INDIA SPACE ECONOMY
ETMarkets Smart Talk: From Solar to Switchgear—Capex Themes Remain Strong, says Arvind Kothari
Arvind Kothari from Niveshaay is optimistic about capital expenditure-driven sectors. He highlights opportunities in defense, textiles, and power. RBI's rate cut and liquidity measures aim to boost consumption. Small and mid-cap stocks face valuation risks, while large caps have demand challenges. Promoter selling needs careful evaluation. Normal monsoon is expected to support consumption and auto sectors.
Air India plane crash, fire, silence - and then, Vishwas
Vishwas Kumar Ramesh miraculously survived the Air India plane crash in Ahmedabad that killed 241 people. Ramesh, seated near an emergency exit, believes the plane stalled after takeoff before crashing into a building. Despite a burnt hand, he escaped through an opening, overwhelmed that he was alive while witnessing the death of fellow passengers.
India’s startup engine: Can we build a $30 trillion economy on innovation?
India is rapidly emerging as a global startup leader, particularly in fintech, driven by the JAM trinity and DPI. To become the top startup nation, India needs to prioritize deeptech and cleantech innovation, mobilize domestic investment, and strengthen academia-industry collaboration. Attracting global talent and fostering ethical growth are crucial for achieving a $30+ trillion economy by 2047.
ETMarkets Smart Talk | India could attract $1.5 trillion FII inflows over the next decade: Swati Khemani
Swati Khemani of Carnelian Asset Management remains optimistic about Indian equities, citing strong macro fundamentals and potential FII inflows of $1.5 trillion. She anticipates gradual rate cuts by the RBI and favors sectors like BFSI, manufacturing, pharma, and specialty chemicals.
Consumption and infrastructure 2 top compounding themes in market now: Sumit Bhatnagar
Sumit Bhatnagar of LIC MF is optimistic about Indian markets. Economic revival and corporate earnings are expected. Consumption and infrastructure are key themes. Rural consumption has revived. Urban consumption is expected to follow. Financials, telecom, and cement sectors may surprise positively. Steel is expected to perform well. Defence sector offers attractive opportunities. Drones have both defence and industrial applications.
Growth boost or caution flag? RBI sends conflicting signals with surprise moves
Reserve Bank of India is giving mixed signals on monetary policy. Governor Sanjay Malhotra is trying to boost economic growth. Recent rate cuts have not spurred borrowing. Banks are parking excess funds with the RBI. Liquidity steps appear contradictory to some analysts. Loan growth has dipped. The new monetary policy committee is using the policy stance as forward guidance.
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We got rare in abundance
Grappling with export curbs on rare earth magnets from China, India must liberate itself by plugging into its critical minerals through policy and innovation. Neodymium may well be the alternate we need.
Jaishankar calls on EU to view Pakistan issue as India vs 'Terroristan'
External Affairs Minister S Jaishankar, speaking in Brussels alongside EU High Representative Kaja Kallas, reframed the India-Pakistan conflict as India versus "Terroristan," emphasizing India's zero-tolerance stance on terrorism following the April 22 Pahalgam attack, which killed 26 people.
$1 Trillion GDP Boost in Sight: Abhishek Banerjee on promising sectors, gold and market sentiment
Abhishek Banerjee of LotusDew Wealth analyzes global economic trends, highlighting the impact of interest rate cuts and trade uncertainties on Indian equities. He favors silver over gold, anticipates benefits for auto and consumer sectors, and remains optimistic about microcaps despite their inherent volatility. India's strong corporate reserves and potential for economic growth are also emphasized.
Cost of green hydrogen in India set to fall by up to 40%: Report
India's green hydrogen costs are projected to decrease by up to 40% due to government support and incentives, potentially reaching Rs 260-310 per kg. The nation's Green Hydrogen Mission, launched in January 2023 with a Rs 19,744 crore outlay, aims for 5 million tonnes of annual production by 2030.
