NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
16 Jun, 2026, 10.51 AM IST
Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...
16 Jun, 2026, 10.08 AM IST
ET Alpha Wealth Summit | India's growth story is real, but 6.5% won't make us Viksit Bharat, warns Garima Kapoor, Elara SecuritiesIndia's current 6.5% growth is comfortable but insufficient for its 2047 aspirations, requiring 7.5-8% growth. A lack of corporate investme...
12 Jun, 2026, 12.01 PM IST
ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
12 Jun, 2026, 11.57 AM IST
Signs of worry: Is SpaceX's $75 billion IPO ringing the bell of market top?SpaceX's upcoming IPO at a staggering valuation is sparking debate. Investors wonder if this massive listing signals the peak of the curren...
12 Jun, 2026, 10.22 AM IST
India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...
11 Jun, 2026, 02.15 PM IST
Hindustan Zinc plans Rs 50k-crore capex pipeline for next 5 yearsHindustan Zinc will invest ₹40,000-50,000 crore in the next five years. This will double refined metal capacity and ore production. Metal r...
06 Jun, 2026, 06.44 AM IST
RBI MPC: India's Goldilocks moment dims, but the lights are not outIndia's economic "Goldilocks moment" is shifting as the RBI raises its inflation forecast and lowers growth projections due to external sho...
05 Jun, 2026, 07.53 PM IST
AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
05 Jun, 2026, 09.00 AM IST
Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
04 Jun, 2026, 01.07 PM IST
Crude oil shock clouds near-term outlook, but FY27 earnings growth still intact: Karthikraj LakshmananUTI AMC's Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term cr...
01 Jun, 2026, 01.43 PM IST
ET Alpha Wealth Summit: Mapping the road to India’s next growth waveIndia's strong economic growth faces scrutiny as global conditions remain uncertain. The ET Alpha Wealth Summit on June 4 in Mumbai will fe...
29 May, 2026, 06.02 PM IST
HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
29 May, 2026, 01.32 PM IST
Rising bond yields and inflation remain key risks for markets: Candace BrowningGlobal investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate p...
28 May, 2026, 12.15 PM IST
ET Alpha Wealth Summit: Rethinking risk, cycles and India’s growth storyIndia's top wealth minds, HNIs, and family offices will convene at the ET Alpha Wealth Summit to dissect capital market forces and investme...
27 May, 2026, 04.59 PM IST
Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...
27 May, 2026, 02.04 PM IST
Cement makers expect 7-8% growth in FY27 despite West Asia headwindsIndian cement companies anticipate strong growth of 7-8 per cent in FY27. Government infrastructure projects and housing demand are key dri...
24 May, 2026, 12.41 PM IST