Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
04 Jun, 2026, 01.07 PM IST
Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...
03 Jun, 2026, 04.08 PM IST
ETMarkets AIF Talk| Returns with liquidity: How Vivriti's semi-liquid debt fund is redefining private credit investing, says Priyam KediaVivriti's Short Term Debt Fund offers private credit-like returns with periodic liquidity, resonating with investors. India's private credi...
03 Jun, 2026, 09.28 AM IST
JK Tyres lines up Rs 4,900 crore capex plan till FY30JK Tyre plans a massive 4,900 crore investment by FY30 to expand its production capacity. This significant outlay signals strong confidence...
27 May, 2026, 07.59 AM IST
JK Tyre charts Rs 4,900 crore capex to scale up capacity by 24% through FY30JK Tyre has planned a Rs 4,900 crore capital expenditure through FY30 to expand production capacity by nearly 25%. The company reported str...
26 May, 2026, 09.20 PM IST
JSW Cement shares fall 2% after jumping 14% in two days. Should you buy, sell or hold?JSW Cement shares declined after a sharp post-results rally despite the company reporting a strong jump in March quarter profit and steady ...
25 May, 2026, 12.54 PM IST
Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
25 May, 2026, 11.03 AM IST
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, ...
22 May, 2026, 06.03 PM IST
Ola Electric eyes FY27 turnaround on surging demand, cost reset and margin gainsOla Electric is set for a robust FY27. The company expects a significant rebound in sales and revenue. Margins are strengthening, and costs...
22 May, 2026, 01.38 PM IST
Cement cos diverge on expansion plans amid West Asia uncertaintyIndian cement companies are taking different paths on spending. Some, like Ultratech Cement, Dalmia Bharat, and Nuvoco Vistas, are increasi...
20 May, 2026, 01.01 AM IST
Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....
19 May, 2026, 12.31 PM IST
How JSW Energies’ Rs 3,150-crore JSW Steel stake sale will help lower debt, Jefferies explainsJSW Energy’s Rs 3,150-crore stake sale in JSW Steel to GQG Partners and SBI Mutual Fund is expected to strengthen its balance sheet. Jeffer...
19 May, 2026, 11.00 AM IST
Royal Enfield plans to set up manufacturing facility in AndhraRoyal Enfield is investing Rs 2,500 crore to build a new manufacturing plant in Andhra Pradesh. This expansion will boost production capaci...
18 May, 2026, 08.18 PM IST
‘Europe will become irrelevant for us’: JSW Steel doubles down on India growth with massive capex planJSW Steel plans to double its capacity with minimal external capital, driven by strong domestic demand and a focus on maintaining market sh...
17 May, 2026, 11.58 PM IST
Will start introducing India-specific models from 2028, to leverage on 2W biz: Honda Global CEOHonda plans to launch new car models specifically for India starting in 2028. The company will use its strong motorcycle sales to encourage...
14 May, 2026, 04.24 PM IST
Railway utilised 98 pc capex by Feb-end; trains to dominate flights in new corridors: VaishnawIndian Railways achieved 98 percent budget utilization for FY26. New high-speed corridors will significantly cut travel times, making train...
11 May, 2026, 07.48 PM IST
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...
10 May, 2026, 04.10 PM IST