DATA INFRASTRUCTURE TRUST
India pitches for global adoption of DPI for sustainable growth: G20 Task Force Report
India has urged the global adoption of Digital Public Infrastructure (DPI) to boost productivity and achieve inclusive and sustainable growth. The G20 Task Force's report, released on Monday, acknowledged India's leadership in DPI and called for discussions to promote global adoption of DPI to accelerate socio-economic growth and development.
These midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 24%, according to analysts
For every one bull there is a half bear and that is probably enough to spoil the mood on the street. The “risk on trade” which was once again getting started probably will get hit for some time at least because of the fact that the circular by NSE on what stocks and mutual funds will be accepted as collateral or not will have short term impact on the liquidity matrix of the system. Keep an eye on liquidity and the market breadth in the next few weeks as that will determine what happens to mid-cap stocks in the medium term. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". This predefined screener is only available to ET Prime users.
Ethical Hacking Skills: A must-have for freshers entering the modern employment landscape
Freshers can boost their employability in cybersecurity by acquiring ethical hacking skills. With a talent shortage in the field, opportunities abound for roles like Penetration Tester and Security Analyst. Entry-level salaries range from ₹3,00,000 to ₹5,00,000 per annum in India, with growth potential to earn up to 30 lakhs per annum for senior-level hackers.
India must lead AI revolution, not just participate, says G20 Sherpa Amitabh Kant
Amitabh Kant emphasizes India's potential to lead the AI revolution globally, highlighting the country's active engagement in AI projects. He stresses the importance of AI integration in various sectors like healthcare and logistics to drive innovation and competitiveness.
Proactive measures against cyber vulnerabilities are vital: Here’s how companies can get started
CEOs and CTOs should prioritize autonomous patching plans to enhance security. Collaboration between security and IT is crucial for effective patching. Analyzing results and ensuring vulnerability compliance are essential. Autonomous patching boosts risk management and operational efficiency, reducing costs and maintaining compliance in a dynamic cybersecurity landscape.
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Defence stocks have done it, will the infrastructure sector follow suit? 6 stocks of the highway makers
There are four sectors, Railways, Defence, Infrastructure and PSU as a set of stocks where election results were important due to the fact that policy continuity was seen as major tailwinds. Because the results were not exactly the way the street had expected, there was a sharp reaction in all these stocks after the election results. But within ten days, the majority of the defence stocks are already higher than what they were quoting on the day of elections. The question is whether other sectors also will see a catch up or not. Now there cannot be any doubt that political noise levels are going to remain high and that might create uncertainty at times. It might take a while for some of the sectors to get the momentum back on the street but probability of getting back on track is high as and when the street gets an indication that it is work as usual in the sector.
Infra trumps sectoral mutual fund peers with 29% returns in 2024, so far. Should you invest?
The five top schemes in the infrastructure mutual fund category are, Bandhan Infrastructure Fund-Reg(G), LIC MF Infra Fund-Reg(G), Quant Infrastructure Fund(G), Canara Rob Infrastructure Fund-Reg(G) and Invesco India Infrastructure Fund(G).
Sectoral/Thematic mutual funds’ AUM grows 80% YoY in May, folios rise 56%. What is brewing?
In May, investors showed significant interest in sectoral/thematic funds, injecting over Rs 19,200 crore in net inflows. This amount marks the highest among its 10 other equity-oriented mutual fund peers. Experts suggest that the increasing influence of this category stems from investors' attraction to themes promising higher growth potential.
Infrastructure stocks: With more clarity a stronger round of re-rating in Modi 3.0? 7 infra stock with upside potential of up to 33%
Couple of months back PM Modi had mentioned his priorities of Modi 3.0. The first word which was used was infrastructure and then subsequently others. There should not be any surprise given the fact that even in the last ten years, infrastructure has been a priority. What has changed is that in the first five years, it was the clean up of the books and debt which was taking place. In the next five it was both, lowering debt, higher order book and now with books much better placed, much less litigation, now when the order book gets bigger as the focus on infrastructure continues the increase is likely to be more visible in margins and that increases the probability of even a strong and sustained rating. We take a look at infrastructure makers, which is very different from infrastructure owners. Though in some cases, these companies also have some projects where they have stakes.
