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CAPEX AMBITION
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...- ET Prime Special Series: Multibagger or IBC - Part 59: Japan taught it. Tata bought it. Now EVs will test this auto ancillaryThis is a story about a company that is simultaneously an asset and an anomaly. An asset because it builds a tangible, necessary product, g...
- Reliance AGM 2026 Key Highlights: From Jio IPO, AI ventures to retail bets, check key announcements by Mukesh AmbaniRIL AGM 2026 Key Highlights: Reliance Industries Chairman Mukesh Ambani unveiled major plans at the company's annual general meeting. Key a...
- Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
- Tata Motors CV bets on exports, clean mobility for FY27 growthThe company said industry growth is expected to continue in FY27, albeit at a slower pace than the previous year, amid commodity cost press...
- PhysicsWallah dials down schools push after investor uneasePhysicsWallah is shifting its K-12 expansion strategy to an asset-light, online-led model, moving away from capital-intensive school operat...
- Hero MotoCorp confident of strengthening leadership, riding on new launches, e-scooter sales: CEO Harshavardhan ChitaleHero MotoCorp expects to maintain its market leadership and deliver double-digit growth in FY27, driven by strong demand for scooters, elec...
- Adani turning back the clock: How two group stocks created Rs 1.3 lakh crore wealth in a lopsided Nifty yearAdani Enterprises and Adani Ports have generated over Rs 1.3 lakh crore in investor wealth this year. These two Adani Group stocks have sig...
- Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages sayVodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. Whi...
- Tata Steel CEO TV Narendran cautiously optimistic; sees strong Q1 ahead as steel prices rise across India, UK, & EuropeTata Steel CEO TV Narendran flags multi-point cost pressure from the West Asia crisis but says the company has so far recovered most input ...
- 'Worst behind us, Vodafone Idea starting FY27 with a clear plan', says executiveVodafone Idea is gearing up for a transformative leap in capital investments, set to kick off in the first quarter of FY27. With a bold vis...
- Auto ancillaries: The next few quarters may separate winners from hopefuls. 5 stocks, 3 with upside potential of up to 33%The EV shift has moved from ambition to execution. And for auto ancillaries, the next phase may decide who was genuinely preparing for the ...
- Hero MotoCorp lines up Rs 1,500 crore capex for FY27 to double scooter production capacityHero MotoCorp plans a significant Rs 1,500 crore capital expenditure for fiscal year 2027. This investment aims to double its scooter produ...
- Airtel to set up 56 edge data centres within 2 yrs; tariff structure in India needs to change: Gopal VittalBharti Airtel is set to build 56 edge data centers in the next 18 to 24 months. This expansion aims to significantly scale up the company's...
- TVS Motor onboards Ravindran Shanmugam as independent directorTVS Motor Company has appointed Ravindran Shanmugam as an independent director. Shanmugam brings extensive experience in technology and con...
- Adani Group is jumping into Europe's deep waters. What can happenAdani Ports is making a significant leap beyond traditional port operations, venturing into Europe's complex offshore and subsea market. Th...
- 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 ...
- Hyundai Motor India lines up Rs 7,500 cr capex for FY27; eyes to reclaim no 2 spotHyundai Motor India plans to invest Rs 7,500 crore in capex by FY27, aiming to regain its number two position in the domestic passenger veh...
- ITP Aero breaks ground for Rs 453 crore aerospace components facility in HyderabadAerospace components maker ITP Aero is investing Rs 453 crore to establish a new manufacturing facility in Hyderabad, Telangana. The plant,...
- Thalapathy government? Why Vijay's historic rise in India's industrial powerhouse state matters for stock marketVijay’s TVK is set to reshape Tamil Nadu’s political landscape, prompting investors to assess what a “Thalapathy government” could mean for...
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