http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 05 Jun 2026 08:40:16 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/BofA+cuts+India+GDP+forecast+on+West+Asia+conflict+impact+to+6.5%25+from+7%25/26608710.html <p>Investing.com - Bank of America lowered its India GDP growth forecast for fiscal year 2027 to 6.5% from 7.0% as the West Asia conflict enters its fourth month, the firm said in a research note released today.</p><p>India's Q1 2026 GDP grew 7.8% year-over-year, slightly below the previous quarter's 8.0% but above Bank of America's 7.4% estimate. The full fiscal year 2026 GDP growth reached 7.7%, while nominal GDP growth remained subdued at 8.9% with a deflator of 1.2% compared to 9.7% in fiscal 2025. Q3 fiscal 2026 GDP was revised higher to 8.0% from 7.8%.</p><p>Manufacturing growth slowed to 7.3% in http://www.streetinsider.com/General+News/BofA+cuts+India+GDP+forecast+on+West+Asia+conflict+impact+to+6.5%25+from+7%25/26608710.html Fri, 05 Jun 2026 08:40:16 -0400 INDA http://www.streetinsider.com/Reuters/India+Set+For+%242+billion+Drone+Order+In+Biggest+Buy%2C+Industry+Body+Says+-+Reuters/26594566.html <p>India Set For $2 billion Drone Order In Biggest Buy, Industry Body Says - Reuters</p> http://www.streetinsider.com/Reuters/India+Set+For+%242+billion+Drone+Order+In+Biggest+Buy%2C+Industry+Body+Says+-+Reuters/26594566.html Wed, 03 Jun 2026 05:41:44 -0400 INDA http://www.streetinsider.com/General+News/Morgan+Stanley+sees+Indian+equities+poised+for+strong+year+ahead/26581545.html <p>Investing.com -- Morgan Stanley believes Indian equities have reached a bottom and are positioned for significant gains in the year ahead, citing an expected acceleration in earnings growth alongside improving valuations and sentiment.</p><p>The investment bank said Indian earnings appear to be entering a new upcycle. The firm noted that near-term risks include potential prolonged conflict in the Middle East and severe drought conditions during the upcoming summer sowing season.</p><p>Morgan Stanley expects the earnings growth acceleration to continue for several quarters beyond these immediate challenges. The firm anticipates investment as a percentage of GDP will rise to 37.5% over the next http://www.streetinsider.com/General+News/Morgan+Stanley+sees+Indian+equities+poised+for+strong+year+ahead/26581545.html Mon, 01 Jun 2026 12:06:49 -0400 INDA http://www.streetinsider.com/General+News/Morgan+Stanley+sees+Indian+equities+poised+for+strong+year+ahead/26581545.html <p>Investing.com -- Morgan Stanley believes Indian equities have reached a bottom and are positioned for significant gains in the year ahead, citing an expected acceleration in earnings growth alongside improving valuations and sentiment.</p><p>The investment bank said Indian earnings appear to be entering a new upcycle. The firm noted that near-term risks include potential prolonged conflict in the Middle East and severe drought conditions during the upcoming summer sowing season.</p><p>Morgan Stanley expects the earnings growth acceleration to continue for several quarters beyond these immediate challenges. The firm anticipates investment as a percentage of GDP will rise to 37.5% over the next http://www.streetinsider.com/General+News/Morgan+Stanley+sees+Indian+equities+poised+for+strong+year+ahead/26581545.html Mon, 01 Jun 2026 12:06:49 -0400 INDA http://www.streetinsider.com/General+News/Morgan+Stanley+sees+Indian+equities+poised+for+strong+year+ahead/26581545.html <p>Investing.com -- Morgan Stanley believes Indian equities have reached a bottom and are positioned for significant gains in the year ahead, citing an expected acceleration in earnings growth alongside improving valuations and sentiment.</p><p>The investment bank said Indian earnings appear to be entering a new upcycle. The firm noted that near-term risks include potential prolonged conflict in the Middle East and severe drought conditions during the upcoming summer sowing season.