BUSINESS
UltraTech’s Rs 1,800 crore cable & wires foray may rewire sector, squeeze rivals' margins
In case UltraTech chooses to be aggressive with pricing in the C&W foray, in order to corner greater market share, the move will negative impact the margins for the business, hurting the existing players.
BUSINESS
Nifty Smallcap 100 index down 4%, extends monthly fall to worst since March 2020
The week gone by had seen the mid and smallcap indices post their third weekly fall as foreign selling has continued unabated, and souring sentiment for the space.
BUSINESS
When Manmohan Singh staked his chair for the Indo-US nuclear deal, and raised the relation from 'hesitations of history'
Manmohan Singh's first term as Prime Minister will be remembered for his uncompromising commitment to secure the Indo-US nuclear deal, and how he chose to put national interest above coalition politics.
BUSINESS
Nifty may find it 'challenging' to deliver double-digit returns in 2025, Prime Securities sees moderation
Benchmark indices on Dalal Street could see some moderation in returns and wealth creation may shift to a more bottom up, stock specific approach, according to Prime Securities' capital market outlook for 2025. It sees consumption, IT products and infrastructure among key themes.
BUSINESS
S&P 500's Fed-fuelled selloff could extend till January, 10% correction not ruled out, says Ed Yardeni
The S&P 500 has poised to end the year with nearly 25% gains but a more challenging environment may be emerging to navigate for US equities, with the inflation cool off stalling, and Trump's tariff policies adding to economists' concerns.
BUSINESS
Yuval Noah Harari wants the global AI race to slow down, think about the guard rails
"In a race without guard rails, AI will win and humanity will lose. We need some cooperation among humans, but it is not happening," said the author of best-selling books 'Sapiens' and 'Homo Deus'.
BUSINESS
MapmyIndia's new venture raises governance concerns: Explaining the Mappls mess
Investors are asking also why Rohan Verma chose not to helm the new consumer-facing business within CE Info Systems, and instead chose to float a separate company.
BUSINESS
Trump's 60% China tariff unlikely, Beijing may want to negotiate for chip access: Chris Wood
India's ongoing market correction is 'healthy', said Chris Wood, and the foreign outflow also implies that the FIIs have the ability to buy into India after a sharp fall.
BUSINESS
Ace market veterans share best lessons, top market themes with investors
At the CNBC-TV18 Global Leadership Summit, Ashishkumar Chauhan, Raamdeo Agrawal, Ramesh Damani and Manish Chokhani shared their lessons with investors, and resoundingly echoed the huge potential of the India story.
BUSINESS
Uday Kotak asks if India can weather the 'global shock' of a bigger FPI selloff?
The October FPI selloff had led to Nifty's worst monthly fall since the pandemic. Uday Kotak said his larger point was if the stock markets are resilient enough to face such a shock, and that the country must get competitive on global trade.
BUSINESS
Shaktikanta Das spots five global divergences as world battles 'unprecedented shocks'
To counter challenges post the pandemic, the world saw 'synchronous tightening' in response to shocks, Governor said. While these steps have ensured a global economic soft landing, but the risk of inflation is coming back, he added.
BUSINESS
Nifty may see another 10% downside over next 3-6 months, fears Macquarie's Sandeep Bhatia
BUSINESS
Nifty below 23,600 as stocks sell off on earnings, valuation overhang: Key factors
Valuation concerns and earnings downgrades have continued to weigh on investor sentiment on November 13, with markets further weighed down by a negative inflation reading.
BUSINESS
Equitas SFB sees MFI stress for another two quarters after higher provisions dent profit
The worsening of the lender's MFI portfolio meant the first half of the year was 'turbulent' at an industry level, PN Vasudevan, MD, Equitas SFB said.
BUSINESS
An extended wedding season is coming up, promising Rs 6 trillion extravaganza
This fiscal, H2FY25 will see 41 wedding days whereas last fiscal, the second half saw 30 dates, promising an extended period of celebration, and with it, an extended opportunity to boost economic activity.
BUSINESS
ITI, Sterlite Tech bag L1 status for BharatNet orders, reviving interest in shares of optic fibre plays
Companies in the business of optic fibre service are betting on a rising demand, Sterlite Tech has said, helped by a declining inventory with customers and rising government spending on connectivity projects.
BUSINESS
'Trump whale' Theo raked in over $50 million on Polymarket after commissioning his own poll
'Theo' used four different accounts to place his bets, and got in touch with Wall Street Journal weeks before the US Presidential election, once his trades started to find wider attention.
BUSINESS
May have made the high for the year, says Ramesh Damani, expect a phase of consolidation
Market veteran Ramesh Damani expects Indian markets to now consolidate for the next 2-3 months, once the US election euphoria settles down, and feels the high for the year has been made.
BUSINESS
America all set for Trump 2.0, here's why the US smallcap index is on fire
US stock traders are anticipating that smallcap shares may benefit from lower taxes and tariff barriers under a Trump 2.0 administration.
BUSINESS
Trump or Harris: Close fight makes Dow Jones jittery after best YTD rally in an election year
US stocks have had a strong year so far but Dow Jones is now looking shaky near 42,000 to some chartists, as investors await clarity on the outcome of the race for the White House.
BUSINESS
Bernstein fears Street not pricing in earnings miss, sees Nifty down to 23,500 by December
Bernstein said it expects a 'further but limited moderation' in Nifty from present levels to around 23,500 — which is also its year-end target for the index.
BUSINESS
ABB India sees demand from data centres, order visibility for next 3-4 quarters
ABB India maintained a positive outlook on the state of the Indian industry and acknowledges that it is seeing participation of private capex along with public sector capex in the economy.
BUSINESS
Royal Enfield unveils Flying Flea, a 250-750cc electric bike for urban mobility
The category will have the classic-styled Flying Flea C6 and a scrambler-styled Flying Flea S6 - both loaded with connectivity features, Royal Enfield said.
BUSINESS
Trump or Harris: Stock market's reaction to the US election outcome may differ
Some surveys have showed both Trump and Harris locked in a tighter race, adding to the stock market jitters as equities look for clearer signs ahead of the US election.
