BUSINESS
Weekly Tactical Pick: Position for a global growth proxy before a domestic risk event
Aarti Industries well positioned to start reaping the benefits of a massive capex cycle, which is underway.
BUSINESS
Weekly Tactical Pick: This bank is the best proxy for the growing gold loan business
The bank hugely benefits from a gold loan portfolio that has higher yields, low credit costs, and lower risk weights.
BUSINESS
Weekly Tactical Pick –This private bank major offers big value
Near-term earnings volatility an opportunity to buy the stock
BUSINESS
Weekly Tactical Pick | SAMHI Hotels: Why it’s worth checking into this hotel company
SAMHI with an all-owned portfolio of about 4,800 rooms will be a big beneficiary of the hotel industry up-cycle
BUSINESS
MC Pro’s Make-in-India Index – post the stellar outperformance, time for a rejig
Two stocks dropped, three included, and weights tweaked for others
BUSINESS
Weekly Tactical Pick: China+1 trend to enhance earnings visibility for this CRAMS player
Fundamentals are improving for Syngene while the stock is in a consolidation phase
BUSINESS
Weekly Tactical Pick – Why this building material company is catching our attention
Stock correction makes the valuation attractive as the business holds promise
BUSINESS
Weekly Tactical Pick: Why you should look at this EMS player
Cyient DLM should not be viewed in the same way as low-margin and undifferentiated product manufacturers.
INDIA
LS polls: Nearly half of BSP's candidates in 1st list for UP are Muslims, a likely blow for SP-Congress alliance
In its first list, the party has fielded Muslim candidates in seven of the 16 seats, potentially creating a problem for the SP-Congress alliance.
MONEYCONTROL-RESEARCH
Weekly Tactical Pick: Why this PSU is an oasis of stability in an uncertain market
Power Grid’s improved operating performance and the company’s strategy to aggressively deploy growth capital, following a revival in the domestic T&D capex cycle, are among the factors that make it an attractive bet
BUSINESS
Weekly Tactical Pick: Is this PSU stock a rock or a diamond?
Rising power demand bodes well for this company
POLITICS
2024 Lok Sabha Polls: Behind BJP's decision to replace sitting MPs with debutants in Maharashtra
According to media reports, the BJP may contest 30 seats, leaving 11 for the Eknath Shinde-led Shiv Sena and seven for Ajit Pawar’s NCP.
BUSINESS
Weekly Tactical Pick: Why this jewellery maker is set to glitter
Growth prospects are bright as the company is emerging as the preferred choice for light-weight jewellery
BUSINESS
Why India’s consumption expenditure data should cheer investors
The data is a nascent indicator of India’s long but steady journey towards becoming a wealthier nation with implications for varied consumption categories
BUSINESS
Weekly Tactical Pick: Why this conglomerate offers tactical scope
Decent dividend yield to support ITC’s valuation on the downside
BUSINESS
Can Q3 earnings report card re-rate the markets from here?
Global interest rate scenario and the outcome of the general election in India will be the driving factors
BUSINESS
Weekly Tactical Pick: This private bank is a value proposition. Know why
The bank is working hard to bring slippages under control and the loan growth momentum is sustained
BUSINESS
Weekly Tactical Pick: Why this IT major is on our radar
IT major has end-to-end capabilities to ride the long-term technology up-cycle
BUSINESS
MC Pro Election 2024 Portfolio: This set of 14 stocks can fast-track your returns score
We believe the corporate sector is poised for take-off. Against this backdrop, our focus is to select the stocks which are building the future and have the best prospects of benefiting from the new government pushing the pedal on reforms
BUSINESS
Stock gainers, losers after interim Budget 2024
Sunrise sectors and some others will benefit from the measures announced, while tax status quo may hurt some
BUSINESS
Can infrastructure stocks continue to rerate, post Modi's Budget?
Although an interim budget, there are ample reasons to believe that the government will continue to invest in light of the nascent private capex and buoyancy in government revenues
BUSINESS
Weekly Tactical Pick: Why the banking behemoth’s long-term prospects can’t be missed
While the private lender’s earnings will be materially impacted in the near term, merger does not permanently impair HDFC’s Bank’s long-term earning potential
BUSINESS
Weekly Tactical Pick: This regional jewellery player is set to shine
We’ve reported about Thangamayil Jewellery many times before. Now, as the company plans to aggressively expand distribution reach and make an urban foray, the story needs re-telling.
BUSINESS
Weekly tactical pick – Why look at this auto OEM now?
The revamp of the UV product line-up will fuel the auto-maker’s performance
