Nikhil Kamath sees energy transition powering next wave of opportunitiesNikhil Kamath, Zerodha co-founder, sees significant investment potential in the energy transition, citing the U.S.-Iran conflict's emphasis...
23 Jun, 2026, 05.08 PM IST
Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocksJefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite str...
23 Jun, 2026, 11.26 AM IST
Resonia wins Telangana transmission project to boost renewable energy connectivityResonia, formerly Sterlite Power's transmission arm, has secured a significant project in Telangana from Power Finance Corporation. This in...
22 Jun, 2026, 02.23 PM IST
Cochin Shipyard shares fall 3% amid buzz around OFS at 8% discountCochin Shipyard shares dipped Monday following reports of a potential government Offer for Sale (OFS) at a discount. The government, aiming...
22 Jun, 2026, 02.13 PM IST
China's push for green power use in AI projects faces hurdles, experts sayEnsuring reliable electricity for AI-focused data centres has become a strategic priority, underscored in China's 2026 government work repo...
22 Jun, 2026, 12.39 PM IST
Cipla shares jump 4% as Citi puts stock on 90-day catalyst watch. What's driving the optimism?Cipla's stock surged following Citi's 'Buy' rating and a 90-day Positive Catalyst Watch. The brokerage anticipates growth from potential US...
22 Jun, 2026, 12.11 PM IST
Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
22 Jun, 2026, 09.38 AM IST
Power Ministry to monitor hydropower outputThe ministry, through the Grid Controller of India, will continue to assess rainfall projections, including the weather office's forecast n...
20 Jun, 2026, 01.02 AM IST
Accenture signals caution, but analysts see long-term IT opportunityAccenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations ar...
19 Jun, 2026, 12.27 PM IST
ICICI Prudential AMC shares fall 2% as IPO lock-in expiry frees up Rs 1.2 lakh crore stake for tradeICICI Prudential AMC shares dropped 2% to Rs 513 as 34.4 crore shares became eligible for trade post IPO lock-in expiry. The company's stoc...
19 Jun, 2026, 12.27 PM IST
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
19 Jun, 2026, 09.00 AM IST
Federal regulators back Trump's plan to speed power to energy-hungry AI data centersFederal regulators are speeding up power grid connections for big energy users like AI data centers. This move aims to boost America's comp...
18 Jun, 2026, 09.16 PM IST
War, oil and El Nino: Triple threat may cut India Inc's profit margins by 150 bpsIndia Inc faces challenges ahead. Geopolitical tensions in West Asia and El Nino conditions may hurt company profits. Operating profit marg...
18 Jun, 2026, 07.31 PM IST
The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...
17 Jun, 2026, 09.36 AM IST
No runaway rally likely; markets to trade in broad range: Sameer DalalEquity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon r...
16 Jun, 2026, 01.14 PM IST
Green power push gets grid backingIndia is setting standard timelines for power transmission projects. This aims to match infrastructure development with new electricity gen...
16 Jun, 2026, 12.47 AM IST
Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...
08 Jun, 2026, 01.53 PM IST