Sector

How to break China’s stranglehold on critical minerals

One potential fix is using AI to cut extraction costs

The cautionary message from zero electricity prices

Supplies are exceeding demand during daytime and vice versa in the night on spot electricity market

Start-up Street| Is there a hidden goldmine in India’s infrastructure sector?

New areas in infrastructure such as data centres, digital infrastructure, logistics, warehousing and the like may attract PE funds, but there are myriad risks and challenges too

Chart of the Day: Rising fuel inventories at power plants should worry Coal India’s investors

Dispatches by Coal India slowed in FY25 and in April FY26

Data Story: Pharma companies ride profitability wave amid Trump jitters

Return ratios of Dr Reddy's Laboratories, Cipla and Lupin increased significantly in the last five years

Chart of the Day: India’s weight loss drug market is shaping up well

Sales of diabetes drug Rybelsus, which is also believed to help in weight loss, increased by 35 percent in the12 months to April 2025

UK FTA can help Indian IT manage costs better, but no immediate earnings boost

The free trade agreement (FTA) does not propose changes to visas or immigration policies

How should you navigate Indian equities amid escalating tension and global uncertainties?

Investors should observe the market from the sidelines, avoid temptation of short-term gains, and add at a level that prices in most of the risks.

Chart of the Day: An unusually slow beginning to summer 2025 for power utilities

Electricity production declined sequentially in April for the first time since the COVID years

Chart of the Day: Can India become a wind energy hub in Asia Pacific ex-China?

Global onshore wind power project auctions outside China reached record levels in 2024. A large part of the project awards are in India

HCL Tech Q4 FY25: Standing tall amid the macro chaos

The commentary is positive and the guidance impressive

Data Story | How Wipro fell behind Infosys, TCS in Europe

Recovery in Europe will be key to Wipro’s revival 

Chart of the Day | Why the future bodes well for power equipment firms

Higher transmission capex will likely generate higher demand for power equipment like transformers, statcoms, circuit breakers and switchgears

Wipro Q4 FY25: Mauled by a challenging macro

IT service players are facing decision-making delays, a pause in discretionary spending, and project ramp-downs

The sun is shining bright on green power equipment suppliers

Renewable energy project tenders remained elevated for second consecutive year in FY25

Tailwinds to lift IndiGo into high skies

While several factors are supportive of Indigo’s surging valuations, the industry is not sans some risks. Read here

How Wall Street got Donald Trump wrong

Titans of finance and business are beginning to realise they misread the president’s second-term priorities

Data Story: How growth outlook for IT companies deteriorated from February 2025

IT spending came under increased scrutiny as tariff-related economic uncertainty intensified

Chart of the Day: India adds record renewable power generation capacities in FY25

Solar installations accelerated on addition of large-scale projects, traction in private green energy markets

Monsoon prospects cheer fertilisers firms, but pressure builds on agrochemicals companies

Early estimates indicate moderate growth in fertiliser sales volume in FY26 in India

Indian IT stocks – value buy or a value trap?

Market volatility is likely to be the order of the day in the near term

India is facing a power demand surge. The response has a problem

What demand-side measures are needed to improve the availability of power during peak demand periods?

Welcome tariff restraint on pharma, long term measures key

US president Donald Trump did not make any specific tariff announcement on pharma products

Chart of the Day: Reshoring pharma? Why the US can’t afford to disrupt generic drug supply

As US lawmakers push to reshore pharmaceutical production, a crucial question remains—are they focusing on the right cost drivers in healthcare?