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Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating ...- US-led AI investments risk capital destruction: Chris WoodJefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...
- Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
- 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...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- Why Emkay is seeing Nifty at 29,000 by March 2027 despite oil shock, West Asia tensionsEmkay Global maintains a bullish outlook on Indian equities, projecting the Nifty could reach 29,000 by March 2027, driven by strong domest...
- Auto ancillaries: The next few quarters may separate winners from hopefuls. 5 stocks, 3 with upside potential of up to 33%The EV shift has moved from ambition to execution. And for auto ancillaries, the next phase may decide who was genuinely preparing for the ...
- Railway utilised 98 pc capex by Feb-end; trains to dominate flights in new corridors: VaishnawIndian Railways achieved 98 percent budget utilization for FY26. New high-speed corridors will significantly cut travel times, making train...
- Election impact! 6 West Bengal-linked stocks that can benefit from new BJP governmentThe BJP's decisive win in West Bengal signals a potential economic revival, with investors eyeing stocks poised to benefit from pro-growth ...
- CPSEs capex surges 63% in April, kick off FY27 on strong notePublic sector companies and key government bodies significantly boosted capital spending in April. This surge of 63% marks a strong start t...
- From 7 paise stocks to Rs 8,000 crore companies: How 18 penny stocks turned into small and midcap multibaggersSome Indian penny stocks have delivered exceptional returns. At least 18 companies, once trading below Rs 20, have grown to market capitali...
- Spicier than jhalmuri: The Rs 1.7 lakh crore fiscal bite hidden in state election resultsWhat looked like a light-hearted campaign moment during PM Narendra Modi’s West Bengal trail has now turned into a major fiscal concern aft...
- Shree Cement shares jump 4% even as Q4 profit drops 8%. Why Nomura, Elara, other brokerages remain bullishShree Cement shares rose nearly 4% despite an 8% dip in Q4 FY26 net profit to Rs 526 crore. Revenue, however, climbed 10% to Rs 6,1010 cror...
- ET Prime Special Series: Multibagger or IBC - Part 57: Forging firm that supplies Tata, M&M, JCB. Nobody talks about it enoughFor over four decades, one company has been making crankshafts quietly and precisely, supplying customers from Tata Motors to Liebherr to M...
- Election results of West Bengal and others today. How should investors trade Nifty in that noise?Foreign institutional investors (FIIs) remained net sellers for the tenth straight month in April, offloading around Rs 70,100 cr worth of ...
- West Bengal, Tamil Nadu among 5 state election results today. 10 things stock market investors should track under volatilityVote counting for assembly elections in West Bengal, Assam, Tamil Nadu, Kerala, and Puducherry begins today. Equity traders anticipate a vo...
- Govt plans to stick to budgeted capex, exit non-strategic areasIndia plans to keep its capital spending high in FY27 to support economic growth. Officials stated the government will continue its planned...
- From AI to subsidies: Bernstein’s candid open letter to PM Modi flags 8 critical fault linesGlobal brokerage Bernstein has cautioned India against becoming a mere user of future technology. The firm suggests that continued reliance...
- ET Prime Special Series: Multibagger or Bankrupt – Part 55: This old-economy giant helped power India’s past. Its big test lies aheadSome companies face disruption at the level of products. Others face it at the level of technology. That is what makes this story more comp...
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