</p><p>Morgan Stanley expects the earnings growth acceleration to continue for several quarters beyond these immediate challenges. The firm anticipates investment as a percentage of GDP will rise to 37.5% over the next http://www.streetinsider.com/General+News/Morgan+Stanley+sees+Indian+equities+poised+for+strong+year+ahead/26581545.html Mon, 01 Jun 2026 12:06:49 -0400 INDA http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Indian+cement+sector+shows+early+capital+discipline+signs+says+Jefferies/26457906.html <p>Investing.com -- India's cement sector is displaying initial signs of capital discipline as leading players moderate expansion plans to address weak capacity utilisation, according to Jefferies.</p><p>Shree Cement has reduced its capital expenditure to approximately 15 billion rupees in fiscal years 2026 and 2027, down from 30 billion rupees previously, prioritising capacity utilisation improvement. Ambuja Cements, following its merger and acquisition phase, is slowing expansion beyond fiscal 2027. Ambuja management recently indicated a 30% to 35% reduction in capital expenditure, pushing out its 140 million tonnes per annum capacity target amid project delays and underperformance of acquired assets.</p><p>For the past decade, http://www.streetinsider.com/General+News/Indian+cement+sector+shows+early+capital+discipline+signs+says+Jefferies/26457906.html Fri, 08 May 2026 07:58:11 -0400 INDA http://www.streetinsider.com/General+News/Indian+cement+sector+shows+early+capital+discipline+signs+says+Jefferies/26457906.html <p>Investing.com -- India's cement sector is displaying initial signs of capital discipline as leading players moderate expansion plans to address weak capacity utilisation, according to Jefferies.</p><p>Shree Cement has reduced its capital expenditure to approximately 15 billion rupees in fiscal years 2026 and 2027, down from 30 billion rupees previously, prioritising capacity utilisation improvement. Ambuja Cements, following its merger and acquisition phase, is slowing expansion beyond fiscal 2027. Ambuja management recently indicated a 30% to 35% reduction in capital expenditure, pushing out its 140 million tonnes per annum capacity target amid project delays and underperformance of acquired assets.</p><p>For the past decade, http://www.streetinsider.com/General+News/Indian+cement+sector+shows+early+capital+discipline+signs+says+Jefferies/26457906.html Fri, 08 May 2026 07:58:11 -0400 INDA http://www.streetinsider.com/General+News/Indian+cement+sector+shows+early+capital+discipline+signs+says+Jefferies/26457906.html <p>Investing.com -- India's cement sector is displaying initial signs of capital discipline as leading players moderate expansion plans to address weak capacity utilisation, according to Jefferies.</p><p>Shree Cement has reduced its capital expenditure to approximately 15 billion rupees in fiscal years 2026 and 2027, down from 30 billion rupees previously, prioritising capacity utilisation improvement. Ambuja Cements, following its merger and acquisition phase, is slowing expansion beyond fiscal 2027. Ambuja management recently indicated a 30% to 35% reduction in capital expenditure, pushing out its 140 million tonnes per annum capacity target amid project delays and underperformance of acquired assets.</p><p>For the past decade, http://www.streetinsider.com/General+News/Indian+cement+sector+shows+early+capital+discipline+signs+says+Jefferies/26457906.html Fri, 08 May 2026 07:58:11 -0400 INDA http://www.streetinsider.com/General+News/Morgan+Stanley+sees+support+for+Indian+steel+prices+despite+recent+weakness/26456383.html <p>Investing.com - Steel prices in India have weakened in recent weeks, with hot-rolled coil trading at Rs57,500 per ton, down 4% since the end of March, according to Morgan Stanley. Rebar prices fell 7% during the same period to Rs48,400 per ton.</p><p>Domestic HRC prices are currently trading at an 8% discount to import parity prices, including safeguard duty, compared to a 7% discount last week.</p><p>China CFR iron ore prices for 61% Fe content rose 3% week-over-week to $112 per ton. Following NMDC price increases this week, domestic prices are trading at a 55% discount versus parity, close to the five-year http://www.streetinsider.com/General+News/Morgan+Stanley+sees+support+for+Indian+steel+prices+despite+recent+weakness/26456383.html Fri, 08 May 2026 04:23:10 -0400 INDA http://www.streetinsider.com/General+News/Goldman+Sachs+sees+two+rate+hikes+for+India+in+2026/26350157.html <p>Investing.com -- India's central bank signaled a cautious approach to monetary policy amid uncertainty from the Middle East conflict, according to minutes from the Reserve Bank of India's April 2026 Monetary Policy Committee meeting released Wednesday.