Pravin Palande

Global capex supercycle could put India at the centre of a new industrial buildout

The market is pricing NTPC and Bhel differently and that has got Sanjeev Prasad, managing director (MD) and co-head, and his colleagues at KIE questioning the valuation thesis of these two stocks

CAS sends benchmarks on a wild ride before retreat

The rupee touched a low of 95.23 against the dollar before settling at 95.11 as Brent crude topped $100 a barrel; dealers cited RBI intervention in spot and swap markets

Nifty's late swings punish longs and shorts as liquidity remains thin

Infy leads selloff as investors turn cautious on a sector already grappling with AI disruption

India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence

Nifty 50's equity risk premium looks attractive

Market experts anticipate the stock could face further volatility till the announcement of his successor

Investors say Nvidia's growth confirms expansion phase of AI capital spending

Domestic demand, improving earnings drive gains; rich valuations a concern

S&P 500 and Nifty 50 offer free cash flow yields of 2.7 per cent each, compared with 5 per cent for Europe's Stoxx 600, according to market data

Smallcap schemes look to lock in long-term gains

HDFC Bank, ITC, HUL shares decline over 1 %