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LIGHTHOUSE CANTON INDIA OUTLOOK
The 'little boy' in the Pacific, India's monsoon and the big test aheadIndia's crucial monsoon season has begun sluggishly, with a significant rainfall deficit raising concerns for the farm economy. Delayed sow...- Consumer & healthcare best placed most sectors stable, says BrickworkIndia's consumer goods and healthcare sectors are poised for strong growth this fiscal year, fueled by tax cuts, rising consumer demand, an...
- IT stocks recover on US tech rally, value edgeIT stocks surged on Thursday, with the Nifty IT index climbing over 4.7% and leading gains on the NSE. This rebound followed recent losses,...
- KPIT outlook disappoints, analysts push growth recovery to FY28KPIT Technologies shares tumbled nearly 17% after issuing a weaker-than-expected outlook for FY27. European automakers, facing profitabilit...
- India's premium has almost entirely disappeared now: Ben Powell, BlackRockBlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...
- India's economic plot twist comes with one villain stepping aside, another waitingIndia's economic outlook has improved as falling crude oil prices ease inflation, strengthen the balance of payments and prompt economists ...
- Lower crude, easing FII selling brighten market outlook; large-cap financials offer better value: Kunal VoraIndian equities are poised for a brighter outlook as crude oil prices retreat, corporate earnings show resilience, and foreign investor sel...
- Easing oil prices, supply chains to soften external pressures on India: Finance ministryIndia's economy remains resilient despite global uncertainties, with easing oil prices and improving supply chains offering some relief. Ho...
- Manufacturing growth seen moderating in Q1 as West Asia crisis weighs on sentiment: FICCIIndia's manufacturing sector anticipates a slowdown in April-June FY27, influenced by West Asia tensions impacting business confidence. Des...
- Maersk boosts outlook on stronger-than-expected container demandGlobal shipping giant Maersk expects the container market to remain strong throughout 2024, with container volumes now projected to grow by...
- Oil risks rise, but Moody's sees India holding firmMoody's Ratings believes India can manage a wider fiscal deficit this year without jeopardising its investment-grade credit rating. Despite...
- European shares steady as tech gains offset Middle East ceasefire cautionEuropean markets showed resilience on Monday, buoyed by a surge in technology stocks. Investors are cautiously optimistic following a de-es...
- Inside Qualcomm's AI Strategy: Opportunities, risks & outlookQualcomm is transforming into an AI infrastructure leader, targeting growth in data centers, automotive, and IoT. Success depends on execut...
- From the Fed to chip stocks: Key events that will drive global markets this weekGlobal markets are entering a critical phase, with central bank decisions now taking center stage after a volatile first half. Investors ar...
- Ahead of Market: 10 things that will decide D-Street action on MondayIndian markets closed marginally higher on Thursday after a volatile expiry session, with the Sensex rising 109 points to 77,100.47 and the...
- Goldman Sachs upgrades India's growth outlook after US-Iran peace dealGoldman Sachs has raised India's 2026 real GDP growth forecast to 6.8% from 6.5%, citing lower oil prices, easing supply disruptions and re...
- State borrowings must focus on asset creation, not just revenue expenditure: FM Nirmala SitharamanUnion Finance Minister Nirmala Sitharaman urged state governments to invest borrowed funds in long-term assets like schools and hospitals, ...
- Lost for 700 years, one of the Seven Wonders is emerging from the sea again as 22 giant blocks help solve a 2,000-year-old mysteryA significant discovery is bringing the legendary Lighthouse of Alexandria back to light. Archaeologists have recovered 22 massive stone bl...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...
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