EXPORT BOOM
ASML's order book expected to benefit from AI chip boom
ASML dominates the market for lithography systems, complex tools that use lasers to help create the tiny circuitry of computer chips. Analysts say ASML may upgrade guidance as key makers of cutting-edge chips - including Taiwan's TSMC, which manufactures chips for Nvidia and Apple.
Rs 1.8 lakh crore boom! Will defence stocks live up to Budget hype?
Defence stocks are on fire with a Rs 1.8 lakh crore boom! Investors are eagerly awaiting the Budget for more incentives. Expectations are high for increased allocations and exciting growth prospects. Find out which stocks are the top picks for the big gains.
Heat wave, elections to create unlikely earnings winners and losers
India's scorching summer impacts Avenue Supermarts Ltd. and Bajaj Auto Ltd. DMart sells more ice cream, while Bajaj Auto defers purchases and introduces a new CNG-powered motorcycle, with its slowest profit expansion in April-June quarter. Nirmala Sitharaman may boost consumption. Infosys, Wipro, TCS benefit from AI demand and partnerships.
China warns NATO against 'provoking confrontation' over Russia ties
NATO leaders said in a declaration from their summit in Washington on Wednesday that China had "become a decisive enabler of Russia's war against Ukraine". It said Beijing's "so-called 'no limits' partnership" and "large-scale support for Russia's defence industrial base" were of "profound concern".
China’s plastics boom is set to create another trade headache
China's petrochemical sector grapples with overcapacity as polyester products exports increase, straining global trade relations.
Beauty secrets: Inside India's booming beauty industry that relies on hundreds of contract manufacturers
Nishit Dedhia, the MD and cofounder of Kain Cosmeceuticals, is leading a tour of his cosmetics manufacturing facility in Khopoli, Maharashtra. The facility produces a variety of beauty products for the growing direct-to-consumer market in India.
EU's ill-fitting suite for 'greener' norms
EU's Ecodesign Directive banning destruction of unsold textiles and footwear to establish sustainability requirements will impact Asia, where they are made. Fast fashion drives overproduction, affecting export earnings of Asian economies like India.
Payoneer Elevate empowers 500+ service export SMBs on their global expansion journey
Payoneer Elevate 2024 marked the 8th edition of Payoneer’s global flagship event in India, empowering entrepreneurs, founders, and growth leaders of service export businesses on their journey towards global expansion. Held on April 18, 2024, in the capital city, Payoneer Elevate 2024 delivered domain-focused knowledge sessions for over 500 Indian Small- and Medium-sized Businesses (SMBs) aiming for global growth. Here's how Payoneer is leading the transformation of cross-border payments to support Indian SMB exports.
Jefferies recommends Buy on Hindustan Aeronautics amid defence indigenisation and export focus, sees 12% upside
Jefferies, citing upbeat sentiment towards defense indigenization and export focus, recommends buying HAL with a target price of Rs 5,725, indicating a 12% upside potential from the previous day's closing price of Rs 5,103 per share. The firm anticipates HAL to maintain double-digit growth over the next 3-5 years, supported by positive sentiments around defense indigenization and exports.
Services export boom is most unheralded story of India in last five years: S Naren
And I do not like to name companies, but most of the financial services companies in the world are dependent on their Indian global competency centres to do all kinds of work for them and that is the biggest positive that has happened and due credit to India for having achieved it over the last five years because 10 years back we had IT services companies, we did not have GCCs of the scale.
China risks trade war on two fronts as low-tech exports soar, too
Rising trade tensions as the EU, US, and potentially Canada impose tariffs on Chinese electric vehicles, are impacting global trade dynamics.
How BJP reined in cow vigilantes and got industry back on track
BJP has changed its stance on buffalo meat exports, impacting the industry, especially in the context of vigilante attacks on cattle traders accused of transporting cows for slaughter.
See big room for growth across all our segments : Keshav Bhajanka, Century Plyboards
I think you have hit the nail on the head. The real estate sector has finally recovered after I would say a decade in a weak position. Now, that the cycle has changed, all building material products are going to benefit and I believe as market leaders in our category we are going to see a substantial benefit out of the same.
ETMarkets Fund Manager Talk: Earnings risk can disrupt stock boom, says Vinit Sambre of DSP Mutual Fund
Vinit Sambre highlights risks to earnings growth from weak consumption trends and potential reduced government spending, impacting the market. Retail liquidity drives smallcaps rally, with investors optimistic about sustained growth amid election sentiments and FOMO. Sambre says: "Any potential downward revisions in earnings forecasts could pose a risk of corrections in the market over the next 2-3 quarters."
China’s EV and solar exports are powering ahead as prices slide
All these numbers show why China’s factory capacity has quickly become the key faultline in a polarizing global economy.
New sectors to take GDP trajectory higher; a large part of allocations should be in midcaps: Harendra Kumar
Harendra Kumar anticipates GDP growth over the next five to ten years to come from sectors that traditionally never existed in India. For example, EMS players are doing really well. A huge semiconductor ecosystem is going to come. We are going to see a listing of EV players. Midcaps show greater growth potential. Auto sector expected to yield big returns.
As AI boom triggers data centre growth, Schneider Electric steps up to seize the opportunity
Use of artificial intelligence has created the need for enhanced data processing capabilities, and this is leading to a surge in demand for cooling solutions, says Pankaj Sharma, EVP, Secure Power Division & Data Center Business, Schneider Electric.
Applied Materials sees quarterly revenue above estimates on AI boom
Strong spending from cloud computing service providers and the rise of AI-embedded personal computers are driving demand for more advanced chips and by extension, for chip making equipment too.
Bonus share issues boom in show of corporate strength
Bonus shares refer to additional shares that a company distributes to its existing shareholders at no extra cost. These bonus shares enhance liquidity, reduce the per-share value of a stock, and foster greater participation from retail investors, according to market participants.
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