Political row erupts over allotment of 'sacred land' in Tirupati to luxury hotel
TDP clarified it had now cancelled that controversial allotment and instead exchanged land on the southern side, where several private institutions already exist.
JP Morgan's Rohit Chatterji On Tariff Impact, M&A Outlook, India IPO Boom, Hottest Sectors & More
Veteran dealmaker Rohit Chatterji, the M&A spearhead , Asia-Pacific at top investment bank JP Morgan speaks exclusively to Moneycontrol's Ashwin Mohan on the impact of the US tariff regime on m&a activity in the region and the Indian economy, the ongoing IPO boom in India, private equity vs sovereign funds, the hottest sectoral picks, the India top deck reshuffle and much more
US’ change in climate change policy won’t affect India’s energy transition journey: ReNew’s Sumant Sinha
Sinha said the Union Budget for FY26 aims to achieve high-impact growth while keeping the fiscal deficit within the 4.4 percent target, ensuring macroeconomic stability
Berger Paints Q4: why we see limited upside
Current valuation and potential competition take shine off the stock
Momentum for railway, defence in India Budget
The provision of Rs 1 lakh crore for R&D is a ground-breaking move
Budget Expectations Highlights: Momentum anticipated in power sector
Budget 2024 Expectations Highlights: The Budget is likely to feature higher capital expenditure for renewable energy, incentives for green initiatives, and production-linked incentives for solar module manufacturing.
Why the India-UAE relationship is getting stronger and stronger
The roadshow by Prime Minister Narendra Modi and UAE President Mohamed bin Zayed Al Nahyan will be rich in optics and warmth but the ties are also being driven by converging interests, a substantive agenda, and people’s participation
Forget elections, India growth story will carry equity markets over the next decade
The S&P BSE Sensex’s rise by over 1,300 points on December 4 giving a thumbs up to the Bharatiya Janata Party’s victories at state elections has got many investors pondering how they should invest before or after the general elections in 2024. But there’s a far bigger story at play here.
India most preferred EM market, South Korea downgraded: Morgan Stanley
India has been structurally outperforming MSCI EM by 45.5 percent, in dollar terms, from early 2021 until October 2022, and Garner expects this outperformance to continue.
IKEA plans to double its business and sourcing in India
India is a land of limitless opportunities for IKEA, a market where it is betting on doubling its business each year. In an exclusive conversation Juvencio Maeztu, Deputy CEO and CFO at Ingka Group and IKEA, confessed to have a deep emotional connection with India, said IKEA has a whole menu of growth opportunities listed down, from growing its retail presence to doubling down on sourcing and making India a digital hub for the world. IKEA has been in the retail space in India for the past five years, and is now thinking of the next 100 and how big it should be. Maeztu said, "IKEA loves India, and Indian consumers love IKEA."
Bullish on India: Bharti Airtel to win as India goes digital; 5G at home, abroad fuel growth
The company is set to consolidate its position further where rivals falter, both at home and abroad, and by expanding 5G offerings, digital services and customer base.
Bullish on India | Trent to ride discretionary demand wave; online sales, new products to aid growth
The company’s revenue, retail expansion, operating profit, and like-for-like growth is the highest in the apparel sector. With long-term growth prospects intact and a strong balance sheet among retail companies, Trent is expected to capitalise on recovering discretionary consumption in India.
Bullish on India | Lot of global capital looking to tap Indian clean energy space: Sumant Sinha of ReNew
The India opportunity is so attractive right now, and the next 25 years are truly going to be India's years, says Sumant Sinha, founder, chairperson and CEO of ReNew. We'll need almost $500 billion just for the electricity sector over the next 7-8 years, he says.
Bullish on India: PM Modi does not waste time says Raian Karanjawala
The legal luminary invoked the epitaph of famous architect Christopher Wren — “If you want to see his monument, look around you” — and said the government can make a similar boast.
BNP Paribas stays bullish on India, cites economic resilience and structural stability
BNP Paribas finds consumer staples, IT, and materials sectors pricey relative to forecasted earnings growth. Other sectors appear more reasonable
Bullish on India | Focus on Bharat, strong brand recall to help Mankind Pharma's outperformance
Three months after its debut on the exchanges on May 9, the stock has scaled over 30 percent and analysts say there is room for an upside.
Bank of Baroda bullish on India’s consumption demand prospects, says executive director
India is now the land of opportunities for a large population that is aspirational for a better life, executive director Joydeep Dutta Roy said.
August inflows: India defies market volatility with strong foreign investment
With pressure on Chinese equities, foreign investors are shifting investments towards India, analysts said. They have put in $1.11 billion in Indian equities in August, so far
Sugar rush for Praj Industries: Ethanol blending and decarbonisation themes to unfold
Healthy financials, debt-free balance sheet, superior return ratios, and reducing working capital cycle make Praj a favourite with analysts. Going forward, the company sees opportunities in SAF, E-27 flex fuel policy, bio-chemicals, and bio-plastics.
NSE adds over 10 lakh active users in July, highest in 13 months
According to data provided by the NSE, the number of active users on their platform rose to 3.19 crore in July, up from the 3.09 crore in June
Syrma: Soaring demand for electronics, govt boosters to fuel high growth
After a robust FY23, the management has guided for 35-40 percent revenue growth in the medium term, on industry tailwinds and marquee customer additions.
HAL and Hearty: Flying high on defence demand
The global geopolitical situation and India’s growing emphasis on reducing imports could drive demand for the company’s fighter planes and choppers, along with a demand for their engines and spares.
