HYDROPOWER PROJECTS INDIA
Govt to soon restart work on Wullar barrage: Manohar Lal
Addressing a presser in Srinagar, Manohar Lal said the government will increase the capacity of the ongoing hydropower projects and explore the possibility of starting new projects as well. The minister was in Srinagar to highlight and celebrate the achievements of the Narendra Modi-led NDA government, which completed 11 years this month. He also held a meeting along with J&K CM Omar Abdullah related to the power and housing projects of the state.
Nepalese Foreign Minister calls for 'green energy cooperation' with India
Nepal's Foreign Minister highlights that green energy cooperation will strengthen interdependence between Nepal and India, emphasizing clean and sustainable energy sources. A long-term agreement to export 10,000 MW of electricity to India over the next decade signifies growing energy collaboration. Deuba also stressed enhancing connectivity through investments in various infrastructure projects.
India extends transmission charge waiver for energy storage projects until June 2028
India has extended inter-state transmission charge waivers for electricity storage projects until June 2028 to boost clean energy adoption. This move supports the country's ambitious target of 500 GW of clean energy capacity by 2030, addressing the intermittency of renewable sources. Additionally, a 54 billion rupees scheme has been approved to support battery energy storage systems.
Are they set for another round of re-rating? 7 power stocks from different segments with an upside potential of 11 to 52%
The power sector continues to see strong policy focus. It has also seen an improvement in its operating matrix. However, given the diverse nature of companies in the sector, one needs to make a distinction between segments. Also, a transition (a move towards clean energy) is underway. Now, for a thermal energy-focused company, moving to clean energy would mean deploying huge capex. But for a power transmission company, there’s no extra capex. With many companies continuing to improve their balance sheets, have we reached a stage where even weaker players will see a re-rating?
Clean energy investment rising despite economic uncertainty: IEA
Global investment in clean energy technologies is projected to reach a record high this year, surpassing fossil fuel investments, which are expected to decline. This surge is driven by energy security concerns and rising electricity demand, including from AI and data centers.
India needs massive investments for Net-Zero Goal by 2070; Private sector will be vital: Moody-ICRA
A joint report by Moody's and ICRA reveals India needs significant investment, around 2% of its real GDP, to achieve its 2070 net-zero emissions goal, particularly in the power sector. While renewable energy will dominate future capacity additions, coal reliance will persist in the short to medium term.
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Pakistan dreams of Brahmaputra payback using China against India
Amid rising tensions, Pakistan raised concerns over India blocking Indus waters, warning China could do the same with Brahmaputra. Assam CM Himanta Biswa Sarma dismissed the claim, highlighting India contributes 65–70% of Brahmaputra's flow. As China builds a massive dam in Tibet, India counters with its own Rs 1.5 lakh crore project in Arunachal to offset any potential water threat.
Transformation theme: 9 stocks from the energy & power ecosystem as it transitions to clean energy
The structural transformation in the auto sector is much talked about and given credit by the street. Another sector that has been undergoing a similar transformation, though quietly, is the energy sector. Large companies in the energy space – whether in oil marketing, refining, or any other – have been forming JVs or floating subsidiaries to get into New Energy areas. This transition is much bigger than in the auto space, but a bit too slow to excite the street. So get these stocks on your watchlist.
RBI expects above-normal monsoon showers to wash away inflation fears
The RBI anticipates eased food inflation and improved agricultural production in 2025-26, thanks to an early and above-normal monsoon. While the early monsoon arrival boosts prospects for kharif sowing and rural incomes, concerns remain about potential crop damage from excessive or unevenly distributed rainfall. Government initiatives aim to enhance farm productivity and climate resilience.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
True, there’s no guessing President Trump's next statement or move. But global markets now seem to sense that the US might find it tough to maintain its high pitch in the tariff war for much longer, resulting in some sort of a rally. As far as the Indian markets are concerned, there is a clear change in trend, with bulls in control on most days. Our assumption is that, with the Q4 earnings season being better in many cases, the chances are that bulls will be on a firmer footing. But do continue to be cautious and selective. In fact, that should guide all investing in emerging markets like India.
Arunachal villagers sign landmark MoU to kickstart Siang Upper Multipurpose Project
The Pangkang villagers and Arunachal Pradesh government signed an MoU to start a feasibility report for the Siang Upper Multipurpose Project (SUMP). The project aims to benefit the local community, strategically counter Chinese hydropower projects, and ensure environmental resilience. A development package of Rs 5 crore will be rolled out for infrastructure, health, and livelihood programs.
Govt speeds up irrigation and power projects in Indus river basin
Following the suspension of the Indus Waters Treaty, the Indian government is prioritizing irrigation and power projects in the Indus basin. An inter-ministerial meeting decided to expedite pending projects through priority funding. India has already completed desilting work on hydro-power projects and aims to accelerate the construction and clearance of additional power projects to harness the region's untapped potential.
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
With concerns about the US economy and debt levels being raised yet again, emerging markets, including India, have seen corrections again. Will there be more corrections? Yes, there may be more corrections as the currency markets witness another readjustment. But, it is all short term and largely led by global factors. So, while we are likely to move in tandem with the global markets, it is unlikely that we will see a phase where the Indian market is a standalone underperformer.
Gujarat achieves 35.16 GW renewable energy capacity
Gujarat has emerged as India's renewable energy leader, boasting 35.16 GW installed capacity by April 2025. Spearheaded by Chief Minister Bhupendra Patel, the state excels in wind and rooftop solar, contributing significantly to India's total renewable energy. With innovative projects and forward-thinking policies, Gujarat is driving the nation towards its net-zero target.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
Two positives are driving the markets towards bullishness. One, of course, is the end of India-Pakistan tensions; and the second is another cooling off: The tariff war launched by US President Trump. So, after six months of correction and a couple of event-related setbacks, the markets are in recovery mode. And while there have been exceptions in the recent past, traditionally, any recovery that follows a long period of correction is likely to be led by large-cap stocks. It is this time to have some of them on your watchlist.
