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Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...- India's biggest trade bet comes with six red flagsIndia may be adding more trade partners, but its latest FTA report card comes with several red marks. A new study by the Global Trade Resea...
- Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed...
- For both the compulsive trader and careful investor: 25 stocks to watch if risk appetite returns; some with upside potential, some notIf the price of crude oil softens, Indian equities may again see a risk-on phase. Tariff concerns are no longer the central issue; the larg...
- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%Here’s a thing investors in equity need to keep in mind. A large part of the upmove one might see in the next one or two trading sessions w...
- The power turnaround of Uttar Pradesh: Infrastructure, reform and energy securityUttar Pradesh has transformed from a state plagued by prolonged blackouts to one meeting record electricity demand with near round-the-cloc...
- Wealth creation is also about ignoring noise on the street: 15 mid- and small-cap stocks from different sectors which fit the billIn the April 2022-September 2024 bull market, every management appeared capable. Margins expanded, working capital looked manageable, capit...
- ADB will help finance $70 bn worth of projects to improve electricity-sharing, internet access across Asia-Pacific by 2035The Asian Development Bank plans to back $70 billion in energy and digital infrastructure projects across Asia-Pacific by 2035 to improve c...
- From shortage story to cash-flow story: A sector ready for sustained re-rating? 5 power stocks with upside potential of up to 33%In the power sector, the next cycle will not reward whoever has the most installed megawatts. It will reward whoever can sign the right con...
- West Asia conflict triggers energy shock, tests Asia’s growth resilienceAsia faces economic challenges as a West Asia conflict disrupts energy markets. This shock impacts inflation and growth across the region. ...
- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%If you are putting fresh money into the market, it might be a good idea to stay with companies that don't have much to do with global suppl...
- Tactical investing: 6 stocks for your watchlist as the Gulf rebuild approaches; 4 with positive upside potential of up to 25%Peace is something that has eluded West Asia a long time. For old Gulf watchers, statements and counter-statements of the kind seen in the ...
- Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...
- The right mix: Annuity income, domestic focus and fresh demand. 6 power sector stocks with upside potential of up to 40%The failure of the US and Iran to arrive at an agreement to end the Gulf war will only rattle global markets further. But even in the midst...
- Shaktikanta Das reveals how India broke a ‘Chakravyuh’ and 7 steps for businesses to navigate war stormDuring a keynote speech, RBI ex-Governor Shaktikanta Das emphasised India’s remarkable ability to weather global storms. He referred to the...
- Extension WTO e-comm duty moratorium for longer period to give certainty to biz: Union minister Piyush GoyalIndia is pushing for an extended moratorium on import duties for digital goods transmitted across borders. This move aims to provide busine...
- WTO fails to reach consensus on key e-commerce moratorium, reformsThe WTO ministerial conference in Yaounde concluded without agreement on crucial trade issues. Key among these was the e-commerce import du...
- WTO meet concludes; no consensus on extension of e-commerce duty moratoriumWTO talks: The talks at a WTO meeting in Cameroon were seeking to bridge differences over extending the e-commerce moratorium, and agree to...
- WTO MC: Members intensify talks on ecommerce duty moratorium extension at YaoundeWhile some countries oppose an extension or favour a two-year period, the US is pushing for a longer duration.
- What is the WTO ecommerce moratorium: Everything you need to knowThe ecommerce moratorium is a global agreement among World Trade Organisation members which bans customs duties being applied to electronic...
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