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China's domestic economy remains weak despite export boom, says Jefferies reportChina's economy shows a worrying trend: while exports are booming, especially in semiconductors, domestic demand is faltering. Consumer spe...
5 world market themes for the week aheadGlobal markets are watching closely as a U.S.-Iran deal faces crucial weeks. Key economic data from the U.S. and Australia, along with Colo...
Forget AI and EVs: Zerodha’s Nikhil Kamath spots next big billion-dollar opportunity hidden in India’s biggest problemNikhil Kamath water business idea: India's rapid growth in water-intensive sectors like agriculture, nuclear energy, pharmaceuticals, and d...
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
Federal regulators back Trump's plan to speed power to energy-hungry AI data centersFederal regulators are speeding up power grid connections for big energy users like AI data centers. This move aims to boost America's comp...
War, oil and El Nino: Triple threat may cut India Inc's profit margins by 150 bpsIndia Inc faces challenges ahead. Geopolitical tensions in West Asia and El Nino conditions may hurt company profits. Operating profit marg...
PetroChina forecasts Chinese oil consumption will drop 4.9% this yearChina's oil use is set to decline in 2026. This shift comes as the nation embraces new energy sources and faces elevated oil prices. PetroC...
US retail sales beat expectations in May as energy costs stay highUS retail sales significantly exceeded expectations in May, climbing 0.9 percent to $763.7 billion, driven by a substantial 3.4 percent inc...
Natural gas prices rebound as inventories tighten, LNG exports rise: Motilal OswalNatural gas prices are climbing back up. This recovery is driven by lower stored gas, increased power sector use, and more US liquefied nat...
Nifty upside limited, but stock-specific opportunities remain: Pramod AmtheIndian equities face headwinds from inflation and monsoon uncertainty, yet opportunities exist. Pramod Amthe of InCred Capital highlights s...
India’s gold hunger stays unshaken as higher duties fail to close the import floodgatesIndia's insatiable thirst for gold remains resilient even in the face of increased import duties. Prior to the tax increase, there was a no...
India's telecom ARPU to grow 7% CAGR through FY29; narrowing tariff gap with global markets: ReportIndia's telecom sector is set for a multi-year growth phase. Average Revenue Per User (ARPU) is projected to grow at 7% annually from FY26 ...
NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
China's May retail sales fall for first time in over three yearsChina's economy shows a worrying split in May. While factories are humming with strong exports, consumer spending took a hit, with retail s...
China's new home prices fall faster in May as property slump persists despite big-city resilienceChina's new home prices saw a 0.2% dip in May from April, marking a steeper decline and a 3.5% year-on-year fall. While larger cities show ...
Ashwini Vaishnaw expects more companies to start production of memory chips in IndiaStrong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters...
China learns to live on less fuel, to the relief of oil marketsChina's fuel demand has unexpectedly dropped significantly, with gasoline and diesel sales falling as consumers shift to electric vehicles ...
India's economic growth rate to weaken at 6.6% in FY27 on slower investments, consumption: BMIIndia's economic growth is expected to moderate to 6.6 percent in the current fiscal year. This slowdown follows a robust 7.7 percent growt...
Iran war fallout: Fuel use drops 6.5% in May; experts see warning signs for economyIndia's demand for transportation fuels and petroleum products is declining due to supply disruptions and higher prices stemming from the I...
India's May fuel consumption up 2.4%; LPG demand drops 20% amid Hormuz disruptionsIndia's fuel consumption rose to 19.93 million metric tons in May, a slight increase from April but a 6.5% drop year-on-year. Liquefied pet...