First among equals: 5 PSU stocks which have benefited the most due to government policy push, spending & may continue their journey
Right from perennial under-performers like oil marketing and refining companies to PSU banks. Literally every stock which has the tag of “PSU” stock has seen a re-rating in the last two years. Now that the exit polls are predicting what the street has been looking for, that is continuity in the policy making framework, there is a high probability that there will be another round of re-rating of PSU stocks. So, continued policy and continued re-rating. Like the earlier re-rating, this time also, some sectors and stocks in the PSU space will outperform others. A company which is going to be providing finance for the expansion of the solar energy network which is the next focus area of the government. The overall demand runway for some of the sectors is longer. This essentially means that while every PSU is likely to see a push, there are a select few which are likely to see more tailwinds of business growth and valuation expansion.
The man who escaped the scam rings of Cambodia
Thousands of workers are trafficked to Southeast Asia to commit cyber fraud on their fellow citizens over social media. Ex-serviceman Botcha Sankhar, who was forced to work in the scam compounds of Cambodia for six months, unravels the modus operandi of this new and terrifying form of crime and forced labour
Defence stocks: Long runway, hedge a bit to avoid narrative-based decisions; 8 PSU & Pvt sector stocks, 4 with upside potential of upto 44%
In an election season, there are bound to be times when one or the other narrative may make one question about whether one should sell the stocks. The underlying reason would be fear of losing the gains on which one is sitting. Especially when it comes to sectors like defence, railways and others which have seen a strong re-rating and siting with big gains and already there has been skepticism about their stock price moving ahead of time. Now let's look at the issue in two ways, first is whether the fundamentals of the sector are on a strong foot and business is fine or not. Second, how to hedge the exposure so that one is not forced to sell due to narrative, because the fact is that a continuation in policy push means that the companies have just started their journey. While defence PSUs are well known, there are other private sector players, whose lifeline is dependent on defence expenditure and in the last few years they have also done well, both on the street and in terms of real business. So, it is better that one should hedge and stay with them and not get jittery because of one or the other narrative which will keep hitting the street till 4th June.
Wall Street's faster trade settlement sees some temporary bumps
The transition to faster trade settlements in the U.S. faced bumps despite a mainly smooth switch to T+1 settlement cycle from T+2, mandated by the SEC. Market participants anticipated increased trade failures and hiccups in the securities market.
Candidates of strong directional move on 4th June: 5 PSU stocks which have benefited the most due to government policy push and spending
In the last two years, it is a well known fact that every PSU stock has been re-rated by the street, right from perennial under-performers like oil marketing and refining oil companies to PSU banks. But if one looks a bit deeper there are some which have been re-rated more than others. The reason, these are PSUs which are from the sectors where the government has clearly decided are its priority areas and there has been a policy push for these sectors. A company which is going to be providing finance for the expansion of the solar energy network which is the next focus of the government. The overall demand runway for these sectors is longer which means overall growth will be higher when confirmation of policy continuity comes. Also they are in business where it would be difficult for the private sector to compete. Now because it is the policy push which matters, the continuity of tailwinds of higher government spending, will push them for another round of re-rating on the result day.
How will markets react on election result day? Dinshaw Irani answers
Obviously, nobody needs any tinkering around with the capital gains taxes and stuff like that where we hear a lot of soundbites coming out. So, if that is out of the way, I do not see any problems in the space that we are in today. Frankly, I mean, this is the way forward for the government also, if they are looking at growing the economy and keeping the word of 5 trillion plus kind of GDP and stuff like that.
