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
BUSINESS
Weekly Tactical Pick: This digital map-maker deserves a fresh look
MapmyIndia has seen consistent margin expansion and has the potential to go higher because of its cost structure
BUSINESS
Weekly Tactical Pick: A pharma stock set to ride emerging opportunities
With the emerging threat of the new COVID variant, JN.1, equity markets are likely to be volatile in the coming days. Defensive stocks like Divi’s Lab will merit attention
BUSINESS
RBZ Jewellers: Why we are cautious about this IPO
Lack of disclosures as well as concentration risk due to presence in only one city make us cautious about this public offer
BUSINESS
Motisons Jewellers Ltd: Why you should avoid this IPO?
While the jewellery industry has been outpacing other retail sectors, owing to premiumisation and an accelerated shift towards the organised segment, we are cautious on MJL.
BUSINESS
MC Pro New Year Portfolio: These 17 stocks show promise for a rewarding 2024
These stocks have been picked from a variety of sectors. Ami Organics, Bharat Dynamics, GAIL and SBI are some of them
BUSINESS
Weekly Tactical Pick: Why you should back this private sector bank behemoth now
Given HDFC Bank’s track record and execution capabilities, it can positively surprise the Street on earnings growth in the next fiscal
BUSINESS
Crystal ball gazing: The winning investment themes for 2024
Renewables and export-oriented sectors such as chemicals, APIs, and IT figure among the eight themes for a rewarding investing journey in 2024 and beyond
BUSINESS
Weekly Tactical Pick: Why look at this insurance behemoth?
While LIC’s performance lags private peers on certain parameters, its healthy business growth and improving product mix can lead to a valuation re-rating.
BUSINESS
Weekly Tactical Pick – Why this niche NBFC’s correction merits attention
The asset quality of Mas Financial is largely pristine and it expects a 25 percent growth in its book
