DEMAND SCENARIO
AI stocks: Are the days of easy money over? Aswath Damodaran warns investors of a new market reality ahead of Anthropic IPO
NYU professor Aswath Damodaran warns that broad-based gains from AI stocks may be fading as investors become more selective. He highlights diverging business models, rising infrastructure costs, uncertain monetisation and valuation risks, urging greater investment discipline.
India short bonds may underperform on rate hikes, cash squeeze
India's bond market is experiencing changes due to recent interest rate hikes and tightening liquidity conditions. The Reserve Bank of India is anticipated to raise interest rates significantly in the coming months. Short-term bonds are expected to be more sensitive to these monetary conditions, leading to their underperformance. There are expectations for the yield curve to flatten further as short-term yields rise.
Explained: Why copper prices could fall further after four-month low amid US election outcome
Copper prices fell to a four-month low following the US midterm election outcome, which raised doubts over AI data centre demand and import tariffs. Despite a minor Monday bounce and tight supply constraints, analysts at TD Securities warn of potential further downside in the near term.
NFL Trade Deadline 2026: Date, End Time, Biggest Rumors and Top Contenders who could make blockbuster moves
As the clock ticks down toward the 2026 NFL trade deadline on November 10, teams like the Buffalo Bills and Kansas City Chiefs are busy analyzing potential trades to bolster their lineups. Notable names like Jonathan Taylor, Tony Pollard, and Calvin Ridley are at the center of negotiations. With the playoffs in sight, the moves made in these crucial hours could reshape the competitive landscape.
AI Can Measure How ESG Really Impacts the Bottom Line
Advances in large language models are making rigorous sustainability analysis dramatically faster and cheaper, allowing investors and other stakeholders to connect companies’ disclosed environmental and social risks directly to financialperformance in a matter of hours rather than weeks. Applying a simple methodology to ExxonMobil, the authors used AI to map sustainability-related issues to specific financial statement line items and estimate their impact on earnings and value, demonstrating both the promise and the limitations of AI-assisted analysis. As these capabilities become widely accessible, the competitive advantage long held by ESG ratings agencies, standard setters, and sustainable fund managers may erode, shifting attention from proprietary scores toward transparent assumptions and financial consequences. Human judgment remains essential to validate AI-generated outputs, but the broader trend is clear: sustainability analysis is becoming more democratized, financially grounded, and adaptable, with significant implications for how investors, regulators, and other institutions assess corporate performance and value creation.
Mass protests sweep France as huge crowds demand higher wages, back students' demands
France witnessed a wave of protests advocating for increased wages and student rights, drawing attention from both unions and political leaders. The Interior Ministry estimates around 600,000 participants, while unions claim nearly 1.6 million people took part in these demonstrations. Disruptions in schools and public transport were rampant, as blockades and strikes organized by students and workers unfolded.
8th Pay Commission: Rs 69,000 minimum pay, 40% HRA, 67% pension; 5 key NC-JCM demands and their impact on payouts
The National Council of the Joint Consultative Machinery has submitted essential recommendations to the 8th Pay Commission that could impact central government employees. Key proposals include a significant increase in minimum pay, pension, and annual increments. The council also suggests revising house rent allowance rates and allowing leave encashment for up to 600 days. If implemented, these changes could benefit over one crore employees and pensioners financially.
M&M Q2 net profit up 25% driven by strong automotive sales
Mahindra & Mahindra reported a 25% increase in consolidated net profit for the September quarter. The automotive business was the primary driver behind this profit growth, aiding other sectors. Overall revenue rose to ₹57,553 crore, reflecting strong demand despite external challenges. Standalone net profit also exceeded expectations, reaching ₹5,102 crore for the same period. This performance showcases the company’s resilience amid a difficult operating environment.
Hundreds of thousands strike across France for higher wages and to back students
The Paris march began peacefully on Thursday afternoon at Place de la Republique. The large crowd included many students carrying signs reading, "Inequalities seriously jeopardize our future" and "We can't spend our whole lives just trying to make a living." They were joined by workers and retirees demanding higher wages and pensions.
