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FINANCING CAPEX
FIIs now backing India's consumers, not capex: July data reveals major rotationForeign investors returned to Indian equities in July, but their buying reflected selective, defensive positioning. Consumer services, heal...
India weighs friendlier investment treaty rules as Cabinet nod nears: DEA SecretaryIndia is reviewing its bilateral investment treaty model to attract more foreign capital. This review aims to make the treaty more investor...
SBI Chairman Setty rules out asset quality stress in Q1, says seasonality distorts sequential NPAsState Bank of India reported a strong first quarter with net profit rising over ten percent. Gross advances surpassed fifty lakh crore rupe...
Nazara’s new raise; PEs gravitate to startupsHappy Friday! Nazara Technologies will raise funds via a preferential issue. This and more in today’s ETtech Morning Dispatch.
Tariff rationalisation set to continue, more steps likely in FY28 Budget: FMFinance Minister Nirmala Sitharaman confirmed ongoing import tariff rationalisation efforts. Further measures are expected in the budget fo...
Airtel plans data centre, fibre push as it targets next growth phaseIn a bold move, Bharti Airtel is set to increase its data centre capacity to one gigawatt while also expanding its fibre network across key...
Vodafone Idea needs tariff hikes to sustain network investments: Kumar Mangalam BirlaVodafone Idea's chairman emphasized the necessity of tariff adjustments for network investments. The company seeks Rs 45,000 crore funding ...
SpaceX shares tumble 12%, fall below IPO price as AI spending concerns mountSpaceX has demonstrated accelerated returns on its AI investments, though investors express concerns regarding future funding for data cent...
Inside LIC’s Rs 16 lakh crore portfolio: Its biggest stock buys and sells in June quarterLife Insurance Corporation bought shares worth over Rs 16,000 crore in June. Bharti Airtel and Maruti Suzuki saw the largest buying from th...
Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
Unfazed by West Asia crisis, fiscal deficit within range at 18.2% in Q1The Centre's fiscal deficit reached 18.2% of the full-year target in the first quarter. Higher spending was offset by stronger net tax coll...
Why Axis Mutual Fund is asking investors to look at largecaps as wellFollowing the sharp re-rating in small- and midcaps, Axis Mutual Fund has urged investors to revisit largecaps, saying their valuations hav...
Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
Smallcaps set for strong earnings rebound in FY27; Mirae Asset’s Varun Goel names 3 winning themesHe expects a robust recovery in FY27 and sees the strongest opportunities in capital goods, financials and healthcare, while remaining caut...
US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...
India's top 7 cities face retail space crunch in malls, new supply down 57 pc in Jan-Jun: AnarockReal estate consultant Anarock reported that gross leasing of retail spaces in malls stood at about 4.1 million sq ft in the first half of ...
AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...
Google increases capex forecast again after cloud-driven earnings beatThe search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said ...
Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
Parliament Watch: E-filing portal scales up as ITR rush peaks, LTCG mop-up jumps 79% to ₹1.29 lakh cr in AY26 & moreThe income tax e-filing portal has been upgraded to handle increased filings. Revenue from long-term capital gains rose significantly in as...