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2025-07-14 06:44:05| The Economic Times

Siddhartha Khemka highlights promising sectors like capital goods, expecting strong growth due to frontloaded government capex, and cement, projecting a 35% earnings increase. Electronic manufacturing services and healthcare are also favored, while retail faces some pressure. Within life insurance, HDFC Life and SBI Life are preferred due to steady growth and improving margins.

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2025-07-14 05:30:00| The Economic Times

Aniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, IT, and FMCG due to valuation excesses, margin pressures, and structural fatigue. He emphasizes the importance of monitoring earnings support for valuations, using the PEG ratio as a key metric for timing exits, and suggests exploring under-the-radar sectors for new opportunities.

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2025-07-14 04:41:48| The Economic Times

Titagarh Rail Systems is set to expand its Uttarpara facility after acquiring 40 acres from the West Bengal government for 126 crore. This expansion will boost Vande Bharat coach and metro car production, increasing capacity to 850 cars annually by FY28. A test track will also be established for performance validation.

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15.07 Crews battle overnight fire in Kilmarnock town centre 15.07 Board of Elections workers should not be barred from unionizing, judge finds 15.07 US inflation rises as tariffs drive up prices 15.07 US inflation rises as tariffs drive up prices 15.07 After meeting with Trump, Nvidia CEO says the sale of AI chip is back on in China 15.07 US inflation accelerated in June as Trumps tariffs start to bite 15.07 AWL Agri Q1 results: PAT falls 24% YoY to Rs 236 crore despite highest ever revenue jumps of 21% 15.07 'Perfect storm' causes downfall in Jersey visitors More »