India's data centre pipeline hits 8.33 GW as AI demand reshapes digital infra: Knight Frank IndiaIndia's data centre sector is witnessing an unprecedented infrastructure build-up, with the total development pipeline across major markets...
20 Jun, 2026, 03.35 PM IST
ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...
20 Jun, 2026, 12.18 PM IST
Multibagger HFCL shares hit 5% upper circuit for second session. What’s triggering the surge?HFCL shares surged significantly after securing a substantial contract from Rail Vikas Nigam Limited. This order bolsters HFCL's standing i...
19 Jun, 2026, 12.55 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
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
18 Jun, 2026, 06.09 PM IST
HFCL shares jump 5% after Rs 2,666-crore RVNL order; stock soars 200% in 6 monthsHFCL shares surged after securing a significant contract from Rail Vikas Nigam Limited for the BharatNet project. This order strengthens HF...
18 Jun, 2026, 10.39 AM IST
JLR projects revenue growth and return to profit in FY27, doubles down on USJaguar Land Rover anticipates a strong comeback in financial year 2027. The company projects a 13% revenue increase and a return to profita...
18 Jun, 2026, 12.39 AM IST
AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...
17 Jun, 2026, 01.55 PM IST
Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...
17 Jun, 2026, 10.41 AM 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
Used 2-wheeler startup Speedioo raises Rs 10 crore from Atomic CapitalWith the fresh capital, the company is looking to expand into a business-to-consumer (B2C) model, invest in an AI-native tech stack, and in...
16 Jun, 2026, 03.47 PM IST
NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
16 Jun, 2026, 10.51 AM IST
Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
16 Jun, 2026, 10.40 AM IST
Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
15 Jun, 2026, 01.10 PM IST
Middle East peace deal lifts market mood, but key challenges remain: William LeeGlobal markets are optimistic about a new peace framework involving Iran, easing energy supply and geopolitical concerns. Investors welcome...
15 Jun, 2026, 12.07 PM IST
Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
15 Jun, 2026, 10.41 AM IST
Will SpaceX factor last after IPO? Mega listing plan sparks valuation debate amid AI boomSpaceX's huge IPO is set to launch, attracting record investor bids. This event will test the market's appetite for AI companies. Investors...
12 Jun, 2026, 09.58 AM IST