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Stocks in news: Tata Group, ITC, IRFC, NCC, Zydus Lifesciences and JSW EnergyThe Indian equity markets faced a significant downturn, with benchmark indices slipping past vital support thresholds. The Nifty 50 saw a d...
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarStock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to ...
ETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati KhemaniSwati Khemani, Founder & CEO of Carnelian Asset Management & Advisors, believes de-rating is the “other side of alpha” and one of the most ...
Govt’s frontier AI push; Insurance stock rout continuesThe government is weighing an anchor investment for a frontier AI development fund. This and more in today’s ETtech Top 5.
India road construction pace to slow to 21 km/day in FY27; state capex to outpace Centre: CareEdgeIndia's road construction pace is expected to slow to around 21 km per day in FY27 from 25 km per day in FY26, as lower highway awards and ...
Tata Sons boardroom battle intensifies but Tata Group stocks remain unbothered. Should you buy?Tata Sons has rejected Noel Tata’s objections to N Chandrasekaran’s reappointment, saying the board’s decision was valid and made in accord...
GFGNL flouts norms, say domestic firms; BSNL flags restrictive conditionsThe Gujarat Fibre Grid Network Limited is facing backlash over its stringent turnover requirements in the tender process. Domestic companie...
Maruti Suzuki India commissions 300 kW Green Hydrogen (GH2) electrolyzer plantMaruti Suzuki India commissioned a 300 kW Green Hydrogen (GH2) electrolyzer plant, a pilot initiative, at its Manesar Facility. The project...
Shivtek Spechemi Industries to expand manufacturing capabilities through new land acquisitionShivtek Spechemi Industries is planning to expand manufacturing capabilities through new land acquisitions and expanding existing manufactu...
ETMarkets Smart Talk | 2-year bonds attractive, long end risky: Apoorva Javadekar’s fixed-income playbookWhile the recent rise in yields may make short-tenor bonds more attractive, the long end remains vulnerable to global rate pressures and do...
Tata Group stocks see sharp swings as boardroom battle intensifies, but analysts say avoid the noiseTata Group stocks are undergoing substantial fluctuations amid an unsettling boardroom conflict as Tata Trusts questions the reappointment ...
India’s jute industry set for turnaround as sales volumes seen rising 15%, margins improve: Crisil RatingsIndia's jute sector is poised for an impressive recovery this fiscal year, forecasting a remarkable twenty percent rise in domestic demand ...
Govt support, benign inflation helped in Q1: Sonal Varma, Chief Economist, India & Asia (excl. Japan), Nomura"We expect GDP growth to moderate from around 7.3% in H1FY27 to 6.7% in H2, still delivering a solid 7% for FY27 overall."
India needs up to Rs 172 trillion infrastructure investment by FY31 to turn demand into financeable projects: NaBFID-BCG ReportIndia needs Rs 168-172 trillion in infrastructure investment through FY31, but Rs 78-80 trillion is yet to enter the announced project pipe...
AI investment, government borrowing drive global cost of capital higher: Goldman SachsGoldman Sachs says the global cost of capital is rising as AI infrastructure spending pushes companies to borrow more while governments als...
AI could double US GDP growth to 4% next year amid capital hurdles, says Elon MuskThe projection comes at a time when the broader artificial intelligence investment landscape encounters its first major macroeconomic test,...