TELECOM MANUFACTURING IN INDIA
For investors with medium-term outlook: 5 large-cap stocks with upside potential of up to 23%, according to analysts
The headwinds hitting the market are not just easing now. Some of them are actually turning into tailwinds. That is a real change. The broader market is inching higher, and the Nifty and the Sensex are moving up with it. For months, the bulls were trying and failing to get a foothold. This time the attempt looks more serious, because the macro picture, for once, is working for rather than against them.
Xiaomi eyes local partners; Electronics firms target AI infra
Xiaomi is looking for local partners as it plans to manufacture home appliances in India. This and more in today’s ETtech Top 5.
Why did market rise today? Sensex jumps 773 pts, Nifty ends above 25,250 as rally continues. 4 factors behind Rs 4 lakh cr gains
Sensex and Nifty saw significant gains on Wednesday, buoyed by aggressive Foreign Institutional Investor purchases. Better-than-expected Q2 earnings from various sectors contributed to the optimistic market sentiment. The Indian rupee also rose against the US dollar, improving further economic conditions. Easing oil prices added a positive macroeconomic outlook for India. Overall, the market showcased strong resilience amid fluctuating global scenarios.
ET Prime Special Series: Multibagger or IBC – Part 84: Can rising demand for decorative features drive this auto ancillary's growth?
A car can change its engine and still look almost the same. It can also keep the same engine and look so different that buyers happily pay more for it. That is the peculiar corner of the automobile industry this story explores. For one listed supplier, the shift to EVs may be less threatening than it sounds. The bigger question is whether changing consumer preferences can help it build a more valuable business.
HEG Advanced Materials shares gain 5% after subsidiary secures Rs 610 crore incentive under ECMS
HEG Advanced Materials shares rise 5% after subsidiary TACC receives ₹609.50 crore incentive approval under the ECMS scheme for its Dewas synthetic graphite anode project, supporting domestic battery manufacturing, capacity expansion and India's advanced energy storage ecosystem. The first production phase targets commissioning by June 2027.
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Up to 12,000% growth! 181 companies more than doubled profits in Q2 earnings boom for India Inc
India Inc witnessed a strong earnings recovery in Q2 FY27, with 181 companies more than doubling their net profits year-on-year, according to Ace Equity data. Gains spanned banking, metals, energy, pharmaceuticals and consumer sectors. From Indian Oil and JSW Steel to Paytm and Lenskart, here are the biggest profit gainers and what drove their growth.
The great Indian biscuit battle begins: Can Reliance crack the code?
Reliance Consumer Products Ltd is set to foray into India's competitive biscuit market, with an aim to leverage affordable pricing and a wide variety of products to attract consumers. Industry leaders Britannia and Parle dominate the market, making it challenging for new entrants like Reliance's Independence.
Govt working on telecom PLI with focus on higher local value addition
The Ministry of Communications is preparing to propose a second edition of the telecom production-linked incentive scheme. This new scheme will emphasize design-led higher value addition in the telecom sector. The first edition of the telecom PLI scheme attracted significant investments and involved approvals from numerous companies. Additionally, incentives under design-led manufacturing have been applied for by several firms. The proposal will undergo inter-ministerial consultation before seeking Union Cabinet approval.
Quant Small Cap Fund adds Jio Platforms and 4 others; increases stake in Adani Power, 5 more
Quant Small Cap Fund added Jio Platforms, Primo Chemicals and three other stocks to its portfolio in October. The fund also increased exposure to Adani Power and LIC Housing Finance, exited five stocks and trimmed holdings in three others.
AI, data, cybersecurity lead tech hiring with 30.3% share in September quarter
In India, the demand for roles in AI, data, and cybersecurity within Global Capability Centers (GCCs) has surged, even amid a slight overall hiring decline. AI and data professional roles saw a 14% increase quarter-on-quarter, while cybersecurity positions grew by 12%. Notably, tier-2 cities like Coimbatore achieved a remarkable 30% growth. By 2030, the GCC workforce in India is projected to reach between 2.7 and 2.8 million.
Pills are paying off! Pharma stocks lead 2026 rally with up to 112% return
In 2026, India's pharmaceutical stocks are making headlines with impressive year-to-date gains. This surge is driven by strong domestic demand alongside enhanced profitability from new product launches. Notable players like Laurus Labs and Gland Pharma have recorded remarkable returns, topping 100%. Amid challenges faced by other sectors, the pharmaceutical field demonstrates resilience. Analysts are optimistic but advise exercising caution regarding potential market volatility and the durability of this sector's performance.
FICCI makes recommendations to FM ahead of Budget 2027-28, highlights LTCG exemption, TDS relief and faster tax appeals
FICCI has recommended the restoration of long-term capital gains tax exemption on listed shares in Budget 2027-28. The organization highlighted concerns regarding the withdrawal of foreign portfolio investments and the impact of capital gains tax. Additionally, it requested the government to implement lighter TDS rules and resolve backlog issues in tax appeals. FICCI emphasized the need for measures to provide certainty to investors over the long term.
India-EU FTA to simplify and reinforce corporate cooperation, says Swedish Ambassador Petra Menander
The proposed India-European Union Free Trade Agreement (FTA) will simplify and reinforce bilateral corporate collaboration, said Sweden's Ambassador to India Petra Menander, pointing to expanded opportunities for technology transfers and joint industrial initiatives.
