BUSINESS
MC Pro’s ‘Make in India Index’: 14 gems to ride the domestic manufacturing mega trend
The index includes 14 high conviction stocks from various sectors that are key beneficiaries of import substitution, export opportunity and above all a fillip to domestic manufacturing and self-reliance
BUSINESS
Weekly Tactical Pick | This hotel offers investors a wide room to view
Strong demand, more rooms, higher realisations and lower costs have all combined to make the hotels and travel sector, and this hotel company in particular, an attractive pick
BUSINESS
IKIO Lighting IPO: Why should you avoid?
Concentration risk, weak cash flow, tepid demand, and export competition can come in the way of future growth
BUSINESS
Weekly Tactical Pick – Why this cement stock deserves attention
Sagar Cements should continue to see a healthy revenue growth in FY24, driven by new capacities and robust end-market demand.
BUSINESS
Does Corporate India resonate the optimism of GDP data?
With interest rates largely peaking out globally, the demand scenario should look up and support earnings, though the probable El-Nino impact on monsoon remains a key watch
BUSINESS
Weekly Tactical Pick: Time to look at this diversified aromatic chemical company?
The impact of high-cost inventory is waning and the medium-term growth pro-spects are bright
BUSINESS
Weekly Tactical Pick – Why this chemical stock warrants a look?
Apcotex is a beneficiary of the import substitution theme and volumes should drive growth with a subsequent pick-up in margins
BUSINESS
Weekly Tactical Pick – Why is the stock of LIC under-performing despite good business performance?
Potential government interference, stiff competition, and lower VNB margins weigh on the life insurer’s stock
BUSINESS
Weekly tactical – Why this niche NBFC merits attention
Asset growth of Mas Financial is strong while quality remains pristine; capital position healthy
BUSINESS
Weekly Tactical – Why this consumer electrical company deserves a look after the steep fall
The new management’s strategies align well with Crompton’s goal of becoming a market leader across product lines
BUSINESS
Weekly Tactical Pick – Why this insurer can turn out to be a star performer
Star Health’s premium valuation is justified given its favourable product mix, large distribution channel, healthy solvency profile, and improving profitability
BUSINESS
Par or sub-par monsoon? — Bracing for the worst case!
Deficient rains can be a bane for agri- and rural-centric companies, while a boon for sectors that offer respite from scorching heat
BUSINESS
Weekly Tactical Pick – Valuation of this small private bank looks compelling
For DCB Bank, loan growth is picking up and asset quality looks better while the deposit profile is improving
BUSINESS
Weekly Tactical: This luggage stock can take off post a significant correction
A surge in discretionary travel, wedding spends, and increased mobility post pandemic are structurally positive for luggage demand
BUSINESS
Weekly Tactical: Why this IT midcap looks red-hot, post correction
The revenue and earnings trajectories of Coforge look strong and the company has the ability to navigate challenges
BUSINESS
Weekly Tactical Pick: This defence stock is high on firepower, loaded with value
With strong earnings visibility and valuations, GRSE offers a decent risk-reward proposition
BUSINESS
Weekly Tactical Pick: This infra player stands tall, post correction
PNC Infratech is a quality stock to play the infrastructure up-cycle as it has a good track record of project execution and maintaining a healthy balance sheet
BUSINESS
El Nino Impact: Gainers and losers if monsoon fails
Deficient rains can be a bane for agri- and rural-centric companies, while proving to be a boon for sectors that offer respite from scorching heat
BUSINESS
India's consumption story has hit a speed breaker -- for now
Savings during the pandemic could still be supporting certain categories of discretionary consumption, but there are early signs of moderation in consumer credit and demand could further weaken in the case of a deficient monsoon
BUSINESS
Weekly Tactical Pick: Why this beaten-down pharma stock looks red-hot
Macro set up warrants investors to consider selecting defensives to navigate.
BUSINESS
Weekly Tactical Pick: This auto component maker can give your portfolio a spark
Though there had been demand concerns in the 2W segment, the near- to medium- term outlook is encouraging
BUSINESS
Weekly Tactical Pick: Why we feel the tide is turning for this entertainment company
The third-quarter earnings of key FMCG players have been good, with expanding margins & brisk revenue growth, The management commentary has also been optimistic about adspend.
BUSINESS
Weekly Tactical Pick – A trust-worthy play on the economic recovery cycle
The current volatility in the SBI stock following the Adani saga has made valuations attractive and presents a good opportunity to investors
TRENDS
What gets costlier and what would be cheaper?
In recent years, emphasis has been to encourage 'Make in India', de-carbonised economy and China plus themes
