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Railways showed the way. What should India electrify next?If railway electrification was one of the defining infrastructure decisions of the twentieth century, the electrification and redesign of I...- ET Prime Special Series: Multibagger or IBC - Part 59: Japan taught it. Tata bought it. Now EVs will test this auto ancillaryThis is a story about a company that is simultaneously an asset and an anomaly. An asset because it builds a tangible, necessary product, g...
- ET Prime Special Series: Multibagger or IBC - Part 60: This auto ancillary built its empire on one family. Can it survive the EV test?It began life making bicycle parts in Gujarat, the changed its name and business. That created scale, stability, and growth. A single custo...
- ET Prime Special Series: Multibagger or IBC - Part 62: This quiet auto ancillary now earns in 3 months what it once earned in a yearThe stock has multiplied many times over in just a few years, the order book has never been bigger, and the value packed into every vehicle...
- Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...
- India readies Rs 12,000 crore push for local battery component manufacturingIndia is set to launch a new incentive scheme to boost local manufacturing of advanced cell battery components. This initiative aims to red...
- Are the EU and China heading for a trade war?Europe's trade gap with China is widening. This is leading to protective measures on items like electric vehicles and e-commerce. Leaders a...
- NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
- China Shock 2.0: Surging Chinese exports threaten Europe's economy, raising concern at G7 summitEight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus b...
- GST@9: Building a more seamless, certainty-driven input tax credit frameworkA more balanced and predictable approach can help safeguard revenue, reduce disputes, enhance taxpayer confidence, and create a more effici...
- Forget the DOJ. For a Trump pardon, call "Bobby" and other influencersPresident Donald Trump's pardon system has shifted dramatically. Influence now hinges on personal networks and narratives of victimhood, by...
- Buy, Sell or Hold: Elara Capital initiates buy on Bharti Airtel; Goldman Sachs has buy rating on IndigoBrokerages remained positive on select telecom, aviation and banking largecaps despite near-term macro uncertainties. Elara Capital initiat...
- Cabinet approves Rs 10,000 crore fund to cap jet fuel prices; clears Rs 24,249 crore highway projectsAviation Turbine Fuel prices will be capped by state-run oil companies. The government has approved a ₹10,000 crore support scheme. This ai...
- India eyes fiscal support for domestic EV battery supply chainIndia is planning new incentives to boost local production of battery components. This move aims to reduce import dependence for electric v...
- Hindalco sees 5% rise in raw material costs, stays confident on key customersHindalco anticipates a 5% rise in raw material costs. The company is confident in keeping clients like Ford Motor Company. Subsidiary Novel...
- Why India’s next real estate cycle could be driven by retail investors and REITs, Sandipan Roy explainsIn an interaction with Sandipan Roy, Chief Investment Officer (CIO), at Motilal Oswal Private Wealth, he explains why India’s next real est...
- Fuel price hikes, West Asia tensions push Indian businesses towards EV transitionRising crude oil prices are pushing India towards electric vehicles. Businesses are seeking stable operational costs. This shift is driven ...
- Top-level rejig hits mid-cap ITs; Fintechs wary of RBI wallet rulesHappy Thursday! Mid-sized IT firms are realigning leadership teams as AI-driven changes force a rethink. This and more in today's ETtech Mo...
- China green tech firms target new consumers hit by Iran war energy shockCompanies like Jinko Solar, Chery Automobile, and BYD are seeing surging demand for EVs, batteries, and solar panels in markets seeking alt...
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