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WIDER CAPEX CYCLE
ET Prime Special Series: Multibagger or IBC - Part 59: Japan taught it. Tata bought it. Now EVs will test this auto ancillaryThis is a story about a company that is simultaneously an asset and an anomaly. An asset because it builds a tangible, necessary product, g...- Why a flexible asset allocation approach beats static exposure over the next 3 years: ICICI Pru AMC’s Ihab DalwaiIndian markets are trading high. Relying on one asset class is risky. A flexible asset allocation strategy is recommended for the next thre...
- Maruti's premium play turns 10: Did it truly build a brand or just a better showroom?Ten years after its launch, Maruti Suzuki's Nexa is at an inflection point, preparing for Nexa 2.0 to re-engage aspirational buyers. Despit...
- For investors with long-term perspective: 5 mid-cap stocks from different sectors with upside potential of up to 30%Even before the US-Israel-Iran war began, there was a sort of readjustment taking place in the mid-cap segment – a kind of valuation readju...
- ET Prime Special Series: Multibagger or Bankrupt - Part 53: All vehicles need this auto ancillary’s product, but its EV future is still taking shapeThis auto ancillary is not trying to be many things at once. It has stayed in one technical lane for years and built its business around a ...
- Global Market | Chip boom drives Korea’s historic export spike amid rising oil tensionsSouth Korea's exports surged an impressive 48.3% in March, driven by a massive boom in semiconductor demand fueling the global AI race. Whi...
- ET Prime Special Series: Multibagger or Bankrupt - Part 51: Can this auto ancillary also excel in EV-linked components?The story of this auto ancillary is one of steady scale-up, product concentration, and gradual strategic widening. A long operating history...
- India’s capex expansion: Will 2026 mark the next phase of industrial growth?FY26 presents a unique opportunity for India's economic growth, driven by converging demand and policy tailwinds. A broadening consumption ...
- Real interest rates need to climb before RBI's easing cycle beginsAhead of this week's scheduled review meeting of the Monetary Policy Committee, market watchers and investors are keen to know the timeline...
- Anand Shah is betting on 2 themes and is overweight in mid & smallcaps in flexicap portfolios; here's whyAnand Shah advises a long-term perspective, emphasizing selective stock picking amidst market volatility. Overweighting midcaps and smallca...
- Emerging big in a market near youIndia is set to replace Taiwan as the second most-weighted emerging market in the MSCI EM Index due to its cushioned effect on a global tra...
- Consumption pickup, capital far behind?Households continue to pull up bank lending as they buy houses, cars and consumer durables. But the pace of such credit-driven purchases co...
- Bank of Baroda plans to step up corporate loans as return ratios improveAfter shrinking for several years, corporate credit hit a seven-year high in May as India Inc firmed up capital expenditure plans. Demand f...
- Short-term risk management must not hurt macro stabilityThe report said headwinds from monetary tightening, seen globally, are a concern. "Depreciation risk to rupee, however, still remains as lo...
- Budget 2022: Multipliers in place to pull up India's growth rateIt is imperative for public spending to lead the way for a broad capex revival in the system for various reasons.
- Goldman Sachs’s Santanu Sengupta on pros and cons of Budget 2022“The borrowing estimate is a tad above market expectations and above consensus expectations as well.”
- Rapid vaccination, bridging health infrastructure gap key to recovery: Finance MinistryA rapid vaccination pace and quickly bridging the health infrastructure gap across rural and urban areas would be the most sustainable stim...
- Rapid vaccination pace, bridging health infra gap key to sustainable recovery: Finance MinistryResilient tax collections in the first two month of this fiscal along with a sustained momentum in capital expenditure (capex) signalled a ...
- There is a strong case for capex cycle revival, says Rahul Bhasin'.We will live with a slightly higher end of inflation and I do not think RBI would like to raise rates in a hurry.'
- Budget 2015: Credible revenue targets and push towards supply-side reforms are a boon, says Sankaran NarenBudget has increased service tax rates, marginally raised excise duties and corporate tax, while the income tax limits for individuals have...
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