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CAPEX EXPENDITURE
Adani Enterprises: A high-risk, high-reward bet that is not for the faint-hearted: Sudip BandyopadhyayAdani Group is set to invest $15-20 billion over the next five years, focusing on expanding its ports to handle 1 billion tonnes, boosting ...
Adani Group targets 10 GW nuclear power capacity by 2035Adani Group is venturing into nuclear power, aiming for 10 GW capacity by 2035 to bolster India's energy security amidst global uncertainti...
US Stock: S&P, Nasdaq end lower on semiconductor selloff as AI spending concerns mountIndian markets mirrored global trends as major indices, including the Nasdaq and S&P 500, closed at over a week's low on Tuesday. Semicondu...
Investors expecting 15-20% returns may be disappointed: Rajeev ThakkarInvestors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...
Railways uses 30% of capex budget in April-MayIndian Railways has impressively achieved nearly a third of its annual capital expenditure target in the first quarter, with over Rs 84,000...
Banking, capital goods and midcaps seen driving market's next rally: Ashish ChaturmohtaIndian equities are poised for fresh highs, driven by strong earnings and sector-specific momentum, particularly in financials and manufact...
AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
RIL AGM 2026: Jio IPO and 4 other big bets Mukesh Ambani could unveilReliance Industries Chairman Mukesh Ambani is set to reveal major plans at the 49th annual general meeting. Investors anticipate updates on...
SpaceX bankers prepare for bond sale of at least $20 billionSpaceX is preparing to discuss a massive bond offering with investors. The company plans to raise at least $20 billion. This move follows i...
Telecom tower companies eye 5–6% tenancy growth on network pushTelecom tower companies anticipate strong tenancy growth of five to six percent in the coming two fiscal years. This surge is fueled by tel...
Blue Dart Aviation to expand cargo operations across five emerging Indian hubs, targets high-value cargoBlue Dart Aviation is gearing up to enhance its air cargo operations by launching services in five new industrial hotspots over the next fi...
Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons whyPolycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited marke...
Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...
Nomura raises Adani Ports share price target by 12%. Here are 3 major reasons whyNomura has raised its target price on Adani Ports and Special Economic Zone to Rs 2,080 from Rs 1,850, while retaining its Buy rating. The ...
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...
Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocksMonarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...
Anil Agarwal bets $20 billion on aluminium, steel, and zinc, and says Vedanta is only getting startedVedanta Group Chairman Anil Agarwal announced a $20 billion capital expenditure plan over three years, aiming to triple group businesses. T...
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...
US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investorsOracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating ...
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...