Commodity correction offers buying opportunity; defence, banking remain long-term bets: Dharmesh KantMarket expert Dharmesh Kant sees commodity corrections as buying opportunities, with the broader cycle intact due to global demand and Indi...
25 Jun, 2026, 11.48 AM IST
The new man of steel! India seen filling the void China may leaveIndia Steel Industry Growth 2026: Global steel demand is shifting from China to India and Southeast Asia. India's steel consumption is low,...
17 Jun, 2026, 02.18 PM 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
PL Capital cuts Nifty target to 26,449, lists 16 high conviction stock picksAmidst global market turmoil from the Iran-US war and El Nino, PL Capital lowered its Nifty 50 target to 26,449. The brokerage anticipates ...
12 Jun, 2026, 03.44 PM IST
ET Alpha Wealth Summit | "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...
12 Jun, 2026, 11.52 AM IST
No overcapacity in steel, textiles; India's consumption remains low: DGTRIndia has rejected US claims of excess capacity in its textile and steel sectors. Officials state per capita consumption of these products ...
11 Jun, 2026, 01.05 AM IST
India counters US Section 301 probe claims of surplus capacity in textiles, steelIndia is pushing back against US allegations of excess production capacity in textiles and steel. Government officials argue that domestic ...
10 Jun, 2026, 05.22 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
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
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