FY26 earnings growth to rebound to 12-13% for Nifty 50 companies: Varun Goel
Mirae Asset Investment Managers anticipates a strong cyclical recovery in India, fueled by monetary easing and tax cuts. Key beneficiaries include banking, NBFCs, real estate, and capital goods sectors, with FY26 expected to see a revival in earnings growth. The firm remains constructive on the lending ecosystem and expects continued strength in cyclical parts of the economy, particularly real estate.
Aurodeep Nandi on why Nomura is pencilling in 2 more rate cuts by December
Nomura anticipates India's GDP growth and inflation to undershoot RBI's projections, forecasting 6.2% growth and 3.3% inflation for FY26. This divergence creates room for policy easing, potentially leading to accommodative levels. Nomura projects two more rate cuts in October and December, driven by simulations using the Taylor rule, despite RBI's current neutral stance.
As the Indian economy grows, they too will grow. Some slowly, a few faster: 8 NBFC stocks stocks with upside potential of up to 46%
Let’s ask ourselves three simple questions. One: Is the financial services sector better placed after the RBI’s clean-up? Two: If an economy like India grows, can it be that this sector does not grow? Three: Can FIIs, whose selling caused sectoral underperformance, stay away from these stocks when they return? The answer to the first question is yes. And it is a no for the second. The answer to the third question was open, but now it seems to be veering towards a yes. As a sector, NBFCs will grow faster than many other sectors, because they provide credit. And credit was/is/and will remain in greater demand than its supply. So, a provider of credit is bound to grow as the Indian economy grows.
Rural recovery to power financials, NBFCs poised for revival: Punita Kumar Sinha
Punita Kumar Sinha suggests focusing on quality, defensives, and FMCG, anticipating a boost from a better monsoon. She recommends a domestic-focused portfolio including financials, particularly NBFCs benefiting from a recovering rural economy. While IT valuations are reasonable, a catalyst for increased spending remains uncertain due to ongoing trade and immigration concerns.
ETMarkets Smart Talk | India’s Next Big Themes: AI, Semiconductors & Defense to lead wealth creation says Manish Jain
Manish Jain from Mirae Asset Capital Markets highlights AI, defense, digital economy, semiconductors, and renewables as key sectors for long-term wealth creation in India. He suggests that tariff war fears are not the main volatility driver, but geopolitics and earnings shocks could be.
Defence stocks have legs well beyond current market cycle: Groww AMC CEO Varun Gupta
Indian investors are now more mature. They are accepting market ups and downs. They are investing for the long run. SIP investments are strong. Passive funds are becoming popular. Defence sector is growing due to government support and new technology. Groww Asset Management focuses on long-term investments. Geopolitical issues are impacting global markets. India is doing well.
Big 4: Drivers that will power India's economy
India's FY25 GDP growth slowed to 6.5%, a four-year low, despite a strong March quarter. The nation remains the fastest-growing major economy, driven by government spending, rural consumption, and low interest rates. While urban demand is currently weak, tax relief and easing inflation are expected to boost consumer spending and overall economic growth in the coming year.
Next biggest opportunity will be thrown up by manufacturing in India: Mihir Vora
Mihir Vora of Trust Mutual Fund highlights India's manufacturing potential, driven by technology adoption and untapped resources. He favors domestic-focused sectors like financials and industrials, while being cautious on healthcare due to uncertainties. Vora sees significant opportunities in automation, robotics, and AI, anticipating a rise in listed companies in these areas.
Power shift: How Tesla’s turmoil is steering global capital towards India
A public clash between Elon Musk and Donald Trump in early June 2025 triggered a massive selloff of Tesla stock, erasing $150 billion in market capitalisation. This turmoil, however, presents a significant opportunity for India.
