Searched for
CAPITAL SPENDING CYCLE
Aegis Logistics in talks to acquire UAE’s Tristar for $1.5 billionAegis Logistics is in advanced discussions to acquire Tristar for $1.5 billion. This consolidation could be one of the industry's largest e...- Emerging markets defy global shocks as investors return to local assetsEmerging markets are seeing renewed investor interest despite geopolitical tensions, trade risks and AI-driven volatility, with debt attrac...
- 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 ...
- Bonds face a bigger threat than the Fed as global rates climbAs central banks worldwide, notably in Japan, Canada, and the euro zone, signal plans for sharper interest rate increases than the US, glob...
- No emergency fund? CA explains why your first Rs 1 lakh can be more valuable than higher returnsCA Nitin Kaushik says the first Rs 1 lakh in an emergency fund can offer more financial security than chasing higher returns. He warns that...
- 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...
- Uber, Rapido held talks to combine India ops; deal collapsed over control: sourcesUber and Rapido discussed merging their India ride-hailing operations in May, sources told us. Talks collapsed after disagreements over the...
- 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...
- Global Market: China stocks rise on AI optimism; Hong Kong shares mostly flatChinese mainland stocks advanced, led by optical communications and technology shares, as strong AI demand forecasts boosted sentiment. Hon...
- ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
- 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...
- Retail investors make Rs 18,000 crore bold contra bet on 6 falling bluechip stocks. Will it pay off?In a bold move, retail investors invested a whopping Rs 18,000 crore in six blue-chip stocks that were on a downward trend. They scooped up...
- Global Market: Singapore raises 2026 growth forecast on AI boom, resilient global economySingapore raised its 2026 economic growth forecast to 4.5%-5.5% from 2.0%-4.0%, supported by stronger-than-expected AI investment and a mil...
- 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...
- India’s market rally is just getting started: Emkay strategist on IT, smallcaps and sectors to buyWe believe the market is in the early stages of a broader rally. Recent resilience suggests a durable bottom is forming, supported by two k...
- Explained: How AI-led Kospi, Nikkei selloff sparked record 15% drawdown in Asian funds in JulyAsia’s major multi-strategy funds suffered sharp July losses as an AI-linked stock selloff across Japan, South Korea and China erased much ...
- US stocks may have more room to rally as earnings, AI spending support marketStrong corporate earnings, sustained AI infrastructure spending and easing valuation concerns have strengthened confidence in the US stock ...
- India Inc goes on a global shopping spree with a new wishlistIndian companies are increasingly pursuing strategic overseas acquisitions. They now focus on acquiring capabilities and technology rather ...
Load More
