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Is India a “shadow transshipment” hub? The data says otherwiseBetween 2014 and 2024, India’s goods exports to the US grew 1.86 times, while US exports to India grew 1.94 times. A rising two-way relatio...
PMS Talk: AI, defence and electronics manufacturing are the next growth engines, says Vaibhav AgarwalIn this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bott...
Double-digit growth seen on corporate scoreboard in Q2, but bank, IT, pharma lagSeptember quarter earnings exhibited significant revenue and profit growth for various companies in key sectors. Revenue rose by 22.1% with...
AI narrative needs to change for India: K Balasubramanian, CEO, Citibank IndiaLong-term capital-gains tax is a big factor on the equity side. On direct investment, the trade agreements are going to be a big positive. ...
India’s consumption story holds appeal, but investors are spending lessIndia's consumer and retail sector saw a 58% decline in deal value during the September quarter. The first nine months of 2026 recorded 353...
It's time Delhi set the pace in scaling up businessesIndia is working towards improving the ease of scaling businesses to boost economic growth and employment. The role of Delhi is critical in...
Government needs to incentivise domestic solar production as China eyes curbs on tech exports: Solex ChairmanThe government needs to incentivize domestic production of solar equipment, as China's proposed export restrictions may create supply issue...
Diversification plan: NMDC scouts for mining assets across four continentsNMDC is actively seeking mining assets worldwide, including critical minerals to support various industries. The company aims to earn 20 pe...
Nifty bears tighten grip as crude, geopolitical risks, FII outflows mount: 5 factors to decide D-Street’s fate next weekIndian stock markets faced a setback as crude oil prices soared, triggered by increasing geopolitical tensions in the Middle East. Despite ...
Amazon cloud capacity sold out through 2027, CEO Jassy saysAmazon CEO Andy Jassy said on Friday that Amazon Web Services' cloud computing capacity is largely sold out through 2027, with significant ...
RBI flags rising inflation risks from West Asia conflict, El Nino despite resilient Indian economyIndia's external sector shows resilience due to a narrowing trade gap and comfortable foreign exchange reserves. Inflationary pressures hav...
From CDMO to aerospace: How Vikas Khemani finds India’s next big themesNow, as Carnelian has ventured into mutual fund business by launching a small-cap fund with a ₹5,000 crore cap, Khemani is focusing on manu...
Financials, FMCG lead FPI sell-off; IT stocks buck the trend in first half of OctoberIn the early days of October, there was a notable retreat of foreign portfolio investors from several sectors, particularly in financial se...
GST reforms from November 1 to simplify e-commerce seller registration, fast-track refundsStarting November 1, the government plans to simplify GST registration for small e-commerce sellers. These reforms intend to reduce complia...
Dussehra haze hangs over Delhi as air quality slips into 'poor' zoneDelhi experienced its first 'poor' air quality day this season after the Dussehra celebrations concluded. The Air Quality Index surged to 2...
Oyo parent PRISM to cut IPO fresh issue nearly 50% to Rs 3,350 crore: SourcesPRISM is set to scale back its initial public offering from Rs 6,650 crore to Rs 3,350 crore in light of its robust cash flow and enhanced ...
- Defence & capital goods stocks: L&T, Cummins, Bharat Electronics among 16 Buys for Motilal Oswal, Thermax a Sell
Exporters may be asked to monitor supply chains' indirect emissionsThe Indian government is engaging in discussions about measuring Scope 3 emissions for exporters. This consideration arises as trade partne...
Mutual fund investments in September: Which sectors are gaining the most?Mutual funds increased exposure to Healthcare, Metals, Private Banks and other sectors in September, while trimming weights in Technology, ...
India's power transmission expansion, data centre demand to drive capital goods growth: ReportIndia's power transmission network is expanding, which is expected to create growth opportunities within the engineering sector. The integr...