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INDIAN CORPORATE CAPEX TRENDS
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...- Private capex confidence still catching up as uncertainty clouds investment decisionsCompanies are deferring investments due to uncertain demand and volatile commodity prices. Large capital projects require confidence in fut...
- SKF India among 5 stocks flashing bullish signals, indicating possible uptrendFive stocks with market caps above Rs 10,000 crore gained over 4% and triggered StockEdge’s White Marubozu bullish scanner, signaling stron...
- ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
- Tube Investments among 5 stocks showing bullish RSI upswingOn August 18, five Nifty500 stocks that gained over 3% were identified using the RSI Trending Up scan, based on data from StockEdge.com. An...
- Rupee, price tailwinds for Indian exporters may fade in H2FY27: NuvamaIndian exporters may see revenue tailwinds from rupee depreciation fade soon. Elevated prices and currency depreciation supported export gr...
- Sebi to soon float consultation paper on distribution framework for corporate bondsSebi is preparing to unveil a consultation paper focused on the distribution of corporate bonds. This initiative aims to refine the framewo...
- Axis Bank expands corporate play beyond loans, shuns price warAxis Bank is broadening its corporate banking services beyond just lending. The lender targets fee income and low-cost deposits from corpor...
- Rupee slide chips away at ISM outlayA weak rupee is causing what analysts and industry insiders estimate to be a “net double-digit cost overrun” for businesses relying on impo...
- Aegis Logistics in talks to acquire UAE’s Tristar for $1.5 billionAegis Logistics is in advanced discussions to acquire Tristar for $1.5 billion. This consolidation could be one of the industry's largest e...
- India Inc clocks strongest revenue growth in 9 quarters; margins squeezed by rising costsIn the June quarter, Indian companies celebrated remarkable revenue growth, reaching a nine-quarter high. Despite this, profits grew by onl...
- ETMarkets Smart Talk | Dhawal Dalal’s fixed-income playbook: Stagger bond bets, favour AAA debtWhile the near-term rate outlook remains uncertain amid global inflation and energy price risks, the fixed-income landscape continues to of...
- Equity investments should give about 15% annual returns over next 5 years: Raamdeo AgrawalAccording to Raamdeo Agrawal of Motilal Oswal, Indian equities may yield a promising fifteen percent annual return over the upcoming five y...
- Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...
- ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex playsAxis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
- Sensex falls 71 points, Nifty closes below 24,400; broader markets underperform. What lies ahead?The Indian stock market ended lower on Friday as Sensex dropped 71 points and Nifty closed at 24,366. Broader midcap and smallcap indices u...
- ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
- Vodafone Idea engaged with SBI-led consortium for debt funding: CEOThe telecom operator Vodafone Idea is in the process of raising capital from a mix of public sector and private lenders, showcasing signifi...
- Has Dalal Street's near term outlook improved? HSBC lists 4 headwinds, 3 tailwinds to watch out forHSBC Mutual Fund remains constructive on Indian equities, citing improving earnings, private capex, policy support and potential trade deal...
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