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INDIA PUBLIC CAPEX GROWTH
Telecom tower companies eye 5–6% tenancy growth on network pushTelecom tower companies anticipate strong tenancy growth of five to six percent in the coming two fiscal years. This surge is fueled by tel...
BRND.ME converts into public company, eyes IPO in 12-18 monthsBRND.ME, formerly Mensa Brands, has converted into a public company after shifting its corporate base to India. The consumer brands platfor...
Blue Dart Aviation to expand cargo operations across five emerging Indian hubs, targets high-value cargoBlue Dart Aviation is gearing up to enhance its air cargo operations by launching services in five new industrial hotspots over the next fi...
Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons whyPolycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited marke...
Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...
How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
No runaway rally likely; markets to trade in broad range: Sameer DalalEquity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon r...
India's telecom ARPU to grow 7% CAGR through FY29; narrowing tariff gap with global markets: ReportIndia's telecom sector is set for a multi-year growth phase. Average Revenue Per User (ARPU) is projected to grow at 7% annually from FY26 ...
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
Sebi plans buyback via SEs again, easier MF borrowing rulesSebi is set to overhaul buyback rules, potentially reintroducing stock exchange routes and easing merchant banker requirements. Mutual fund...
Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocksMonarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...
Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
India's FTAs set stage for $1 trillion export target: ReportIndia's new generation of Free Trade Agreements can act as a catalyst for manufacturing expansion, private capex revival and supply-chain i...
ET Alpha Wealth Summit | India's growth story is real, but 6.5% won't make us Viksit Bharat, warns Garima Kapoor, Elara SecuritiesIndia's current 6.5% growth is comfortable but insufficient for its 2047 aspirations, requiring 7.5-8% growth. A lack of corporate investme...
ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
Eight public sector banks add 13,223 employees in FY26; SBI leads hiring spreeEight public sector banks, including SBI, collectively added 13,223 employees in FY26, boosting their total workforce to over 6.28 lakh. St...
India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...
Global AI debt issuance to top $500 billion in 2026: Morgan StanleyTech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...
CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
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 ...