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PRIVATE CAPEX TRACTION
ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...- 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...
- 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 ...
- ETMarkets AIF Talk| Returns with liquidity: How Vivriti's semi-liquid debt fund is redefining private credit investing, says Priyam KediaVivriti's Short Term Debt Fund offers private credit-like returns with periodic liquidity, resonating with investors. India's private credi...
- ET Alpha Wealth Summit: Mapping the road to India’s next growth waveIndia's strong economic growth faces scrutiny as global conditions remain uncertain. The ET Alpha Wealth Summit on June 4 in Mumbai will fe...
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- $100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
- ET Prime Special Series: Multibagger or Bankrupt - Part 56: An acquisition, a divestment, and a JV for EV. Ready for re-rating?Bulls argue this company is becoming a complete mobility-platform supplier in India: Power solutions and aftermarket, braking and safety. B...
- Adani Energy Solutions surges 63% in 3 months fueled by seasonality, outlook. But why brokerages are cautious?With the onset of summer, shares of Adani Energy Solutions have attracted strong investor interest, rallying over 63% in just three months....
- ETMarkets Smart Talk | Financials, industrials, healthcare top picks for FY27: Nimesh ChandanDespite geopolitical tensions and rising oil prices, Nimesh Chandan of Bajaj Finserv AMC believes India's structural economic story remains...
- Is the RBI fighting the wrong battle? Why rate hikes may not solve India’s current inflation problemRising oil prices due to the West Asia conflict have lifted inflation expectations, but underlying demand in India remains weak. Despite ma...
- Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha KhemkaIndia's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrast...
- Siemens sounds alarm: Capital goods stocks plunge amid capex concernsCapital goods stocks stumbled on Friday, led by Siemens' 10% drop, after the company reported a lack of significant private capital expendi...
- Manufacturing and urban demand may fire up FY25 GDPEconomists are optimistic about India's economy, forecasting a 7% growth in FY25 driven by improved manufacturing, farm activity, and robus...
- Morgan Stanley raises India's GDP growth expectation for FY25 to 6.8%The forecast for FY24 GDP stood at 7.9 per cent. "We expect GDP growth to track at around 7 per cent in QE Mar-24 with GVA growth of 6.3 pe...
- Polycab shares drop 4% after reports of income tax raidsPolycab is India's largest company in the cables and wires sector with a market share of 15% in the organised category. The stock, which ha...
- Expect about 4.6% GDP growth for December quarter: Upasana Chachra, Morgan Stanley“The normalisation in livelihoods or the labour market will have an impact on rural demand. There would be some lag, and therefore we have ...
- GDP growth likely to be tad higher at 7.5% in FY20, says India Ratings and ResearchInd-Ra, a Fitch Group company, expects gross domestic product (GDP) growth to be a "tad higher" at 7.5 per cent in fiscal 2019-20.
- Corporate captains to draw up capex plans only after 2019 poll outcome: Harish Krishnan, Kotak Mutual FundThings seem to be going good on track as far as corporate earnings are concerned.
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