</p><p>The MPC noted that the Middle East conflict presents a significant supply shock that has raised upside risks to inflation and downside risks to growth. Goldman Sachs maintains its forecast of two 25 basis point repo rate hikes this year, taking the repo rate to 5.75% by end 2026, with risks skewed towards back-loaded hikes.</p><p>Governor Malhotra characterized the conflict as a supply shock transmitting through http://www.streetinsider.com/General+News/Goldman+Sachs+sees+two+rate+hikes+for+India+in+2026/26350157.html Wed, 22 Apr 2026 13:25:15 -0400 INDA http://www.streetinsider.com/Investing/Indian+equity+ETF+sees+record+%24220+million+outflow+amid+energy+crisis/26280989.html <p>Investing.com -- The $6.4 billion iShares MSCI India ETF recorded over $220 million in withdrawals on Monday, marking its largest single-day outflow since April 2025.</p><p>The withdrawals extend a five-week streak of investor exits that now total over $2 billion, according to data compiled by Bloomberg.</p><p>The selloff in Indian assets over the past month stems from concerns about the country's reliance on fuel shipped through the Strait of Hormuz. India imports roughly 90% of its crude oil and nearly 50% of its liquefied petroleum gas. About half of that crude and over three-quarters of the LPG transit the Strait of Hormuz, http://www.streetinsider.com/Investing/Indian+equity+ETF+sees+record+%24220+million+outflow+amid+energy+crisis/26280989.html Tue, 07 Apr 2026 12:54:51 -0400 INDA http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Hormuz+Flows+Remain+Low%27/26161254.html <p>Goldman Sachs: 'Hormuz Flows Remain Low'.</p><p>The analyst comments "Estimated oil flows through the Strait of Hormuz (SoH) based on reported vessel counts are down 19.5mb/d (Exhibit 1) to only 0.5mb/d over the last days (4-day moving average). While vessels tracking remains challenging, the two preliminary vessel count data sources that enter our tracking both show no oil tankers crossing the Strait on Thursday March 12 (Exhibit 2). ● The estimated total hit to oil flows from the Persian Gulf after accounting for pipeline redirection stands at 17.2mb/d (4-day moving average) (Exhibit 3). ● While our quantitative tracking doesn't include same-day-data http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Hormuz+Flows+Remain+Low%27/26161254.html Sat, 14 Mar 2026 07:09:22 -0400 BNO INDA USO http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Hormuz+Flows+Remain+Low%27/26161254.html <p>Goldman Sachs: 'Hormuz Flows Remain Low'.</p><p>The analyst comments "Estimated oil flows through the Strait of Hormuz (SoH) based on reported vessel counts are down 19.5mb/d (Exhibit 1) to only 0.5mb/d over the last days (4-day moving average). While vessels tracking remains challenging, the two preliminary vessel count data sources that enter our tracking both show no oil tankers crossing the Strait on Thursday March 12 (Exhibit 2). ● The estimated total hit to oil flows from the Persian Gulf after accounting for pipeline redirection stands at 17.2mb/d (4-day moving average) (Exhibit 3). ● While our quantitative tracking doesn't include same-day-data http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Hormuz+Flows+Remain+Low%27/26161254.html Sat, 14 Mar 2026 07:09:22 -0400 BNO INDA USO http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Hormuz+Flows+Remain+Low%27/26161254.html <p>Goldman Sachs: 'Hormuz Flows Remain Low'.</p><p>The analyst comments "Estimated oil flows through the Strait of Hormuz (SoH) based on reported vessel counts are down 19.5mb/d (Exhibit 1) to only 0.5mb/d over the last days (4-day moving average). While vessels tracking remains challenging, the two preliminary vessel count data sources that enter our tracking both show no oil tankers crossing the Strait on Thursday March 12 (Exhibit 2). ● The estimated total hit to oil flows from the Persian Gulf after accounting for pipeline redirection stands at 17.2mb/d (4-day moving average) (Exhibit 3). ● While our quantitative tracking doesn't include same-day-data http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Hormuz+Flows+Remain+Low%27/26161254.html Sat, 14 Mar 2026 07:09:22 -0400 BNO INDA USO http://www.streetinsider.com/General+News/Iran+Ambassador+to+India+says+Iran+has+Allowed+Indian+Vessels+to+Pass+the+Strait+of+Hormuz/26161246.html <p>Iran Ambassador to India says Iran has Allowed Indian Vessels to Pass the Strait of Hormuz.