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INFRASTRUCTURE SECTOR OUTPUT
'We will talk in 5 years': Sridhar Vembu reacts to IBM CEO Arvind Krishna's statement on 'multi-trillion dollar AI data center bubble'Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...22 Jun, 2026, 10.53 AM IST- For long-term investors: Boring portfolio that wins difficult years; 5 large-cap stocks with upside potential up to 20%A sector leader is not just the company with the largest market share. Market share matters, but it is a result, not a cause. The cause is ...21 Jun, 2026, 01.43 PM IST
- Russia eyes ports, biotech for rupee surplus investments in IndiaRussia is eyeing India's burgeoning infrastructure, particularly its ports, for investments using accumulated rupee funds. Discussions are ...20 Jun, 2026, 11.42 PM IST
- Northeast India poised to be next growth engine via sustainable agriculture and organic produce: Nirmala SitharamanUnion Finance Minister Nirmala Sitharaman highlighted Northeast India's potential as a growth engine, emphasizing sustainable agriculture a...20 Jun, 2026, 10.16 AM IST
- Iranian Guards' business empire to win big if US sanctions liftedA potential deal to end the war between Washington and Tehran presents a paradox: sanctions relief could significantly empower Iran's Revol...20 Jun, 2026, 08.52 AM IST
- Forget AI and EVs: Zerodha’s Nikhil Kamath spots next big billion-dollar opportunity hidden in India’s biggest problemNikhil Kamath water business idea: India's rapid growth in water-intensive sectors like agriculture, nuclear energy, pharmaceuticals, and d...19 Jun, 2026, 10.01 AM IST
- Time for long-term investors to look at them again? 9 NBFC stocks with upside potential of up to 22%The reason NBFC stocks reacted quickly to the easing of the US-Iran war risk is not difficult to understand. For a lender, macro relief tra...18 Jun, 2026, 03.32 PM IST
- Doubled in 5 years: India's military-industrial moment has arrivedIndia's defence production has surged to a record Rs 1.78 lakh crore in FY26, nearly quadrupling since 2013-14. This growth, fueled by the ...17 Jun, 2026, 02.45 PM IST
- Nvidia's Jensen Huang pledges AI will boost manufacturing jobsThe factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that s...17 Jun, 2026, 08.25 AM IST
- Global commodity prices likely to remain elevated amid easing West Asia tensions; India's WPI seen at 7-8% in FY27: ReportGlobal commodity prices will stay high in coming months. Geopolitical tensions in West Asia and bad weather affecting crops are the main re...16 Jun, 2026, 02.53 PM IST
- India's industrial moment: How AVEVA is turning data into the new competitive edgeIndian industries are investing heavily in digital transformation but face challenges in using their data. AVEVA's industrial intelligence ...16 Jun, 2026, 12.27 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
- China's subsidy edge poses biggest challenge to Make in IndiaAs Indian manufacturers navigate the challenging waters of global trade, they find themselves increasingly overshadowed by Chinese business...15 Jun, 2026, 11.33 PM IST
- India's productivity gap with China widens despite strong GDP growth; manufacturing leap still missing: ReportIndia's labour productivity gap with China has widened significantly since 2000, despite strong economic growth. The country has yet to ach...13 Jun, 2026, 12.27 PM IST
- GST@9: Building a more seamless, certainty-driven input tax credit frameworkA more balanced and predictable approach can help safeguard revenue, reduce disputes, enhance taxpayer confidence, and create a more effici...13 Jun, 2026, 10.50 AM IST
- $1,000,000,000,000: The larger story of Musk, the first trillionaire, lies not in wealth, but in power, tech and governanceElon Musk's trillion-dollar valuation marks a new era in capitalism. This unprecedented wealth reflects a changing dynamic between technolo...12 Jun, 2026, 11.32 PM IST
- Pvt sector reposing faith in economy, capex cycle showing signs of revival: Punjab National Bank CMD Ashok ChandraPrivate sector investment is reviving. Companies are borrowing more for expansion and infrastructure. Punjab National Bank (PNB) sanctioned...10 Jun, 2026, 06.29 PM IST
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