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Cracks in cola kingdom: India's duopoly faces biggest test in decades
neutral
ET Markets - Industry 9d ago

Cracks in cola kingdom: India's duopoly faces biggest test in decades

India's cola market is undergoing a significant transformation, moving beyond the traditional Coca-Cola vs. PepsiCo rivalry. Reliance's Campa revival ignited a price war, while ITC's new premium, sugar-free coconut cola signals a shift towards health, premiumization, and niche offerings. This evolving landscape caters to health-conscious consumers seeking alternatives, indicating a more dynamic and diversified future for the Indian beverage sector.

DYNAMICFELFELDVRFMNLITCMEDANTAPREMIUMRELIANCERELINFRAAutomobile and Auto ComponentsConsumer Services
HDFC Bank shares down 20% in 2026 so far. Time to buy as the governance cloud clears up?
positive
ET Markets - Stocks 9d ago

HDFC Bank shares down 20% in 2026 so far. Time to buy as the governance cloud clears up?

HDFC Bank shares have plunged 20% this year amid governance concerns, sparked by a former chairman's resignation. The bank has since appointed a new part-time chairman and key financial officers. While leadership is strengthening and operations are improving, analysts advise caution against trying to time the bottom, suggesting other banks might offer better immediate value. The stock's future hinges on the CEO's reappointment and regulatory outcomes.

BANKINDIAFELFELDVRHDFCBANKHDFCNIFBANHDFCPSUBKHDFCPVTBANHDFCVALUEJMFINANCILVALUEVLEGOVConsumer ServicesFinancial Services
Wipro shares could crash 17% on Thursday if ADR is an indicator. What’s worrying investors?
negative
ET Markets - Stocks 9d ago

Wipro shares could crash 17% on Thursday if ADR is an indicator. What’s worrying investors?

Wipro shares are poised for a significant drop following a steep decline in its ADRs, fueled by investor worries about future earnings and AI's impact on IT services. The company, already down substantially from its peak, faces headwinds from North American market slowdowns and the disruptive potential of generative AI. Accenture's tempered forecast and US monetary policy further dampen prospects for the sector.

FELFELDVRFMNLWIPROConsumer ServicesInformation Technology
Cabinet approves two highway projects for Rs 14,115 crore
positive
ET Markets - Industry 9d ago

Cabinet approves two highway projects for Rs 14,115 crore

The government has greenlit two major highway projects totaling Rs 14,115 crore. A 117.7 km access-controlled highway in Uttar Pradesh, designed for future expansion, will slash travel time between Kanpur and Kabrai by 58%. Additionally, an 8.1 km six-lane road tunnel in Delhi will significantly improve connectivity between West and South Delhi, minimizing disruption to the Southern Ridge Forest. These initiatives aim to boost infrastructure and facilitate efficient traffic flow.

FELFELDVRHILINFRARPPINFRASOUTHWESTConstructionConsumer Services
Retail leasing jumps 18% YoY in Q2 despite supply crunch: Cushman & Wakefield
positive
ET Markets - Industry 10d ago

Retail leasing jumps 18% YoY in Q2 despite supply crunch: Cushman & Wakefield

India's retail real estate market is booming, with leasing up significantly quarter-on-quarter and year-on-year. Despite limited new mall supply, retailers are actively leasing space, especially in organized formats and established high streets. This strong demand is leading to tighter vacancies and rising rentals, with fashion and F&B sectors showing particular strength. Future supply additions are expected to ease constraints.

ABFRLABRELBELLACASAFELFELDVRFMNLGOCOLORSRETAILSDREAMSTRELV2RETAILConsumer ServicesForest Materials
Delhi EV Policy 2026 paves way for hydrogen-powered vehicles
positive
ET Markets - Industry 10d ago

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.

AKCAPITCPCAPE2ERAILFELFELDVRNDTVNTPCOLAELECTCIVICTORYEVAutomobile and Auto ComponentsConstruction
Artificial Intelligence and Future of India's IT Companies - Economic and Political Weekly
positive
Google News - India Markets 10d ago

Artificial Intelligence and Future of India's IT Companies - Economic and Political Weekly

Artificial Intelligence and Future of India's IT CompaniesEconomic and Political Weekly

FELFELDVRConsumer Services
mRNA vaccines protect against severe infectious diseases, review confirms
positive
ET Markets - Industry 10d ago

mRNA vaccines protect against severe infectious diseases, review confirms

Billions of mRNA vaccine doses administered globally confirm their safety and effectiveness against infectious diseases, including severe COVID-19, across all age groups and health conditions. Researchers emphasize that serious side effects are rare, with benefits far outweighing risks. This technology, now proven, holds immense promise for future vaccines and personalized treatments, though equitable global access remains crucial.

ALLETECFELFELDVRGLOBALMEDANTAConsumer ServicesHealthcare
Why It Makes Sense to Invest In Floating Rate Funds Now — And Top Three Options To Choose From
negative
NDTV Profit 10d ago

Why It Makes Sense to Invest In Floating Rate Funds Now — And Top Three Options To Choose From

Given the upside risk to the inflation outlook, the probability is skewed towards a future rate hike rather than a cut. But how soon rates would move up seems unclear.

FELFELDVRConsumer Services
India's June crude imports hit record high as Russian supplies surge despite West Asia tensions
positive
ET Markets - Industry 10d ago

India's June crude imports hit record high as Russian supplies surge despite West Asia tensions

India's crude oil imports hit a record 4.93 million barrels per day in June, bolstered by substantial purchases from Russia, which solidified its role as the top supplier. This surge underscores India's robust supply chain resilience amidst global geopolitical tensions. Analysts highlight proactive diversification and procurement strategies as key to maintaining these strong inflows, ensuring refiners are well-positioned for future needs.

BMETRICSFELFELDVRGLOBALOILTVSSCSConsumer ServicesOil Gas & Consumable Fuels
Escorts Kubota tractor sales up 19.1% at 13,695 units in June
positive
ET Markets - Industry 10d ago

Escorts Kubota tractor sales up 19.1% at 13,695 units in June

Escorts Kubota reported a 19.1% surge in total tractor sales for June 2026, reaching 13,695 units compared to the previous year. Domestic sales climbed 19.8%, while exports saw a 4.4% increase. Despite a delayed monsoon impacting Kharif sowing, improved wholesale and retail performance fueled this growth. The company remains watchful of monsoon progress and El Nino's effects on rural sentiment and future growth.

ESCORTSFELFELDVRMOGSECRETAILSDREAMSTOTALV2RETAILCapital GoodsConsumer Services
From niche to mainstream: How India's bond market reinvented itself over the last 10 years
positive
ET Markets - Stocks 10d ago

From niche to mainstream: How India's bond market reinvented itself over the last 10 years

India's bond market has transformed significantly over the last decade, moving from an opaque, institutional-focused space to a more transparent and accessible one. Regulatory reforms, technological advancements, and global index inclusion have fueled this growth, nearly tripling total issuances. Experts highlight reduced minimum investment thresholds and enhanced regulatory frameworks as key drivers, paving the way for substantial future expansion.

AONELIQUIDAONETMMQ50AONETOTALBBETF0432BFINVESTFELFELDVRFMNLGLOBALTOTALConsumer ServicesFinancial Services