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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- US stocks: S&P 500, Nasdaq end up as tech, chipmakers reboundU.S. stocks largely rose Monday, with the Nasdaq and chipmakers leading the gains as investors sought bargains after Friday's selloff. Reli...
- Here to win quick commerce, will become market leader in near-term: Samir Kumar, Amazon India chiefAmazon is planning to aggressively expand its 10-minute delivery service, Amazon Now, aiming for market leadership despite moderating quick...
- Withholding tax removal could unlock $25 billion in bond Inflows, says Citi's Aditya BagreeIndia anticipates substantial foreign investment. Two key policy shifts, removing withholding tax on government bonds and inclusion in the ...
- Manufacturing sector emerges as key structural play amid global supply chain shiftInvestors can explore manufacturing mutual funds for portfolio diversification. The sector shows strong potential driven by domestic demand...
- India's services growth hits six-month high on domestic demandIndia's service sector experienced its fastest expansion in six months in May, driven by robust demand and new business wins. Manufacturing...
- US services activity heats up in May, beating expectations: SurveyUS services sector activity expanded in May, exceeding expectations with the ISM index at 54.5%. While business activity and new orders gre...
- Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
- TCS, Infosys, other IT stocks crash up to 7% after 3-day rally. What top brokerages are saying?IT stocks, including TCS, Infosys, HCL Tech, Wipro and Tech Mahindra, fell sharply on Wednesday, following a three-day rally. Despite AI-re...
- Manufacturing activity at 3-month high in May despite cost woesIndia's manufacturing sector saw strong growth in May, reaching a three-month high. Demand remained steady, boosted by infrastructure proje...
- Right to be forgotten is part of privacy rights, rules Delhi High Court in landmark judgmentThe Delhi High Court recently delivered a pivotal judgment, embracing the concept of the 'right to be forgotten', which is now embedded in ...
- US manufacturing activity scales four-year high in May, ISM saysAmerican manufacturing saw a significant boost in May, reaching its highest point in four years. Businesses are ordering ahead due to risin...
- Markets poised for a positive run if geopolitical risks ease: Ambareesh BaligaMarket veteran Ambareesh Baliga sees Indian equities well-positioned if geopolitical tensions ease and macro conditions remain supportive. ...
- India manufacturing activity rose in May despite cost pressures, PMI showsIndia's manufacturing sector saw its fastest growth in three months during May, fueled by robust domestic demand and a surge in new orders....
- Asia's factory output expands as firms stockpile buffers over Iran war risksAsian factories saw steady growth in May. Companies built up stocks to counter potential supply disruptions from the Middle East conflict. ...
- Dollar steadies as markets await signals on Iran war, central banksThe U.S. dollar held steady as markets awaited Middle East peace talks and signals on central bank rate hikes. Hopes for a U.S.-Iran deal t...
- USD rate today: Check U.S Dollar against Euro, Yen, SterlingU.S. nonfarm payrolls data due on June 5 are expected to show an unemployment rate of 4.3 per cent and an increase of 85,000 jobs.
- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
- GRAP-1 restrictions revoked in Delhi-NCRDelhi air quality: Owing to favourable meteorological conditions, the air quality index (AQI) of Delhi was recorded at 123, in the 'moderat...
- US funds set aside cash as SpaceX and OpenAI prepare to go public, analysts saySPACEX-IPO-INDEX-US funds set aside cash as SpaceX and OpenAI prepare to go public, analysts say
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