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Is AI euphoria an overlooked risk for markets beyond geopolitical shocks?
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LiveMint - Markets 19d ago

Is AI euphoria an overlooked risk for markets beyond geopolitical shocks?

As AI stocks surge, experts warn of the risks associated with excessive optimism. Transitioning to a value-driven investment strategy focused on fundamentals rather than narratives is crucial. Discover the balance needed to navigate the exhilarating yet perilous landscape of AI investments.

BFINVESTVALUEFinancial Services
Adani Group to invest Rs 90,000-Rs 1 lakh crore across airports in next 5 years as Mundra commercial operations take off
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ET Markets - Industry 19d ago

Adani Group to invest Rs 90,000-Rs 1 lakh crore across airports in next 5 years as Mundra commercial operations take off

Adani Group plans a massive Rs 90,000-1 lakh crore investment in its airports over five years, Jeet Adani revealed. The group will aggressively bid for 11 new airports as the government opens private bidding. This expansion aims to significantly boost India's aviation economy. The launch of commercial flights from Mundra airport, connecting to Mumbai and Goa, marks a key step in transforming the region into a logistics hub.

ADANIENTBFINVESTSJLOGISTICTAKEFinancial ServicesHealthcare
'India Is Late': Emkay's Manish Sonthalia Warns Against AI Hype, Finds Sweet Spot In 'Factories Of World'
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NDTV Profit 19d ago

'India Is Late': Emkay's Manish Sonthalia Warns Against AI Hype, Finds Sweet Spot In 'Factories Of World'

Manish Sonthalia, Director & Chief Investment Officer, Emkay Investment Managers

BFINVESTEMKAYIVCFinancial Services
NEWS
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Business Standard - Markets 19d ago

Info Edge jumps after detailing strong gains from AI and deeptech bets

Info Edge (India) rose 3.30% to Rs 1,016.75 after the company shared a detailed update on its startup investment portfolio, highlighting strong gains from its artificial intelligence (AI), deeptech and consumer technology bets.

BFINVESTCONSUMERNAUKRIConsumer ServicesFinancial Services
Auto OEM vehicle launches delayed by 9-15 months despite digital investments: Study
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ET Markets - Industry 19d ago

Auto OEM vehicle launches delayed by 9-15 months despite digital investments: Study

Indian carmakers are facing significant delays, averaging 9-15 months, in launching new vehicles despite heavy investment in digital tools. A new study reveals most issues stem from the design phase, where early digital resolution could save time and money. Problems often surface late in physical builds, with experts suggesting a shift towards earlier digital validation and collaboration to prevent these costly setbacks.

BFINVESTFinancial Services
NEWS
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Business Standard - Markets 19d ago

Indian economy remains resilient but adverse monsoon could weigh on growth and inflation outlook, says RBI bulletin

Amid this challenging global environment, Indias economy grew by 7.8% in the fourth quarter of 2025-26, supported by strong private consumption and fixed investment. High-frequency indicators for the first two months of 2026-27 suggest that economic momentum has remained strong. Although consumer price inflation increased in May, it remained broadly under control.

BFINVESTCONSUMERGLOBALMOMENTUMConsumer ServicesFinancial Services
NEWS
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Business Standard - Markets 19d ago

India CPI-inflation remains anchored despite a pick-up in May, notes RBI Bulletin

According to Reserve Bank of Indias June bulletin, geopolitical tensions and trade disruptions persisted, despite the recent interim peace deal in West Asia. Amidst the challenging global environment, the Indian economy grew at 7.8 per cent in Q4:2025-26, supported by private consumption and fixed investment. High-frequency indicators during the first two months suggest sustained economic momentum in 2026-27. Despite a pick-up in May, CPI-inflation remained anchored. Indias external sector remained resilient, supported by FDI inflows and adequate foreign exchange reserves.

BANKINDIABFINVESTGLOBALIDFCFIRSTBIEXINDIANBIOBMOMENTUMNPBETSOUTHBANKConsumer ServicesFinancial Services
Jefferies picks 9 power stocks with upside potential of up to 31%. How many do you own?
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ET Markets - Stocks 19d ago

Jefferies picks 9 power stocks with upside potential of up to 31%. How many do you own?

Jefferies identifies the power sector as a compelling investment theme, anticipating significant growth. The firm has issued Buy ratings on nine power stocks, projecting potential upsides ranging up to 31%. These recommendations are based on evolving market dynamics and strong demand-supply drivers. Investors are encouraged to explore these opportunities for potential gains.

BFINVESTGVPILCapital GoodsFinancial Services
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells
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ET Markets - Stocks 19d ago

3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells

Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentration poses significant risk. In contrast, India's market offers diversification across sectors like BFSI, consumption, and infrastructure, presenting a potentially more resilient investment opportunity. Experts highlight India's growing AI infrastructure play, including data centers and power, as a key advantage.

ALLETECBFINVESTBFSIGVPILCapital GoodsFinancial Services
Kirloskar Oil hits the upper circuit, but upside may be limited here on
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ET Markets - Stocks 19d ago

Kirloskar Oil hits the upper circuit, but upside may be limited here on

Kirloskar Oil Engines shares surged to their daily limit following a substantial order from data-centre firm HyperNext for 192 megawatts of power systems. Analysts see this deal as a significant validation of the company's capabilities, potentially boosting its market share in high-horsepower segments. While near-term gains might be tempered by the recent rally, the stock remains a promising investment with analysts maintaining 'Buy' ratings and revised price targets.

ARSSBLBFINVESTGVPILKIRLOSENGKIRLOSINDOILRSYSTEMSSMARTENTDPOWERSYSUTLSOLARCapital GoodsFinancial Services
MHADA’s 925-acre Mumbai redevelopment pipeline may draw Rs 4 lakh cr investment
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ET Markets - Industry 19d ago

MHADA’s 925-acre Mumbai redevelopment pipeline may draw Rs 4 lakh cr investment

Mumbai's housing redevelopment is set for a massive Rs 4 lakh crore investment, promising 75,000 rehabilitation tenements and 30,000 MHADA units. This large-scale urban renewal, covering 925 acres across 11 projects, aims to transform ageing colonies and densely populated areas. The new Construction & Development Agency model prioritizes residents with transit rent support and maintenance funds, attracting major developers like Adani and Reliance.

ADANIENTBFINVESTGENCONHUDCOIREDARELIANCERELINFRARPPINFRAURBANURBANCOConstructionConsumer Services
Meta gets Kunal Shah to lead WhatsApp globally, but what's next for Cred?
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LiveMint - Companies 19d ago

Meta gets Kunal Shah to lead WhatsApp globally, but what's next for Cred?

Kunal Shah has stepped down as CEO of Cred to lead WhatsApp globally, as the Indian company secures an ₹8,550 crore investment from Meta. What's next for Cred? 

BFINVESTSHAHCapital GoodsFinancial Services