In a wide-ranging conversation with ET Now’s Ayesha Faridi, Safir Anand, one of India’s most awarded IP lawyers and a closely followed voice on equity markets, laid out his entire investment philosophy with a candour that is rare in financial television. From his contrarian March buying spree to his sector picks across electric vehicles, hospitals,…
India’s data center capacity could expand from around 1.5 GW today to 9-12 GW by 2031, creating a $100 billion investment opportunity as artificial intelligence (AI) accelerates demand for computing infrastructure, according to Vivek Gupta, M&A and Private Equity Partner at Deloitte South Asia, and Anjani Kumar, Partner – Tech & Transformation at Deloitte. Deloitte…
Lux Industries Ltd will invest ₹600 crore to expand its manufacturing facility at Dankuni in West Bengal, increasing the site’s annual production capacity by 20 crore pieces and taking the group’s total manufacturing capacity across India to around 36 crore pieces a year. The company said on Saturday that it will expand its existing 8…
Shares of Phoenix Mills Limited are trading with gains of over 3% on Thursday, July 9, a day after the company announced its business update. Brokerage firm JPMorgan gave the company an ‘Overweight’ rating, setting the target price at ₹2,000, highlighting that the 32% consumption growth beat market expectations of 25%. While recent investor discussions…
The recent escalation in West Asia has prompted CLSA to turn more cautious on Indian equities, with the brokerage advising investors to adopt a “barbell” portfolio strategy rather than making aggressive directional bets. A barbell strategy means holding a mix of defensive and growth-oriented investments to balance risk in uncertain markets. “We come back to…
HSBC India expects the Indian IT sector to remain under pressure in FY27 as artificial intelligence-led pricing pressure weighs on earnings, but believes valuations have already factored in much of the weakness, limiting the downside for stocks. According to Yogesh Aggarwal, Head of Research at HSBC India said, “FY27 is likely to be the worst…
Nifty Energy vs Nifty50: The Nifty Energy index comprises companies across petroleum, natural gas and power segments, making it a diversified proxy for India’s energy sector. (Image – ChatGPT/AI image) Nifty Energy vs Nifty50: 2026, so far, has been a year marked by heightened market volatility, driven by geopolitical tensions and sharp swings in crude…
Akshat Mittal is the Chief Copy Editor at ET NOW with over 6 years of experience, specialising in Markets, Personal Finance, and General News. Before joining ET NOW, he worked with prominent media organisations and has reported on numerous major events firsthand. He has also conducted several high-profile interviews on topics such as the 8th…
The National Pharmaceutical Pricing Authority (NPPA) has capped the retail price of 39 medicines. The government’s regulatory agency has slashed prices for drugs, including those used in the treatment of hypertension, diabetes, and heart disease, among others. National Pharmaceutical Pricing Authority (NPPA) has capped the retail price of 39 medicines, including those for hypertension, diabetes,…
Banking and financial stocks remain the most attractive investment opportunity in the current market, while IT stocks offer long-term value despite near-term uncertainty, according to Vetri Subramanian, CEO of UTI Asset Management Company (UTI AMC). Subramanian said the banking sector offers the best combination of valuations and earnings potential. He expects healthy balance sheets, sustained…
