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INDIA CEMENT CONSUMPTION
Reliance Jio Telecom Business: Ambanis bet on 5G, AI and broadband in five-point blueprint for Jio's next chapterReliance Jio remains India's telecom leader with aggressive 5G expansion, growing subscriber numbers, and new digital services featured pro...
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
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...
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
No AC, no air cooler, only 7000 kulhads: Haryana man’s unique rooftop technique keeps his home naturally cool even in scorching summer heatAn architect from Haryana has devised an innovative cooling system for his home. He used 7000 kulhads, traditional Indian clay cups, to bui...
Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
From inputs to retail, a monster rages through: As supply-side inflation pressures build, the implications for monetary policyIndia's inflation is shifting from producers to consumers, driven by cost-push factors like rising global commodity and energy prices. This...
Higher petrol, diesel prices threaten to rekindle inflation pressures: ReportFuel prices are rising in India. This will increase transport and manufacturing costs. These higher costs will likely lead to more inflatio...
India Inc sails past fourth-quarter estimates, but oil shock clouds outlookIndian companies achieved better-than-expected profits in the March quarter. Domestic activity was strong, supported by tax cuts and easy m...
Nifty at 25,900 by March 2027? Nomura cites key catalysts to watch out forIndian stocks have seen a sharp fall. Nomura predicts the Nifty will climb almost 11% to reach 25,900 by March 2027. This optimism stems fr...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 26%Another down day, and another week where the market started with a cut. There is, at this juncture, no point in guessing what will happen t...
Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
Elevated energy prices to weigh on near-term credit conditions of Indian cos: Moody'sIndian companies face near-term credit challenges due to high energy prices. Geopolitical risks and trade developments also shape the corpo...
Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
Story TV launches 'Story TV Dailies': India’s first microdrama serials with daily episodesStory TV has launched Story TV Dailies, a groundbreaking serialised microdrama format. This new offering brings daily episodic drops in a v...
Next bullet train at 350 kmph: Railway Minister Ashwini VaishnawIndia's next bullet train will reach speeds of 350 kmph. Design work starts in six months. Indian Railways will also boost domestic cargo m...
Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....
India Inc's earnings growth to slow down in next 12-18 months, warns Moody’s Ratings. Here’s whyMoody’s Ratings warns that India’s corporate earnings growth may slow over the next 12–18 months due to rising input costs, rupee depreciat...