June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
Why market rose today? Sensex rises 790 points, Nifty closes near 23,700. 5 key drivers behind surgeIndian stock markets are experiencing a significant rally. The BSE Sensex and Nifty 50 indices have climbed over 1 percent each. This surge...
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
The great Bengal disconnect for Nifty bulls: 3 massive worries that are overshadowing the BJP election winDespite the BJP's electoral victory in West Bengal, the Indian stock market experienced a significant downturn. Surging crude oil prices an...
West Asia conflict may trigger $800 bn capex boost for India, but oil and fertiliser risks remain: Morgan StanleyThe ongoing conflict in West Asia could emerge as both a challenge and an opportunity for India, with global brokerage Morgan Stanley proje...
India finds $800 billion silver lining as conflict clouds gatherWith an eye on the future, India is set to welcome a massive $800 billion wave of capital investment over the upcoming five years. The curr...
For investors with long-term perspective: 5 mid-cap stocks from different sectors with upside potential of up to 30%Even before the US-Israel-Iran war began, there was a sort of readjustment taking place in the mid-cap segment – a kind of valuation readju...
War preparedness: Why India must spend smarter, not just moreIndia's journey towards a modernized defense sector is fraught with obstacles. While military budgets are on the rise, the country's over-d...
Indian officials see Iran war oil shock as disruptive as CovidIndia is drawing on its Covid-era playbook to cushion the economic blow from the Iran war, with officials warning the disruption to energy ...
Iran war forces city gas firms to redraw strategies amid gas supply squeeze, shift focus to PNG expansionCity gas companies are shifting focus to domestic gas and accelerating pipeline construction due to supply disruptions from the Iran war. T...
Shelter from Spike 'n' Supply Storm: West Asia tensions test India Inc’s resilience to energy shocksEscalating tensions in West Asia highlight India’s vulnerability to energy and logistics disruptions. Even without supply cuts, higher frei...
India Inc pulls back a bit from Gulf as cracks widen across operationsIndian consumer companies are scaling back West Asian operations due to steep losses and a fivefold surge in container costs amid the US-Is...
Part of state capex loan tied to fiscal disciplineUnder the total outlay, Arunachal Pradesh received the highest allocation of Rs 4,900 crore, followed by Himachal Pradesh with Rs 3,920 cro...
Will the coming earnings season(s) ring in more trouble for India Inc and investors?When a large, diversified group with exposure across autos, IT, hotels, retail, consumer, industrials, aviation, and infrastructure starts ...
Looking beyond the obvious: Gulf wars have made L&T bigger. Will this one too? But there is a variable that did not exist beforeTo understand what a Gulf war means for L&T, you first need to understand how much of L&T is the Gulf. This is not a sidebar to the domesti...
Post solid Q4 show, Street sees up to 60% upside in this healthcare stock. Time to buy?Domestic brokerage Elara Capital has a Buy rating on the counter with a target price of Rs 285, a 60% upside from Wednesday's close. ICICI ...
Malabar Gold lines up Rs 1000 crore for expansion, mainly overseasIn December, it had 161 stores, which has gone up to 172 now, by the end of March this will touch 185 stores, 86 of them are in the GCC mar...