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MANUFACTURING CAPEX REBOUND
India’s growth faces crude and monsoon test as FY27 GDP seen moderating to 6.5%India's economic growth is projected to slow to about 6.5 per cent in fiscal year 2027. Higher costs, global tensions and a potentially wea...
Electric two-wheeler sales cross 150,000 in May amid fuel price riseThe recovery comes after a 22% month-on-month fall in April from a record 192000 units in March, when automakers used aggressive discounts,...
India's electric scooter market regains charge after April slowdownIndia's electric two-wheeler market saw a strong rebound in May. Registrations rose significantly, recovering from a dip in April. Major pl...
A warning to critical minerals buyers: Avoid butter mountains, aluminium floodsWestern nations are investing heavily in critical minerals to reduce dependence on China. However, experts warn this could lead to a surplu...
India's private capex jumps 67% to Rs 7.7 lakh crore in Sept 2025: CII unveils 5-point action planIndia's private capital expenditure has seen a significant jump. This indicates a strong revival in the country's investment cycle. Manufac...
India's power sector set for up to 6 per cent CAGR on multi-vector capex upcycle: CitiIndia's power sector is positioned for a sustained growth trajectory with a medium-term forecast set at a 5-6 per cent CAGR, supported by t...
70 smallcap stocks repay at least 50% or more returns to investors in April. What does May hold?Among the biggest gainers was Indo Tech Transformers, which surged nearly 145% in April, topping the list of monthly performers. The compan...
Heatwave spurs surge in AC, beverage, ice cream output in IndiaSoaring temperatures have triggered a sharp demand rebound for ACs, beverages, and ice cream, with companies boosting output after a 50% sa...
Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
Global Markets | China stocks slip as investors take profits and await possible US-Iran talksChinese stocks dipped Friday as investors paused after recent gains, awaiting clarity on US-Iran talks. A ceasefire in Lebanon offered a gl...
IT rebound, banking bets & global themes: Sandip Agarwal maps the market playbookMarket expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant E...
Defence stocks face test of nerves as 22% capex lift in Union Budget meets lofty valuations; BEL, HAL, Mazagon Dock top picksIndia’s defence stocks enter a volatile phase despite a 22% jump in Budget capex, as valuations run ahead of fundamentals. Brokerages remai...
FIIs returning, DIIs rotating: Sunil Subramaniam says mid & smallcaps poised for a comebackSunil Subramaniam sees a shift in market leadership, with DIIs poised to rotate toward midcaps, smallcaps, and lagging sectors. FIIs may ac...
Larsen & Toubro shares rise 3% after securing major steel project in Middle East & North AfricaL&T shares rose 3% after securing a major Rs 5,000-10,000 crore steel project in MENA. The stock rebounded after budget-related weakness. A...
Nifty 2025 target at 26,300, Bharti Airtel and HDFC Bank among top 26 stock picks: ICICI SecuritiesICICI Securities named Bharti Airtel its top pick, citing strong telecom and digital market positions, rising data demand, and 5G expansion...
Select BFSI, infra, and agrochemicals poised for growth: Mayuresh JoshiDespite a recent market rally, concerns linger over the impact of FII outflows and global economic factors on emerging markets like India. ...
Interarch a proxy to ride manufacturing capex reboundInterarch Building Products sought ₹600 crore from its IPO, allocating ₹200 crore for expansion and working capital while offering ₹400 cro...
Why it’s time for private capex to come backRecord levels of order flows have been witnessed for all major infrastructure players with the govt’s increasing focus on Gati Shakti schem...
Realty, manufacturing among top 4 sectors that will drive investment cycle in IndiaIndex EPS CAGR grew only 3%. Financials and cyclical sectors are leading the upswing in earnings. Further, the Indian banking system's gros...
- Make sense to take the long-term call on BHEL: Sangeeta Purushottam
If you are getting it at valuations, which are close to five-year lows, it does make sense to take the long-term call.