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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.
Kirloskar Oil Engines shares snap six-day losing streak after BofA Securities projects 26% upside
Kirloskar Oil Engines is now focused on executing its first hyperscaler project successfully, which Kirloskar said will help win more business in one of the fastest growing markets for power generation equipment.
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.
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.
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.
JSW Energy to raise stake in Toshiba power equipment venture with ₹150 crore deal
JSW Energy to raise stake in Toshiba JSW Power Systems to 20.7% via ₹150 crore share purchase from Toshiba, boosting turbine access and thermal expansion plans
Telecom infrastructure, gear makers face disruptions
Telecom operations in India are facing significant challenges. The ongoing conflict in West Asia is disrupting tower connectivity and increasing costs for imported equipment. Restrictions on diesel sales are hindering essential refuelling for telecom towers. Power outages are also a concern, increasing reliance on diesel generators. Supply chains for tower manufacturing are affected, potentially delaying network expansion.
Supreme Court says repeated challenges by unsuccessful bidders erode IBC’s framework
The SC upheld the resolution plan of Sarda Energy & Minerals Ltd for SKS Power Generation (Chhattisgarh) and dismissed appeals filed by Torrent Power, Jindal Power and Singapore-based Vantage Point Asset Management
RDB infra shares extend rise to 2nd consecutive session, hit 5% upper circuit; check details
The company has presence in packaging, power and telecom transmission equipment, retail, logistics and real estate.