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CAPITAL EXPENDITURE CYCLE
ET World Leaders Forum 2026: India Inc’s got all it takes to roll out ‘World+1’ model, says Kumar Manglam BirlaThe global economy shows strong resilience, growing despite recent global challenges. Aditya Birla Group chairman Kumar Mangalam Birla high...- AI's Bar Mitzvah moment: Aswath Damodaran explains what AI means for businessesAswath Damodaran says AI’s investment debate should shift from hype and skepticism toward evaluating it as a business. He argues revolution...
- Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
- FIIs pour Rs 6,535 crore into Indian financial stocks. What else are they buying this month?This month, foreign investors have significantly channeled capital into Indian financial stocks, while also increasing their investments in...
- Local funds' share rises in private credit market: EY reportPrivate credit investments were broadly similar to the second half of 2025 levels of $3.4 billion, with refinancing, holding-company fundin...
- Private capex confidence still catching up as uncertainty clouds investment decisionsCompanies are deferring investments due to uncertain demand and volatile commodity prices. Large capital projects require confidence in fut...
- ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
- ET Prime Special Series: Multibagger or IBC - Part 72: Its profit finally came from the factory. The question is about durabilityThe largest single liability on this automobile supplier's balance sheet is not a bank loan. It is a lease, tied to an entity controlled by...
- NFO Alert: Invesco Mutual Fund announces launch of pharma and healthcare fundInvesco Mutual Fund has launched a new open-ended equity scheme. This fund will invest in India's evolving pharma and healthcare sectors. I...
- From dairy machines to AI factory: L&T is future-proofing its empireLarsen & Toubro is entering a new phase of diversification, using its engineering, infrastructure and financial strength to build technolog...
- Rupee slide chips away at ISM outlayA weak rupee is causing what analysts and industry insiders estimate to be a “net double-digit cost overrun” for businesses relying on impo...
- Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
- CenturyPly targets Rs 12,000 crore revenue by FY31, sees housing demand and exports driving growthThe company is expanding capacity across plywood, laminates, MDF, and particle board. New manufacturing facilities and branding investments...
- Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
- ETMarkets Smart Talk | Nifty50 can hit 28,615 if crude cools, FIIs return: Rajesh Palviya on wealth creationHe believes the second half could increasingly become an earnings-driven market, even as global macro risks remain in the background.
- Q1 earnings show resilience as demand, cost headwinds prove less severe than expected: ICRAICRA said India Inc’s Q1 FY27 earnings began on a stronger-than-expected note, with revenue growth accelerating to 22%. Despite margin pres...
- Vedanta, Vedanta Aluminium post strong Q1 gains as metal prices lift earningsAfter their demerger, Vedanta and Vedanta Aluminium Metal have reported robust financial outcomes for the first quarter, primarily due to r...
- JSW Dulux to sustain double-digit volume growth in FY27; festive demand to remain strong: CEOJSW Dulux reported strong June quarter volume growth and expects demand to continue. The company targets double-digit volume growth for the...
- How Adani’s $125 billion capex boom is creating new winners on Dalal StreetAdani Group's massive investments in infrastructure are proving advantageous for various publicly traded companies. These affiliates are no...
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