</p><ul><li>Street Insider confirms seeing India flagged ships on AIS trackers transiting the area despite excessive AIS jamming and scrambling efforts in the region.</li><li>India Govt Official says vessels crossing the Strait are carrying 92k tons of LPG which ought to arrive in India around March 16-17th.</li><li>India names the ships: Shivalik and Nanda Devi.</li><li>India Govt continues to seek passage of remaining vessels in the Persian Gulf.</li></ul> http://www.streetinsider.com/General+News/Iran+Ambassador+to+India+says+Iran+has+Allowed+Indian+Vessels+to+Pass+the+Strait+of+Hormuz/26161246.html Sat, 14 Mar 2026 07:05:57 -0400 BNO INDA INDY USO http://www.streetinsider.com/General+News/Iran+Ambassador+to+India+says+Iran+has+Allowed+Indian+Vessels+to+Pass+the+Strait+of+Hormuz/26161246.html <p>Iran Ambassador to India says Iran has Allowed Indian Vessels to Pass the Strait of Hormuz.</p><ul><li>Street Insider confirms seeing India flagged ships on AIS trackers transiting the area despite excessive AIS jamming and scrambling efforts in the region.</li><li>India Govt Official says vessels crossing the Strait are carrying 92k tons of LPG which ought to arrive in India around March 16-17th.</li><li>India names the ships: Shivalik and Nanda Devi.</li><li>India Govt continues to seek passage of remaining vessels in the Persian Gulf.</li></ul> http://www.streetinsider.com/General+News/Iran+Ambassador+to+India+says+Iran+has+Allowed+Indian+Vessels+to+Pass+the+Strait+of+Hormuz/26161246.html Sat, 14 Mar 2026 07:05:57 -0400 BNO INDA INDY USO http://www.streetinsider.com/General+News/Iran+Ambassador+to+India+says+Iran+has+Allowed+Indian+Vessels+to+Pass+the+Strait+of+Hormuz/26161246.html <p>Iran Ambassador to India says Iran has Allowed Indian Vessels to Pass the Strait of Hormuz.</p><ul><li>Street Insider confirms seeing India flagged ships on AIS trackers transiting the area despite excessive AIS jamming and scrambling efforts in the region.</li><li>India Govt Official says vessels crossing the Strait are carrying 92k tons of LPG which ought to arrive in India around March 16-17th.</li><li>India names the ships: Shivalik and Nanda Devi.</li><li>India Govt continues to seek passage of remaining vessels in the Persian Gulf.</li></ul> http://www.streetinsider.com/General+News/Iran+Ambassador+to+India+says+Iran+has+Allowed+Indian+Vessels+to+Pass+the+Strait+of+Hormuz/26161246.html Sat, 14 Mar 2026 07:05:57 -0400 BNO INDA INDY USO http://www.streetinsider.com/General+News/Iran+Ambassador+to+India+says+Iran+has+Allowed+Indian+Vessels+to+Pass+the+Strait+of+Hormuz/26161246.html <p>Iran Ambassador to India says Iran has Allowed Indian Vessels to Pass the Strait of Hormuz.</p><ul><li>Street Insider confirms seeing India flagged ships on AIS trackers transiting the area despite excessive AIS jamming and scrambling efforts in the region.</li><li>India Govt Official says vessels crossing the Strait are carrying 92k tons of LPG which ought to arrive in India around March 16-17th.</li><li>India names the ships: Shivalik and Nanda Devi.</li><li>India Govt continues to seek passage of remaining vessels in the Persian Gulf.</li></ul> http://www.streetinsider.com/General+News/Iran+Ambassador+to+India+says+Iran+has+Allowed+Indian+Vessels+to+Pass+the+Strait+of+Hormuz/26161246.html Sat, 14 Mar 2026 07:05:57 -0400 BNO INDA INDY USO http://www.streetinsider.com/Rumors/India+Plans+New+%2411+Billion+Fund+To+Support+Local+Chipmaking+-+Bloomberg/26148280.html <p>India Plans New $11 Billion Fund To Support Local Chipmaking - Bloomberg</p> http://www.streetinsider.com/Rumors/India+Plans+New+%2411+Billion+Fund+To+Support+Local+Chipmaking+-+Bloomberg/26148280.html Thu, 12 Mar 2026 05:23:30 -0400 1396Z 2317 INDA INDY MU