Wednesday, 29 July 2026

Sector Deep-Dive

Sector Deep-Dive

1 day ago

Power systems performance remains strong for CG Power

Key risks for the company include a slowdown in T&D capex, an increase in commodity prices and weak motor demand, among others.

18 - 07 - 2026

Strategic reforms, private investment enable India to touch the sky

The Indian Space Policy 2023 liberalised FDI norms, and brought in funding for the entire space value chain and fostered a dynamic ecosystem

16 - 07 - 2026

India’s office leasing hits all-time high of 23.9 million sq ft in Q2

Managed Offices, Coworking and Flexible Spaces remained the second-largest occupier: Vestian

14 - 07 - 2026

El Nino strains hydro-dependent power systems in Asia

India’s rated renewables face a narrower and more temporary risk as wind generation can be affected during El Niño periods.

14 - 07 - 2026

HCLTech maintains fiscal 2027 growth guidance amid AI infrastructure push

This should help the company defend against, and eventually benefit from, AI disruption, a report by Motilal Oswal Financial Services said.

13 - 07 - 2026

Thali prices surge on rising input costs: Crisil

Tomato prices surged 31 per cent YoY owing to delayed and lower summer crop planting

10 - 07 - 2026

Jefferies raises five-year China AI capex forecast to $1 trillion

The revision is based on long-term projections for AI investment in China, growth in chips, rise in power consumption requirements for data centres

05 - 07 - 2026

Indian auto firms secure over ₹3,500 crore in fresh capital influx

An Equirus report attributes the influx to robust investor confidence, strong rural retail demand and a structural shift towards EV adoption

04 - 07 - 2026

India cement sector’s profitability to fall in Q1

The softening in crude, pet coke prices in the past month could provide some respite in production costs: Ind-Ra

02 - 07 - 2026

India’s telecom operators to report steady Q1 earnings

India’s telecom operators are expected to report steady earnings in the first quarter of this financial year (Q1FY27), driven by stable subscriber growth and premiumisation, according to sector previews released by brokerages. For Q1FY27, Bharti Airtel is expected to lead with a strong 15.4% year-on-year (YoY) revenue increase and a significant 38.8% YoY jump in …