"Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
09 Jun, 2026, 06.43 PM IST
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
09 Jun, 2026, 02.07 PM IST
India's new GDP yardstick: What changed, what did not, and what every investor should now read differentlyIndia changed the base year used to measure its economy from 2011-12 to 2022-23. The first full-year provisional numbers under the new yard...
07 Jun, 2026, 04.29 PM IST
Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
06 Jun, 2026, 12.56 PM IST
ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
03 Jun, 2026, 09.00 AM IST
Indian steelmakers grapple with resurgence of cheap Chinese importsChinese steel exports to India surged in April, reaching a two-year peak. This influx of cheaper steel, including hot-rolled coils and stai...
01 Jun, 2026, 02.34 PM IST
Markets poised for a positive run if geopolitical risks ease: Ambareesh BaligaMarket veteran Ambareesh Baliga sees Indian equities well-positioned if geopolitical tensions ease and macro conditions remain supportive. ...
01 Jun, 2026, 10.59 AM IST
Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...
27 May, 2026, 02.04 PM 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
June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
23 May, 2026, 03.57 PM IST
Wars in West Asia and Ukraine are turning shipping costs into steel sector’s biggest headacheIn the face of a daunting 28-30% increase in international freight costs, India's steel sector is at a crossroads. The unrest in West Asia ...
21 May, 2026, 01.16 PM IST
India’s next big energy bet may come straight from China’s coal handbookThe Strait of Hormuz closure is impacting Asia's chemical industry, pushing India to emulate China's coal-to-chemicals model for energy and...
21 May, 2026, 09.31 AM IST
Tata Steel bets on higher prices, cost savings to lift FY27 marginsTata Steel anticipates improved margins this fiscal year, driven by higher steel prices and domestic volume growth, alongside ongoing cost ...
20 May, 2026, 06.11 AM IST
Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....
19 May, 2026, 12.31 PM IST
From axles to rare earth: India draws up list of 100 products it still can't make enough ofIndia is set to boost its manufacturing sector by identifying around 100 products for domestic production. This initiative aims to reduce r...
17 May, 2026, 10.43 AM IST
New steel policy in works as India shifts focus to premium and green steelIndia is developing an innovative steel policy aimed at redefining the industry landscape by 2035 and 2047. This initiative will establish ...
14 May, 2026, 07.15 AM IST
India lacks adequate scrap supply, only 25% steel demand can be met through scrap-based production: Former Steel SecyIndia's steel sector grapples with limited scrap for green production. Only 25 percent of steel demand is met by scrap-based manufacturing....
13 May, 2026, 03.06 PM IST