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CORPORATE EARNINGS GROWTH INDIA
India scores high on latest WEF standings: Growth outlook strongest, but some ground lost with MNCsIndia's economy shows strong growth prospects for the next twelve months, a WEF survey found. Household incomes are also expected to rise, ...22 Sep, 2026, 07.33 PM IST- A record run! NSE IPO draws Rs 90,000 crore demand, takes subscription crown among India’s 5 largest offeringsNSE IPO GMP Live Updates: The Rs 22,561.57 crore public issue, the second-largest IPO in India by issue size after Hyundai Motor India, rec...22 Sep, 2026, 08.14 AM IST
- ET Alpha Summit 2.0: Mapping global capital flows to identify the next big opportunityGlobal capital is constantly shifting across markets, sectors and asset classes as investors respond to growth, interest rates, valuations ...21 Sep, 2026, 05.45 PM IST
- Who gets the fruits of India’s economic growth? CEA Nageswaran has an answerChief Economic Adviser V Anantha Nageswaran said India’s economic growth will lead to meaningful transformation only if its benefits are sh...21 Sep, 2026, 03.51 PM IST
- Need more structural growth that stays high without policy support: Pranjul Bhandari, Chief India Economist/Strategist, Asean Economist, HSBC"India is also at a point where goods exports may do better than they have in the past. One reason is that the currency has depreciated, ma...21 Sep, 2026, 12.35 AM IST
- Manufacturing a bright spot; services presents a mixed bag: Upasna Bhardwaj, Chief Economist, Kotak Mahindra Bank"Despite the ongoing debate around the new GDP series, real GDP growth remained robust at 7.8% in the first quarter, highlighting the econo...21 Sep, 2026, 12.13 AM IST
- India’s growth engine still has plenty of runway with earnings set to accelerate: JefferiesJefferies expects India’s real GDP growth to stay at 6.5-7% in the current fiscal, with corporate earnings growth accelerating to 17% next ...20 Sep, 2026, 04.19 PM IST
- AI investment, government borrowing drive global cost of capital higher: Goldman SachsGoldman Sachs says the global cost of capital is rising as AI infrastructure spending pushes companies to borrow more while governments als...19 Sep, 2026, 04.13 PM IST
- ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish KumarMidcap and smallcap stocks are hitting record highs, but rising valuations and higher US Treasury yields could challenge the rally. ICICI P...19 Sep, 2026, 10.51 AM IST
- US stocks today: US stocks slip as Treasury yields rise, investors weigh Fed outlookUS stocks fell on Friday as higher Treasury yields, volatile oil prices and uncertainty over the Federal Reserve’s rate path weighed on sen...18 Sep, 2026, 08.45 PM IST
- These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos have upside potential of up to 25%, according to analystsTalk of tariffs, especially steep ones, makes the market nervous. Which is exactly why the next few trading sessions are critical, and why ...18 Sep, 2026, 01.39 PM IST
- India set to sustain 6.5-7% real GDP growth, nominal growth seen at 11-12%: JefferiesIndia is on track for 6.5-7% real GDP growth and 11-12% nominal growth this fiscal year, Jefferies said, citing resilient domestic demand, ...18 Sep, 2026, 12.59 PM IST
- AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favourIndia’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earn...18 Sep, 2026, 10.22 AM IST
- Small and midcap trade at up to 50% premium, says Bajaj Life CIO. Why largecaps look better nowAfter years of outperformance by the broader market, Ravuri says largecaps now offer better valuation comfort, earnings visibility and room...18 Sep, 2026, 09.08 AM IST
- Moody’s raises India FY27 growth forecast to 7% from 6% on resilient economy, stronger investmentMoody's has raised India's GDP growth forecast to seven percent for 2026-27. Strong private consumption and robust investment are driving t...18 Sep, 2026, 09.07 AM IST
- India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...17 Sep, 2026, 04.37 PM IST
- ETMarkets Smart Talk| India less vulnerable to US rate shocks, but expensive midcaps remain at risk: Amar K AmbaniIndian equities are better positioned to withstand global rate shocks due to strong domestic liquidity, but expensive mid- and small-cap st...17 Sep, 2026, 12.43 PM IST
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