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INDIA INVESTMENT BOOM
AI's biggest winners may be the engineers who don't write codeIndia's AI data-centre industry is witnessing explosive growth, leading to an unprecedented demand for mechanical and electrical engineers ...- Delhi EV policy's real challenge for automakers could come if other states follow: Morgan StanleyDelhi's ambitious EV Policy 2026 aims to accelerate clean mobility by phasing out internal combustion engine vehicles in select segments, w...
- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
- India, UAE groups ink pact for $11.5 billion Indian aluminium projectIndia's Adani Group and Abu Dhabi's International Holding Company are looking to invest $11.5 billion in a massive aluminum project in the ...
- India's premium has almost entirely disappeared now: Ben Powell, BlackRockBlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...
- US manufacturing activity eases in June; prices paid by factories remain elevatedUS manufacturing activity saw a slight dip in June, following a robust May. While expansion continues for the sixth month, the pace has mod...
- 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...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
- US stocks may be headed for a sharp correction, warns Andrew Freris amid AI spending boomMarket strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...
- Tata Communications announces strategic subsea cable investments between India and SingaporeTata Communications is significantly boosting its subsea cable network between India and Singapore, investing in new fiber capacity to enha...
- Stocks in news: Bajaj Auto, ZEE, BPCL, HDFC Bank, HUL, Tata Motors CVIndian markets saw a subdued trading session on Monday, with key indices declining due to mixed global signals and profit-taking. Several p...
- BPCL to buy 40% stake in Shell, Tiki Tar venture to expand value-added bitumen businessBharat Petroleum Corporation Ltd. is acquiring a 40% stake in Tiki Tar and Shell India for Rs 85 crore, marking its significant entry into ...
- Zerodha now wants to enter investment banking space, seeks Sebi nodZerodha has applied to SEBI for a Category I merchant banking licence, signalling its entry into investment banking. The move aligns with I...
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Where are the unicorns of 2021In 2021, India witnessed a surge of 39 startups achieving unicorn status. Following a period of easy funding, these companies, including Cr...
- China industrial profits stay resilient as economy leans on factories, exportsChina's industrial profits saw a double-digit rise in May, though at a slower pace, underscoring the economy's reliance on factories and ex...
- Cummins India to invest more in green techCummins India is aggressively investing in electric, fuel blending, and hydrogen technologies to secure growth beyond 2030 and counter risi...
- Entire political science of data doctoring: Congress slams govt on rural wage figuresThe Congress party has accused the Modi government of artificially inflating rural wage growth figures. According to Congress general secre...
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