Delhivery’s Barua bets on consolidation; Amazon, Flipkart’s qcomm price warHappy Monday! Delhivery CEO Sahil Barua told us in an interview that the logistics sector is likely to see more consolidation. This and mor...
29 Jun, 2026, 08.34 AM IST
Pharma, power & mid-sized banks: Where Mayuresh Joshi is putting money to work right nowIndian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second ha...
26 Jun, 2026, 12.19 PM IST
India Inc. is profitable. So why isn’t it investing?Indian companies are making record profits, but they are not investing in new factories or infrastructure. This is creating fewer jobs and ...
16 Jun, 2026, 06.03 PM IST
China's subsidy edge poses biggest challenge to Make in IndiaAs Indian manufacturers navigate the challenging waters of global trade, they find themselves increasingly overshadowed by Chinese business...
15 Jun, 2026, 11.33 PM IST
Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...
15 Jun, 2026, 10.58 AM IST
Buy, Sell or Hold: RIL remains Morgan Stanley's top pick; remains underweight on Oil IndiaBrokerages remain selective on India's energy sector, favouring companies with strong growth drivers and attractive valuations. Morgan Stan...
15 Jun, 2026, 10.04 AM IST
Buy, Sell or Hold: Morgan Stanley maintains underweight on Wipro; HDFC Securities upgrades Stylam IndustriesBrokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC...
08 Jun, 2026, 09.34 AM IST
Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
03 Jun, 2026, 02.46 PM IST
India, Oman trade pact to come into force from June 1; Check what's insideIndia and Oman's Comprehensive Economic Partnership Agreement, CEPA, begins on June 1. This pact offers Indian exports 100% duty-free acces...
31 May, 2026, 05.01 PM IST
True North buys 25% stake in pharma co EmbioPrivate equity firm True North is investing approximately $50 million in Embio Ltd. Embio manufactures Active Pharmaceutical Ingredients fo...
27 May, 2026, 04.59 PM IST
Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
25 May, 2026, 11.03 AM IST
From medical tourism to casinos, oil shock hits Southeast AsiaCompanies across aviation, retail, and manufacturing are implementing price hikes and cost-cutting measures. Disruptions to supply chains a...
21 May, 2026, 11.52 AM IST
JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
19 May, 2026, 04.11 PM IST
Kharif reset: Farmers may ditch paddy and maize for soybean, pulses amid monsoon fearsAs the kharif season approaches, farmers are leaning towards cultivating oilseeds like soybean and pulses such as urad and masur, primarily...
12 May, 2026, 10.52 PM IST
Portugal eyes bigger role in India’s infrastructure, manufacturing push as trade ties deepenPortugal's Minister of State for Economy, João Rui Ferreira, expressed readiness to contribute to India's infrastructure goals, highlightin...
11 May, 2026, 11.14 PM IST
Manufacturing retains growth pace in Q4 despite cost pressures: FicciIndia's manufacturing sector saw positive growth in Q4 FY26, driven by robust domestic demand. Despite rising input costs and geopolitical ...
09 May, 2026, 12.52 AM IST
Middle East war may make your sofa more expensiveThe Middle East conflict is impacting Indian homes. Furniture makers face rising costs for materials like foam and lacquer due to global sh...
08 May, 2026, 12.42 PM IST