Market News
Stay updated with the latest market trends, earnings, and economic indicators.
SHANTI Act: The law ....may've started to show results
The SHANTI Act 2025 explained: India's nuclear power expansion is gaining momentum through new legislation. The SHANTI Act 2025 allows private participation across the civilian nuclear sector. This law replaces older acts and modernizes the nuclear framework for future growth. Australia's uranium exports will also support India's expanding nuclear generation capacity. Manufacturers are preparing to scale up equipment production for rising demand.
Nuclear equipment makers expand capacity as India opens sector
Indian nuclear equipment makers are expanding capacities for anticipated increased demand. New legislation allows private companies to establish nuclear power plants in India. Major power producers have announced plans to enter the nuclear energy sector. The government targets one hundred gigawatts of nuclear capacity by 2047. This expansion offers significant opportunities for component suppliers.
India's market outlook is improving as earnings recover, says IME Capital founder
IME Capital Founder & CEO Ashi Anand believes India's market outlook is improving as corporate earnings recover and domestic inflows remain strong. He said the biggest near-term risk is a rise in oil prices due to geopolitical tensions, adding that crude staying around $70 a barrel or lower would support growth, inflation and interest rates. Anand is also positive on companies linked to the electricity supply chain, saying AI-led data center investments are creating a long-term demand opportunity for power equipment. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Earnings could improve from Q2 as oil eases; Enam's Sridhar Sivaram stays underweight on IT, banks
Enam Holdings Investment Director Sridhar Sivaram remains underweight on IT and banks, citing weak earnings growth and intense competition, while favouring manufacturing, power equipment, pharmaceuticals, NBFCs and gold. Sivaram also recommends international diversification and expects gold to deliver double-digit annual returns over the next five years.
Chola Securities’ Dharmesh Kant bets on banks, power; cautions on consumer valuations
Dharmesh Kant, Head Research at Chola Securities, says India's growth outlook remains strong, driven by robust demand, infrastructure execution and healthy credit growth. He remains positive on power equipment after further correction, prefers select private and PSU banks, sees value in pharma and hospitals, and is constructive on Mumbai-focused real estate. However, he advises caution on richly valued consumer stocks despite improving business fundamentals.
Why the government is allowing the import of some Chinese power equipment—for now
The Centre has temporarily allowed imports of select Chinese transformer components to ease supply shortages and keep power transmission projects on schedule. Analysts say the move is a short-term solution to address bottlenecks and does not signal a shift away from India's long-term push for local manufacturing.
Hitachi Energy, GE Vernova, Siemens Energy, other power equipment stocks crash up to 10%. Here’s why
Indian power sector stocks plunged Friday as reports emerged of a two-year exemption granted to four Chinese electrical equipment firms for government tenders. This move, aimed at easing project delays, allows companies like TBEA Energy and Nanjing Electric India to participate, despite earlier restrictions following the 2020 border clash. The exemption, however, is not to be treated as a precedent.
Jefferies favours defence, power equipment plays; L&T, HAL among top bets
Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)
JSW Energy moves to make key wind equipment in-house
The facility has an annual production capacity of up to 450 wind blades, equivalent to supporting around 600 MW of wind power projects.
Hitachi Energy, GVTD to CG Power: Citi is bullish on these electric equipment stocks. Should you buy?
Citi estimates HVDC projects alone could represent an opportunity of around ₹1.6 trillion for equipment manufacturers. The brokerage also expects global transmission and distribution capital expenditure to exceed $15 trillion between CY25 and CY50.
Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?
Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating HVDC adoption as key growth drivers. The firm issued 'Buy' ratings on Hitachi Energy India, GE Vernova T&D India, and CG Power and Industrial Solutions, with a 'Neutral' call on Siemens Energy, citing significant OEM opportunities and export potential.
IME Capital's Ashi Anand bets on AI-linked capital goods firms, exits IT and real estate
Ashi Anand, Founder and CEO of IME Capital, said his firm has allocated around 10% of its portfolio to companies connected to global power equipment and infrastructure supply chains serving major international manufacturers. He is also building exposure to the GLP-1 and consumer themes. Anand remains cautious on markets due to geopolitical risks, warning that prolonged disruption around the Strait of Hormuz could push oil prices higher and weigh on India's inflation and trade balance. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.