BUSINESS
FMCG is catching investors’ eye ahead of upcoming GST reforms – These are the likely beneficiaries
Brokerages say Nestle, ITC and Britannia are poised to gain from lower taxes on noodles, snacks and dairy while Dabur could benefit in personal care and packaged foods. Moreover, GST cut may also boost organised players by narrowing the price gap.
BUSINESS
Paper stocks hope to turn a new chapter after steps to rein in cheaper imports
Market experts see policy support in the form of import levy and festive demand as two key drivers for domestic paper stocks, however, the long-term benefits will hinge on sustained demand and pricing power.
BUSINESS
Are Indian IT stocks primed for a comeback after peak pessimism?
Once foreign flows return to Indian equities, IT could be a key pocket where allocations may rise. Experts also feel that the US rate cuts could be a key factor in driving the turnaround for the sector.
BUSINESS
India Inc finds little to celebrate as early Q1FY26 results reveal tepid demand
India Inc kicked off FY26 on a cautious note as June quarter earnings underscored weak demand and tepid topline growth, while bottom-line performance held up.
MARKETS
Jane Street ban cheered by Indian prop traders as SEBI targets expiry-day volatility
Expiry-day volatility had driven away a section of traders from weekly options trading — but they may now be encouraged to return
BUSINESS
Nifty eyes fresh breakout: Key levels to watch post-Indo-Pak ceasefire and US-China trade thaw
Analysts see potential for Nifty to re-test December highs, with key support shifting higher.
BUSINESS
India-Pakistan border tensions: Should you stay invested or sit on cash?
While short-term volatility is expected to persist, experts believe that once the situation on the western border de-escalates, the sentiment should revive. Money managers are advising against tactical calls, and are instead recommending to take a longer term, strategic view on equities.
BUSINESS
Not chasing discount-driven growth, says Ather CEO, scaling up lithium-ion cell production
Ather’s Tarun Mehta said the ongoing tariff tussle is primarily between the US and China, and India, not being directly involved, could benefit.
BUSINESS
Code red for Indian IT: If tariffs dent USA Inc's profits, clients' tech spend seen at risk
If American firms see their profits shrink due to the inability to pass on tariff-related costs, they might push IT expenditure on the back burner, market expert Sunil Subramaniam has said.
BUSINESS
India’s generic pharma players may be spared from major tariff blow: Jefferies
Jefferies pointed out that India currently imposes up to 10% import duties on US drugs, with some having lower duties or exemptions. If the US enforces reciprocal tariffs, it would be, at best, 10% on imported Indian medicines to the US.
BUSINESS
US tariffs worth $10 billion won’t shake up India’s $4 trillion economy, says Julius Baer's Mark Matthews
Mark Matthews of Julius Baer said the estimated effect of these tariffs may amount to around 10 billion dollars, which is insignificant in the context of India’s 4 trillion dollar economy.
BUSINESS
Trent, Titan or Voltas and Whirlpool: Which stocks to bet on to ride the consumer wave
Trent and Titan are among the top largecap consumption picks from Motilal Oswal. Whirpool could see some demand tailwind but promoter stake sale may be an overhang, say experts.
BUSINESS
Hungry for urban consumption plays? Analysts favour HUL, Nestle over Dabur, Britannia, Emami; Asian Paints could still struggle
Analysts are bullish on stocks around urban consumption and premiumisation themes as they may see uptick in spending as opposed to rural and mass market products
BUSINESS
Unimech Aerospace eyes aggressive expansion with plans to double capacity
The funds raised through the IPO are crucial for Unimech’s aggressive expansion strategy. Out of the Rs 250 crore fresh issue, a significant portion is allocated for capital expenditure, with investments planned in two phases.
BUSINESS
Transrail Lighting IPO: MD and CEO says confident of double-digit growth, order book healthy
Transrail Lighting has positive cash flow and the management is confident of free cash flow in the future as well. Showcasing the IPO, the MD and CEO said the company clocked double-digit margin last year and the trend should sustain.
BUSINESS
Fed rate cut while inflation not decelerating was a 'mistake', may need to revisit CPI target, says Andrew Freris
Jerome Powell's decision to cut rates while inflation was not clearly decelerating was a mistake. US inflation has not met the Fed's target of 2%, remaining stubbornly above this threshold, said Andrew Freris.
BUSINESS
Vishal Mega Mart plans quick commerce rollout, CEO says well-funded for expansion
Vishal Mega Mart launched its quick commerce pilot last year as a differentiated offering for customers. Currently, they are present in approximately 390 cities and are aiming to expand this offering.
BUSINESS
MobiKwik CEO says focused on profitable growth, reinvesting margins for expansion
When MobiKwik originally planned the IPO, it had a revenue of Rs 300 crore and was incurring losses of about Rs 128 crore annually. Since then, it has grown significantly with revenue reaching Rs 890 crore last fiscal and the company turning profitable.
BUSINESS
Mahindra, Maruti may leave Tata Motors behind in the second lap as EV players shift gears
Tata Motors is leading the EV race, but with M&M upping its game and Maruti revving up efforts, the competition is turbocharged, says Nirav Karkera of Fisdom Research.
BUSINESS
Riding the Trump Trade: Why experts believe Indian IT is a winning bet
With both structural and cyclical advantages aligning in their favour, experts believe Indian IT companies present a strong opportunity for investors seeking to capitalise on the Trump trade.
BUSINESS
PSU pack on fire, optimism of government spending after Maha win, says Sunil Subramaniam
While PSU banks offer immediate growth prospects, sectors like defence and energy provide medium- to long-term opportunities, says market expert Sunil Subramaniam.
BUSINESS
Banks stocks suffer sharp decline amid broad sell-off, Adani bribery charges
Adani Enterprises’ annual report for FY24 lists its key lenders as State Bank of India, ICICI Bank, Axis Bank, Yes Bank, IndusInd Bank, IDFC First Bank, Bank of India, RBL Bank, Central Bank of India, Union Bank of India, REC Limited, and IDBI Bank
BUSINESS
Cracks in the pipeline: Is the case for investment in city-gas distributors' stocks running out of fuel?
The speed of the cut in APM gas allocation has taken the market by surprise. As a result, stocks have plunged nearly 40 percent since October when the first cut was implemented. Brokerages have cut EPS estimates and believe the days of 20 percent+ RoEs for stocks like IGL & MGL may be over.
BUSINESS
NTPC Green Energy prepares for landmark IPO to fund ambitious 60 GW renewable vision
NGEL plans to commission 16 GW of solar capacity over the next three years, driving profitability, improving cash flows, and optimising costs through economies of scale, says management ahead of its Rs 10,000-cr IPO, second-largest PSU issue after LIC.
