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ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcardIndia's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Expert...17 Jun, 2026, 12.32 PM IST- US-Iran peace deal brings relief, but India turns to a risk at homeIndia just got a near-term macroeconomic breather from a US-Iran peace deal. However, early monsoon weakness and potential El Niño conditio...15 Jun, 2026, 04.58 PM IST
- Why India’s green transition must move beyond large-scale renewable projectsAs India pursues ambitious climate and renewable energy goals, decentralised clean energy solutions are emerging as a critical driver of ru...15 Jun, 2026, 11.16 AM IST
- 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...14 Jun, 2026, 01.52 PM IST
- Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...12 Jun, 2026, 12.36 AM IST
- Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...11 Jun, 2026, 11.59 AM IST
- India turns to nuclear power as Gulf risks riseIndia is boosting its energy security. Investments are growing in solar, wind, and nuclear power. Recent geopolitical events highlight nucl...09 Jun, 2026, 08.35 AM IST
- Cost benefit in the long run: India needs right energy, at the right place and at the right timeCritics question the market viability of Small Modular Reactors (SMRs) due to high costs compared to renewable energy. However, a full syst...08 Jun, 2026, 11.44 PM IST
- Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...08 Jun, 2026, 01.53 PM IST
- 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...04 Jun, 2026, 02.15 PM IST
- India's tougher grid rules unsettle investors, test clean energy ambitionsIndia's new power grid rules are causing concern among clean energy investors, who say stricter penalties for solar and wind projects would...04 Jun, 2026, 09.50 AM IST
- Adani Group cos post record $16 bn capex, all-time high EBITDA of Rs 94,834 cr in FY26Adani Group companies achieved a record capital expenditure of Rs 1.53 lakh crore and an all-time high EBITDA of Rs 94,834 crore in FY26, f...02 Jun, 2026, 03.43 PM IST
- These large- and mid-cap stocks can give more than 20% return in 1 year, according to analystsHas a peace deal been agreed on by the US and Iran? Will the fragile ceasefire hold? No one can answer these questions with any certainty. ...28 May, 2026, 11.04 PM IST
- For those who still have patience for long-term investing: 5 large-caps from different sectors with upside potential of up to 30%The Indian markets are closed for trading, but the oil price is reacting to overnight noise on the US-Iran war. So, will we see more weakne...28 May, 2026, 03.19 PM IST
- India’s solar crisis has been failure of planning, coordination and infrastructure: Swaminathan AiyarIndia’s rapid solar expansion is creating an unusual crisis where electricity prices on the Indian Energy Exchange briefly fell to zero in ...27 May, 2026, 11.06 PM 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
- Defence, hospitals, and T&D are the pockets worth owning right now: Narendra SolankiNarendra Solanki of Anand Rathi Shares anticipates one difficult quarter for consumption. However, he strongly recommends defense, infrastr...27 May, 2026, 10.31 AM IST
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