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GOVERNMENT STIMULUS AND CONSUMPTION GROWTH
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...19 Jun, 2026, 09.00 AM IST- International Finance Corporation announces $371 million investment in data centre operator SifyThe International Finance Corporation is investing $371 million in Sify Technologies. This funding will develop two new data centres in Nav...18 Jun, 2026, 07.35 PM IST
- War, oil and El Nino: Triple threat may cut India Inc's profit margins by 150 bpsIndia Inc faces challenges ahead. Geopolitical tensions in West Asia and El Nino conditions may hurt company profits. Operating profit marg...18 Jun, 2026, 07.31 PM IST
- PetroChina forecasts Chinese oil consumption will drop 4.9% this yearChina's oil use is set to decline in 2026. This shift comes as the nation embraces new energy sources and faces elevated oil prices. PetroC...18 Jun, 2026, 04.29 PM IST
- The new man of steel! India seen filling the void China may leaveIndia Steel Industry Growth 2026: Global steel demand is shifting from China to India and Southeast Asia. India's steel consumption is low,...17 Jun, 2026, 02.18 PM IST
- Financials in a sweet spot, defence remains a structural bet: Dharmesh KantFinancial stocks are set to lead a market rally through June and July. Experts see banks and financial institutions benefiting from strong ...17 Jun, 2026, 12.39 PM IST
- Nifty upside limited, but stock-specific opportunities remain: Pramod AmtheIndian equities face headwinds from inflation and monsoon uncertainty, yet opportunities exist. Pramod Amthe of InCred Capital highlights s...17 Jun, 2026, 10.31 AM IST
- The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...17 Jun, 2026, 09.36 AM IST
- P&G India flags pressure on consumer demand, input costsProcter and Gamble India sees rising costs and softening urban demand, with company executives saying inflation will impact consumer spendi...16 Jun, 2026, 08.06 PM IST
- No runaway rally likely; markets to trade in broad range: Sameer DalalEquity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon r...16 Jun, 2026, 01.14 PM IST
- World's top miners BHP, Rio Tinto see India emerging as steel's next growth frontier beyond ChinaGlobal mining giants BHP and Rio Tinto are focusing on India for future steel demand. India's rapid urbanisation and infrastructure project...16 Jun, 2026, 11.46 AM IST
- India's telecom ARPU to grow 7% CAGR through FY29; narrowing tariff gap with global markets: ReportIndia's telecom sector is set for a multi-year growth phase. Average Revenue Per User (ARPU) is projected to grow at 7% annually from FY26 ...16 Jun, 2026, 11.40 AM IST
- China's May retail sales fall for first time in over three yearsChina's economy shows a worrying split in May. While factories are humming with strong exports, consumer spending took a hit, with retail s...16 Jun, 2026, 09.27 AM IST
- ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...12 Jun, 2026, 11.52 AM IST
- Why the G7 is worried about global economic imbalancesIn a pivotal discussion at the G7 summit, France is highlighting urgent concerns about the global economic landscape. China's robust export...11 Jun, 2026, 04.52 PM IST
- India's economic growth rate to weaken at 6.6% in FY27 on slower investments, consumption: BMIIndia's economic growth is expected to moderate to 6.6 percent in the current fiscal year. This slowdown follows a robust 7.7 percent growt...11 Jun, 2026, 11.24 AM IST
- Strong consumption keeps growth steady amid Iran war cost concernsIndia's economy shows steady growth driven by domestic demand. The West Asia conflict presents challenges like higher oil prices. The gover...09 Jun, 2026, 11.58 PM IST
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