China speeds up work on "critical" dam project in Pakistan amid India’s halt on Indus Waters Treaty
China is accelerating work on the Mohmand dam in Pakistan. This follows India's suspension of the Indus Waters Treaty. The dam is being built by a Chinese state-owned company. It aims to generate electricity, control floods, and supply clean water. The project's progress coincides with a visit by Pakistan's Deputy Prime Minister to Beijing.
India vs Pakistan: What's really changing on the Chenab river and why it matters now
Following the suspension of Indus Waters Treaty, India is considering expanding the Ranbir canal on the Chenab river to maximize its water usage. The country aims to increase hydropower generation and has initiated desilting of key canals to modernize water infrastructure. India suspended the treaty due to Pakistan's alleged support for cross-border terrorism.
Pakistan appeals to India to rethink Indus Water Treaty suspension
Pakistan urged India to rethink its decision regarding the Indus Waters Treaty. Syed Ali Murtaza communicated with Debashree Mukherjee on this matter. Pakistan views India's action as detrimental to its people and economy. India suspended the treaty following a tourist incident. India cited Pakistan's alleged support for terrorism as justification. Changes in climate necessitate a review of existing infrastructure.
Some sectors & stocks become essential much after hype: 8 power stocks from different segments with upside potential of over 28%
Which is the sector that is most critical to any country's economic progress? It’s the power sector. Or so said the many companies issuing IPOs back in 2008 for their power projects (from thermal to hydro to integrated projects). A decade after the hype, most of the companies that came out with the IPOs were insolvent. They also spelt big trouble for the banking sector, topping their NPA lists. Then, in 2018, things began to change; and the change is still underway, with the sector now seeing the emergence of companies grounded in reality, not hype. Now, in the last three years, while the hype has been kept at bay, there is a rise in hope. Which is better: hype or hope?
Empowering the Global South through sustainable innovation
Across the Global South, communities are embracing innovative, decentralized renewable energy solutions to combat climate change and energy poverty. Entrepreneurs are developing microgrids and solar-powered systems to improve living standards and expand energy access. International collaboration and strategic investments are crucial to scaling these initiatives, fostering a more equitable and sustainable future for developing nations.
Which companies have large exposure to Pakistan bordering states? CLSA analyses retaliation risk
CLSA highlighted that key infrastructure and industrial hubs are concentrated in Jammu & Kashmir, Punjab, Rajasthan, and Gujarat—bordering Pakistan and now central to rising geopolitical tensions.
Adani Group signs MoU with Druk Green Power to develop 5,000 MW of hydropower projects in Bhutan
The Adani Group and Bhutan's Druk Green Power Corporation have partnered to develop 5,000 MW of hydropower projects. This collaboration builds upon their existing work on the Wangchhu Hydropower Project. Adani will ensure reliable power offtake and integration with Indian markets, reinforcing Bhutan's role in regional energy trade.
Pakistan's security huddle authorises armed forces to take action to revenge Indian strikes
Pakistan's National Security Council authorised its armed forces to retaliate against Indian strikes. This decision followed India's Operation Sindoor, targeting alleged terror sites. Pakistan condemned the strikes as an act of war and a violation of its sovereignty. They deny the presence of terror camps and accuse India of targeting civilians.
India's strike will hit Pak where it hurts the most
India has restricted water flow to Pakistan via Chenab river. This follows the suspension of the Indus Water Treaty. Pakistan anticipates a 21% water shortage. The move will impact Pakistan's agriculture. Reduced water may cause food shortages in the country.
Govt mulls incentives for hydropower projects in J&K, aims to speed up capacity
The government is considering incentives for hydroelectric power projects in Jammu & Kashmir to boost hydropower capacity amid India's decision to keep the Indus Water Treaty with Pakistan in abeyance. Discussions include free power to the union territory, grants for equity shares in joint ventures, water cess waivers, and GST rebates to make projects economically viable.
Pahalgam terror attack: India begins work on hydro projects after suspending Indus Waters Treaty with Pakistan
India has begun reservoir flushing operations at the Salal and Baglihar hydroelectric projects in Kashmir to boost power generation and remove sediment buildup—actions not previously allowed under the Indus Waters Treaty. This move follows a deadly terror attack in Pahalgam and was carried out without informing Pakistan, despite treaty norms.
All gates of Salal Dam on Chenab River closed, significant drop in water levels witnessed in Reasi
Following the Pahalgam terror attack, Salal Dam gates on the Chenab River were closed, significantly dropping water levels in Reasi. Locals expressed support for the government's actions, viewing it as a fitting response to Pakistan. Uttarakhand CM Dhami hailed the decision to reconsider the Indus Waters Treaty.
Key Jammu & Kashmir reservoirs' flushing to begin soon as India suspends Indus Waters Treaty
Following the suspension of the Indus Waters Treaty, India is considering advancing the desilting of key hydel plants in Jammu and Kashmir, potentially starting before the monsoon season. The Salal plant, significantly affected by silting, could see expedited flushing to restore its diminished capacity.
How India can still punish Pakistan by controlling water flow even with limited infrastructure
India can control water flow to Pakistan in winter. This is achievable using existing dams like Baglihar and Kishanganga. Low water flow during winter months allows regulation. This regulation could affect Pakistan's wheat sowing. India needs to build more storage and speed up projects. Projects like Shahpur Kandi, Ujh, and Ratle are important.
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