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Realtors eye margin relief as US-Iran peace deal raises hopes of lower fuel costsA potential peace deal between the US and Iran offers hope for India's real estate and construction sectors. Developers are watching oil pr...
Ahead of Market: 10 things that will decide stock market action on MondayMarkets rallied sharply as easing US–Iran tensions and softer crude prices boosted sentiment. Sensex and Nifty surged 2%, adding Rs 10 lakh...
ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
Q4 FY26 earnings: Metal companies lead growth, backed by robust volumes and favourable pricing trendsET Wealth presents an 8-quarter earnings assessment report of various sectors. The year-on-year net profit growth for 18 sectors is present...
Cement firms do well amid strain, but face capacity testCement companies saw strong volume growth in Q4 FY26, fueled by construction and government spending. Despite rising costs impacting margin...
Nifty at 25,900 by March 2027? Nomura cites key catalysts to watch out forIndian stocks have seen a sharp fall. Nomura predicts the Nifty will climb almost 11% to reach 25,900 by March 2027. This optimism stems fr...
Mutual funds cut exposure to private banks for 2nd straight month in April. Is banking sector under pressure?Mutual funds reduced their exposure to private banks for the second consecutive month in April, driven by tactical rotation and near-term e...
Sensex slips 250 pts, Nifty at 24,000 as US strike on Iran dent sentiment; mid, smallcaps outperformBenchmark indices Nifty and Sensex traded marginally lower on Tuesday, impacted by US attacks in southern Iran, reigniting fears of a prolo...
Strong revenue growth fails to shield India Inc margins in March quarterCorporate India's March 2026 quarter results showed a mixed performance. While revenues grew strongly, input cost inflation and a weaker ru...
West Asia conflict may dent India Inc profitability by 200 bps: CrisilA prolonged West Asia conflict poses a risk to India Inc's profitability. Crisil Ratings predicts a significant drop in operating margins d...
Cement makers expect 7-8% growth in FY27 despite West Asia headwindsIndian cement companies anticipate strong growth of 7-8 per cent in FY27. Government infrastructure projects and housing demand are key dri...
Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
Dalmia Bharat seals Rs 2,850 crore deal for JAL cement assets after Adani insolvency takeoverDalmia Cement has acquired key cement assets from Jaiprakash Associates for ₹2,850 crore. This deal, facilitated by the Adani Group's insol...
Market wrap: Sensex slips 1% from intraday high, Nifty closes near 23,650 as bond yields riseIndian stock markets closed lower on Thursday. The Sensex and Nifty slipped from intraday highs due to expiry day volatility. Rising bond y...
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....
India Inc's earnings growth to slow down in next 12-18 months, warns Moody’s Ratings. Here’s whyMoody’s Ratings warns that India’s corporate earnings growth may slow over the next 12–18 months due to rising input costs, rupee depreciat...
Cement companies expect costs, muted demand to dent growthIndian cement companies are revising growth expectations downwards. Higher fuel, packaging, and logistics costs are impacting profitability...
Midcaps outperform Nifty, smallcap stocks in Q4, deliver 29% earnings growth: Motilal OswalMidcap companies emerged as the strongest performers in the March quarter earnings season, with profit growth outpacing both largecaps and ...
Markets overlooking macro stress, says Kunal Vora amid oil and currency shockDespite a calm surface, Indian equity markets face mounting macroeconomic pressures from rising crude oil prices and a weakening rupee. Exp...
Buy, Sell or Hold: Nuvama maintains buy on UltraTech Cement; Motilal Oswal recommends buy on AU Small Finance BankBrokerages are selectively optimistic on cement, real estate, and banking sectors, highlighting UltraTech Cement for cost efficiencies, Lod...