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BENEFICIARY LED CONSTRUCTION
12 years of Modi government strengthened India's health sector through accessibility and digital innovation: Amit ShahIndia's health sector has seen historic changes in the last 12 years. Accessible, affordable, and quality healthcare is now a reality for c...
12 years of PM Modi: Bold reforms, decisive decisions and political turning pointsAfter 12 years at the helm, Prime Minister Narendra Modi reflects on a transformative journey filled with key reforms that have altered Ind...
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...
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
BSE vs MCX: Which stock are you betting on? Jefferies, Morgan Stanley, others have their sayAmidst market volatility, Indian stock exchanges BSE and MCX have seen significant rallies, driven by increased trading activity. Both repo...
JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
Markets supported by liquidity, but valuations running ahead of fundamentals: Sameer DalalIndian markets are supported by strong domestic liquidity, but valuations are questioned against fundamentals and growth expectations. Same...
Markets enter rotation phase as yields stay elevated and AI trade cools: Matt OrtonGlobal markets are entering a selective phase driven by rising bond yields and persistent inflation, shifting investor focus from AI-led ra...
Election impact! 6 West Bengal-linked stocks that can benefit from new BJP governmentThe BJP's decisive win in West Bengal signals a potential economic revival, with investors eyeing stocks poised to benefit from pro-growth ...
AI-fuelled rally keeping global markets resilient despite oil shock, says Ed YardeniGlobal equity markets are defying geopolitical risks and high oil prices, with investors betting on economic resilience fueled by AI-driven...
Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi's warning on IT & consumptionHis warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures...
Pahalgam anniversary: How the 2025 terror attack triggered Rs 3 lakh crore defence boom and created 3 multibagger stocksOne year after the Pahalgam terror attack, India’s defence sector has entered a major upcycle, adding Rs 2.9 lakh crore in market cap as th...
Smallcap stocks skyrocket up to 79% after crash. Is this breakout rally or bull trap?Indian smallcap stocks have surged dramatically in April, with some gaining up to 79%. The Nifty Smallcap 250 has outperformed the Nifty50,...
Centre approves construction of 2.88 lakh houses in urban areas under PMAY 2.0Nearly 2.88 lakh new homes have been approved under Pradhan Mantri Awas Yojana (Urban) 2.0. This brings the total sanctioned houses to over...
Construction of 3.61 lakh houses approved under PMAY(U)The total investment under the mission is Rs 7.52 lakh crore, with a central assistance of Rs 1.85 lakh crore. So far, ₹ 1.13 lakh crore of...
Construction of 16,488 houses approved under Pradhan Mantri Awas Yojana-Urban“The demand for sanction has saturated in all States/UTs and work should be done expeditiously towards completing all the projects within s...
Government approves construction of 1.68 lakh new houses under PMAY (Urban)These houses are proposed to be constructed across the verticals of beneficiary-led construction, affordable housing in partnership and in-...
PMRDA appoints Rudrabhishek Enterprises to implement Pradhan Mantri Awas YojanaThe end to end implementation will include development of implementation portal so as to enable end to end paperless online execution of pr...
Government approves additional investment of Rs 16,641 crore for building affordable homesThe proposal that has been approved by the Ministry of Housing & Urban Poverty Alleviation will benefit urban poor in 11 States.