Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...

India's economy shows steady growth driven by domestic demand. The West Asia conflict presents challenges like higher oil prices. The gover...

India's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...

India's current 6.5% growth is comfortable but insufficient for its 2047 aspirations, requiring 7.5-8% growth. A lack of corporate investme...

India's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...

Global demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...

The company said industry growth is expected to continue in FY27, albeit at a slower pace than the previous year, amid commodity cost press...

Upstream operations typically involve extraction of raw materials to produce basic metal, the pricing for which is largely dependent on glo...

India's economic growth is projected to slow to about 6.5 per cent in fiscal year 2027. Higher costs, global tensions and a potentially wea...

Hindustan Zinc will invest ₹40,000-50,000 crore in the next five years. This will double refined metal capacity and ore production. Metal r...

Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...

Aditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players lik...

A China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...

Market confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...

BofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI cape...

Anticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...

Jefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...