Quant Mutual Fund reduces exposure to frontline IT stocks as part of profit-booking exercise
Quant Mutual Fund has strategically reduced its exposure to IT stocks and boosted its investments in FMCG sectors. This shift is due to disappointing earnings from key tech companies, leading to a cautious approach towards manufacturing amid ongoing supply chain issues. Nevertheless, the fund expresses confidence in India's investment potential amidst global market instabilities and has also introduced three new index funds for passive investors.
Corning operationalises Pune optical plant; capacity expansion planned by 2027
The company’s other plant in Chennai, has begun production of finishing glass for the first time in India. Inaugurated in December, 2025, it is currently undergoing validation by original equipment manufacturers (OEM), and will commence commercial production within the next few quarters, Pillai said.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%
Oil prices matter to the Indian economy, and the market responded with a smart rally as Brent crude cooled significantly on Monday. The rally was broad-based and involved all segments. But too much should not be read into one day’s showing. The thing to watch remains the results of the US mid-term elections which will be known in India through Wednesday. It will decide which way the market will move in the coming days and weeks.
FII retreat deepens: Almost every second Nifty stock sees stake cuts in all 3 quarters of 2026
This year has seen Foreign Institutional Investors (FIIs) divest nearly ₹3 lakh crore in Indian equities, causing a significant reduction in their stakes. As a result, FII ownership has declined in about half of the Nifty stocks over the past three quarters. Meanwhile, Domestic Institutional Investors (DIIs) have increased their equity holdings, reflecting a change in market dynamics amidst frequent foreign sell-offs.
Time to be be cautious in the market, convinced about the business: 5 large-cap stocks with upside potential of up to 22%
This is the time to focus on businesses that have lived through storms like this before and come out the other side. The large, proven names are where quality is to be found, and they have lagged badly enough that the odds are now tilting in their favour. Just wait for the mood to finally turn.
These large-, mid- and small-cap stocks can give more than 20% return in 1 year, according to analysts
Here’s one thing that is worth clarifying, because it is in the headlines. Large global technology companies have been announcing heavy spending on AI, and there has been some correction in those stocks because of it. It is natural to worry that this will spill over into the Indian market. It most likely will not.
For investors with ability to look past the current bearish narrative: 5 large-cap stocks with upside potential of up to 34%
One stock not falling on bad news does not mean the worst is over for the whole market. It may mean only that the bears have, for now, taken out of that one stock all that they wanted to. The broader pressure can still come back. So this is a small positive, and it should be considered just that, and nothing more.
Stocks in news: Jio Platforms, RIL, Hero MotoCorp, Meesho, TVS Motor, Vedanta Aluminium and Suzlon Energy
Indian equities ended lower on Wednesday, primarily driven by selling in heavyweight stocks. Information technology and oil and gas shares experienced significant declines, falling more than 2%. The Nifty 50 index settled at 22,699, down 51 points, indicating ongoing resistance at 22,800. Several companies, including Jio Platforms and Hero MotoCorp, reported their quarterly earnings that impacted market sentiment.
Stocks in news: Jio Platforms, RIL, Infosys, L&T, Tata Capital, Waaree Energies and Vedanta Iron
Indian benchmark indices saw a volatile session amid the Nifty and Bank Nifty monthly expiry. Stocks like Jio Platforms made headlines following its IPO debut after raising significant funds. Reliance Industries remained a focus as its financial results and fundraising plans were announced. Infosys successfully implemented a transformation project for Syngenta, enhancing operations and governance. Tata Capital reported a substantial profit increase, driven by loan growth and higher interest income.
India considers measures to boost local production of 100 critical inputs to cut import reliance, government official says
India is taking steps to encourage the local manufacturing of 100 key items that are currently imported. This initiative aims to decrease dependence on foreign suppliers, especially from China, to enhance domestic production capabilities. The government has identified these crucial items from a broader import list valued at $51 billion, which includes various sectors. By reducing reliance on imports, India hopes to strengthen its economy and mitigate supply chain risks.
Will Rs 5 lakh crore bet on Jio open floodgates for India's mega IPOs?
Jio Platforms' recent IPO generated considerable public enthusiasm, showcasing a notable appetite for large-scale offerings among investors. This wave of interest could prompt other firms to accelerate their IPO plans. Experts suggest that the viability of future IPOs will hinge on prevailing market trends and investor mood. Additionally, the significant funds from Jio's IPO will soon be redirected into various investment avenues, potentially bolstering upcoming offerings and shaping pricing strategies.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
At this juncture, what companies say about their Q2 results, and their outlook for Q3 and Q4, matters a great deal – but only to a certain extent. A company can plan only for what is in its control. No management can predict what the US President will decide, or which way the trouble in the Gulf will turn next.
TRAI recommends light-touch regulatory framework for internet-based TV services
TRAI has recommended a light-touch regulatory framework for application-based linear TV distribution services, proposing a one-time entry fee of ₹1 lakh, a processing fee of ₹10,000 and an initial authorisation valid for 20 years.
When noise is high, separate short-term headwinds from long-term business. 5 large-cap stocks with upside potential of up to 23%
For any decision you make in this market over the next three to six months, the first question should be about the business and the company. Is it hard to replace? If the answer is yes, you can ignore the short-term headwinds.
India's chip path is clearly laid out: Ashwini Vaishnaw outlines road map to a bigger, better semiconductor ecosystem
Vaishnaw said India’s semiconductor ambitions rest on a clear sequence: establish a foothold in high-volume chip manufacturing, develop domestic design capabilities and progressively move towards advanced technologies
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