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Explained: Why SK Hynix's record $29 billion NASDAQ listing matters for the AI boom
SK Hynix's planned NASDAQ ADR sale is more than a record-breaking capital raise. It reflects the growing importance of high-bandwidth memory (HBM) chips, which have become essential for training and running artificial intelligence models. The US listing is expected to broaden the company's investor base, support future expansion and strengthen its position in the global AI supply chain. The move could also pave the way for more Asian semiconductor companies to tap US capital markets as AI infrastructure spending continues to accelerate.
India's real estate boom isn't over yet, says Equirus' Vijay Agrawal
Project launches are picking up after a temporary slowdown, and more homebuyers are choosing established developers over smaller builders, according to Equirus Capital. The brokerage expects listed real estate companies—and even building material makers—to benefit as the housing cycle gathers pace again.
India's biggest AI opportunity lies in enterprise applications: Gopal Jain
India is well positioned to become a global hub for AI applications and enterprise AI services, according to Gopal Jain, MD & CEO of Gaja Alternative Asset Management. He said the country has strong AI talent and can play a larger role across the AI value chain over time. Jain added that patient domestic private equity capital will be essential to build foundational AI technologies, while greater awareness and access are needed to expand India's alternative investment industry. 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.
Top picks! Redington among 5 stocks with upside potential of up to 27%. Do you own any?
Monarch Networth Capital has maintained Buy ratings on Pricol, Redington, Sundram Fasteners, Travel Food Services and Viyash Scientific, citing strong earnings growth, improving margins and business expansion. The brokerage sees upside potential of up to 27% across these stocks.
Pulse of the Street: Realty and healthcare lifts markets, but weak rupee clouds rally
Markets rose nearly 1% this week as softer crude oil prices, easing volatility and buying in real estate, healthcare and consumption stocks lifted sentiment. However, weakness in capital goods and power, along with continued pressure on the rupee, showed that the recovery remained selective
India real estate attracts USD 2.9 billion in Q2 Calender Year 2026; Chennai, Bengaluru drive 27% inflows
The report said domestic investments more than doubled to USD 1.33 billion during the quarter, accounting for 46 per cent of the total inflows. Foreign investments stood at USD 1.54 billion, contributing 54 per cent of the total despite global trade and capital deployment uncertainties arising from the West Asia crisis. The inflows were supported by select large transactions.
'India's private credit market primed for sustained growth'
India's private credit market is poised for significant expansion, projected to reach $50 billion by 2030, fueled by increasing corporate funding needs and limitations faced by traditional banks. While this alternative capital source is gaining traction, new RBI regulations allowing bank acquisition financing could introduce greater competition. Real estate and infrastructure sectors are leading this growth, with promoter financing also playing a crucial role.
'India's private credit market primed for sustained growth'
India's private credit market is poised for significant expansion, projected to reach $50 billion by 2030, fueled by increasing corporate funding needs and limitations faced by traditional banks. While this alternative capital source is gaining traction, new RBI regulations allowing bank acquisition financing could introduce greater competition. Real estate and infrastructure sectors are leading this growth, with promoter financing also playing a crucial role.
Moody’s report suggests India’s private credit market could double by FY30
India's private credit market is set for robust expansion, projected to reach $50 billion by FY30. Driven by escalating corporate funding needs and limitations faced by traditional banks, this alternative capital source is becoming a preferred option for businesses. Real estate, infrastructure, and promoter financing are key growth areas, attracting diverse investors seeking attractive returns for managing significant risks.
Capital Small Finance Bank edges higher after deposits rise over 16% YoY in Q1 FY26
Capital Small Finance Bank added 2.16% to Rs 281.65 after the bank's total deposits increased by 16.3% to Rs 10,596 crore as of 30 June 2026 from Rs 9,110 crore as of 30 June 2025.
Delhi EV Policy 2026 paves way for hydrogen-powered vehicles
Delhi's new Electric Vehicle Policy 2026 paves the way for hydrogen fuel-based vehicles within four years, aiming to curb vehicular emissions, a major contributor to air pollution. The city plans to introduce two hydrogen-powered buses soon, with the Delhi Transport Corporation collaborating with NTPC for this initiative. This move signifies a significant stride towards cleaner, sustainable public transportation and a future-ready mobility ecosystem for the national capital.
Kotak Institutional removes ABB India, Siemens, Cummins India from model portfolio
Kotak Institutional Equities' Sanjeev Prasad prefers private banks over IT and expensive industrial stocks, citing attractive valuations, stable credit growth and the potential for re-rating. He warned that AI-driven pricing pressure makes it difficult to value IT companies and said investors should avoid chasing richly valued capital goods and electrification stocks despite strong long-term themes. Healthcare, hospitality, retail and telecom remain among his preferred sectors.