Harsha Jethmalani is a Mint Author at Mint. She covers a range of topics including construction and real estate, manufacturing, and finance, with a focus on building materials, commercial real estate, and commodities markets. Harsha's insights and analyses have also been featured in Hindustan Times Syndication and LiveMint.
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Not enough data
Harsha Jethmalani's articles focus on investment analysis and frequently cite data. She covers a range of topics, including the Indian economy, global markets, stock market movements, manufacturing trends, and financial indicators.
Given Harsha's emphasis on citing data and providing investment analysis in the context of the Indian economy and global markets, she is likely to be responsive to pitches that offer unique insights into market trends supported by credible data. Experts with knowledge of financial indicators impacting India and global markets could provide valuable contributions. Additionally, professionals specializing in sales & marketing within the real estate industry might also find opportunities for relevant commentary based on Harsha’s coverage attributes.
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War-driven inflation, slowing demand and lofty market valuations are raising doubts over whether corporate earnings can deliver the growth investors expect in FY27.
Investors are wondering how long it will take for AI-related investments to convert into substantial IT revenue growth and whether large global IT stocks are overvalued.
The timely commissioning of upcoming capacity addition projects is a crucial near-term monitorable.
By: Harsha Jethmalani
While a transformed, low-risk loan book underpins the lender's 2030 roadmap, raising low-cost retail funds is critical to supporting its 20% credit growth target.
DSS's current revenue remains minuscule versus Astral's size. Astral Ltd has announced the acquisition of 60% stake in specialty chemicals
By: Harsha Jethmalani
Robust earnings growth, strong liquidity and rising risk appetite have powered India's small- and mid-cap rally. The next test: whether companies can deliver enough profit growth to justify elevated valuations.
By: Harsha Jethmalani
Coforge aims to double revenue to $5 billion by FY30 through 15% organic growth, AI-led opportunities and acquisitions such as Encora. Strong deal wins and a growing order book support the outlook, though macroeconomic uncertainty, AI disruption and integration risks could challenge execution.
Stock returns in real estate companies would be dictated by company-specific factors such as launch pipelines, geographical presence, and the pace of project execution
By: Harsha Jethmalani
Premium cement and higher trade sales are supporting realizations, but rising fuel costs, weak pricing power and looming capacity additions are clouding earnings prospects.
By: Harsha Jethmalani
As monsoon rains falter, the ripple effects on prices and demand matter more than the direct hit on growth.
