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BERNSTEIN ENERGY
India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...04 Jun, 2026, 02.46 PM IST- PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...03 Jun, 2026, 07.53 PM IST
- 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...02 Jun, 2026, 02.52 PM IST
- How China's electronics giant Huawei plans to take on its rivals with a chip design breakthroughChina's electronics giant Huawei is pioneering a new chip design approach. This method focuses on reducing signal transmission time instead...29 May, 2026, 01.33 PM IST
- Bernstein says Adani Group emerged stronger after short-seller episode and US developmentsAdani Group has emerged stronger following past challenges. A report highlights improved financials and continued infrastructure expansion....22 May, 2026, 05.25 PM IST
- Venugopal Garre flags structural weakness in capital flows, urges long-term reform pushExternal geopolitical factors are pressuring the rupee, not domestic economic mismanagement. This requires careful policy handling to avoid...21 May, 2026, 01.13 PM IST
- Is a deeper bond crash ahead? From Washington to Tokyo, governments are paying the highest borrowing costs in decades as global bond yields surge — why are investors dumping bonds?Global Bond Yields Spike to Multi-Decade Highs as Iran War Fuels Inflation Crisis: From Washington to Tokyo, governments are now paying the...18 May, 2026, 05.49 PM IST
- Global bonds battered as flaring inflation spooks investorsGlobal bond markets are experiencing significant interest rate hikes, driven by escalating energy prices from the Iran conflict and persist...16 May, 2026, 10.43 AM IST
- US stocks today: S&P 500, Nasdaq end lower as inflation, Iran tensions weighUS stocks closed lower as hotter-than-expected inflation and escalating US-Iran tensions weighed on sentiment. The S&P 500 and Nasdaq retre...13 May, 2026, 01.34 AM IST
- IndiGo, SpiceJet & other travel stocks plunge up to 7%. Two big reasons whyTravel stocks, including IndiGo, SpiceJet, ixigo, Toman Cook and Yatra Online, fell sharply after Prime Minister Narendra Modi urged citize...11 May, 2026, 12.16 PM IST
- From AI to subsidies: Bernstein’s candid open letter to PM Modi flags 8 critical fault linesGlobal brokerage Bernstein has cautioned India against becoming a mere user of future technology. The firm suggests that continued reliance...23 Apr, 2026, 11.22 AM IST
- Nifty target 26,000: Bernstein’s Venugopal Garre lists 6 sectors to buy amid Iran war ceasefireBrokerage Bernstein set a year-end target of 26,000 for the Nifty 50, with strategist Venugopal Garre saying the United States–Iran ceasefi...08 Apr, 2026, 11.20 AM IST
- Nifty can fall below 19,000 in worst case GFC-like scenario, warns Bernstein; rupee could breach 110/USDGlobal brokerage Bernstein warns the Iran conflict could trigger a "GFC moment" for India if prolonged, leading to elevated crude prices an...25 Mar, 2026, 02.48 PM IST
- Bernstein initiates 'underperform' rating on Waaree, Premier Energies on growth concerns; stocks drop 3%Waaree Energies' shares dropped by 3.3% to Rs 2,301.1 on the BSE, while Premier Energies declined by 2.9% to Rs 883.45 on Wednesday. Bernst...02 Apr, 2025, 01.52 PM IST
- Clean energy biz a new growth pillar for RIL, stock can rise 21%: BernsteinThe Wall Street research firm reiterated its bullish call on India's largest company by market value and expects its stock to deliver nearl...14 Jun, 2023, 05.59 AM IST
- RIL’s new energy business revenue set to hit $10 billion mark by 2030: BernsteinBernstein estimates revenue from Reliance Industries' clean energy vertical to hit $10bn by 2030, and sees potential for 60% of the overall...13 Jun, 2023, 08.12 PM IST
- Bernstein values RIL green biz at $36 bn, may add Rs 395 to stockAt present, most clean energy companies trade at 2-3 times price-to-sales. Based on Reliance's capex plans for clean energy, the business m...16 Jul, 2021, 01.05 PM IST
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