Searched for
CYCLICAL ECONOMY
India's rise is coming at an important time... because the world needs India, says Jane Fraser, Board Chair and CEO, CitiGlobalisation is changing. It now balances efficiency with resilience and security. This shift benefits India, a nation with strong tech ta...
Consumption demand faces risk from global headwinds, parliamentary panel informedIndian officials have warned that consumption demand might face challenges due to global economic pressures. However, strong service export...
Parliament panel meeting discusses concerns over rupee, sluggish private investmentMembers of a parliamentary committee voiced concerns about the rupee's decline and slow private investment. The government stated India's e...
The rupee warning: Six actions for business leadersThe Indian rupee is dipping to historic lows, approaching the 100-dollar threshold. Driven by market sentiment and a perilous cycle of fore...
China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind MaheswariIndian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite ...
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...
Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideasAxis Securities retained a bullish view on Indian equities and recommended 15 stocks for June across market capitalisations, with potential...
Rare earth, gas supply, aircraft parts: What’s inside the new IIP calculus as India revises base yearIndia is updating its Index of Industrial Production. The new series will use 2022-23 as the base year, replacing the old 2011-12 base. Thi...
AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
Rupee depreciation: What are the implications for commodities and Indian economy?The Indian rupee experienced a sharp decline in 2026, nearing Rs. 97 against the US dollar before a slight recovery. This depreciation, dri...
Moody's upgrades Reliance Industries rating to Baa1, now 2 notches above India's sovereign ratingThe ratings agency said Reliance benefits from "counter-cyclical business segments, significant international exposure (with over one-third...
ET Alpha Wealth Summit: Mapping the road to India’s next growth waveIndia's strong economic growth faces scrutiny as global conditions remain uncertain. The ET Alpha Wealth Summit on June 4 in Mumbai will fe...
West Asia conflict may slow India’s growth, push up Inflation: SBI ChairmanState Bank of India Chairman Challa Sreenivasulu Setty warns the West Asia conflict may slow global growth and increase inflation. India re...
Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
Mutual funds cut exposure to private banks for 2nd straight month in April. Is banking sector under pressure?Mutual funds reduced their exposure to private banks for the second consecutive month in April, driven by tactical rotation and near-term e...
After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...