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DATA LOCALISATION POLICY
ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...28 May, 2026, 09.15 AM IST- Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...27 May, 2026, 02.04 PM IST
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...26 May, 2026, 09.00 AM IST
- AI ignites India infra supercycleOperators and investors ramping up capacity with billions in investments as India’s data centre capacity may touch 4 GW by 2030, writes Tan...26 May, 2026, 06.00 AM IST
- From axles to rare earth: India draws up list of 100 products it still can't make enough ofIndia is set to boost its manufacturing sector by identifying around 100 products for domestic production. This initiative aims to reduce r...17 May, 2026, 10.43 AM IST
- Modi in Netherlands: One firm holds the key to India's chip ambitionPrime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography mach...16 May, 2026, 01.55 PM IST
- Viksit Bharat will be built on capability, not just cost advantage: Hemant Jhajhria of KPMG IndiaIndia is at a pivotal moment in global manufacturing. Micro, Small, and Medium Enterprises are key to this transformation. They must shift ...13 May, 2026, 01.32 PM IST
- India's R&D punches above its weight, but grant delays and red tape hold back researchersIndia is an innovation 'overperformer' but its research systems lag behind. Improving 'ease of doing R&D' is crucial. This requires faster ...11 May, 2026, 11.00 PM IST
- Google seriously considering manufacturing AI servers in India: Minister Ashwini VaishnawGoogle is seriously considering manufacturing AI servers in India, according to IT Minister Ashwini Vaishnaw, who noted HP has already begu...11 May, 2026, 01.17 PM IST
- Mythos: A challenge for the Indian banking systemClaude Mythos, a cutting-edge AI tool, has unearthed significant weaknesses in cybersecurity systems. In response, Indian authorities are s...09 May, 2026, 05.54 PM IST
- India's data centre capacity likely to surge nearly six‑fold to 10.5 GW by FY31India's data centre capacity is projected to grow nearly six-fold to 10.5 GW by FY2031, driven by AI adoption and data localization policie...02 May, 2026, 10.41 AM IST
- West Asia conflict may trigger $800 bn capex boost for India, but oil and fertiliser risks remain: Morgan StanleyThe ongoing conflict in West Asia could emerge as both a challenge and an opportunity for India, with global brokerage Morgan Stanley proje...01 May, 2026, 01.41 PM IST
- India finds $800 billion silver lining as conflict clouds gatherWith an eye on the future, India is set to welcome a massive $800 billion wave of capital investment over the upcoming five years. The curr...30 Apr, 2026, 04.16 PM IST
- Carrier Global to invest ₹863 cr in chiller making plant in Andhra PradeshCarrier Global will invest ₹863 crore to build a state-of-the-art chiller and cooling systems manufacturing facility at Sri City near Tirup...30 Apr, 2026, 08.31 AM IST
- For investors with long-term perspective: 5 mid-cap stocks from different sectors with upside potential of up to 30%Even before the US-Israel-Iran war began, there was a sort of readjustment taking place in the mid-cap segment – a kind of valuation readju...28 Apr, 2026, 11.46 AM IST
- India's wheat production resilient despite setbacks: Agri ministryIndia's wheat output for the 2025-26 crop year is stable. The agriculture ministry assures resilience despite unseasonal rains and hailstor...26 Apr, 2026, 02.52 PM IST
- Fuel price concerns drive EV demand, share in new car sales up at 5.1% in MarchIndian car buyers are shifting towards electric vehicles. Concerns over fuel availability and price hikes due to the West Asia conflict are...25 Apr, 2026, 08.38 AM IST
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