The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
08 Jun, 2026, 09.43 AM IST
Infosys, OFSS, TechM, other IT stocks gain up to 3% despite weak market sentiment. Here's whyIT stocks such as Infosys and Oracle Financial Services Software gained, while LTIMindtree, Coforge, Tech Mahindra, Mphasis and Persistent ...
18 May, 2026, 12.22 PM IST
Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
18 May, 2026, 07.11 AM IST
Infosys, TCS and other IT stocks slide for third straight session as AI worries mountIndian IT stocks extended their decline for a fourth straight session as investors trimmed exposure amid weak growth visibility, muted clie...
14 May, 2026, 04.08 PM IST
China's April producer inflation at 45-month peak on energy price shockChina's producer prices surged 2.8% year-on-year in April, reaching a 45-month high driven by gains in commodity sectors like non-ferrous m...
11 May, 2026, 07.40 AM IST
Midcaps outperform Nifty, smallcap stocks in Q4, deliver 29% earnings growth: Motilal OswalMidcap companies emerged as the strongest performers in the March quarter earnings season, with profit growth outpacing both largecaps and ...
08 May, 2026, 02.49 PM IST
Digital platforms, autos, and a shifting consumption story: Ashi Anand maps the market’s next phaseIndia's equity markets are seeing a leadership shift, with digital platforms and select auto segments driving growth. Ashi Anand of IME Cap...
06 May, 2026, 10.53 AM IST
Largecap IT stocks as a value play? BNP Paribas’ Kumar Rakesh issues a reality checkBNP Paribas analyst Kumar Rakesh cautions that weak FY27 guidance, AI-led disruption, and stalled client spending challenge the IT sector’s...
02 May, 2026, 02.32 PM IST
Market remains stock-specific as earnings divergence widens across sectors: Dharmesh KantMarket expert Dharmesh Kant highlighted strong numbers for Bajaj Finance, though macro headwinds may impact near-term performance. He expre...
30 Apr, 2026, 01.05 PM IST
China's factory activity expands more as Iran war risks mountChina's factories saw growth for a second month in April. Exporters are shipping goods early, fearing higher costs from the Iran conflict. ...
30 Apr, 2026, 09.59 AM IST
India’s power market entering a storage-led transformation phase: Apoorva BahadurIndia's electricity system faces a critical juncture as soaring summer demand outstrips generation flexibility. While renewables meet dayti...
28 Apr, 2026, 01.59 PM IST
Before Mythos goes public, Indian IT also wants accessAI firm Anthropic is in talks with governments worldwide, including India, about safeguarding critical infrastructure. This is ahead of the...
27 Apr, 2026, 06.41 PM IST
BYD car discounts show China’s EV price war is getting worseChina's car market faces fierce price competition. BYD and rivals are increasing discounts despite government calls to stop. This intense r...
24 Apr, 2026, 12.01 PM IST
HCL Tech flags weak Q4, bets big on AI to drive next phase of growthHCL Technologies faced a slower fourth quarter than anticipated. Weakness in its software business and certain service areas impacted resul...
22 Apr, 2026, 05.45 PM IST
China's deflationary pressures persist as trade gloom worsensThe world's second-largest economy has gotten off to a bumpy start this year. A nascent pick-up in retail sales and robust expansion in fac...
10 Apr, 2025, 10.20 AM IST
China's exports rise 2.3% in December amid uneven recovery, trade with US declinesChina's exports and imports grew slightly in December, despite deflationary pressures, according to official data. Exports rose by 2.3% to ...
12 Jan, 2024, 10.28 AM IST
China's August consumer prices edge higher, factory prices fallThe consumer price index (CPI) rose 0.1% in August from a year earlier, the National Bureau of Statistics said, slower than the median esti...
09 Sep, 2023, 10.07 AM IST