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POWER SECTOR CHALLENGES
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas KhemaniIndia's IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees...- FMCG could outshine, IT guidance key this earnings season: Narendra SolankiIndia's Q1 earnings season kicks off with a focus on sectoral performance. While banking, manufacturing, and auto ancillaries are poised fo...
- Desperately play catch-up: In the last year, India has appeared tired and enervated - time to turn the pageIndia faces a shifting global landscape, grappling with geopolitical realignments and the rise of AI as a strategic tool. The article highl...
- India's solar sector a big opportunity, could become exporter to Europe: Renewables Norway CEOIndia's burgeoning solar power sector is a significant driver for global climate action, according to Renewables Norway CEO Bard Vegar Solh...
- For low risk-takers: 5 large-caps from different sectors with an upside potential of up to 31%Now, there is nothing wrong with being bullish, because it has always paid to be bullish. Yes, one might argue that it has not paid in the ...
- Falling crude, stable macros set stage for India's next growth phase: Aditya KondawarIndia's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainti...
- Global Market: China Resources New Energy shares soar on Shenzhen debut after $3.6 billion IPOChina Resources New Energy's stock soared nearly threefold on its Shenzhen debut, raising a massive 24.5 billion yuan in Asia's largest IPO...
- The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...
- Wipro shares could crash 17% on Thursday if ADR is an indicator. What’s worrying investors?Wipro shares are poised for a significant drop following a steep decline in its ADRs, fueled by investor worries about future earnings and ...
- Exporters see higher US enquiries but low order conversionsIndian exporters, particularly in the chemicals, textiles, and handicrafts sectors, are experiencing a notable increase in inquiries from U...
- Lower crude, easing FII selling brighten market outlook; large-cap financials offer better value: Kunal VoraIndian equities are poised for a brighter outlook as crude oil prices retreat, corporate earnings show resilience, and foreign investor sel...
- Your electricity provider may soon have competition in Gurugram. What it means for consumersGurugram's power supply monopoly may soon end, with a proposal before the Haryana Electricity Regulatory Commission to introduce a second d...
- ACME-IHI JV secures $5 billion Japanese support for Odisha green ammonia projectA significant boost for India's green energy ambitions! ACME Group's joint venture with Japan's IHI Corporation has secured a massive $5 bi...
- UK's Starmer unveils £15 bln defence increase in long-delayed investment planPrime Minister Keir Starmer has unveiled a £15 billion Defence Investment Plan, aiming to bolster Britain's military for future conflicts. ...
- Draft National Electricity Data Sharing Framework unveiledThe framework will apply to all electricity sector data created and maintained by power generating companies, transmission licensees, distr...
- AI could become the next competitive advantage for renewable energy companies: ReportArtificial intelligence is poised to become a major competitive edge for renewable energy firms, according to a BCG report. The focus is sh...
- Banks, power finance and infrastructure to lead next leg of market rally: Pankaj PandeyIndia's banking sector is poised for a rally, fueled by robust credit growth, easing deposit pressures, and stable asset quality, according...
- China emerges as key growth driver for India's frozen shrimp exports; US remains top market in FY26India's frozen shrimp exports soared to a record high in FY 2025-26, driven by robust demand from China, which emerged as a significant gro...
- FM radio: Tuned out of news, tuned into crisis, seeks reformsIndia's FM radio industry faces a crisis, with companies surrendering licenses due to government restrictions and competition from digital ...
- India needs 2,000 GW new power capacity in 20 years, says Adani Green's Sagar AdaniIndia needs to add nearly 2,000 gigawatts of new power generation capacity over the next two decades to meet rising demand and reduce relia...
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