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ELECTRICITY TRANSMISSION EXPANSION
Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...11 Jun, 2026, 11.59 AM IST- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...09 Jun, 2026, 07.40 PM IST
- India turns to nuclear power as Gulf risks riseIndia is boosting its energy security. Investments are growing in solar, wind, and nuclear power. Recent geopolitical events highlight nucl...09 Jun, 2026, 08.35 AM IST
- Make in India efforts showing results as import dependence falls in key sectors despite global shocks: Bank of BarodaIndia's manufacturing sector is becoming more self-reliant. Import dependence is falling in electricals, chemicals, and capital goods. This...06 Jun, 2026, 04.43 PM IST
- Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...06 Jun, 2026, 12.56 PM IST
- Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...05 Jun, 2026, 10.58 AM IST
- Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating ...04 Jun, 2026, 03.17 PM IST
- Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed...04 Jun, 2026, 02.15 PM IST
- Adani Group cos post record $16 bn capex, all-time high EBITDA of Rs 94,834 cr in FY26Adani Group companies achieved a record capital expenditure of Rs 1.53 lakh crore and an all-time high EBITDA of Rs 94,834 crore in FY26, f...02 Jun, 2026, 03.43 PM IST
- Centre targets nearly 300 GW power generation capacity by next year: Manohar Lal KhattarIndia is boosting its power generation capacity, focusing on nuclear energy. The nation aims to reach nearly 300 GW next year. Nuclear powe...31 May, 2026, 09.51 PM IST
- India faces test of oil, inflation and monsoon risks despite economic resilience, FinMin report showsIndia's economy shows cautious resilience. Domestic strengths support the outlook despite global challenges. Manufacturing and services are...30 May, 2026, 12.51 PM IST
- India’s solar crisis has been failure of planning, coordination and infrastructure: Swaminathan AiyarIndia’s rapid solar expansion is creating an unusual crisis where electricity prices on the Indian Energy Exchange briefly fell to zero in ...27 May, 2026, 11.06 PM IST
- Electrification, renewable energy and data centres growth drivers: HitachiHitachi Energy India is set to inject Rs 2,000 crore into expanding its manufacturing capabilities, driven by the surging demand for power ...27 May, 2026, 05.18 PM IST
- India's power transmission infra set for Rs 9 trillion upgrade as renewable push accelerates: ReportIndia is set for a massive power transmission investment of nearly Rs 9 trillion by 2032, according to a Kotak Neo report. This will suppor...25 May, 2026, 02.52 PM IST
- Sentiment is broken, fundamentals are not. PL Asset Management CIO says now is the time to buyIndian equity investors, frustrated by stagnant returns, are urged by Sandeep Neema of PL Asset Management to distinguish weak sentiment fr...25 May, 2026, 09.00 AM IST
- Why future of India's energy security depends on building smarter gridsIndia's power demand is soaring, highlighting the need for smarter electricity grids. These intelligent systems will manage renewable energ...21 May, 2026, 12.03 AM IST
- Adani Power vs. Green vs. Energy: Why mutual funds are betting billions on this electrification trioIndian mutual funds are significantly increasing their stakes in Adani Power, Adani Green Energy, and Adani Energy Solutions. This strategi...15 May, 2026, 08.57 AM IST
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