Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Starbucks bullish on India growth story; opens first Reserve store in east India at Kolkata
Tata Starbucks sees strong long-term growth in India's coffee market. The company is expanding its presence with new Starbucks Reserve stores. India remains a fast-growing market for Starbucks, with plans for more outlets. The focus is on sustainable and profitable expansion. Coffee penetration in India is growing, offering significant opportunities.
From Chips to Champions: How AI propelled Samsung to $1 trillion club
Samsung Electronics’ rally is being driven by strong AI-led demand for memory chips, boosting earnings and investor sentiment. The semiconductor division remains the key growth driver amid global supply constraints. However, challenges persist in smartphones, while sustained investments in AI chip capacity will be critical for long-term leadership.
Reliance Industries shares in focus as Mukesh Ambani eyes satellite foray to take on Starlink
Reliance Industries is evaluating a multi-billion-dollar entry into satellite communications, focusing on low Earth orbit networks under Jio Platforms. The initiative aims to strengthen India’s strategic capabilities amid rising global competition, with discussions underway on technology partnerships, orbital slots and potential acquisitions as the company explores long-term opportunities in future.
176% rally in 1 year: Gautam Exim announces stock split and bonus issue
Gautam Exim's shares are in focus after announcing a stock split and bonus issue. Despite a recent 2.6% decline, the company has seen significant long-term gains, with a 176% increase over the past year and 1,284% over five years, reflecting strong investor interest.
Road ministry to prioritise slope stabilisation
Road safety in hilly regions is set to improve. The Ministry of Road Transport and Highways will now focus on stabilizing slopes before building roads in mountainous areas. This initiative aims to ensure long-term safety and durability of road infrastructure.
Bajaj Finance a strong compounder, prefer food delivery over QSR: Dipan Mehta
Dipan Mehta, Director at Elixir Equities, stays constructive on Bajaj Finance, citing diversification and stable credit costs. He favours platform-led food businesses over traditional QSR chains and suggests a long-term approach to Swiggy-type models. He remains cautious on paint companies due to competition, while seeing value in select financials and energy PSUs supported by dividends and policy focus. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Induction cooktop: EPACK Durable expands into infrared cooktops as gas squeeze shifts demand
EPACK Durable Limited has launched infrared cooktops, expanding its electric cooking range. This move supports a national trend towards electric cooking, driven by global energy market disruptions. The company's expansion diversifies its product offerings beyond seasonal air conditioners. This strategy aims to enhance revenue streams and improve long-term profit margins.
Havells shares tank 6% post weak Q4 show. Morgan Stanley cuts to underweight, Goldman Sachs trims target
Havells shares fell sharply on Thursday after a weak Q4, with revenue growth slowing and EBITDA declining. A sharp rise in other income boosted profit, but brokerages flagged margin pressures and muted demand. Morgan Stanley downgraded the stock, while Goldman Sachs and Nuvama trimmed targets but maintained positive long-term views.
For Asian Paints, green is not just a colour, but a worthful way of life
Asian Paints is embedding sustainability into core operations, linking it to long-term business survival. The firm, honoured at the Economic Times Awards for Corporate Excellence 2025, highlighted progress in water conservation, renewable energy adoption and large-scale skill training, alongside plans to further cut emissions and resource use.
Tata invests ₹1,500 crore more to charge up iPhone biz
Tata Group has infused ₹1,500 crore into Tata Electronics to scale up its iPhone manufacturing business, alongside plans for further investments. The group has also increased capital in its Pegatron India unit. Analysts say the move reflects long-term capacity expansion, as Tata strengthens its role in Apple supply chains and pushes into semiconductors.
Bosch may launch AC brand in India; Hitachi label to stay
Bosch Home Comfort India is evaluating the launch of Bosch-branded air conditioners in India, which would mark its potential entry into the AC segment in Asia, while continuing sales under the existing Hitachi brand through a long-term licence. The company, now operating as Bosch Home Comfort India after acquiring a controlling stake in the former Johnson Controls–Hitachi JV, is also investing heavily in R&D and navigating rising costs from raw materials, logistics, and stricter efficiency norms, which are expected to push prices higher.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. 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.