試す 金 - 無料
Semiconductor push signals an upswing
Financial Express Chennai
|February 03, 2026
STRONGER CAPEX, SERVICES SECTOR PROGRESS & AI ADOPTION TO LIFT FY27 EARNINGS
THE BUDGET SPEECH mentioned "semiconductors" early on, signaling a major pivot in the government's view of what India should pursue. A likely boost to capex, services sector growth and AI, along with slower than expected fiscal consolidation, will likely support F2027 earnings, further helped by increased demand for equities through buybacks. We are Overweight Financials, Consumer Discretionary and Industrials.
このストーリーは、Financial Express Chennai の February 03, 2026 版からのものです。
Magzter GOLD を購読すると、厳選された何千ものプレミアム記事や、10,000 以上の雑誌や新聞にアクセスできます。
すでに購読者ですか? サインイン
Financial Express Chennai からのその他のストーリー
Financial Express Chennai
Dream Sports launches stock broking platform
DREAM SPORTS, THE parent group of Dream1l, has launched DreamStreet, an AIpowered stock broking platform aimed at simplifying investing for retail users, particularly first-timers who have stayed away from markets due to perceived complexity, the company said in a statement.
1 min
May 05, 2026
Financial Express Chennai
Assam: BJP scores a hat-trick
THE BJP-LED NDA'S return to power in Assam for a third consecutive term with a massive mandate has reinforced the state as the party's strongest base in the Northeast and validated Chief Minister Himanta Biswa Sarma’s governance model.
1 min
May 05, 2026
Financial Express Chennai
India reviews duty on Malaysian aluminium wire
INDIA HAS INITIATED a probe to review the need for extending the countervailing duties levied on aluminium wires imported from Malaysia, following a complaint by certain domestic players, according to a notification.
1 min
May 05, 2026
Financial Express Chennai
Godrej Properties posts 70% jump in Q4 net profit
GODREJ PROPERTIES
1 min
May 05, 2026
Financial Express Chennai
Palm oil imports fall to one-year low in April
INDIA'S PALM OIL imports fell 27% to a one-year low in April, as sluggish demand from institutional buyers and a recent price rally that eroded its discount to rival oils prompted refiners to curb purchases, five dealers said.
1 min
May 05, 2026
Financial Express Chennai
Maruti, Hyundai lose SUV ground to rivals in FY26
DOMESTIC SUV MARKET UP 11% IN FY26, TOPS 3.1 MILLION UNITS
2 mins
May 05, 2026
Financial Express Chennai
Crude shock: Rupee closes above 95 for the first time
THE RUPEE CLOSED at a record low of 95.0875 against the dollar on Monday, weakened by a spurt in crude oil prices and elevated dollar demand.
1 mins
May 05, 2026
Financial Express Chennai
‘Triple whammy risk looms over India’
Energy shocks, tighter financial conditions and a bad monsoon may pose a triple whammy for India, said Krishna Srinivasan, director, International Monetary Fund’s Asia and Pacific Department.
4 mins
May 05, 2026
Financial Express Chennai
Modi: Lotus blooming from Gangotri to Gangasagar
PRIME MINISTER NARENDRA Modi on Monday said the lotus is now blooming from Gangotri to Gangasagar with the BJP’s historic victory in West Bengal and asked all parties to work for change, not revenge, and ensure that the state's future trumps over fear.
1 min
May 05, 2026
Financial Express Chennai
Ather Energy Q4 net loss narrows to ₹100 crore
ELECTRIC TWO-WHEELER manufacturer Ather Energy reported net loss of ₹100.2 crore in the fourth quarter of FY26, compared with a net loss of 234.4 crore in the previous quarter ended March 2025.
1 min
May 05, 2026
Listen
Translate
Change font size