'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...
03 Jun, 2026, 05.19 PM IST
Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...
01 Jun, 2026, 12.25 PM IST
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...
28 May, 2026, 10.58 AM 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
Competition heats up in India’s smartphone manufacturing sector as PLI winds downIndia's Android smartphone manufacturing is heating up. As a key government scheme concludes, companies are competing fiercely on price. Br...
26 May, 2026, 12.17 AM IST
IT sector a contrarian opportunity at current valuations: Aditya ShahAditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst glo...
22 May, 2026, 10.39 AM IST
Execution and balance sheet strength will decide EMS sector winners: Praveen SahayInvestors are now prioritizing financial discipline in the electronics manufacturing services sector. Companies are expanding and investing...
20 May, 2026, 02.34 PM IST
India markets outlook: Varun Goel sees opportunity in 4 sectors amid geopolitical tensionsIndian equity markets are in a rangebound phase, presenting opportunities for investors. Strong macroeconomic fundamentals support a positi...
20 May, 2026, 10.00 AM IST
FMCG recovery real but modest, banking margins face pressure, power sector demand unstoppable: Anand TandonIndia's earnings season reveals a steady, albeit unspectacular, recovery. FMCG sees rural demand lift, but growth remains modest. PSU banks...
08 May, 2026, 10.50 AM IST
Tata Electronics aims to be $30 billion business with fab play: CEO & MD Randhir ThakurTata Electronics is rapidly expanding its semiconductor and electronics manufacturing operations. The company has achieved significant reve...
04 May, 2026, 09.31 AM IST
Mittal family set to own 75% of Rajasthan Royals in $1.65 billion dealThe Mittal Family and Adar Poonawalla are set to acquire a controlling stake in the Rajasthan Royals IPL franchise. The deal values the tea...
03 May, 2026, 03.24 PM IST
Crude shock temporary; pharma and EMS are the real bets: Abhay AgarwalGeopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spi...
30 Apr, 2026, 09.36 AM IST
ET Prime Special Series: Multibagger or Bankrupt - Part 56: An acquisition, a divestment, and a JV for EV. Ready for re-rating?Bulls argue this company is becoming a complete mobility-platform supplier in India: Power solutions and aftermarket, braking and safety. B...
29 Apr, 2026, 09.24 PM IST
One in four smartphones made in India comes from homegrown manufacturers as exports power growthIndian companies are now making over a quarter of smartphones sold in the country. Dixon Technologies leads this surge, becoming India's la...
25 Apr, 2026, 10.51 AM IST
LPG crisis sours India's AC industry; production costs jump, Nuvama saysLPG crisis: Indian air conditioner makers face a critical production challenge. A shortage of Liquefied Petroleum Gas is disrupting manufac...
25 Mar, 2026, 11.29 AM IST
Asus in talks with Indian EMS players to start local laptop manufacturing“Like other brands/ companies we will need to work with the EMS players to leverage the PLI scheme. We are working with our EMS to align wi...
01 Nov, 2021, 04.14 PM IST
Dixon forays into ICT hardware; set to open factory in southern IndiaThe home-grown electronics manufacturing services (EMS) player, which already produces smart TVs, LED lighting, washing machines and mobile...
24 Dec, 2020, 02.58 PM IST