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India's growth story could regain momentum as oil risks fade, say global market strategists
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CNBC TV18 - Markets 26d ago

India's growth story could regain momentum as oil risks fade, say global market strategists

Ed Yardeni, President of Yardeni Research and Arvind Sanger, Managing Partner of Geosphere Capital Management discuss the implications of easing geopolitical tensions, India's investment outlook, the future of the AI-driven market rally, emerging-market opportunities and whether elevated US valuations are creating a stronger case for global diversification.

AKCAPITAONETMMQ50ARVINDAVONMOREBFINVESTCPCAPFELFELDVRFMNLGLOBALJAROMOCAPITALMOMENTUMOILConsumer ServicesFinancial Services
DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth space
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ET Markets - Industry 26d ago

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.

BANKINDIACOMMITTEDFELFELDVRFOCUSGLOBALLTGILTBEESNUVAMASPECTSTMWEALTHConsumer DurablesConsumer Services
‘True test of capitalism’, says billionaire banker Uday Kotak on SpaceX IPO market debut
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LiveMint - Markets 27d ago

‘True test of capitalism’, says billionaire banker Uday Kotak on SpaceX IPO market debut

Commenting on the blockbuster debut, Kotak said the company's valuation challenges traditional financial benchmarks and reflects a substantial wager on future growth and innovation.

FELFELDVRFMNLJMFINANCILConsumer ServicesFinancial Services
'Fairy tale or mega bubble?' Uday Kotak says SpaceX IPO valuation does not fit any traditional matrix
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LiveMint - Companies 27d ago

'Fairy tale or mega bubble?' Uday Kotak says SpaceX IPO valuation does not fit any traditional matrix

Uday Kotak, Founder of Kotak Mahindra Bank, described SpaceX's IPO as a significant test of capitalism, highlighting its valuation beyond traditional metrics as a bet on humanity’s future and technological advancement. SpaceX debuted at USD 150, with a market cap of USD 1.77 trillion.

ALPHABANKINDIABANKNIFTY1CHEMICALFELFELDVRFMNLKOTAKBANKLIQUID1MID150M&MMNCMOMENTUM30MSCIINDIANEXT50ETFNIFTY100EWPSUBANKQUALITY30SILVER1Automobile and Auto ComponentsConsumer Services
Companies Building AI Future Hiring Aggressively, But Beginners Struggling To Get Through Door: Report
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NDTV Profit 27d ago

Companies Building AI Future Hiring Aggressively, But Beginners Struggling To Get Through Door: Report

Of the 161,645 total jobs, around 8140 were related to AI roles.

FELFELDVRTOTALConsumer ServicesServices
Uday Kotak calls SpaceX IPO a ‘true test for capitalism’ after stellar market debut
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CNBC TV18 - Markets 28d ago

Uday Kotak calls SpaceX IPO a ‘true test for capitalism’ after stellar market debut

Reacting to SpaceX's blockbuster market debut, Kotak said the company's valuation defies conventional financial metrics and represents a massive bet on the future.

FELFELDVRFMNLJMFINANCILConsumer ServicesFinancial Services
Humanoid robots and self-driving cars could unlock SpaceX's $28.5 trillion market opportunity: Gwynne Shotwell
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CNBC TV18 - Markets 29d ago

Humanoid robots and self-driving cars could unlock SpaceX's $28.5 trillion market opportunity: Gwynne Shotwell

SpaceX is betting that the rapid adoption of autonomous machines and AI-powered systems will drive unprecedented demand for computing power and global connectivity, positioning Starlink at the centre of a future AI ecosystem.

FELFELDVRFMNLGLOBALGVPILRSYSTEMSSMARTENTDPOWERSYSUTLSOLARCapital GoodsConsumer Services
SpaceX IPO Opens Today: Inside The Sci-Fi Vision Of Musk's Multiplanetary Future
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NDTV Profit 29d ago

SpaceX IPO Opens Today: Inside The Sci-Fi Vision Of Musk's Multiplanetary Future

Most companies measure success in profits and market share. SpaceX's prospectus introduces a much larger benchmark.

FELFELDVRFMNLSCITVVISIONConsumer ServicesMedia Entertainment & Publication
From Dhobi Ghat to luxury towers: How redevelopment is unlocking Mumbai's next real estate boom
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ET Markets - Industry 30d ago

From Dhobi Ghat to luxury towers: How redevelopment is unlocking Mumbai's next real estate boom

Mumbai's property landscape is shifting towards redevelopment as developable land becomes scarce. Historic Mahalaxmi is transforming into a premium residential hub, driven by infrastructure upgrades and developer focus on established neighbourhoods. This trend signals a future growth model for the city, prioritizing reinvention over outward expansion.

3PLANDABRELFELFELDVRFOCUSPREMIUMTRELAutomobile and Auto ComponentsConsumer Durables
HFCs emerge stronger after FY26 stress, asset quality recovers sharply; sector better placed for FY27: Report
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ET Markets - Industry 30d ago

HFCs emerge stronger after FY26 stress, asset quality recovers sharply; sector better placed for FY27: Report

Housing finance companies have emerged stronger after facing challenges. Asset quality has improved significantly. Loan growth is picking up, and profitability remains resilient. The sector saw a broad-based recovery in the fourth quarter of FY26. This was supported by better collections and healthy disbursement growth. HFCs are now better positioned to handle future challenges.

AADHARHFCABGSECAPTUSBAJAJHFLCORALFINACESGFELFELDVRGICHSGFINHEALTHYLICHSGFINLIQUIDPLUSLTFMIDSMALLPNBHOUSINGSMALLCAPSRGHFLConsumer ServicesFinancial Services
A home that washes, cools and thinks for you: Inside LG's 'Zero Labor Home' vision for India
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ET Markets - Industry 30d ago

A home that washes, cools and thinks for you: Inside LG's 'Zero Labor Home' vision for India

LG Electronics is building a future home powered by artificial intelligence. Intelligent appliances, connected platforms, and robots will work together to automate chores. This "Zero Labor Home" vision aims for ultimate convenience. India is a key market for these advanced AI-driven living solutions. LG's manufacturing facilities are aligning with this global AI roadmap.

FELFELDVRFMNLGLOBALLGEINDIATVVISIONConsumer DurablesConsumer Services
NEWS
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Business Standard - Markets 31d ago

INR pares initial losses and settles largely unchanged

The Indian rupee was largely flat and settled almost unchanged at Rs 95.43 per dollar, down just 2 paise on Wednesday, amid likely intervention from the Reserve Bank of India (RBI) to curb excessive volatility and prevent a further slide in the domestic unit. Rupee pared its initial losses as crude oil prices and the US dollar index retreated from their elevated levels. Indian shares gave up early gains to end little changed on Wednesday as investors weighed rising U.S.-Iran tensions and awaited key U.S. inflation data later in the day for fresh insights into market expectations for future interest rates in the face of rising energy-driven inflation risks. The BSE Sensex ended the day at 73,983.18, up by 64.42 points (0.09%), while the NSE Nifty 50 settled at 23,214.95, slipping by 27.15 points (-0.12%).

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