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Corporate credit profile remains strong in H1FY27 despite West Asia conflict: Ind RaIndian companies' credit profiles showed resilience during the first half of fiscal year 2026-27. Despite the energy shock from the West As...
Q2 earnings: Can India Inc repeat Q1, or will Q3 erase the base-effect tailwind?India Inc is likely to see a dip in earnings performance for Q2 in comparison to Q1, with analysts forecasting a growth slowdown of roughly...
Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...
Exports, rising power demand to support manufacturing growth despite rural weakness: ICICI BankIndia's manufacturing sector is projected to grow, supported by increased exports and a strengthening investment cycle. Industrial producti...
Market veterans favour value plays over crowded, expensive themesMarket experts project cautious optimism for Indian equities as valuations become less demanding and earnings growth aligns. Large-cap stoc...
Stocks in news: Tata Group, ITC, IRFC, NCC, Zydus Lifesciences and JSW EnergyThe Indian equity markets faced a significant downturn, with benchmark indices slipping past vital support thresholds. The Nifty 50 saw a d...
Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarStock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to ...
ETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equitiesThe Federal Reserve’s rate hike may be largely priced in, but according to Nachiketa Sawrikar, Fund Manager at Artha Bharat Global Multipli...
ETMarkets NRI Talk| Want to invest in US IPOs? Ankita Pathak on what Indian investors need to knowUnder the Liberalised Remittance Scheme, Indian investors have the opportunity to participate in US IPOs, including Anthropic. However, the...
Govt’s frontier AI push; Insurance stock rout continuesThe government is weighing an anchor investment for a frontier AI development fund. This and more in today’s ETtech Top 5.
India road construction pace to slow to 21 km/day in FY27; state capex to outpace Centre: CareEdgeIndia's road construction pace is expected to slow to around 21 km per day in FY27 from 25 km per day in FY26, as lower highway awards and ...
Tata Sons boardroom battle intensifies but Tata Group stocks remain unbothered. Should you buy?Tata Sons has rejected Noel Tata’s objections to N Chandrasekaran’s reappointment, saying the board’s decision was valid and made in accord...
India must boost manufacturing, FDI and AI-ready jobs to become developed nation: CEA NageswaranIndia needs to strengthen its manufacturing sector while attracting foreign investment to support economic growth. Chief Economic Adviser V...
Varun Beverages arm signs exclusive distribution pact with MondelezVarun Beverages Limited Zimbabwe has entered into a distribution agreement with Mondelez South Africa. This exclusive agreement will focus ...
JioBlackRock CIO Rishi Kohli decodes Nifty’s inflection point after two years of weak returnsJioBlackRock CIO Rishi Kohli says largecap valuations have de-rated, while Indian banks have underperformed global peers, creating potentia...
‘Viksit Bharat depends on Viksit Rajya’: CEA calls for more private capital, higher state capexChief Economic Adviser V Anantha Nageswaran said India will need greater private-capital participation to finance its development ambitions...
India needs up to Rs 172 trillion infrastructure investment by FY31 to turn demand into financeable projects: NaBFID-BCG ReportIndia needs Rs 168-172 trillion in infrastructure investment through FY31, but Rs 78-80 trillion is yet to enter the announced project pipe...
AI investment, government borrowing drive global cost of capital higher: Goldman SachsGoldman Sachs says the global cost of capital is rising as AI infrastructure spending pushes companies to borrow more while governments als...
India set to sustain 6.5-7% real GDP growth, nominal growth seen at 11-12%: JefferiesIndia is on track for 6.5-7% real GDP growth and 11-12% nominal growth this fiscal year, Jefferies said, citing resilient domestic demand, ...
ETMarkets Management Talk | Nuclear, data centres, hydrogen: DEE Development Engineers maps its next growth phase, says Shikha BansalFor DEE Development Engineers, the focus is now shifting from a largely capex-led expansion phase towards capacity utilisation, execution, ...