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 …