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
Is the Iran war just an energy shock - or a turning point?A potential U.S.-Iran peace deal to reopen the Strait of Hormuz could signal a watershed moment for global energy markets, moving beyond a ...
16 Jun, 2026, 06.41 AM IST
China learns to live on less fuel, to the relief of oil marketsChina's fuel demand has unexpectedly dropped significantly, with gasoline and diesel sales falling as consumers shift to electric vehicles ...
11 Jun, 2026, 02.50 PM IST
Get Al-enabled, add value to metal musicIn a twist of fate, Coca-Cola's plans for a bottler IPO arrive amidst a shortage of Diet Coke cans. The ongoing conflicts in the Middle Eas...
09 Jun, 2026, 11.24 PM IST
CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
09 Jun, 2026, 07.15 PM IST
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
09 Jun, 2026, 02.07 PM IST
INSIGHT-How Honda's old guard tried, and failed, to oust its CEOHonda is encountering significant disputes as a faction of retired executives pushes for the removal of CEO Toshihiro Mibe. Citing his fail...
09 Jun, 2026, 09.59 AM IST
Bottom-up stock picking key for outsized returns in current market: Sunny AgrawalGeopolitical tensions keep markets on edge. Market expert Sunny Agrawal highlights mid and small-cap companies offer better wealth creation...
05 Jun, 2026, 10.35 AM IST
A warning to critical minerals buyers: Avoid butter mountains, aluminium floodsWestern nations are investing heavily in critical minerals to reduce dependence on China. However, experts warn this could lead to a surplu...
26 May, 2026, 01.01 PM IST
FIIs won't return to Indian markets in a hurry; only 3 triggers may bring them back: Amar K AmbaniForeign institutional investors (FIIs) are unlikely to return to Indian equities soon due to structural and cyclical forces, including mode...
20 May, 2026, 04.41 PM IST
Cheap stocks aren’t always bargains; 5 valuation ratios every investor must trackDifferent sectors use different valuation metrics because business models vary. Investors therefore need to understand not just valuation m...
18 May, 2026, 11.29 AM IST
$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
09 May, 2026, 06.46 PM IST
Oil shock will hit Asia harder than the 1970sAsia is experiencing energy shocks similar to the 1970s oil crises, with rising fossil fuel costs impacting consumers and industries. This ...
30 Apr, 2026, 08.28 AM IST
Are metals turning defensive? 5-year returns rival, even beat traditional safe havensMetal stocks are outperforming defensive sectors, delivering strong returns driven by structural demand shifts and supply constraints. Fact...
28 Apr, 2026, 10.34 AM IST
The simple yet powerful plan India could follow to ward off impacts of Iran-like disastersIran war: As geopolitical tensions continue with the looming threat of a restart of the conflict in Iran, India finds itself at a crossroad...
24 Apr, 2026, 08.55 AM IST
India's power transmission sector to see INR 9 trillion capex push by 2032: ReportIndia's T&D sector is poised for sustained growth, driven by an estimated INR 9 trillion capex through 2032. Despite temporary ordering slo...
20 Apr, 2026, 01.47 PM IST
Endurance, the new superpower of the battlefieldThe economy of attrition is the big new reality of the battlefield. Expensive defences are badly struggling against waves of cheap drones a...
19 Apr, 2026, 08.28 AM IST