Abhishek Jha

Hot-rolled coil prices are up about 10% and have reached import parity. HSBC sees near-term risk for steel stocks, while Morgan Stanley expects them to keep outperforming over 12 months.

UBS's Head of Global Markets, India, says foreign investors are exploring Indian stocks but not committing big money, while the path of oil over the next 2-3 months will steer the market.

Tejas Mk1A deliveries are inching back on track as GE's F404 engine supply improves. All eyes will now be on the contract that decides whether HAL ever builds fighter engines rather than just receiving them.

According to an UBS report, personal loan growth hits a two-year high of 30% for non-banking financial companies (NBFCs) in August as gold price stabilisation threatens to end a rally that took gold loans from 1% to 5% of GDP since FY19.

According to a report, family members of the Tata Sons chairman have undisclosed business dealings with TVS Motor, whose chairman emeritus cast the deciding board vote for Chandrasekaran's reappointment.

In an exclusive interview with NDTV Profit, ONGC Director (Exploration) OP Sinha said the company's first Samudra Manthan gas strike in the Mahanadi basin will significantly cut India's import dependence, currently at 50% of demand.

Nifty's down 10.5% this year, but smallcaps are up 12%, SIPs hit a record Rs 32,297 crore, and a Rs 3 lakh Apple fold phone is talk of the town.

From Chinese labs quietly copying Claude to missile guidance software and a 2030 scenario where a fifth of cognitive workers could be jobless, the AI lab's own disclosures read like a script it should be worried about.

Jefferies has split its industrial revolution coverage between semiconductors, solar and data center plays

Anthropic's own economists model a future where AI wipes out cognitive jobs and crushes white-collar wages within five years, even under a middling scenario.

Government clears Rs 1.10 lakh crore of proposals with 98% earmarked for Indian industry; MOSL and Kotak Securities name BEL and HAL as the standout winners, though contracts are still a year or two away.

Morgan Stanley's 10-stock focus list is all rated overweight, with Adani Power the standout performer and Trent the biggest laggard over the past year

ICICI Bank comfortably beat its normal deposit market share in FCNR-B mobilisation, State Bank of India cleared its own guidance, and HDFC Bank's final tally came in higher than earlier estimates, brokerage reports from Macquarie, Jefferies, Motilal Oswal and BofA show.

Morgan Stanley says India's growth has bottomed and the recent de-rating is cyclical, not structural, with Financials, Consumer Discretionary and Industrials as its top picks

HSBC's chief India economist says the central bank must drain up to Rs 7 lakh crore of surplus liquidity within a fortnight, either through a cash reserve ratio hike or dollar sales, as Foreign Currency Non-Resident (Bank) deposits far outpace expectations

Victoria's Secret posted 10% sales growth in Q2 and raised full-year guidance, leaning on new bras, revived fragrances, and its Fashion Show for Q3 profit.

Goldman Sachs underlined that Tata Tech's management sees a major shift towards embedded and digital services, while Chinese OEMs are resetting cost and development benchmarks.

World Bank India ED rejects Subhash Chandra Garg's claim that nominal GDP growth is below 2.5%, says the base revision was flagged as far back as March

India's auto wholesales jumped 24-56% year-on-year in August, but a favourable base and dealers stocking up ahead of the festive season mask a softer underlying demand picture.

Axis Securities sees 40% upside in the telecom major to Rs 2,530, its highest-conviction call in a refreshed 15-stock list as it raises Nifty target to 27,360 for September.