ETMarkets Smart Talk | Volatility may linger, but double-digit returns still possible in 2025: Manish Jain
Manish Jain of Centrum Broking remains optimistic about Indian equities, anticipating double-digit returns in 2025 despite global uncertainties. He highlights range-bound market volatility, the impact of US bond yields, and attractive sectors like banks, healthcare, and defence. Jain advocates a bottom-up approach, focusing on value and growth stocks for long-term investment.
RBI's next interest rate cut action likely in December
Reserve Bank of India may keep interest rates steady in August. However, further reduction is expected later this year. This follows a larger-than-expected cut aimed at boosting economic growth. Most institutions anticipate a rate cut in either October or December. The central bank will also lower the cash reserve ratio to inject liquidity. These measures surprised the markets.
DEE Development Engineers plans to diversify into hydrogen production
DEE Development Engineers Limited plans to expand into hydrogen production. The company acquired a stake in Maldives Design Limited. This acquisition will help in hydrogen purification and ammonia cracking. The company aims for technology tie-ups for complete hydrogen plant manufacturing. The government's focus on green hydrogen presents significant business opportunities.
UK-based firm, ARM embedded leases over 4 lakh sqft with Bagmane at Bangalore
ARM Holdings' India arm has leased over 4 lakh sq ft of Grade-A office space in Bengaluru for 15 years, committing nearly Rs 1,000 crore in rental payments. This significant expansion highlights the growing confidence in India's innovation ecosystem and its role in the global semiconductor industry, reflecting a long-term commitment to R&D and engineering activities.
View: Wealth acquisition and lifestyle expression should, at some point, converge for rich Indians
In most parts of the developed world, living a 'clean' life, in terms of environment and spaces, is a generational practice. This is exactly why the country home, and not the city mansion, has been the historical symbol of arrival, whether in elitist Europe or meritocratic America. The ability to stake a sweeping claim over nature represents the ultimate expression of wealth, way above the infusion of majestic marble in a chic PIN code of a city district. Whenever Indians travel abroad, public spaces become a prime attraction, whether in Unter den Linden in Berlin, Central Park in New York, or Hyde Park in London.
Is India doing enough to combat its waste management and pollution crisis?
India grapples with a significant waste management and pollution crisis, evident in overflowing landfills and declining air quality. While progress is being made in remediating legacy waste and increasing processing capacity, challenges remain, particularly with plastic waste and toxic discards. The nation is striving for a cleaner future through policy initiatives, technological innovation, and public awareness campaigns.
PNB cuts lending rate in line with RBI policy
Following a significant 50 basis points repo rate cut by the RBI, Punjab National Bank has reduced its lending rates by up to 50 basis points, effective June 9, 2025. This move aims to make EMIs more affordable for both existing and new borrowers, with home loan rates starting from 7.45% and vehicle loans from 7.8% per annum.
RBI takes up axe in hand for frontloading rate cuts to push 3D India
The Reserve Bank of India cut the repo rate by 50 basis points to 5.50%, marking its third consecutive reduction and totaling 100 basis points of cuts in 2025. It also slashed the Cash Reserve Ratio (CRR) by 100 basis points to 3%, injecting additional liquidity into the banking system. The RBI shifted its monetary policy stance from "accommodative" to "neutral", citing muted inflation and the need to support economic growth.
RBI MPC meeting: Focus shifts to price stability as Sanjay Malhotra decodes India growth scene
Price stability fosters consumption and equitable growth, Sanjay Malhotra said. Supportive policies are vital, especially during uncertainties, he added. Monetary policy supports growth while maintaining price stability, he further said.
ETMarkets Smart Talk - We’re adding to domestic plays like autos, banks & telecom: V. Srivatsa, UTI MF
V. Srivatsa of UTI Mutual Fund suggests navigating market volatility by focusing on domestic sectors like autos and banking, while reducing exposure to global autos and metals. He notes that while IPO valuations appear high, value can be found in private sector banking, telecom, and chemicals. The fund is also increasing exposure to domestic-oriented industries.
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