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ELARA GLOBAL RESEARCH
Global funds revisit Indian stocks as oil, rupee risks recedeGlobal fund managers are reconsidering their exit from Indian stocks as falling oil prices and rupee stabilization ease key investment conc...- Auto ancillary sector revenue grew 12.5% in FY26 on volume gains and improved product mix: ReportIndian auto ancillaries witnessed robust revenue growth of 12.5% in FY26, driven by strong volumes and a better product mix. While EBITDA a...
- ET Alpha Wealth Summit | India's growth story is real, but 6.5% won't make us Viksit Bharat, warns Garima Kapoor, Elara SecuritiesIndia's current 6.5% growth is comfortable but insufficient for its 2047 aspirations, requiring 7.5-8% growth. A lack of corporate investme...
- ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
- ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
- CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
- Odd timing of FIFA matches may keep bars, restaurants from joining partyIndian sports bars and restaurants anticipate lower customer numbers for the 2026 FIFA World Cup. Unfavorable match timings, with late-nigh...
- The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
- ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discu...
- ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creationThe ET Alpha Wealth Summit 2026, hosted by The Economic Times on 4th June in Mumbai, is an exclusive, closed-door event where India’s top i...
- PSU bank stocks vs private banks in FY27: The valuation trap you need to avoidPSU banks achieved historic profit and NPA lows in FY26, yet analysts favor leading private banks for FY27. This shift is driven by superio...
- 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...
- Adani turning back the clock: How two group stocks created Rs 1.3 lakh crore wealth in a lopsided Nifty yearAdani Enterprises and Adani Ports have generated over Rs 1.3 lakh crore in investor wealth this year. These two Adani Group stocks have sig...
- A Rs 3 hike makes India’s inflation battle somewhat harderIndian Oil Marketing Companies have increased petrol and diesel prices by Rs 3 per litre each, and CNG by Rs 2/kg, following daily losses o...
- How Tata & Bajaj group's recent IPOs erased nearly 50% investor wealthTwo prominent IPOs from Tata Technologies and Bajaj Housing Finance have seen significant investor wealth erosion, losing nearly 50% from t...
- Rupee could hit 84-85/USD by March on trade deficit, oil woes -Elara GlobalRising oil prices added to the challenges. Brent crude jumped more than 11% last week after the OPEC+ announced its largest supply cut sinc...
- Avoid airline stocks as volatility to continue: Harendra Kumar"...volatility in airline space will continue for some period of time and we do not see stable earnings and so do the investors."
- Stay neutral to negative on auto and banking stocks: Harendra Kumar, Elara CapitalThis is the first leg and the tightening would remain at least for the next couple of quarters.
- Bullish on the second half of the financial year: Harendra Kumar, Head of Institution Broking & Global Research, Elara CapitalOur sense is that the second half is likely to be much better than what we saw in the first quarter of this calendar year.
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