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ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...- Meta in India doing what others can’t: Infrastructure head Santosh JanardhanMeta Platforms is set to build significant AI data centre capacity in India. The company is already working on a large data centre in Jamna...
- As new phones, cars get costlier, Indians turn to second-hand market in drovesConsumers are increasingly turning to used phones and cars as new vehicle prices climb. Refurbished smartphones now make up over a quarter ...
- Financials in a sweet spot, defence remains a structural bet: Dharmesh KantFinancial stocks are set to lead a market rally through June and July. Experts see banks and financial institutions benefiting from strong ...
- Nifty upside limited, but stock-specific opportunities remain: Pramod AmtheIndian equities face headwinds from inflation and monsoon uncertainty, yet opportunities exist. Pramod Amthe of InCred Capital highlights s...
- Nvidia's Jensen Huang pledges AI will boost manufacturing jobsThe factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that s...
- 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...
- India, Slovakia upgrade ties to comprehensive partnership; ink 11 pactsThe two leaders also agreed to work towards the "earliest" implementation of the India-European Union free trade agreement that is expected...
- Elon Musk's net worth crosses $980 billion as blockbuster SpaceX IPO price set at $135SpaceX's IPO has been priced at $135 per share, valuing the company at around $1.8 trillion and adding an estimated $188 billion to Elon Mu...
- India raises price cap on cancer drugs to tackle shortageIndia's drug price regulator has increased the ceiling prices of cancer drugs cisplatin and carboplatin by 50% to tackle shortages caused b...
- India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariffThe United States is proposing a 12.5% tariff on Indian imports. This action stems from an investigation into forced labor import prohibiti...
- 12 years of PM Modi: Bold reforms, decisive decisions and political turning pointsAfter 12 years at the helm, Prime Minister Narendra Modi reflects on a transformative journey filled with key reforms that have altered Ind...
- India's EV penetration crosses 11% for first time as auto retail sales hit record in MayIndia's auto sales reached a record in May, growing 9.55 percent. Electric vehicle penetration surpassed 11 percent for the first time. Dea...
- Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
- India Inc sails past fourth-quarter estimates, but oil shock clouds outlookIndian companies achieved better-than-expected profits in the March quarter. Domestic activity was strong, supported by tax cuts and easy m...
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
- Q4 earnings review: Motilal Oswal highlights broad-based beat on estimates, lists 6 sectors that exceeded expectationsMotilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong ...
- India, Oman trade pact to come into force from June 1; Check what's insideIndia and Oman's Comprehensive Economic Partnership Agreement, CEPA, begins on June 1. This pact offers Indian exports 100% duty-free acces...
- BJP government seeks Tata return to West Bengal's Singur as part of industrial revival pushWest Bengal BJP president Samik Bhattacharya stated the state government aims to bring the Tata Group back to Singur, viewing it as crucial...
- Accumulate quality stocks in current market phase: Deven ChokseyIndia's latest earnings season met market expectations, with Nifty 100 companies showing healthy profit growth despite challenges. Deven Ch...
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