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Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants
Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the AI trade.
Street Signals: Technical charts point to further upside for Nifty
Indian stock markets are showing a positive outlook, with analysts predicting the Nifty could climb towards 24,300-24,600. Key support levels are identified around 23,700-23,900, encouraging investors to buy on dips. Several stocks, including Britannia Industries, Grasim Industries, Aditya Birla Capital, Premier Energies, Bharat Electronics, and Eternal, are highlighted as top picks for the week, with specific buy recommendations and targets.
'Tamil Nadu pollution board finds no contamination at Hosur iPhone parts facility': Tata Electronics
Tata Electronics has received clearance from the Tamil Nadu Pollution Control Board. The board confirmed all concerns regarding alleged groundwater contamination at the company's Hosur facility were satisfactorily addressed. Recent water sample analysis showed no contamination. The Tamil Nadu Pollution Control Board has dropped any further action on this matter.
Tata's iPhone Plant In Tamil Nadu Gets Clean Chit After Water Contamination Suspicion
According to Tata Electronics, water samples recently collected and analysed by TNPCB did not indicate any contamination.
Tata's iPhone Plant Faces Shutdown Threat In Tamil Nadu Over Groundwater Contamination, Says Report
Tata Electronics is Apple's second-largest supplier in South Asia after Foxconn.
Tata's Apple iPhone factory in Tamil Nadu may get shut down over farmland water contamination; pollution body seeks explanation
An Indian pollution regulator has accused Tata Electronics, a key supplier for Apple's iPhones, of contaminating groundwater near its Hosur factory. The regulator found wastewater discharge from the plant polluted farmland wells. Tata faces a potential shutdown unless it provides a satisfactory explanation. This adds to recent issues faced by Apple's Indian supply chain.
Tamil Nadu signs Rs 18,600 crore MoU with Larsen & Toubro for data centre, shipbuilding projects
Tamil Nadu Chief Minister V Joseph Vijay witnessed a significant MoU signing. Larsen & Toubro Limited will invest Rs 18,600 crore in three major projects. These projects will boost data centres, electronics manufacturing, and shipbuilding. Around 8,200 jobs will be created. This marks a key step towards Tamil Nadu's economic growth and industrial development.
L&T's industrial electronics arm partners EVR Motors to manufacture EV traction motors in India
The partnership combines LTEPS’ engineering, systems integration and manufacturing capabilities with EVR Motors’ traction motor technology. The traction motors are proposed to be manufactured at LTEPS’ facility in Coimbatore, Tamil Nadu.
Thalapathy government? Why Vijay's historic rise in India's industrial powerhouse state matters for stock market
Vijay’s TVK is set to reshape Tamil Nadu’s political landscape, prompting investors to assess what a “Thalapathy government” could mean for industry and markets. With the state being a key auto, electronics and export hub, policy clarity on incentives, welfare spending and governance will drive sentiment for TN-linked companies.
Stocks to Watch Today: Dabur India, Sagility, GNG Electronics, Lenskart Solutions, Hexagon Nutrition, GenXAI Analytics, Vedanta in focus on 12 June
Stocks to Watch, 12 Jun: Stocks like Dabur India, Vedanta, State Bank of India, JK Paper, Sagility, Lenskart Solutions, GNG Electronics, Vintage Coffee and Beverages, Hexagon Nutrition, and GenXAI Analytics will be in focus on June 12.
Stocks to Watch Today: Bharat Electronics, Trident, JSW Energy, Pine Labs, Awfis Space, Hitachi Energy, CONCOR, Suprajit Engineering in focus on 26 May
Stocks to Watch, 26 May: Stocks like Container Corporation of India, Amara Raja Energy & Mobility, Pine Labs, Aditya Birla Fashion and Retail, Awfis Space Solutions, Hitachi Energy India, Suprajit Engineering, Rail Vikas Nigam, Bharat Electronics, One 97 Communications Paytm, and JSW Energy will be in focus on May 26.