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Infosys rises after partnering with Valmet to modernize IT operations through AI
Infosys rose 1.09% to Rs 1,156.10 after the company announced a strategic, long-term collaboration with Valmet, a global technology leader serving process industries.
Aluminum Rises as Traders Weigh Chinese Output, Mideast Supply
Aluminum edged higher as investors assessed the potential for long-term supply limitations despite booming Chinese production and the possible return of Middle East smelters to the global market.
P&G India flags pressure on consumer demand, input costs
Procter and Gamble India sees rising costs and softening urban demand, with company executives saying inflation will impact consumer spending. However, despite near-term challenges, P&G maintains a positive long-term outlook for India.
ITC vs HUL: which FMCG heavyweight deserves a spot on your watchlist?
India’s FMCG sector is poised for long-term growth despite near-term challenges. Here's how ITC and HUL stack up on revenue, profitability, dividends, efficiency and future prospects.
BNP Paribas turns selective on IT services as AI redefines the sector
Kumar Rakesh, Analyst - IT & Auto at BNP Paribas, said the outlook for the automobile sector remains healthy despite global uncertainties. According to him, fuel prices and inflation do not have a strong long-term relationship with vehicle sales, while consumer sentiment remains a key determinant of demand.
HCLTech’s Sarvam bet signals start of India’s AI growth story: Mayuresh Joshi
Mayuresh Joshi, Director of Research at Marketsmith India, said Sarvam's enterprise and agentic AI capabilities can simplify workflows, making HCLTech's investment a strategic move that could prompt more IT firms to pursue similar deals. He expects such investments to create long-term value as AI adoption rises. 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.
Is the Iran war just an energy shock - or a turning point?
A potential U.S.-Iran peace deal to reopen the Strait of Hormuz could signal a watershed moment for global energy markets, moving beyond a temporary blip. While immediate relief is expected, the long-term impact hinges on consumer and government behavior shifts towards renewables and EVs, potentially challenging fossil fuel dominance.
Financials and consumption could be among the biggest winners as oil risks recede: Emkay Global
Seshadri Sen, Head-Research & Strategist at Emkay Global Financial Services, believes financials and discretionary consumption could emerge as key beneficiaries of easing geopolitical tensions and lower oil prices. He expects softer liquidity conditions to support banks and NBFCs, while stronger consumer spending could boost sectors such as autos. Sen also remains constructive on pharmaceuticals for long-term compounding and sees India's textile sector benefiting from free trade agreements with the UK and EU.
Chola Securities sees buying opportunity in metals and cement stocks
Dharmesh Kant, Head of Research at Chola Securities, expects the commodity upcycle to continue for another year despite near-term volatility. He sees any correction in metal prices as a long-term buying opportunity, supported by reconstruction activity in the Middle East and a revival in infrastructure spending in countries such as India. Kant remains positive on metals and prefers Hindalco, Hindustan Zinc, Vedanta, Tata Steel and JSW Steel on declines. He also believes the cement sector has been overlooked and favours large-cap names like UltraTech Cement and Ambuja Cements, while regional players could benefit from improving pricing over the next two to three months. 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.
DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth space
DBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. However, India must invest in its people and education to seize this potential. DBS remains committed to India, increasing investments in wealth management and client connectivity. The bank sees strong future prospects for the country.
Sebi plans to ease KYC rules for FPIs, offer more clarity to global capital
India’s financial watchdog, Sebi, is gearing up to make the investment terrain more inviting for foreign investors by reforming the Know Your Customer rules. This effort aims to strip away unnecessary complexities in compliance, enticing global funds to explore Indian markets. Moreover, Sebi plans to revisit disclosure guidelines and introduce fresh long-term equity derivatives.
Sebi weighs introducing long-term futures and options contracts: Tuhin Kanta Pandey
Sebi is evaluating longer-term futures and options contracts, broader commodity derivatives and bond index derivatives to deepen markets. The regulator highlighted resilient capital markets, strong domestic investor participation and a robust IPO pipeline despite global uncertainties and volatility.