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India's biggest AI opportunity lies in enterprise applications: Gopal Jain
India is well positioned to become a global hub for AI applications and enterprise AI services, according to Gopal Jain, MD & CEO of Gaja Alternative Asset Management. He said the country has strong AI talent and can play a larger role across the AI value chain over time. Jain added that patient domestic private equity capital will be essential to build foundational AI technologies, while greater awareness and access are needed to expand India's alternative investment industry. 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.
Earnings could improve from Q2 as oil eases; Enam's Sridhar Sivaram stays underweight on IT, banks
Enam Holdings Investment Director Sridhar Sivaram remains underweight on IT and banks, citing weak earnings growth and intense competition, while favouring manufacturing, power equipment, pharmaceuticals, NBFCs and gold. Sivaram also recommends international diversification and expects gold to deliver double-digit annual returns over the next five years.
Bhutani Group gets NCLT approval to take over Noida's Entertainment City
NCLT has cleared the Bhutani Group's acquisition of Entertainment City, which includes The Great India Place and Worlds of Wonder. The group plans a Rs 10,000 crore investment to transform the Noida site into a major entertainment hub. This NCLT order resolves a long-standing dispute, allowing Bhutani Infra to proceed with developing the 147-acre project, which also features vacant land for future expansion.
Prestige Estates to invest Rs 15,000 cr this fiscal in housing, commercial projects
Prestige Estates Projects is set to invest a substantial Rs 15,000 crore this fiscal year in developing residential and commercial properties across key South Indian regions, Mumbai, and Delhi-NCR. Following a record Rs 30,024 crore in sales bookings last fiscal, the company is prioritizing timely project execution. This significant investment underscores their commitment to disciplined growth and expanding their robust project pipeline.
India to require 500,000 tonnes of additional copper refining capacity every five years: ICA India
India's refined copper demand is set to surge, requiring an additional 500,000 tonnes of capacity every five years. Despite planned expansions, domestic production will remain insufficient to meet this growing need. Robust economic progress, infrastructure development, and the clean energy transition are fueling this demand, with building construction and renewables leading the charge. Further investment in smelting and refining facilities is crucial to bridge the supply gap.
Tata Steel aims to spend Rs 20,000 cr in FY27 on expansion, adoption of technologies
Tata Steel plans a capital expenditure of Rs 20,000 crore this fiscal year, with 60% earmarked for its Indian operations. This investment will bolster expansions in tinplate, wires, and new facilities, alongside ongoing projects in mining and sustainability. The company aims to boost its long-term steelmaking capacity to over 50 million tonnes, primarily driven by growth in India.
Govt scraps auction of 9 critical mineral blocks citing poor investor response
Government cancels auction of nine crucial mineral blocks due to poor investor interest and a lack of qualified bidders. This setback hinders efforts to boost domestic production of minerals vital for energy security and clean-tech manufacturing. The cancellations, a recurring issue in previous rounds, highlight challenges in attracting private investment to riskier mining ventures with high costs and regulatory hurdles.
Investors looking for shelter from AI storm are turning to India
Indian equities are emerging as a stable investment choice amidst global market volatility, particularly as the AI rally cools. While previously overlooked due to limited AI exposure, India's market is now attracting investors seeking diversification.
India-Israel Bilateral Investment Agreement Comes into Force, Strengthening Investment Protection and Economic Partnership
The BIA is a landmark step towards strengthening bilateral economic relations and ensuring a secure and predictable investment climate, robust in protection of investment and investor with respect to their investments while being flexible enough to retain sovereign policy space in line with legitimate public policy objectives, reflecting the modern principles and evolving jurisprudence of international investment law. The BIA is expected to contribute to increased cross-border investment activity and further deepen the economic partnership between India and Israel.
India-Mali Launch Inaugural Export Promotion Forum to Boost Bilateral Trade and Unlock New Investment Opportunities
India and Mali have witnessed robust growth in bilateral trade, which surpassed US$326.61 million in FY 202526, registering a 55 per cent increase over the previous financial year. Mali's principal exports to India include raw cotton, finished leather, cashew, lead, gum arabic and sesame while India's major exports comprise pharmaceuticals, cotton fabrics, two- and three-wheelers and bicycles. India's Duty-Free Tariff Preference (DFTP) Scheme has been the primary catalyst in strengthening bilateral trade. Against Mali's global exports of approximately US$4 billion, untapped export potential in the Indian market is estimated at nearly US$3.96 billion, signalling substantial room for growth.
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.
PM Modi launches Modified UDAN scheme; inaugurates terminal building of Jodhpur Airport
Prime Minister Narendra Modi has launched the revamped UDAN scheme with a Rs 28,840 crore investment over a decade. This initiative aims to boost regional air connectivity by developing 100 aerodromes, supporting airport operations, and providing viability gap funding. The plan also includes building 200 helipads and procuring indigenous aircraft, alongside the inauguration of a new terminal at Jodhpur Airport.