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Global Market: BOJ to accelerate ETF sales, cut holdings overhaul timeline to 43 yearsThe Bank of Japan will accelerate the sale of its exchange-traded fund holdings, targeting annual disposals of 860 billion yen ($5.45 billi...
Adani Ports makes $3.3 billion play for Evos TerminalsAdani Ports has submitted a binding $3.3 billion bid for Evos Terminals, a European liquid-storage operator with eight terminals across fiv...
X factor in Musk cocktail: AI synergies are real, but the proposed SpaceX-Tesla merger has red flags for shareholdersElon Musk is exploring a potential merger between Tesla and SpaceX amidst rising valuations and technological collaboration. Both companies...
Dean of valuation Aswath Damodaran pegs Anthropic's worth at $1.475 trillion ahead of mega IPOAswath Damodaran values Anthropic at $1.475 trillion ahead of its anticipated IPO, but warns that compute costs, slowing revenue growth, an...
Festive demand, capex to fuel India’s industrial growth in H2 FY27 despite risks: ReportFestive demand and sustained public capital expenditure are expected to support India's industrial activity in the second half of FY27, alt...
AI giants' funding ambitions test Wall Street's appetite for riskThe heavyweights of the AI industry are facing a reckoning on Wall Street, reflecting concerns over who will bear the cost of the artificia...
$7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending?Six major hyperscalers are projected to spend $7.7 trillion on AI between 2026 and 2030, but generating adequate returns will be a challeng...
PMS Talk: AI, defence and electronics manufacturing are the next growth engines, says Vaibhav AgarwalIn this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bott...
Meta’s bigger budget, Tesla’s smaller one leave Wall Street uneasyInvestors question how Meta will fund its AI push and whether Tesla’s smaller budget can deliver Musk’s ambitions.
Tata Electronics wants bigger bite of AppleThe company is seeking to climb the value chain and garner a larger piece of the Apple pie in India, an industry source said. This becomes ...
RBI flags widening inflation risks, puts rate cuts on iceRBI's Monetary Policy Committee raised the benchmark repo rate by 25 basis points to address rising inflation concerns. Governor Sanjay Mal...
Inflation remains top of mind, MPC minutes showRBI's monetary policy committee has increased the benchmark repo rate by 25 basis points due to inflation concerns. Core inflation has show...
Edible oil refiners set to clock 10-12% revenue growth in FY27 despite duty cut: ReportEdible oil refiners are projected to achieve a revenue growth of 10-12% this financial year. The recent cut in import duties on crude edibl...
Good time to increase equity allocation; risk-reward is favourable: Vetri Subramaniam, MD & CEO, UTI AMCVetri Subramaniam took over as Managing Director (MD) and Chief Executive Officer (CEO) of UTI Asset Management Company in February this ye...
India growth may slow to 5.5-6% in H2FY27 as capex moderates: ReportIndia's economic growth is projected to slow to 5.5-6% in the second half of 2026-27. This slowdown follows a robust growth of 7-7.5% in th...
Ashok Leyland: A stronger balance sheet inside a business that will always remain cyclicalQuarterly numbers tell you what happened. But they do not always tell you why it happened. In commercial vehicles, demand can change becaus...
Ashok Leyland's best year in its history, and what the annual report says about holding on to itAshok Leyland sold more commercial vehicles in FY26 than in any year since it was founded, earned its highest-ever profit, and closed with ...
Akhilesh Pathak assumes charge as Director (Projects) POWERGRIDAkhilesh Pathak has taken charge as Director (Projects) of Power Grid Corporation of India. He graduated in electrical and electronics engi...
Q2 earnings: Can India Inc repeat Q1, or will Q3 erase the base-effect tailwind?India Inc is likely to see a dip in earnings performance for Q2 in comparison to Q1, with analysts forecasting a growth slowdown of roughly...
India may need over Rs 4 lakh crore investment in energy storage by FY32: ReportIndia's transition to renewable energy is expected to demand significant investments in energy storage solutions. By FY32, approximately Rs...