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INDIAN TELECOM SECTOR
Quant MF ups IT exposure as sector enters ‘neglected territory’; sees crude correctionQuant Mutual Fund has raised its exposure to IT services over the past two months, viewing the sector as increasingly “neglected” and offer...
Why did market rise today? Sensex surges 540 points, Nifty tops 24,770. 6 key factors fueling Rs 5 lakh crore rallyIndian stock markets experienced a significant surge on Monday. Nifty and Sensex indices both closed higher after positive news emerged. Pr...
AI may hurt IT today, but it could create the sector's next growth engine: Baroda BNP Paribas MFAI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund ...
India's Second Leapfrog: From sick-care to AI-native health infrastructureJust as India bypassed copper landlines to become a global mobile data leader, it can now bypass the West's CPT-coded sick-care bureaucracy...
Will Nifty, Sensex extend gains on Monday? 6 factors which will drive D-Street action this weekIndian stock market is expected to extend recent gains this week. The Reserve Bank of India's policy decision will significantly influence ...
Stock picks of the week: 6 stocks with consistent score improvement and upside potential of up to 29%To understand where the markets may go from here, three questions need to be answered. First, when will the war end? Second, how long will ...
FIIs cut stakes in 72% of Nifty50 stocks, DIIs buy 82%. Here’s where the money movedIndia’s largest stocks are witnessing a major ownership shift as domestic institutions fill the gap left by foreign investors. FIIs cut sta...
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analystsThe price of crude oil is down again despite the escalating tensions in the Gulf region. That augurs well for markets. This does not mean t...
India doubles down on strategic manufacturing--from semiconductors to hydrogen trains: Finmin ReportIndia is accelerating a broad-based industrial strategy that spans semiconductors, electronics, commercial space, green mobility, rare eart...
No chips, no models, no problem: Indian manufacturers strike gold in AI's infrastructure gold rushAt a bustling factory in western India, technicians work around the clock to turn glass into hair-thin fibre-optic strands destined for dat...
From Cyclone to Conglomerate: How a former army officer from Odisha built a British business empireA 1999 Super Cyclone and Kargil War shaped Arun Kar's early resolve. He joined the Indian Army's Regiment of Artillery after a demanding se...
IPO pipeline robust with 245 DRHPs filed with Sebi, 175 receive observations: EquirusIndia's IPO pipeline remains robust with 245 companies filing draft papers with Sebi, including 175 already cleared for launch. Strong dome...
Tata group profit jumps 5x in six years as market value triples amid big bets on Air India, semiconductors & digitalTata Sons posted standalone net profit of ₹31,961 crore for the year ended March, up from ₹26,232 crore a year ago, while revenue rose 9.1%...
ET Exclusive: Tata Sons reported a 22% increase in annual profit for the year ended March 26Tata Sons reported a 22% rise in FY26 standalone profit to ₹31,961 crore, driven by investment gains and stronger portfolio earnings. Chair...
Unexpected gainer of trouble in the Gulf? 13 stocks from backend of the EV shift, with upside potential of up to 33%Most investors seeking exposure to the EV shift choose the obvious: A pure EV company; a scooter or car maker. They are the face of the tra...
Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh PalviyaAxis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge....
UTI AMC's V Srivatsa warns against midcap valuation, says risk-reward better in largecapsThe mid cap also is expected to grow in similar lines and trades at 50% premium to large caps. While the longer-term outlook for mid cap is...