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IMPORT SUBSTITUTION OPPORTUNITY
Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
CII president R Mukundan projects 7% growth for India, seeks GST Council-like body to drive reformsIndia's economy is projected to grow around 7% this fiscal year, with most businesses finding growth avenues despite global cost pressures....
No Nifty returns in 2 years? Axis AMC’s Shreyash Devalkar reveals where he's investing nowDespite muted index returns and significant FII outflows, the Indian equity market's underlying economy shows resilience with healthy earni...
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...
ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...
Yesterday's man? Ronaldo does little to shake the perceptionCristiano Ronaldo's missed chances in Portugal's draw against DR Congo fuel debate about his current form. Coach Roberto Martinez defended ...
Colombian Saying of the Day: “The lovers who argue are often the ones who love each other most” — Life lessons on conflict, understanding, forgiveness, communication and lasting relationshipsColombian saying of the day “The lovers who argue are often the ones who love each other most” explores how conflict and affection can coex...
US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materialsAmerica is investing heavily in its chip industry. The US government has given a massive $500 million to SandboxAQ. This company will devel...
Loneliest people in the world are not the elderly sitting alone at home; according to a survey across 142 countries, they are adults in their 20sA global survey spanning 142 countries found that nearly one in four people reported feeling very or fairly lonely. But the most unexpected...
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
Who is Sarpreet Singh, the Indian-origin footballer representing New Zealand at the 2026 FIFA World Cup?New Zealand's Sarpreet Singh, of Indian heritage, will play in the 2026 FIFA World Cup. He is the first Sikh footballer at the tournament. ...
Ethanol transition can shift to "Transport Energy Backbone" to shield India from oil shocks: KPMGIndia's ethanol use is evolving beyond simple blending. It is set to become a key transport energy source. This will help manage fluctuatin...
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
Free trade pacts to boost furniture exports, domestic manufacturing: IndustryIndia's furniture sector is set for a major boost. New free trade agreements will open up export markets and encourage investment. Domestic...
ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
World Cup 2026 Messi vs Ronaldo memes: The GOAT debate, the farewell, and one last fight for gloryWorld Cup 2026 Messi Vs Ronaldo Memes: The final chapter of a legendary sports rivalry is currently unfolding across North America. As the ...
Quote of the day by Warren Buffett: "As bandwagon investors join any party, they create their own truth, for a while"Warren Buffett’s quote highlights how herd behaviour can create temporary market realities detached from fundamentals. As investors chase t...
Russian Proverb Of The Day: ‘Visiting is good, but home…’ Deep words on value and importance of a homePeople often miss home even when enjoying new experiences. A Russian proverb, 'Visiting is good, but home is better,' emphasizes the unique...
Arabic proverb of the day: 'Trust in God, but tie your camel' - powerful lesson about balancing faith with personal responsibilityThe ancient Arabic proverb, "Trust in God, but tie your camel," emphasizes the crucial balance between faith and personal responsibility. I...
Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...