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GRID UPGRADES INVESTMENT
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...- ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
- Data spills at home; Green card limbo deepensHappy Tuesday! Recent data-collection experiments by on-demand platforms have drawn attention to Indian physical AI startups. This and more...
- India's power transmission infra set for Rs 9 trillion upgrade as renewable push accelerates: ReportIndia is set for a massive power transmission investment of nearly Rs 9 trillion by 2032, according to a Kotak Neo report. This will suppor...
- Canadian billionaire Kevin O'Leary calls Gen Z 'idiots' for wasting money on coffee and sandwichesCanadian billionaire Kevin O'Leary urges young people to stop spending on daily coffee and sandwiches. He advises investing this money to b...
- Why future of India's energy security depends on building smarter gridsIndia's power demand is soaring, highlighting the need for smarter electricity grids. These intelligent systems will manage renewable energ...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- Hindustan Copper to raise output by 30% as global demand zoomsHindustan Copper aims for a significant production jump this fiscal year. This increase is driven by anticipated strong demand from AI data...
- The power turnaround of Uttar Pradesh: Infrastructure, reform and energy securityUttar Pradesh has transformed from a state plagued by prolonged blackouts to one meeting record electricity demand with near round-the-cloc...
- US signs energy and AI deals with Balkan countries as its influence widensThe US is seeking to deepen ties and counter the influence of Russian oil and gas in southern Europe, having signed a long-term deal last y...
- India’s power market entering a storage-led transformation phase: Apoorva BahadurIndia's electricity system faces a critical juncture as soaring summer demand outstrips generation flexibility. While renewables meet dayti...
- Bullish on power, energy, and BFSI; cautious on IT amid weak earnings: Devarsh VakilHDFC Securities sees opportunity in India's recovering equity markets. The firm favors power and energy sectors, citing infrastructure grow...
- Now is the time to start deploying money into markets, says Nitin Raheja; here's where to lookIndian markets present attractive long-term investment opportunities following recent corrections, according to Nitin Raheja of Julius Baer...
- Industrial decarbonization hinges on capital cycles, not just clean energy: Jindal Stainless' Kalyan BhattacherjeeDecarbonizing heavy industry is less about clean energy and more about long asset cycles that lock in emissions for decades. The real oppor...
- Tactical investing: 6 stocks for your watchlist as the Gulf rebuild approaches; 4 with positive upside potential of up to 25%Peace is something that has eluded West Asia a long time. For old Gulf watchers, statements and counter-statements of the kind seen in the ...
- 500 GW of renewable energy by 2030: What India must do nowWith policy certainty, innovative financing, accelerated manufacturing, and modernised grids, India can deliver clean, affordable, and home...
- Why stock market rose today? Sensex soars over 1,200 points, Nifty settles above 24,200. 5 key factors explainedIndian stock markets surged on Wednesday. The Sensex and Nifty saw substantial gains. Easing oil prices and renewed hopes for US-Iran peace...
- Oracle stock surges 5% - what's driving the bullish sentiment? Key points for investorsOracle stock is rising fast because of its strong push into AI and cloud business. New AI tools, big data center plans, and support from ma...
- Renewable surge fuels multi-year boom to India's power equipment industry: ReportThe report highlights that high-voltage (HV) equipment manufacturers are "in the midst of a decadal upcycle as the grid keeps up with a ste...
- Fund sees ‘significant’ opportunity in India’s new climate planIndia’s updated emissions-reduction plan is expected to create large investment opportunities in areas such as grid upgrades, battery stora...
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