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TELECOM EQUIPMENT SPACE
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...- Mobile data cost dips 97% to Rs 8 per GB, broadband users up 17x in 12 years of Modi govtInternet data costs have fallen dramatically by 97 percent since 2014, making it more affordable. This has led to a significant increase in...
- HFCL shares slip 10% in two sessions after sharp 165% rally in 2026HFCL shares have corrected about 10% in two sessions after a sharp 165% rally in 2026, driven largely by profit booking. Despite strong fun...
- Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
- Why 5G’s real test lies in the daily commute5G services in India promise faster speeds. However, consistent performance is key for users. Network slicing helps allocate resources for ...
- Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%In the initial phase of recovery, because every stock was beaten down, we may see a rally with good market breadth. But, over time, stocks ...
- Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning nowIndian corporate profits are currently strong. However, rising input costs present a significant challenge ahead. Investors should remain p...
- Crude@$100+: The Rs 3 lakh crore power boom you might be missingThe US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh c...
- Market has already priced in peace; now comes the earnings reality check: Shridatta BhandwaldarMarkets are pricing in a swift conflict resolution, but elevated energy costs will impact corporate margins in the near term. While earning...
- HFCL shares surge 37% in 5 sessions, nearly double in a monthHFCL shares extended their sharp rally for a fifth straight session after strong Q4FY26 earnings and fresh telecom orders boosted investor ...
- Enough with mythologies: India needs new state-sponsored AI entities to create essential strategic capabilityA new AI model called Mythos can find software flaws. Its restricted release raises concerns about misuse by hackers or foreign governments...
- 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...
- The off-balance sheet trick didn’t die in 2019: How Indian managements still hide obligations from investorsThis is one of the most judgement-heavy corners of an Indian balance sheet and one of the easiest to stretch. This part of the series is ab...
- Seoul to Delhi, Asia’s new economic axisSouth Korean President Lee Jae-myung's visit to India is a crucial moment. The two nations can build a strong strategic economic partnershi...
- Seoul to Delhi, Asia’s new economic axisSouth Korean President Lee Jae-myung's visit to India arrives at a critical juncture for global economic stability. The two Asian powers ar...
- The unconventional logic behind SpaceX's $1.75 trillion price tagWall Street is employing unconventional benchmarks, comparing SpaceX to tech firms like Palantir and AI infrastructure players, to justify ...
- DoT makes satellite equipment testing, certification mandatory ahead of satcom services launchIndia will soon mandate testing and certification of satellite equipment, such as gateways and user terminals, for satcom services starting...
- India should leverage its software integration to score in telecom equipment spaceWith over $8 billion of imports, our goals are timely. However, much has already been proposed in the 1994 and 1999 policies without tangib...
- TRAI issues consultation paper on telecom gear mftg in IndiaThe growth in the telecommunications space has attracted a large demand for telecom equipment and subscriber terminals.
- Investor should focus on equipment manufacturers rather than telecom players: Avinash Gorakshekar, Anagram Capital LtdAvinash Gorakshekar, Head of Research, Anagram Capital Ltd, in a chat with ET Now talks about the telecom space and Spice Mobile.
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