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Fed seen holding rates for now, cuts likely later in 2026: Nomura
negative
CNBC TV18 - Markets 74d ago

Fed seen holding rates for now, cuts likely later in 2026: Nomura

Robert Subbaraman, Head of Global Macro Research at Nomura, assesses India’s economy amid a “triple shock” of tariffs, tech disruption, and rising energy prices—warning of a near-term slowdown while highlighting its underlying structural resilience.

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NEWS
positive
Business Standard - Markets 79d ago

G R Infra bags Rs 413-cr EPC order from NTPC

G R Infraprojects announced that it has secured an engineering, procurement and construction (EPC) contract from NTPC for Battery Energy Storage System (BESS) implementation.

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The much-hyped great rotation out of tech for 2026 may be over already
positive
CNBC TV18 - Markets 79d ago

The much-hyped great rotation out of tech for 2026 may be over already

Tech stocks rebound, leading markets since March bottom, while earlier winners like energy and staples lag, investors refocus on AI driven growth and small caps still outperform.

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NEWS
positive
Business Standard - Markets 80d ago

China markets rise on tech strength despite Middle East uncertainty

Sentiment remained supported even though uncertainty continued around the IsraelIran situation. Although US President Donald Trump extended a temporary ceasefire, investors remained cautious as Iran showed reluctance toward further negotiations. However, concerns from the conflict were largely offset by Chinas strong energy security position, supported by large reserves, diversified import sources, and rapid growth in renewable energy capacity.

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Sunkonnect plans to cut 15% carbon dioxide emissions in educational institutes over 4 years
neutral
ET Markets - Industry 80d ago

Sunkonnect plans to cut 15% carbon dioxide emissions in educational institutes over 4 years

Sunkonnect's ambitious plan targets 34 million tonnes of CO2 reduction. The firm will install solar rooftops on over 5,000 schools. Energy audits, LED upgrades and waste management are also included. This initiative aims for energy-efficient and net-zero campuses across India.

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The IPO afterlife for unicorns: How mutual funds are doubling down on next-gen leaders
positive
ET Markets - Stocks 80d ago

The IPO afterlife for unicorns: How mutual funds are doubling down on next-gen leaders

Indian mutual funds have boosted their investments in five new-age companies. Funds poured into stocks like Urban Company, Ather Energy, Lenskart, Meesho, and PhysicsWallah. This shows growing confidence from domestic investors in these tech-focused businesses. Brokerages are also initiating coverage with positive outlooks. This trend indicates a significant shift in institutional capital towards India's new-age economy.

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Enviro Infra says FY27 revenue visibility at ₹2,000 crore as order book grows
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CNBC TV18 - Markets 86d ago

Enviro Infra says FY27 revenue visibility at ₹2,000 crore as order book grows

Enviro Infra Engineers said it continues to benefit from rising government spending on water infrastructure and increasing investments in renewable energy and storage solutions.

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MTAR Tech shares soar 10%, double investor money in 2026! What’s behind the latest surge?
positive
ET Markets - Stocks 87d ago

MTAR Tech shares soar 10%, double investor money in 2026! What’s behind the latest surge?

MTAR Technologies shares surged over 10%, extending a sharp rally that has doubled investor wealth in 2026 so far. The spike follows a major Bloom Energy–Oracle deal, strengthening growth visibility. Strong Q3 earnings, rising AI-driven power demand, and its key role in clean energy supply chains further boosted investor sentiment.

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MTAR Tech shares gain 10% after reports of key client signing an expanded deal with Oracle
positive
CNBC TV18 - Markets 87d ago

MTAR Tech shares gain 10% after reports of key client signing an expanded deal with Oracle

MTAR Tech plays a critical role in Bloom Energy's supply chains. As much as 55% - 65% of its revenue comes from Bloom Energy in the US.

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Racing driver Jehan Daruvala changes lanes, joins Sterling and Wilson Group to redefine his 'fast track' career
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LiveMint - Companies 87d ago

Racing driver Jehan Daruvala changes lanes, joins Sterling and Wilson Group to redefine his 'fast track' career

The fourth-generation scion, 27, has swapped race suits for a corporate role, embracing a new kind of 'fast track' by securing deals and driving projects in his family's growing renewable energy and data centre empire.

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TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
positive
CNBC TV18 - Markets 89d ago

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.

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A big inflation report is due Friday. How to trade the upcoming CPI report
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CNBC TV18 - Markets 92d ago

A big inflation report is due Friday. How to trade the upcoming CPI report

Investors brace for key March CPI after sticky inflation data and Iran war, favoring energy, real assets, income strategies and select AI and cybersecurity tech plays.

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