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Future growth will depend on governance quality in public, private institutions: HDFC's Parekh
India's future prosperity hinges on robust governance across public and private sectors, emphasized HDFC Bank Chairman Deepak Parekh. He highlighted that ongoing reforms are building a strong foundation for growth, with a call for further banking sector consolidation. Parekh also stressed the immense funding needs for domestic capacity building and the crucial role of self-reliance in a shifting global landscape.
SBI Securities prefers HDFC Bank, sees long-term upside in metals
Sunny Agarwal, Head Fundamental Research, Retail Desk at SBI Securities, remains positive on private banks, preferring HDFC Bank over Kotak Mahindra Bank after the lender received a clean legal review. He says Persistent Systems' acquisition benefits may take up to eight quarters to materialise, while slower growth remains a near-term concern. Agarwal is also bullish on the metals sector, with Indian Metals & Ferro Alloys as his top pick, and remains positive on Astral over the long term despite near-term challenges.
Amber Group eyes $2 billion revenue milestone soon; invests Rs 6,750 crore in UP projects
Amber Group is poised to reach USD 2 billion in revenue soon, fueled by robust growth in its consumer durables, electronics, and railway/defence sectors. The company recently broke ground on a significant Rs 6,785 crore manufacturing expansion in Jewar, Uttar Pradesh. This includes a crucial PCB and semiconductor substrate unit via a joint venture, alongside an expanded air-conditioner complex, aiming for import substitution and future exports.
'India's Growth Story Is Intact': Seth Freeman Is Backing These Sectors Despite War And AI Uncertainty
Beyond geopolitics, he believes artificial intelligence remains another major theme shaping global capital flows. Massive investments are currently being made in AI infrastructure, data centres and semiconductor manufacturing, but Freeman cautioned that returns on those investments could take several years to materialise.
Amazon will look at acquisitions, continue to work with govt on expanding AI capabilities: Andy Jassy, CEO
Amazon is significantly boosting its India investment, committing an additional $48 billion by 2030, bringing the total to nearly $90 billion. CEO Andy Jassy highlighted opportunities in AI, cloud computing, and quick commerce, emphasizing India's crucial role in Amazon's global strategy. The company sees substantial growth potential as retail and IT sectors increasingly shift online and to the cloud, despite operating under India's marketplace model.
Why Boeing and Airbus could be a game changer for some Indian auto stocks
Indian auto component makers expanding into aerospace and defence could unlock a significant new growth avenue, according to fund manager Rajesh Kothari. He believes even a small share of sourcing by global aircraft giants such as Boeing and Airbus could potentially double or triple revenues for some suppliers over time.
HDFC Mutual Fund buys additional 10 lakh shares of Global Health for Rs 130 crore
HDFC Mutual Fund has secured an additional 10 lakh shares of Global Health, which is known for operating Medanta hospitals, from co-founder Sunil Sachdeva for Rs 130 crore. This acquisition builds on a prior purchase made last month. The transaction accounts for a 0.37% stake in the company. In related news, Global Health has reported an impressive 39.7% increase in its fourth-quarter profit after tax, totaling Rs 141.7 crore.
GCC demand, flex workspaces keep India's office leasing on growth path in H1
India's office market is thriving, with a 6% year-on-year surge in leasing to 35.7 million sq ft in the first half of 2026. Global Capability Centres and steady demand from sectors like technology and BFSI are driving this growth. Bengaluru and Hyderabad lead the charge, showcasing robust expansion despite global economic headwinds. Flexible workspaces are also seeing unprecedented demand, signaling a dynamic and resilient market.
HDFC Life reports 12 per cent premium growth in FY26, retail protection business rises 43 per cent
HDFC Life Insurance reported a robust 12% year-on-year growth in total premium for FY26, with its retail protection business soaring by 43%. The insurer solidified its position among the top three, achieving a 10.8% new business market share. Profit after tax reached Rs 1,910 crore, and assets under management grew to Rs 3.75 lakh crore.
Waka Waka! Indian consumer giants seek to roar louder in Africa
Indian consumer firms are significantly boosting investments in Africa, shifting from market entry to large-scale operations. Driven by a young population and underpenetrated markets, beverages, hair care, and personal care sectors are showing robust growth. Companies, such as GCPL, VBL, Dabur India and Marico are prioritizing local manufacturing and distribution, viewing Africa as a crucial long-term growth engine despite currency volatility and retail fragmentation.
Indiamart Target Price Trimmed By 6% — Here's Why HDFC Securities Remains Bullish
HDFC Securities highlighted that elevated churn in IndiaMart's silver-tier segment continues to drag subscriber additions and overall growth momentum.
Banks boost renewable energy credit by 7% in April amid energy security concerns
Banks are boosting credit to renewable energy projects, with a 7% jump in April, as global conflicts highlight India's reliance on oil. This surge in funding for green energy underscores the nation's commitment to energy transition. Experts note a growing demand for climate finance, urging banks to develop specialized underwriting for sunrise sectors like solar and green hydrogen, which are poised for significant growth.