INVESTMENT DEMAND
'High-voltage direct current lines supply chain needs sops'
India's HVDC transmission line project encounters supply chain issues. Pratik Agarwal suggests capital incentives for ecosystem development. This is crucial for meeting clean energy demands. He proposes a capital subsidy package within 3-4 years. Limited equipment imports with technology transfer are advised. While HVAC lines are planned, HVDC systems remain vital for long-distance transmission.
Fermi IPO: FRMI initial public offering on Nasdaq. What do we know?
Fermi IPO on Nasdaq under symbol FRMI. It has been a busy IPO season for the US Stock Market.
Data center builder Fermi files for US IPO as new listings accelerate
Fermi in June announced plans to build the world's largest energy and data complex, powered by nuclear along with natural gas and solar, to meet the rising energy demands of artificial intelligence.
CIL mulls setting up data centres in decommissioned mines to boost digital infra, sustainability
Coal India Limited is exploring the feasibility of establishing data centers in its decommissioned mines, aiming to capitalize on existing infrastructure and contribute to India's growing digital capacity. The initiative aligns with the Digital India and Make in India missions, repurposing redundant mining assets for high-value infrastructure.
Uni Abex Alloy to invest Rs 100 crore to double production capacity of high-performance alloys
Uni Abex Alloy Products Ltd will invest over Rs 100 crore to double its high-performance alloys production capacity by FY26. The expansion at its Dharwad facility in Karnataka aims to meet rising demand from industries like iron, steel, petrochemicals, and fertilizers. This strategic move will increase production from 6,000 to 12,000 metric tonnes per annum.
Saudi sovereign wealth fund PIF to sell 10-year US-dollar bond
Saudi Arabia's almost $1 trillion sovereign wealth fund, the Public Investment Fund (PIF), opened books for a 10-year U.S. dollar-denominated bond, expected to price later on Monday, fixed income news service IFR reported.
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VUCA World Reality: Growth intact, but valuations look stretched
Investors must navigate the volatile market carefully. US tariffs will marginally impact India's GDP. India focuses on reforms to boost growth. GST rationalization can significantly boost demand. Growth is likely to pick up from Q2 FY26. Moderate returns are expected. High valuations prompt FIIs to sell. Prioritize safety by investing in fairly-valued high-quality stocks. Smallcaps are excessively valued.
Global capital turns selective, India stays on the investment map: Hines' Steinbach
Hines' Global CIO, David Steinbach, highlights India's growing importance in global real estate investment due to its stability, domestic demand, and policy reforms. Despite global economic uncertainties, India's office, living, and industrial sectors show resilience and potential. Hines focuses on high-quality assets, leveraging local partnerships to capitalize on India's long-term urban and economic growth.
India's realty market offers long-term investment opportunity: Hines CIO David Steinbach
Hines identifies India as a promising real estate investment destination due to its scale, stability, and strong domestic demand amidst global economic shifts. The country's rising consumption, urbanization, and policy reforms create a foundation for long-term investment. Hines is focused on the office and living sectors, where demand remains robust, particularly in major cities.
LNJ GreenPET, Japan-based Sumitomo Corp sign pact to create robust r-PET value chain
LNJ GreenPET and Sumitomo Corporation partner for recycled plastic in India. The collaboration focuses on r-PET project. Both companies will study the Indian market. Sumitomo will source r-PET flakes. They will work on sales channels. The partnership aims to boost India's circular economy. It will address plastic waste. The collaboration supports sustainable packaging solutions.
GST Council's decision to simplify tax structure will make taxation more 'transparent': IOB
The Goods and Services Tax (GST) council is set to simplify the tax structure. This move aims to make taxation more transparent. Indian Overseas Bank anticipates a boost in rural consumption by 8-10 percent. Increased demand is expected across various sectors. Farmers will benefit from reduced costs on agricultural products. Price cuts on essentials will provide relief to consumers.
Adani Group looks to invest USD 60 bn in power, RE sectors till FY32
Adani Group plans to invest approximately USD 60 billion in the power sector by FY32, with a significant focus on renewable energy expansion. The group aims to increase its renewable energy capacity to 50 GW by FY30, investing USD 17 billion in transmission and distribution capabilities. Adani Power will invest USD 22 billion to reach a 41.
Gold price prediction: Gold rate up by 90 per cent, Gold ETFs see record demand. What to expect in September, October?
Gold rate has gone up big time as Gold ETFs have become a more important source of demand for gold this year. Where will gold price hit in September and upcoming months?
Demand for retail spaces in Delhi-NCR rises 25% in January-June period: CBRE
Retail space leasing in Delhi-NCR saw a 25 percent increase in January-June. CBRE reports demand and new supply drove this growth. Fashion and apparel led demand, occupying 35 percent of leased spaces. Homeware and departmental stores accounted for 30 percent. New retail supply in malls reached 3 lakh sq ft. Experts highlight the sector's resilience and evolving consumer preferences.