LG Electronics shares jump 8% to 52-week high after Q2 results. Jefferies retains Buy, retains target price
LG Electronics India shares surged to a 52-week high after strong Q2FY27 results, with Jefferies retaining its Buy rating and Rs 1,950 target price. The brokerage expects 21% EPS CAGR through FY29, driven by premiumisation, capacity expansion and new business opportunities.
AI to reshape India's office space demand, workforce seen at 48 million by 2030: Report
AI is expected to change the nature of India's office space demand rather than reduce it, with the country's office-using workforce projected to grow from around 38 million in 2025 to 48 million by 2030, according to a study by Cushman & Wakefield.
ETMarkets Smart Talk| Gold, silver or copper? Tata MF fund manager suggests a 50:30:20 commodity allocation: Tapan Patel
In this edition of ETMarkets Smart Talk, we speak with Tapan Patel, Fund Manager – Commodities at Tata Asset Management, who shares his outlook on gold, silver, copper and crude oil, explains the changing dynamics driving commodity prices, and suggests a 50:30:20 allocation to gold, copper and silver, respectively, for investors looking to build a commodity portfolio for the long term.
Happiest minds Q2 net profit rises 15% as AI uncertainty weighs
Happiest Minds Technologies reported a 15.1% increase in net profit for the September quarter compared to the previous year. While revenue grew by 12.5% year-on-year, it reflects ongoing concerns over client decision-making related to artificial intelligence. The company’s managing director noted the challenges of longer sales cycles and uncertain customer investments in AI solutions. Despite a relatively good demand scenario, they are still behind their revenue growth target.
Happiest Minds Q2 net up 15% to Rs 62 cr, revenue rises 12%
The net profit also included an impact of `3.98 crore, incurred towards the proposed merger with ITC Infotech in Q2 FY27. Revenue for the JulySeptember period stood at `645.4 crore, up 12.5 % YoY, while it gained 2.7% quarter-on-quarter. In constant currency terms, the topline grew 6.8% year-on-year.
US Midterms 2026: Trump to watch results with Cabinet allies at White House as Republicans brace for crucial election verdict
US President Donald Trump will closely monitor the results of the 2026 midterm elections from the White House. This gathering includes Cabinet members and political allies who wish to support him. Trump has expressed optimism about potential Republican victories, despite some advisers' concerns about disappointing outcomes. The administration is preparing for various scenarios, including the chance of Trump addressing reporters.
China tape maker stock debut: Chinese firm that deals with Apple, Tesla, BYD saw stock price surges 787 per cent after IPO, makes former school teacher, sister billionaires
Crown New Materials Technology is provider of adhesive materials to Apple, Tesla, BYD. During the first day's trading, Crown New Materials Technology made an astronomical gains of 787 per cent.
How Trump could interfere in US midterm elections
State officials are preparing for possible federal interference during the upcoming midterm elections. The Justice Department has planned to deploy around 1,000 election monitors across all states. Concerns have grown over the integrity of the voting process, particularly regarding non-citizen voting claims. Federal agents may seek to disrupt vote counting or challenge results after election day. Legal experts assert that state authority over elections remains strong despite these threats.
India's solar manufacturing industry can generate 32 lakh jobs, attract $89 billion investment by 2047: ISMA
Titled Vision 2047: Solar Manufacturing from Polysilicon to Power Plant, the report presents a pathway for India to move beyond module assembly and set up manufacturing capabilities across the entire solar value chain -- from polysilicon and ingots to wafers, cells and modules, the statement said.
Indian Bank targets Rs 100 cr lending under EV charging scheme in FY27: MD
Indian Bank has set a lending target of Rs 100 crore for electric vehicle charging infrastructure. The bank launched IND Green Charge for public, captive, and fleet charging stations under various models. It plans to promote entrepreneurship and support India's transition to sustainable mobility with this initiative. The scheme will provide loans up to Rs 10 crore for a maximum tenure of eight years.
Load More
