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PEAK POWER DEFICIT
After the deluge, get ready for a resetA deal between the US and Iran signals a post-war future. The oil market will see significant shifts. Energy resilience will drive demand f...- US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...
- Vedanta listing: How billionaire Anil Agarwal's 'Fantastic 5' unlocked Rs 63,500 crore value with mega demergerVedanta’s long-awaited demerger culminated with the listing of four newly spun-off businesses, triggering a sharp market re-rating and unlo...
- Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...
- India’s hidden battery fleet can keep the lights onIndia's home batteries are vital for keeping the lights on during peak demand. These systems, long a staple due to grid instability, are no...
- Exclusive | Is the India story over for FIIs? BofA says investors don't want to miss what's nextIndia's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan a...
- India’s domestic growth story still strong despite global headwinds: Rajeev AgrawalGlobal markets face uncertainty. Rajeev Agrawal from DoorDarshi India Fund sees India's economy as resilient. He focuses on domestic busine...
- Nifty earnings growth slashed to 8.5% from 14%; no comfort in valuations still: Amish ShahBofA Securities warns Indian equities face rich valuations and halved earnings growth outlook, projecting market gains to mirror profit exp...
- India’s solar crisis has been failure of planning, coordination and infrastructure: Swaminathan AiyarIndia’s rapid solar expansion is creating an unusual crisis where electricity prices on the Indian Energy Exchange briefly fell to zero in ...
- India’s scorching nights strain power grid and threaten healthIndia faces a dual threat from dangerously hot summers and increasingly sweltering nights, exacerbated by global warming and urban heat isl...
- Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
- Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to knowHitesh Jain of Yes Securities outlines a market of ambiguity for crude oil, caught between geopolitical tensions and potential easing. He c...
- Copper up 9% since Iran war, near January peak. Will AI boom, shortage propel red metal to new highs?Copper prices are surging, driven by a confluence of factors including geopolitical tensions, structural supply shortages, and booming AI-d...
- Global turmoil tests India’s resilience; time for a strategic economic pivotIndia faces economic challenges due to global events. Prime Minister Modi urges careful resource use. The nation must boost foreign investm...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- Oil market enters tight supply phase after years of underinvestment: Nikhil BhandariGlobal energy markets are entering a structurally tighter phase due to years of underinvestment in crude oil and refining. While renewables...
- Evening peak power demand exposes gaps in India’s energy transition: CitiIndia's power sector is shifting focus from electricity shortages to ensuring reliable power during non-solar hours. Rapid renewable energy...
- Foreign investors continue to pull out of financials in second half of AprilForeign investors continued their sell-off in Indian equities, particularly in financials, extending withdrawals into the latter half of Ap...
- India finds $800 billion silver lining as conflict clouds gatherWith an eye on the future, India is set to welcome a massive $800 billion wave of capital investment over the upcoming five years. The curr...
- Suzlon Energy shares drop 2% after 35% rally in April so far. Should you buy?Suzlon Energy has seen a sharp rebound with improving technical indicators, but analysts caution against aggressive buying as the stock ent...
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