Infrastructure stocks: Stay bullish, hedge to participate in next round of re-rating: 6 infra stock with an upside potential of up to 39%
Among the sectors which have seen a strong re-rating in the last five years, probably infrastructure is amongst the top ones. Like many other sectors here also the re-rating has been largely due to policy push and government spending. If one looks at the performance of the companies in the last five years, there has been clearly strong growth across the board. So, policy continuity becomes critical for this sector and the stocks. The
Traditional methods insufficient to control counterfeiting in luxury retail market: Qila
Luxury goods retail faces a $30 billion annual loss due to counterfeiting, prompting a shift to advanced technologies like blockchain and tokenization. These innovations ensure product authenticity and protect brand reputation. Blockchain tracks products from manufacture to sale, offering easy verification for consumers. Tokenization creates unique digital fingerprints for each product, enabling instant authenticity checks via QR codes or apps. Despite challenges in setting up infrastructure, these technologies promise to revolutionize the industry, enhancing transparency, building trust, and securing luxury goods' integrity.
Don't see sustained FII outflows from India: Mihir Vora
It cannot be risk off because US markets are doing so well so maybe the US market itself is acting as a magnet for global flows. So, it seems to be more of a GEM, global emerging market, outflow out of which India is typically 10%, so when money flows out of global funds you do get redemptions in India and some of the positioning may be because of that.
Tata AIG General Insurance partners Aurm for its vault services
Aurm partners with Tata AIG to provide innovative insurance coverage for valuables. Suraj HS, co-founder, emphasizes the collaboration as a milestone in asset security and insurance solutions.
IIT Madras raises 513 crore from alumni, corporates and donors in FY 23-24
The alumni did most of the heavy lifting, contributing Rs 368.19 crore, followed by the CSR segment contributing Rs 95.53 crore, with the rest coming from other sources.
Worries build up over RBI strictures on infra financing
The proposed stricter lending criteria, with additional provisioning, are aimed at preventing accounting shocks but could potentially hurt balance sheets of these entities and exert pressure on their valuation multiples, analysts and economists said.
Digital fraud-hit banks turn to startups to cope with risks
Legacy financial institutions turn to startups like Data Sutram for tech support in customer verification. Data Sutram's 'DS Authenticator Trust Score' aids in assessing customer trust levels during account opening. Bureau Inc's 'Money Mule Score' enhances fraud detection.
REITs, InvITs mobilise Rs 1.3 lakh crore in four years: RBI data
Experts and stakeholders are of the view that with India growing at a fast pace, REITs and InvITs are emerging as alternative investment instruments, especially for high net-worth individuals.
Don't think OMCs and commodities are strategic buys: Mihir Vora
So, it does not matter to me whether the company has had a profitability track record for the last two-three years or not, provided I have a visibility for the future.
Fundraising via QIP hits Rs 78,000 crore in FY24 on strong market sentiment
Fuelled by improved market sentiments and robust underlying demand, fundraising by issuing shares/units to institutional investors soared to Rs 78,000 crore in 2023-24, a more than seven-fold surge year-on-year.
Larsen & Toubro buys 1.20 cr units of National Highways Infra Trust for Rs 149 cr
Larsen & Toubro acquired 1.20 crore units of National Highways Infra Trust at Rs 124.71 per unit, securing 11.02% unitholding. The trust, sponsored by NHAI, had a deal value of Rs 149.65 crore.
REITs, InvITs collect Rs 18,658 cr in Apr-Sep on robust infra demand, attractive returns
Fund mobilization through listed REITs and InvITs stands at Rs 18,658 crore in the April-September period of the current fiscal. This came following a fund collection of Rs 2,596 crore through listed Infrastructure Investment Trusts (InvITs) although the amount mopped up through listed Real Estate Investment Trusts (REITs) was nil.
Brookfield to launch second tower InvIT OFS by month end; sells stake worth Rs2331 cr in first
Against the 182.2 million units on offer, representing a 7% stake, the OFS received bids for 150.2 million units. At the floor price of ₹155 per unit, Brookfield sold units worth ₹2,331 crore, roughly a 6% stake.
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