BUSINESS
UK-India FTA opens up export opportunity for Indian manufacturing
The deal can also offer an alternative trade channel for Indian exporters to the US market
BUSINESS
RIL Q1 FY26: Consumer verticals drive performance, outlook remains bright
Hopes of a consumption recovery hold up the outlook for consumer-centric businesses, even as cyclical businesses battle headwinds
BUSINESS
Weekly Tactical Pick – This housing finance company offers valuation comfort
Healthy profitability, encouraging loan growth and disbursements, and improving asset quality all contribute to our positive view on the company’s outlook
BUSINESS
Weekly Tactical Pick – Valuation is a real draw for this mid-sized bank
There are levers for improvement in profitability which could play out over the next couple of years
BUSINESS
Weekly Tactical Pick: Why this frontline defence stock still offers value
Steady improvement in execution to drive earnings growth
BUSINESS
Weekly Tactical Pick: Will price polish add more shine to this gold stock?
A better product mix and an increasing share of exports should add glitter to Sky Gold & Diamonds
BUSINESS
Weekly Tactical Pick: This power company offers a good blend of earnings, valuations
The company’s business is improving across the value chain and the stock has corrected quite a bit in the last 7-8 months
TRENDS
Is the consumption growth story firmly on the runway?
The final quarter of FY25 saw a sequential pick-up in sales, indicating improving consumer sentiment
BUSINESS
Equity Strategy: How to navigate choppy markets in the face of escalating Middle East tensions
Israel-Iran tensions have sent crude soaring, hitting a number of linked sectors. The bigger worry is at the macro level. Does a falling market present a buying opportunity?
BUSINESS
Weekly Tactical Pick: Can this consumption play take advantage of tailwinds?
Recent stock correction offers an opportunity to ride the next phase of growth, backed by smart acquisitions, operating leverage, and a favourable back-to-school season
BUSINESS
The sectors and stocks that gain from RBI’s outsized monetary stimulus
The expansionary monetary policy aims to invigorate both investment and consumption, benefiting a cross-section of sectors
BUSINESS
Weekly Tactical Pick: Rural focus to benefit this FMCG major
The early onset of monsoon will drive growth, backed by Dabur’s market leading brands
BUSINESS
Weekly Tactical Pick – Is this the right drink for investors?
Strong execution, backed by domestic demand & expanding geographical footprint
BUSINESS
Which companies are key beneficiaries of the defence indigenisation push?
Multi-decade opportunities unfolding across critical segments on the back of new technologies and initiatives
BUSINESS
Operation Sindoor, a shot in the arm for Indian defence stocks
The fresh policy push ensures order inflows for large defence PSUs, increased tie-ups for private defence players, and gives boost to small domestic suppliers
BUSINESS
Weekly Tactical Pick: Why you should buy this hotel stock
With a strong balance sheet and healthy cash flows, ROHL can undertake rapid expansion and press the growth pedal.
BUSINESS
US-China trade truce: Is it a disadvantage for India?
Even after the tariff rebalancing, the long-term case for China + 1 stays
BUSINESS
Indo-Pak Ceasefire: What’s next for Indian equities?
Volatility may continue in the short term and it’s better to be watchful
BUSINESS
Why this defence stock is our tactical pick this week
Cochin Shipyard’s order book remains strong at Rs 22,000 crore, over five times its annual revenue, providing a strong revenue visibility. The order pipeline is equally strong and growing
BUSINESS
Weekly Tactical Pick: Is this value retailer poised to benefit from the shift to organised segment?
Strong rural footprint, aggressive expansion, and sector formalisation make this retailer a compelling mid-cap opportunity
BUSINESS
RIL Q4 FY25: Reliance stays resilient with consumer-centric growth
Despite global uncertainties and sectoral challenges, RIL delivered strong Q4 numbers in retail and digital. With innovation, efficiency, and expansion at its core, Reliance remains a future-ready conglomerate
BUSINESS
Weekly Tactical Pick: This FMCG major is a play on rural demand recovery
An expected good monsoon and a robust distribution network should help Dabur do well
BUSINESS
Indian equities: Sectors & stocks to watch as Trump hits the pause button
Policy uncertainty will remain elevated and enterprises are likely to delay discretionary spending till clarity emerges
BUSINESS
Weekly Tactical Pick: This affordable housing stock has reasons to command higher valuations
The company has survived stiff competition and negotiated regulatory challenges well
