Gold rush missed: Can India dig its way out of import dependence?India's significant gold imports, exceeding 800 tonnes in 2024 while producing only 2 tonnes, highlight a missed opportunity. Learning from...
17 Jun, 2026, 11.49 PM IST
AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...
17 Jun, 2026, 01.55 PM IST
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
14 Jun, 2026, 03.46 PM IST
Long-term investing: The only play in today’s market; 5 large-caps from different sectors with upside potential of up to 33%Belligerence is back. Both the US and Iran are hitting each other and the statements from both sides do not auger well for a peace deal. Th...
11 Jun, 2026, 05.31 PM IST
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
11 Jun, 2026, 09.15 AM IST
China's imports of major commodities show price remains key driverChina's May commodity trade reveals price is key to its resource imports. Crude oil imports hit an eight-year low due to high prices. Coppe...
10 Jun, 2026, 10.22 AM IST
Vanguard slashes Ola value; War chokes PCB supplyAmerican investor Vanguard has sharply cut the fair value of Ola's parent company. This and more in today's ETtech Top 5.
04 Jun, 2026, 09.11 AM IST
PCB makers seek 50% price hike as Iran war crushes supply chainsDomestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production c...
03 Jun, 2026, 06.00 AM IST
Circulate Capital commits $150 million to India to invest in recycling companiesCirculate Capital has committed $150 million from its second fund to Indian recycling companies, building on initial successes. The firm, b...
30 May, 2026, 10.50 AM IST
Carney calls for new partnership with US as Trump mulls whether to renew free trade agreementCanadian Prime Minister Mark Carney is urging a new partnership with the United States. He wants to reimagine cooperation in key sectors fa...
28 May, 2026, 10.54 PM IST
Engineering Goods exports stay positive despite West Asia crisis, rise 9% in April,2026While most regions saw gains, WANA and ASEAN experienced declines. The industry emphasizes addressing non-tariff barriers to maximize FTA b...
28 May, 2026, 02.01 PM 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
Hindalco, Nalco shares jump up to 5% after aluminium prices hit 4-year high. Where is metal headed?Hindalco and Nalco shares climbed as aluminium prices hit a four-year peak. Geopolitical tensions in Iran and possible production curbs in ...
27 May, 2026, 12.30 PM IST
The aluminium boom is here: Why Morgan Stanley says Hindalco is set to explodeMorgan Stanley initiated coverage on Hindalco Industries with an ‘Overweight’ rating and a target price of Rs 1,325, citing a favourable al...
27 May, 2026, 11.04 AM IST
China's April industrial profits grow at fastest in more than two yearsChina's industrial profits saw a significant jump in April, the fastest since November 2023. This growth is largely fueled by strong export...
27 May, 2026, 09.19 AM IST
Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
25 May, 2026, 10.31 AM IST
Sentiment is broken, fundamentals are not. PL Asset Management CIO says now is the time to buyIndian equity investors, frustrated by stagnant returns, are urged by Sandeep Neema of PL Asset Management to distinguish weak sentiment fr...
25 May, 2026, 09.00 AM IST