Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...
11 Jun, 2026, 11.59 AM IST
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 ...
10 Jun, 2026, 10.01 AM IST
Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
09 Jun, 2026, 08.48 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
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...
08 Jun, 2026, 09.44 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
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...
05 Jun, 2026, 06.01 AM IST
ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...
04 Jun, 2026, 08.07 PM IST
IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
04 Jun, 2026, 11.34 AM IST
ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discu...
03 Jun, 2026, 04.33 PM IST
Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...
03 Jun, 2026, 04.08 PM IST
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
03 Jun, 2026, 11.36 AM IST
Adani Group cos post record $16 bn capex, all-time high EBITDA of Rs 94,834 cr in FY26Adani Group companies achieved a record capital expenditure of Rs 1.53 lakh crore and an all-time high EBITDA of Rs 94,834 crore in FY26, f...
02 Jun, 2026, 03.43 PM IST
Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...
01 Jun, 2026, 11.41 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
How to regain funds & frolic: India’s capex push needs savings, competitiveness and global capital flows to alignAsia is experiencing an industrial boom. India can benefit by increasing manufacturing and attracting investment. This will create jobs and...
01 Jun, 2026, 12.54 AM IST
India's power transmission infra set for Rs 9 trillion upgrade as renewable push accelerates: ReportIndia is set for a massive power transmission investment of nearly Rs 9 trillion by 2032, according to a Kotak Neo report. This will suppor...
25 May, 2026, 02.52 PM IST