Consumer staples sector to face growth normalization in 2nd half of 2026, updates on pricing power and channel efficiency eyedConsumer staples growth momentum is likely to moderate in the second half of FY27 as GST-related benefits phase out and high base effects s...
AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
Xpeng boss to head robot unit with humanoid mass production imminentThe announcement follows market talk that Shi Xiaoxin, a core executive involved in the IRON project, had left the company earlier this mo...
A new-age thirst for beverages is emerging as a key force in India's consumer goods marketBeverage industry in India: Indian companies are seeing strong growth in drinks like coffee, ready-to-drink options, and protein beverages....
India's gold tariff hike fuels smuggling revival, squeezes banks and refinersIndia's decision to raise gold import duties to 15% is triggering a fresh surge in smuggling, as illegal operators exploit a widening price...
SpaceX IPO: Great business, wrong price? Why Aswath Damodaran is skipping Musk’s mega offeringDespite the excitement surrounding SpaceX’s highly anticipated IPO, valuation expert and NYU professor Aswath Damodaran plans to stay away ...
Iran war: Fuel price surge squeezes dairy, poultry value chainsIndustry officials say rising fuel costs, coupled with geopolitical disruptions affecting commodity markets, are squeezing farmer margins a...
US stocks today: US market gains as semiconductor stocks rebound, Middle East tensions easeMajor Wall Street indexes saw a strong rebound. This recovery was driven by gains in chip stocks. Signs of de-escalation in Middle East ten...
Wipro shares plunge over 8%. What’s behind the selloff?Wipro shares dropped significantly on Monday. This decline follows the company's share buyback record date. Investors who bought shares for...
Avoid broad market bets now; focus on these 3 sectors instead: Shibani Sircar KurianIndian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors...
Tata Motors CV bets on exports, clean mobility for FY27 growthThe company said industry growth is expected to continue in FY27, albeit at a slower pace than the previous year, amid commodity cost press...
Buy, Sell or Hold: Morgan Stanley maintains underweight on Wipro; HDFC Securities upgrades Stylam IndustriesBrokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC...
Global airlines slash 2026 profit forecast on fuel shock from Iran warThe global airline industry has significantly lowered its 2026 profit forecast due to rising fuel costs and disruptions from the Iran war. ...
Airline chiefs grapple with fuel shock, fare test at Rio summitGlobal airline leaders gather in Rio de Janeiro facing a tough recovery test. The Iran war is increasing fuel costs and disrupting flight p...
Govt scraps capital gains tax on foreign investment in bondsIndia has eliminated long-term capital gains tax on FII investments in government securities, effective April 1, 2026, to attract foreign c...
Cement firms do well amid strain, but face capacity testCement companies saw strong volume growth in Q4 FY26, fueled by construction and government spending. Despite rising costs impacting margin...
Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectorsGeopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil market...