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Corporate credit profile remains strong in H1FY27 despite West Asia conflict: Ind RaIndian companies' credit profiles showed resilience during the first half of fiscal year 2026-27. Despite the energy shock from the West As...- Q2 earnings: Can India Inc repeat Q1, or will Q3 erase the base-effect tailwind?India Inc is likely to see a dip in earnings performance for Q2 in comparison to Q1, with analysts forecasting a growth slowdown of roughly...
- Bigger picture: Media industry shifts focus to attention, data & techSpeaking in a panel discussion at Ficci Frames, India's leading media and entertainment conclave, Zee Entertainment CEO Punit Goenka said t...
- Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...
- Exports, rising power demand to support manufacturing growth despite rural weakness: ICICI BankIndia's manufacturing sector is projected to grow, supported by increased exports and a strengthening investment cycle. Industrial producti...
- Market veterans favour value plays over crowded, expensive themesMarket experts project cautious optimism for Indian equities as valuations become less demanding and earnings growth aligns. Large-cap stoc...
- Goldman Sachs identifies 42 Indian stocks riding AI build-outSeveral Indian companies are emerging as significant players in the AI infrastructure sector, according to Goldman Sachs. These 'AI Enabler...
- Clean Max Enviro bulk deal: Augment India divests stakes worth Rs 1,096 crore; Goldman Sachs, HSBC India among buyersAugment India I Holdings sold 85.03 lakh Clean Max Enviro Energy Solutions shares worth about Rs 1,096 crore through NSE bulk deals. Goldma...
- AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
- Global AI trade could revive after recent pullback, JP Morgan saysThe recent pullback in the global AI trade has improved investor positioning, made valuations attractive and could spur a re-engagement, pa...
- Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarStock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to ...
- Capacity scale-ups to drive Epigral's Rs 5,000 crore target by FY31: CMD Maulik PatelEpigral is planning a target revenue of ₹5000 crore by 2030-31, aided by upcoming production scale-ups in CPVC Resin and Epichlorohyrdin (E...
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantageJefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft c...
- Economists raise concerns as India's growth increasingly becomes credit expansion-ledIndia's economic growth has accelerated recently, supported by a significant rise in bank credit. Economists express concerns about the sus...
- India must boost manufacturing, FDI and AI-ready jobs to become developed nation: CEA NageswaranIndia needs to strengthen its manufacturing sector while attracting foreign investment to support economic growth. Chief Economic Adviser V...
- Airtel Money eyes London listing via secondary OFSAirtel Africa is exploring the possibility of listing its financial services division, Airtel Money, on the London Stock Exchange. This sec...
- AutoMovers Group outlines Rs 500 crore expansion plan amid rising demandAutoMovers Group intends to invest Rs 500 crore to expand and streamline its network across key markets. The investment aims to enhance sal...
- India’s jute industry set for turnaround as sales volumes seen rising 15%, margins improve: Crisil RatingsIndia's jute sector is poised for an impressive recovery this fiscal year, forecasting a remarkable twenty percent rise in domestic demand ...
- Govt support, benign inflation helped in Q1: Sonal Varma, Chief Economist, India & Asia (excl. Japan), Nomura"We expect GDP growth to moderate from around 7.3% in H1FY27 to 6.7% in H2, still delivering a solid 7% for FY27 overall."
- AI investment, government borrowing drive global cost of capital higher: Goldman SachsGoldman Sachs says the global cost of capital is rising as AI infrastructure spending pushes companies to borrow more while governments als...
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