Indian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...

Bharti Airtel shares will be in focus after its NBFC arm, Airtel Money, commenced commercial operations following RBI approval. The develop...

The ⁠market for new listings has regained momentum after a bout of volatility triggered by the Iran conflict, with companies reviving IPO p...

Uber-backed Lime jumped 8% in its Nasdaq debut, valuing the e-scooter and bike rental company at $1.73 billion. The IPO reflects renewed in...

India's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, ...

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

South Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...

Nomura has named Bharti Airtel its top telecom pick, raising its target price to Rs 2,355 and calling it an 'ARPU compounder'. The brokerag...

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...

India's organized dairy sector is poised for accelerated revenue growth of 200-400 basis points this fiscal, driven by consistent volume in...

NRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...

Nifty investors face two years of flat returns, mirroring past periods that historically led to significant market recoveries. Data shows t...

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

Textile exporter stocks witnessed a significant rally on Wednesday, boosted by positive initiation of coverage from Motilal Oswal Financial...

Jefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite str...

Valuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...