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India’s market rally is just getting started: Emkay strategist on IT, smallcaps and sectors to buyWe believe the market is in the early stages of a broader rally. Recent resilience suggests a durable bottom is forming, supported by two k...- ETMarkets Smart Talk | AI infrastructure, not just AI software, will drive India's next wealth cycle: Amit JoshiFrom data centres and power transmission to manufacturing and the energy transition, these sectors are emerging as the real enablers of the...
- 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...
- 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 ...
- Nifty can rally to 28,615 by this December in Axis’ bull case scenario. Here’s whyAxis Direct expects the Nifty to climb to 28,615 by December in its bull-case scenario, driven by a revival in private capex, resilient dom...
- Bharti Airtel shares jump 4% after Q1 results. Here’s what Jefferies, CLSA, others are sayingBharti Airtel shares rose 4% after the telecom major reported a 37% year-on-year jump in June-quarter net profit and an 18% increase in rev...
- 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...
- India to remain among fastest-growing steel markets in FY27: India Ratings and ResearchIndia's steel market will remain a global growth leader through fiscal year twenty twenty-seven. Strong domestic demand from infrastructure...
- ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep GuptaFPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, an...
- ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha KhemkaIn an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Servic...
- Tata Steel UK expects electricity access for EAF project by 2029: CEO NarendranTata Steel UK's new electric arc furnace project is on track for completion by 2028. The company anticipates securing electricity access fo...
- India's record renewable generation in July cuts coal's share in power mix to 1-year lowIndia's coal power generation fell to its lowest point in a year during July. Renewable energy sources reached a record high, contributing ...
- Tata Steel can unlock a lot of value with less capital downstream: CEO & MD T V NarendranTata Steel executives emphasize value-added products over mere production capacity. Changing market dynamics necessitate a focus on downstr...
- 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...
- ETMarkets Smart Talk | Build a portfolio with 50% large caps, 30% midcaps and 20% small caps: Roop BhootraWhile large-cap stocks have lagged their mid- and small-cap peers in recent months, valuation comfort is gradually returning, making asset ...
- 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...
- Weak investments, higher oil prices to slow India's GDP growth to 6.6% in FY27: PollIndia's economic growth is projected to slow significantly this fiscal year. Private investment remains weak, and higher oil prices will im...
- 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 ...
- Hindustan Zinc to invest up to $600 million this fiscal, 80% capex earmarked for ongoing projectsHindustan Zinc plans a significant investment of $500-600 million this fiscal year. Eighty percent of this capital expenditure will fund on...
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