The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....
24 Jun, 2026, 10.21 AM IST
A stock trader’s guide to navigating rare ‘Super El Niño’As fears over the Iran conflict ease, investors are turning their attention to climate risk, with a potential “Super El Niño” emerging as a...
21 Jun, 2026, 10.23 AM IST
Yuan or Dollar? Indian businesses explore alternatives as import costs climbIndian businesses, particularly MSMEs, are hesitant to adopt yuan-denominated settlements despite a weakening rupee. They prioritise locali...
19 Jun, 2026, 11.15 AM IST
India readies Rs 12,000 crore push for local battery component manufacturingIndia is set to launch a new incentive scheme to boost local manufacturing of advanced cell battery components. This initiative aims to red...
17 Jun, 2026, 11.57 PM IST
Trump's critical minerals pricing plan faces skeptical G7, divided industryAmerica's plan to control critical mineral prices faces hurdles. G7 nations and the US mining sector are divided. The proposal aims to redu...
15 Jun, 2026, 11.43 AM 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
Record 5.4 lakh homes set for delivery in 2026, but West Asia war clouds execution outlookIndia's top cities are set for a record housing completion in 2026. Over five lakh homes are scheduled to be delivered. Developers face cha...
11 Jun, 2026, 01.00 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
South America to ramp up India outreach despite geographyIn an era of growing diplomatic relations, South American countries are increasingly turning to India, with Argentina leading the charge by...
07 Jun, 2026, 03.26 PM IST
From inputs to retail, a monster rages through: As supply-side inflation pressures build, the implications for monetary policyIndia's inflation is shifting from producers to consumers, driven by cost-push factors like rising global commodity and energy prices. This...
04 Jun, 2026, 04.04 PM 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
Chile offers India critical minerals play as CEPA talks near finish lineChile is offering India significant opportunities in critical mineral mining, including copper, lithium, and cobalt. These minerals will po...
01 Jun, 2026, 12.46 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
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
Global power equations to shift further towards energy, critical minerals: Former Vedanta Group CEOGlobal power is shifting towards energy security and resource control. Geopolitical tensions are reshaping industrial supply chains. Critic...
27 May, 2026, 04.01 PM IST