He also sees opportunities in defence, shipbuilding, infrastructure and aerospace, though he cautions investors about demanding valuations.

Everybody had run to cash and government bonds, and everybody agreed it was the sensible thing to do. Warren Buffett called it the third bu...

India’s REIT sector has significant room for expansion, with over 150 million sq ft of office space expected to become REIT-eligible by 203...

Big 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...

The Nifty Smallcap 250 index has achieved a remarkable 52-week high, capturing the interest of investors. Analysts recommend maintaining sy...

Cash is the item on a balance sheet that most investors accept without argument. Revenue can be recognised early, inventory can be overvalu...

Bridgewater founder Ray Dalio warned the AI-driven market rally displays bubble-like traits seen before the 1929 crash and dot-com bust. He...

Microsoft shares surged 16% after stronger-than-expected guidance, robust Azure cloud growth and rising Microsoft 365 Copilot adoption ease...

Adani Ports shares fell 3% after the company reported Q1 FY27 results. Net profit rose 9% year-on-year to Rs 3,620 crore, while revenue inc...

Saudi Arabia faces a challenge rerouting oil exports due to Houthi attacks. An existing pipeline bypasses the Strait of Hormuz, but a new d...

US stock markets faced a sharp downturn on Thursday, primarily driven by worries around Big Tech earnings. Following their quarterly financ...

Axis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge....

Gulf states are seeking military partnerships with Pakistan amid regional tensions. Pakistan could gain oil and investment while deepening ...

FII selling has remained a key headwind for Indian equities since 2024, with foreign investors pulling out $32 billion amid the Middle East...

Happy Monday! TCS top deck told us that the coming quarters will see macroeconomic pressures ease and AI deals swell. This and more in toda...

Foreign investors are holding their lowest stake in India's top 10 companies in two decades, coinciding with valuations dipping below long-...

One of the most common causes of cash flow problems is delayed payments. Late payments from clients disrupt financial planning, making it c...