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
BUSINESS
Weekly Tactical Pick: Will this jeweller regain its shine?
Senco Gold is continuing a healthy network expansion and plans to open about 20 stores in the next fiscal. Geographical expansion and entry into new markets are expected to drive growth.
BUSINESS
Live: Will Nifty's recovery gain further strength? | Opening Bell | Opening Bell
The Sensex and Nifty kicked off the week on a strong note, with the Nifty maintaining its range of 22,300-22,600 for the sixth consecutive session. The index surged over 100 points to close above 22,500, reflecting positive market sentiment. Sectoral performance was led by Nifty Pharma and Financial Services, which emerged as the top gainers of the day. Meanwhile, broader indices also edged higher, posting gains of nearly 0.5%, adding to the market’s overall momentum. This morning, global cues were positive. US markets ended on a higher note overnight, while Asia Pacific also started the day higher. Among stocks, watch out for Swiggy, IREDA, and Star Cement in today's trading session. Catch Lovisha Darad in conversation with Hemen Kapadia, Technical Associate, DRChoksey Finserv and Kranthi Bathini - Equity strategist at WealthMills Securities.. #nse #bse #stockmarket #sharemarket #marketopeningbell
BUSINESS
Scorching Summer: Stocks that could benefit from intense heat waves
AC industry sees strong demand, while FMCG and the power sector are likely beneficiaries
BUSINESS
Weekly Tactical Pick – This beverage stock is grabbing opportunities, nailing execution
Seasonal tailwinds, improved mix, and expanding international presence to drive growth and margins
BUSINESS
Weekly Tactical Pick | Why you should consider investing in this auto stock
Bajaj’s Auto rise in the EV space and strong export market make it a good bet now
BUSINESS
Turbulent markets, tepid earnings -- Time to remain fearful or should you be greedy?
Investments made in times of all-round pessimism seldom fail to generate positive returns
BUSINESS
Nestle India: A Long-Term Bet on Consumption Growth? Stock of the Day
Nestle is a market leader in coffee, noodle and baby food. Nestle is focusing on strengthening and protecting it high margin core business that is milk and nutrition, which contributes around 40 percent of the domestic sales. The company is also investing behind adjacencies, which will be a key growth driver in the coming period. Expanding manufacturing base and rural footprint with the RURBAN strategy will be growth accretive in the medium-term. The recent earning performance of the company was marked by moderate volume growth and margin compression due to high inflation and competition. However, we view that Nestle is a good a play on the packaged foods business in India, and will be one of the key beneficiaries of the urban demand revival.
BUSINESS
MC Pro Budget 2025 Portfolio: These 18 stocks are set for newer heights on market rebound
The MC Pro Research team has combined a top-down approach taking inspiration from the Budget with bottom-up stock picking, giving due consideration to valuations amid market volatility
BUSINESS
Weekly Tactical Pick: SBI's current valuation makes the stock a compelling choice
The irony is that SBI’s stock is languishing despite strong returns ratios aided by superior asset quality
