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FIVE POINT CONSENSUS
At China’s big import fair, sellers try to crack a tough marketAt the China International Import Expo in Shanghai, a plethora of international firms exhibited their products tailored for the growing Chi...
How intelligent commerce is shaping the next frontier of merchant paymentsFor a decade, the task in India’s merchant payments was to get every shop and website to accept digital money. The value, leaders argued, a...
Up to 12,000% growth! 181 companies more than doubled profits in Q2 earnings boom for India IncIndia Inc witnessed a strong earnings recovery in Q2 FY27, with 181 companies more than doubling their net profits year-on-year, according ...
Time to be contrarian? Are analysts behind the curve? 5 stocks from two segments of the oil and gas spaceThe tensions that drove oil higher are still lurking under the surface. A single statement, or a single strike, and they can surface again ...
HSBC upgrades India, downgrades China. Here are the sectors it likes nowHSBC has upgraded Indian equities to overweight and downgraded mainland China to neutral, citing improved valuations, stronger credit growt...
In Noel's crosshairs, Chandra and Mehli reconnect at Tata HQTata Sons chairman N Chandrasekaran met Mehli Mistry at Bombay House last week in a move aimed at rebuilding trust after more than a year o...
Is the AI boom losing steam? Global economy faces growing risksGlobal financial markets face mounting pressure from geopolitical conflicts, rising government debt and trade tensions, raising concerns ab...
- Global markets were already fragile. Big AI bets could break them
Investors flocked to bonds. Yields, which move inversely to price, fell from multidecade highs, with the benchmark 10-year Treasury, which ...
Ferrari accelerates India push as 'market of the future', targets younger buyers while guarding exclusivityBenedetto Vigna, CEO of Ferrari, who has been driving around Indian roads, talks about the need to be closer to the clients, how their Indi...
Q2 earnings upgrades hold above 50%, says Jefferies. Is the profit cycle turning?India’s Q2 FY27 earnings show signs of resilience, with Jefferies reporting that 50% of the 105 companies it tracks received FY27 earnings ...
Inducting new permanent members in UNSC without veto powers would perpetuate existing inequalities: IndiaIndia has expressed its opposition to the proposed expansion of the UN Security Council. The country’s representative highlighted that perm...
TCS, Infosys, other IT stocks drop up to 3% as Anthropic IPO sparks rally in global AI stocksIndian IT stocks fell amid reports that Anthropic, the maker of Claude, is preparing for an IPO that could value it at around $1.5 trillion...
Nifty's PEG ratio near 10-year low but why don't stocks look cheap yet? Valuation paradox explainedNifty’s PEG ratio approaches a decade low, suggesting an enticing potential for valuation and earnings growth. The substantial drop in the ...
₹4 lakh crore rally, ₹6,500 crore FII buying: Are IT stocks finally making a comeback?Indian IT stocks experienced a notable market value recovery of approximately ₹3.87 lakh crore in October. Foreign investors invested aroun...
Bajaj Finance shares fall 3% after Q2 results. What Jefferies, Nomura, other brokerages now expect?Bajaj Finance shares dropped on Wednesday after the NBFC reported a 29% year-on-year rise in Q2FY27 net profit to Rs 6,367 crore. Nomura an...
Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...
Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...