Market News
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Why the capital cycle approach is a powerful framework for long-term investing
Edward Chancellor advocates the capital cycle approach, urging investors to focus on industry supply, capital allocation and management quality instead of demand forecasts. He argues disciplined capacity, rational competition and long-term thinking can uncover overlooked opportunities and deliver superior investment returns.
US rally vs India story? Wealth managers explain why NRIs should stay the course for next 10 years
Despite recent volatility, wealth managers believe NRIs should remain invested in India, citing strong structural growth, resilient domestic capital markets, improving corporate fundamentals and long-term earnings potential. They argue temporary market and currency fluctuations should not overshadow India's long-term wealth creation opportunity.
500 hanger cables replaced on iconic Godavari bow string arch railway bridge in Andhra
South Coast Railway has achieved a major feat, replacing 500 of 672 corroded hanger cables on the historic Godavari Bow String Arch Railway Bridge. This complex rehabilitation, done without halting train traffic, utilizes advanced corrosion-resistant materials and international expertise. A state-of-the-art monitoring system with over 272 sensors is also in place to ensure the bridge's long-term safety and reliability.
JSW Steel commences Rayalaseema integrated steel project
JSW Steel today marked the commencement of development activities for its integrated steel project in the Rayalaseema region of Andhra Pradesh, reaffirming its long-term commitment to India's manufacturing growth and the industrial transformation of the state of Andhra Pradesh.
BLS E-Services acquires Atyati Technologies for Rs 157 crore
BLS E-Services has acquired Bengaluru-based Atyati Technologies for approximately Rs 157 crore in an all-cash deal. This strategic move aims to bolster BLS E-Services' reach and impact in underserved communities by integrating Atyati's AI-powered banking solutions and extensive network of customer service points. The acquisition is anticipated to drive significant synergies, including network expansion and cost efficiencies, contributing to long-term growth.
Gold prices to stay elevated, volatile; Titan bullish on long-term growth
Gold prices are expected to remain "elevated and volatile" due to geopolitical tensions, Titan said, but expressed optimism about the long-term growth prospects of the jewellery market on favourable demographics and its safe-haven appeal. Despite these challenges, the "outlook in India remains positive" due to favourable demographics and the continued relevance of jewellery as a store of value; however, "short-term demand fluctuations may persist", Titan said in its annual report. "Gold prices are expected to remain elevated and volatile, given ongoing geopolitical developments and global conflicts leading to macroeconomic uncertainties," said Titan, a JV between Tata and the Tamil Nadu government. The Tata group-managed firm also said these macroeconomic uncertainties arising from geopolitical developments could lead to shifts in demand patterns across customer segments. "In this environment, there could be shifts in demand segments and the Division will continue to prioritise mar
Why the government is allowing the import of some Chinese power equipment—for now
The Centre has temporarily allowed imports of select Chinese transformer components to ease supply shortages and keep power transmission projects on schedule. Analysts say the move is a short-term solution to address bottlenecks and does not signal a shift away from India's long-term push for local manufacturing.
Aswath Damodaran predicts this for the future of AI: The next Amazon won't be Nvidia or OpenAI
Damodaran believes AI will neither drastically eliminate jobs nor be a fleeting trend. He predicts it will enhance productivity while replacing certain roles. For investors, the lesson is that potential long-term AI winners might not yet be obvious, as seen in past technology revolutions.
Titan expects gold prices to stay elevated, volatile amid global tensions
Titan anticipates elevated and volatile gold prices due to global geopolitical tensions, impacting short-term jewellery demand. However, the company remains optimistic about India's long-term jewellery market growth, driven by favourable demographics and gold's appeal as a safe asset. Despite challenges like US tariffs and volatile gold prices, Titan achieved a landmark Rs 75,000 crore revenue in FY26, with its jewellery division contributing significantly.
Bank of Baroda's ₹5,700 crore NMC settlement to weigh on FY27 profitability
A one-time legal payout equivalent to nearly 28% of the lender's FY26 net profit is expected to dent earnings, though analysts say its capital position and long-term growth remain intact.
Traditional IT stocks can deliver up to 70% returns over three years despite AI fears: Sandip Agarwal
The recent fall in Indian IT stocks has created an attractive long-term buying opportunity, according to fund manager Sandip Agarwal. He believes investors are overestimating the impact of AI on the sector and says traditional IT services companies could deliver 45–70% returns over the next three years as enterprise AI adoption gathers pace.
Food inflation shaped household choices; long-term growth potential intact: Nestle chairman
Nestle India's Chairman highlighted how food inflation reshaped consumer choices, impacting pack sizes and purchase habits in FY26. Despite uneven demand and rising commodity costs, the company reported a significant revenue jump of 22.6% for the January-March 2026 quarter. Nestle India is now a global leader for Maggi and KitKat, emphasizing agility and consumer closeness for future growth.