its biggest business challenges to make its aviation dream flyBombay House will also need to ensure that it has enough management bandwidth to spare, given the intense focus that will be needed on the ...
Sensex conquers Mt 60k, ends 163 pts higher; Nifty closes above 17,850Realty stocks, which are seeing structural tailwinds, continued to be in demand. Auto and IT names also saw buying. Metal and FMCG stocks w...
The world’s industrial comeback drives metals to multi-year highSome of the world’s large economies such as the U.S. and China are recovering from the pandemic, stoking demand for more cars, electronics ...
$40 billion fund manager says India will add trillion dollar GDP every few yearsAs part of the ongoing multi-decadal growth super-cycle, India is expected to add a trillion dollar to nominal GDP every few years, Ritu Ar...
Crude seen hitting $150 level, and oil investors are to be blamedBrent crude oil rallied to an all-time high above $147 in 2008 on booming demand growth.
China must boost its consumptionThe previous aggressive policy push to domestic demand had led to the twin problems of inflation and impairment of bank assets.
Worldwide recovery likely to be square root-shaped than V-shapedAggressive global policy response to the eco slowdown has raised hopes of a V-shaped recovery almost synchronously around the world.
- Good investment opportunity for the medium term
Natural resource funds enable investors to benefit from the high prices of oil, commodities, and precious metals.