Gold prices surge by Rs 6,500 in last 1 month to hit record high of Rs 1,07,807/10g. Time to book profit?
Gold prices are soaring. October futures reached a record high on MCX. This happened despite profit-taking before US jobs data. Global uncertainties and central bank demand support gold. The Federal Reserve might cut rates soon. Experts say gold remains bullish above Rs 1,06,450. A break above Rs 1,07,260 could lead to more gains. Analysts are optimistic about gold's future.
GST reforms to set stage for next investment cycle, provide tailwind for growth in coming quarters and years: Sanjiv Bajaj
Sanjiv Bajaj hailed the government’s GST rate cuts as the biggest reform since 2017, calling it a major driver for demand, lending, and financial services. He expects festive spending, MSME growth, and housing finance to benefit, alongside expanded insurance coverage due to exemptions.
Broadcom forecasts fourth-quarter revenue above estimates
Broadcom has been one of the biggest beneficiaries of the generative artificial intelligence boom with hyperscale customers, including Google, adopting its custom accelerators due to their ability to process large quantities of data quickly.
Profit-taking in consumption sectors won't end GST rally: Analysts
Profit-taking occurred in consumption-oriented sectors. Analysts believe the rally in autos, consumer durables, FMCG, and metals will continue. Gains may be stock-driven. Cash-based buying is likely to resume. GST cuts aim to boost consumption before the festive season. Investor caution exists regarding inventory management. Management commentary is awaited on lower-GST products and demand.
GST rate for jewellery unchanged at 3% , but industry sees indirect gains
Mumbai jewellers are happy with the GST reductions in other sectors. They believe this will help their business indirectly. The GST Council kept gems and jewellery rates at 3 percent. Experts think lower rates will increase consumer spending. More people may invest in jewellery. However, some feel the unchanged GST on gold may hinder growth.
GST reforms very timely; adding more M&M, ancillaries like Uno Minda, cement stocks to portfolio: Gurmeet Chadha
Gurmeet Chadha of Complete Circle Consultants said the GST reforms are a timely boost for demand, compliance, and sentiment. He sees autos, FMCG, and financials as key winners, adding M&M, Uno Minda, and cement stocks to his portfolio while deploying fresh capital.
Land bank, digital planning in Maharashtra’s housing policy to reshape urban future
Maharashtra govt is launching a new housing policy. It will use a state land bank to increase affordable housing. The policy includes a digital platform for housing information. A district-wise housing demand survey will be conducted by 2026. The policy also focuses on housing for industrial labor and migrant workers.
Hewlett Packard beats quarterly revenue estimates on robust server demand
The surge in GenAI has boosted demand for HPE's AI-optimized servers, powered by Nvidia processors, which can run complex applications. HPE integrated Nvidia's latest GPUs into its server portfolio in 2025.
Can agro-pesticide stocks sustain their remarkable growth?
Agro-pesticide stocks have surged recently due to rural demand, stable pricing, and strong earnings. While NACL Industries led gains, analysts caution that this rapid growth may not be sustainable. Factors like favorable monsoons and higher MSPs have boosted demand, but investors should monitor rainfall, China's policies, and raw material costs. Rallis India and Sharda Cropchem are considered safer long-term investments.
Kartik Aaryan makes debut land investment with 2,000 sq. ft. plot in Alibaug
Alibaug has seen increased real estate and tourism activity in recent years, supported by infrastructure upgrades such as the Mumbai Trans Harbour Link (MTHL), the Navi Mumbai International Airport, and improved road and jetty connectivity. These infrastructure related developments have driven demand for premium plotted projects and second homes, positioning Alibaug as a preferred residential location near Mumbai.
Focus on value as GST, festive season and global risks shape markets; selective opportunities in logistics, pharma: Nilesh Shetty
India’s GDP growth and festive demand boost optimism, but Nilesh Shetty warns that valuations and global risks demand caution. He favours financials, IT, pharma, and logistics while trimming autos. Capital goods and staples look overpriced, while gold and silver remain secondary. Selectivity and long-term focus are key.
Stock-specific opportunities emerging in defence, renewables after recent market pullback: Narendra Solanki
Railway and defence stocks are recovering, sparking discussions about their value. Experts suggest long-term growth potential in defence, electronics, and renewable energy. Banking sector remains strong, particularly PSU banks. Focus shifts to domestic growth, with rural demand and consumption driving financial plays. Investors are eyeing sectors aligned with government spending for future gains.
Silver beats gold, equities and Bitcoin in strongest 5-year rally — but can it break its 4-year jinx?
Experts predict silver will outperform gold in 2025, ending a four-year trend. Silver's year-to-date gains of 42% already surpass gold's 36%. This surge is driven by strong industrial demand from sectors like solar and EVs, creating a supply deficit. Analysts suggest silver's undervaluation and gold's overheated market position further support this forecast.
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