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IMPACT OF TARIFFS ON CAPEX
Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.- Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
- First goes the Fed dot, then guidance - and then a hike?The Federal Reserve's interest rate forecasts, known as the dot plot, might be removed. This change could signal a shift in policy under th...
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- TRAI, network clarity, please?India's digital future hinges on 5G network slicing. This technology allows for dedicated network segments, promising enhanced services for...
- Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
- 30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead routThirty Nifty 50 stocks have wiped out Rs 22.64 lakh crore in investor wealth this year. HDFC Bank and TCS led the decline, losing Rs 3.55 l...
- Tata Steel Q4 Results: Cons PAT soars 147% YoY to Rs 2,965 crore, revenue jumps 13%Tata Steel Q4 Results: Tata Steel reported a consolidated net profit of Rs 2,965 crore in the March-ended quarter versus Rs 1,201 crore in ...
- Will Airtel deliver another strong quarter? Analysts see stable ARPU, healthy subscriber additions in Q4Bharti Airtel is poised for another solid quarter. Analysts predict steady subscriber growth and consistent revenue. The company's broadban...
- Asia heat waves spell double trouble for economies hit by oilAsia faces a new inflation threat from El Niño as rising temperatures and dry weather are all set to increase food costs. This comes on top...
- Why Deepak Shenoy is betting on industrials, defence, and oil and what he's avoidingDespite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and...
- Thalapathy government? Why Vijay's historic rise in India's industrial powerhouse state matters for stock marketVijay’s TVK is set to reshape Tamil Nadu’s political landscape, prompting investors to assess what a “Thalapathy government” could mean for...
- Compliance squeeze, global scrutiny redefine India’s $30 billion pharma export playbookAs global markets prioritise quality and regulatory trust, India’s pharma sector is recalibrating beyond its traditional cost advantage.
- US stocks today: Nasdaq, S&P 500 end lower on renewed AI growth worries ahead of big tech earningsU.S. stocks retreated from record highs as concerns over the AI boom and OpenAI's performance weighed on tech shares. Investors are anticip...
- 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...
- Reliance Industries shares dip over 1% after Q4 results. What are Goldman Sachs, Morgan Stanley, others saying?Reliance Industries shares fell over 1% after reporting a 13% YoY drop in Q4 profit despite strong revenue growth. Brokerages remain largel...
- 'Grid bottlenecks, execution risks slow power expansion': ReportIndia's renewable energy goals are facing hurdles. Power Grid Corporation of India Ltd, or PGCIL, is struggling with delays in building pow...
- Pharma, Auto, and IT: Pankaj Pandey shares sectoral insights amid global challengesPankaj Pandey shares insights on Indian sectors facing US tariffs. He sees limited impact on pharma growth but potential benefits for Jubil...
- Festive demand, GST cuts to power Q3–Q4 growth; India Inc likely to clock 8–10% revenue rise: ICRAICRA expects India Inc to post 8–10% revenue growth in Q3 FY26, driven by festive demand, GST rate cuts, easing inflation, and recent inter...
- India's private sector capex likely to slow down due to tariffs, corporations planning new capex may defer: Goldman SachsGoldman Sachs reports that India's private sector capital expenditure may decline due to global tariff uncertainty, potentially impacting c...
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