Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
10 Jun, 2026, 10.01 AM IST
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
28 May, 2026, 10.41 AM IST
Defence, hospitals, and T&D are the pockets worth owning right now: Narendra SolankiNarendra Solanki of Anand Rathi Shares anticipates one difficult quarter for consumption. However, he strongly recommends defense, infrastr...
27 May, 2026, 10.31 AM IST
Adani Group is jumping into Europe's deep waters. What can happenAdani Ports is making a significant leap beyond traditional port operations, venturing into Europe's complex offshore and subsea market. Th...
13 May, 2026, 02.55 PM IST
Balrampur Chini raises Rs 450 cr equity fund for poly lactic acid, lactogypsum plants in UPBalrampur Chini Mills Ltd has secured Rs 450 crore to fund its expansion plans. This capital will establish a lactogypsum processing plant ...
10 May, 2026, 04.40 PM IST
ET Prime Special Series: Multibagger or IBC - Part 57: Forging firm that supplies Tata, M&M, JCB. Nobody talks about it enoughFor over four decades, one company has been making crankshafts quietly and precisely, supplying customers from Tata Motors to Liebherr to M...
06 May, 2026, 10.44 PM IST
War preparedness: Why India must spend smarter, not just moreIndia's journey towards a modernized defense sector is fraught with obstacles. While military budgets are on the rise, the country's over-d...
16 Apr, 2026, 11.15 PM IST
Budget likely to see continuity in government's capex push: HSBCThe upcoming Union Budget will likely continue the government's focus on capital expenditure. Policymakers are expected to prioritize publi...
25 Jan, 2026, 12.37 PM IST
Capital goods companies expected to post 9-11% revenue growth rate in FY25As per the analysis, operating margin could moderate 80-100 basis points to 12-13% in fiscal 2025 as the market scenario continues to be hi...
24 Jun, 2024, 04.19 PM IST
Indian economy is resilient... changes in bilateral trade are a huge opportunity, says Crisil CEO"The fiscal discipline of the government means that its expenditure would be a little controlled. We are hoping for a normal monsoon, so th...
11 Mar, 2024, 01.08 AM IST
Agri pump makers to see 7-9% revenue growth next fiscal, says CRISILThe sector is dominated by conventional pumps (grid-connected and diesel pumps) which have ~90% share, with the remaining comprising solar ...
27 Dec, 2023, 03.15 PM IST
Agri pump makers to see revenue growth of 7-9% in FY25: CRISILAgricultural (agri) pump makers will see healthy revenue growth of 7-9% in fiscal 2025, supported by resilient domestic demand for conventi...
27 Dec, 2023, 12.39 PM IST
Coal PSU NLC targetting 17 GW capacity by 2030, to invest Rs 82,700 cr: CMDNLC India, a state-owned power generation company, plans to invest Rs 82,700 crore by 2030 to increase its capacity to 17 GW. Out of this, ...
21 Oct, 2023, 09.46 PM IST
Increasing rural electrification and positive farm sentiment to boost demand for agricultural pumps: CRISILHigher volume-driven growth and stabilising input prices will lead to operating margins rising up to 100 basis points to 11-12% this fiscal...
22 Sep, 2022, 02.00 PM IST
Saurabh Mukherjea suggests two epic themes for long-term wealth creation"If you want to be a little bit more aggressive, look for companies which are plays on the real estate recovery."
10 Dec, 2021, 01.36 PM IST
Reliance’s green accent likely to attract ESG funds, lift valuationsInvestments in green initiatives could also help ensure a prominent presence for Reliance Industries in the Nifty 100 ESG index and Nifty 1...
28 Jun, 2021, 06.45 AM IST
BSNL’s decision on solar technology in naxal areas flawed: DoTDoT has pulled up BSNL for its decision to use a solar-powered technology solution for establishing mobile connectivity in Naxalite hotbeds.
28 Mar, 2014, 05.10 AM IST