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CAPEX CYCLE REVIVAL
Vedanta Aluminium vs Power vs Oil & Gas vs Iron & Steel: Which stock should you buy?Four Vedanta Group companies debuted on the market, with aluminium, iron & steel, and oil & gas shares tumbling while power stocks rose. An...- Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
- India's FTAs set stage for $1 trillion export target: ReportIndia's new generation of Free Trade Agreements can act as a catalyst for manufacturing expansion, private capex revival and supply-chain i...
- Eight public sector banks add 13,223 employees in FY26; SBI leads hiring spreeEight public sector banks, including SBI, collectively added 13,223 employees in FY26, boosting their total workforce to over 6.28 lakh. St...
- 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...
- Pvt sector reposing faith in economy, capex cycle showing signs of revival: Punjab National Bank CMD Ashok ChandraPrivate sector investment is reviving. Companies are borrowing more for expansion and infrastructure. Punjab National Bank (PNB) sanctioned...
- Rising bond yields and inflation remain key risks for markets: Candace BrowningGlobal investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate p...
- Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
- ET Alpha Wealth Summit: Rethinking risk, cycles and India’s growth storyIndia's top wealth minds, HNIs, and family offices will convene at the ET Alpha Wealth Summit to dissect capital market forces and investme...
- Forget fake invoices. The real risk is the assumptions made in the balance sheet to hide lossesMost accounting risks make noise. The biggest one on the Indian balance sheet doesn't. It hides inside growth assumptions, discount rates, ...
- FIIs won't return to Indian markets in a hurry; only 3 triggers may bring them back: Amar K AmbaniForeign institutional investors (FIIs) are unlikely to return to Indian equities soon due to structural and cyclical forces, including mode...
- Oil market enters tight supply phase after years of underinvestment: Nikhil BhandariGlobal energy markets are entering a structurally tighter phase due to years of underinvestment in crude oil and refining. While renewables...
- Election impact! 6 West Bengal-linked stocks that can benefit from new BJP governmentThe BJP's decisive win in West Bengal signals a potential economic revival, with investors eyeing stocks poised to benefit from pro-growth ...
- Private capex surges 67% to ₹7.7 lakh crore: CIIIndia's private investment has seen a significant jump. This signals a strong revival in the country's investment cycle. Industry leaders a...
- India's private capex jumps 67% to Rs 7.7 lakh crore in Sept 2025: CII unveils 5-point action planIndia's private capital expenditure has seen a significant jump. This indicates a strong revival in the country's investment cycle. Manufac...
- Adani Group unveils sweeping overhaul to accelerate decisions and power next growth phaseAdani Group is streamlining its operations with a new three-layer structure. This move aims to accelerate decision-making and improve execu...
- India must identify key chokepoints, mitigate both supply & price risks: EAC-PM Chairman S Mahendra DevThe unrest in West Asia highlights India's urgent need for improved risk management strategies. This is a crucial time for India to pinpoin...
- 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...
- How to play a new capex cycle in the economy?The domestic market has climbed to record levels, even as it grappled with the worst of the health crisis.
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