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CAPEX MOMENTUM INDIA
India's VC ecosystem shifts to monetization-led growth in 2026, backed by AI, Q-commerce infra and domestic tailwinds: Bain- Bharti Airtel shares in focus as NBFC Airtel Money commences commercial operations after RBI nod
- Time to take selective risks? 5 small-caps from different sectors with upside potential of up to 35%
- Let's gilt trip those foreign investorsGoldman Sachs highlights Indian government bonds as a prime investment opportunity for foreign investors. Favorable policy changes by the I...30 Jun, 2026, 11.44 PM IST
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...30 Jun, 2026, 06.53 PM IST
- For investors looking beyond the short-term horizon: 5 mid-cap stocks from different sectors with upside potential up to 28%All is once again quiet on the US-Iran war front, and some kind of dialogue to resolve the issues between the two seems to be still underwa...30 Jun, 2026, 02.54 PM IST
- Auto ancillary sector revenue grew 12.5% in FY26 on volume gains and improved product mix: ReportIndian auto ancillaries witnessed robust revenue growth of 12.5% in FY26, driven by strong volumes and a better product mix. While EBITDA a...29 Jun, 2026, 09.13 AM IST
- Missed the FII U-turn? 6 stocks turned multibagger after foreign investors corrected their mistakeForeign institutional investors (FIIs) reversed their selling trend in six select Indian stocks, turning them into multibaggers. Bajaj Cons...25 Jun, 2026, 09.32 AM IST
- Subscriber losses push India's TV distribution industry towards consolidation as broadband, IPTV gain groundIndia's TV distribution is shifting towards broadband and digital entertainment, forcing cable and DTH operators to confront subscriber los...24 Jun, 2026, 05.55 PM IST
- No slowdown yet, but inflation and El Niño are risks: ITC's Sanjiv PuriITC Chairman Sanjiv Puri revealed plans for a Rs 20,000 crore investment over the medium term, including hotel expansion. He highlighted st...24 Jun, 2026, 12.58 PM IST
- India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...24 Jun, 2026, 11.59 AM IST
- Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...24 Jun, 2026, 11.08 AM IST
- Market caps: Microcaps outshine largecaps in 2026, rewarding investors willing to take risksWelcome to TrendMap, your quick guide to the performance of different investment segments. No single segment always leads. In this edition,...22 Jun, 2026, 11.28 AM IST
- Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.22 Jun, 2026, 09.38 AM IST
- Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...16 Jun, 2026, 10.40 AM IST
- Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...16 Jun, 2026, 10.08 AM IST
- 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
- Oswal Pumps shares gain 6% on 63 MW rooftop solar project win, eyes Rs 500 crore revenue opportunityOswal Pumps has secured 63 MW rooftop solar projects in Bihar under the PM Surya Ghar scheme, awarded by NBPDCL and SBPDCL, creating over R...15 Jun, 2026, 11.02 AM IST
- India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...12 Jun, 2026, 01.02 PM IST
- India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...11 Jun, 2026, 02.15 PM IST
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