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Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip gian - The Economic Times
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip gianThe Economic Times
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.
Insurers face margin pressure amid rising competition, costs; rural protection gap persists: Report
Indian insurers are feeling the pinch from fierce price wars and increasing operational expenses. To thrive, they must manage capital wisely, focus on solid underwriting, and control costs. Technology and a shift towards protection products will be key to reaching more customers and rebuilding trust. Broader financial services also see growth opportunities in MSME lending and corporate banking.
Consumer goods companies chart new manufacturing and sourcing course as West Asia crisis hits supply chain
Indian consumer goods firms like Dabur, Britannia, Tata Consumer Products, and Emami are rerouting manufacturing and sourcing away from West Asia due to the Iran conflict and Strait of Hormuz disruptions. Companies are shifting production to India, Egypt, and Turkey, and exploring new export routes to mitigate business impacts and ensure supply chain stability.
Digital payments, mobile economy have significant room for expansion; no slowdown in transaction growth: Paytm CEO
India's digital economy is set for major growth. Technological innovation and increasing consumer trust will drive expansion. Artificial intelligence will accelerate this progress. Digital payments and mobile transactions are expected to see a significant increase. Indian consumers are rewarding strong products and innovation. The nation's economy remains resilient due to domestic consumption.
All Kwality Wall's items to be milk-based next year, says CEO Peter ter Kulve
Magnum Ice Cream is transforming its Kwality Wall's business in India. The company is moving from vegetable fat frozen desserts to dairy ice cream. This shift aims to meet Indian consumer demand for better quality and nutritious milk-based products. Magnum is also investing in factories, cold chain infrastructure, and adjusting prices.
India emerges APAC’s top bet for real estate returns across sectors: CBRE survey
India leads Asia Pacific in real estate yields across all asset classes. Global investors are actively deploying capital into Indian real estate. This trend is expected to strengthen as more institutional-grade products become available. India's commercial real estate investment saw significant growth in Q1 2026. The nation is a top market for real estate debt interest.
Live: Banking stocks fuel Nifty above 24,500; Uncertainty persists on US-Iran talks | Closing Bell
Indian markets ended lower, dragged by weakness in IT stocks. The BSE Sensex slipped over 650 points, while the Nifty 50 fell below 24,450. HCL Technologies led the decline, logging its sharpest fall in 11 years after weak guidance, pulling down peers like Infosys and TCS. Despite the headline fall, market breadth remained positive with broader markets outperforming, as smallcaps extended gains for a second straight session. Financials were under pressure, with ICICI Bank and HDFC Bank slipping. On the upside, stocks like Tata Consumer Products, NTPC and Hindustan Unilever emerged as key gainers.