BUSINESS
Stocks pare losses as panic selling slows; buyers step in at oversold levels
The primary reason behind the selloff is the fear of a full-blown global trade war and its potential to tip the world economy into a recession.
BUSINESS
Trump's 25% auto tariff: Will Indian carmakers, ancillary companies face a speed bump? Tata Motors likely to bear maximum impact
JLR sold over 400,000 units globally in FY24 out of which about 23 percent came from the US; India’s auto ancillary firms — Sona BLW Precision Forgings, Bharat Forge, and Samvardhana Motherson International Limited (SAMIL) — are also staring at turbulence
BUSINESS
Markets snap 7-day gaining streak: Sensex cracks 700 pts, Nifty below 23,500; bank, oil & gas stocks tumble
The broader market continued displaying weak trends with the Nifty Midcap 100 and Smallcap 100 falling 0.6 and 1 percent, respectively.
BUSINESS
Sensex ends flat, Nifty below 23,700 as PSU banks, metal dampen mood; IT lone bright spot
The broader market also showcased weak trends, with the Nifty Midcap 100 and Smallcap 100 slipping 1.1 and 1.5 percent, respectively.
BUSINESS
Rising costs, maxed-out credit could constrain US consumption: Seth Freeman
GlassRatner Advisory's Seth Freeman said that while the Fed Chairman Jerome Powell has indicated a 50 bps interest rate cut this year, he has missed out a crucial point, which is the outlook on consumer credit.
BUSINESS
US Fed aware of rising inflation, need to watch for any rate action by June: Peter McGuire
XM Australia's Peter McGuire said US President Trump wants to emulate the tariff king, William McKinley, the President in the 1880-90s, and wants to create an external revenue service for Americans. He is also keen to bring companies manufacturing in China to bring jobs back home.
BUSINESS
Sensex crashes nearly 450 pts, Nifty below 22,350 after Wall Street sell-off; mid, smallcap indices down 2%
Market experts suggest that global headwinds continue to drag the market sentiment, with the rise in US unemployment rates and tariffs leading to uncertainty, indicating that volatility is here to stay for the near term.
BUSINESS
Overpricing IPOs can hurt investor sentiment for years, says Peak XV’s GV Ravishankar
Ravishankar recalled moments when investment bankers and advisors pitched a fair price, only for the market to correct sharply. “Six months later, you’re IPOing at half that price, barely making it," Ravishankar said.
BUSINESS
Brokerage, exchange stocks see huge erosion as volumes, volatility make investors jittery
The average daily turnover (ADTV) in the cash segment fell 10 percent month-on-month to Rs 91,661 crore in February. In derivatives, the most popular trading segment, ADTV slipped 4 percent to Rs 287.6 trillion.
BUSINESS
Short Call | March may not be any different from February for small-midcaps; UltraTech Cement, Coal India in focus
'A market downturn doesn’t bother us. It is an opportunity to increase our ownership of great companies with great management at good prices.' -- Warren Buffett
BUSINESS
Bears roar: More than 900 stocks hit 52-week low amid market selloff on February 28
The Sensex and Nifty tumbled nearly 2 percent, dragged down by broad-based losses amid escalating fears of a full-scale global trade war and concerns over a slowing U.S. economy.
BUSINESS
Auto ancillary stocks gain strength on Tesla's India plan: Can it be a game changer for manufacturers?
Since these suppliers were chosen based on quality and cost competitiveness, they could continue exporting to Tesla’s global factories while also supplying the Indian market
BUSINESS
Short Call | What should you do with the small-mid cap carnage? Zen Technologies, ABB India in focus
"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble"- Warren Buffett.
BUSINESS
Analyst Call Tracker | What's gotten Bajaj Auto firing on all cylinders again?
Bajaj Auto share price: Electric vehicles now contribute 22 percent to domestic revenue, while the broader eco-friendly lineup, including CNG models, accounts for 44 percent of domestic sales.
BUSINESS
Banking's big moment: Vikas Khemani, Sunil Singhania bullish on the sector amid changing market trends
The two suggest that banks are trading at significant discounts to their historical price-to-earnings (PE) multiples, with even large banks below 15 times earnings, making them attractive.
BUSINESS
Short Call | Trump Tariffs will do more harm than good for US economy; metal stocks under fire; Apollo Hospitals, Nykaa in focus
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t get the deferred-gratification gene, you’ve got to work very hard to overcome that," - Charlie Munger
BUSINESS
Eicher Motors cautiously optimistic on exports despite solid performance, macro factors still persist
Among the standout markets leading this charge are the UK, Brazil, Italy, Europe, and South America. The company has also expanded into Bangladesh, setting up a CKD operation and launching one of Dhaka’s largest flagship stores.
BUSINESS
Eicher Motors Q3 Preview: Net profit may rise 28% on sharp volume, export growth
Key aspects to watch include the demand outlook for existing models and the timeline for upcoming launches.
BUSINESS
M&M sees demand boost, private capex revival amid income tax relief, interest rate cut
"The relief in taxation for the middle class creates a demand stimulus, which will, in turn, translate into greater private sector capex," the company's management said.
BUSINESS
M&M to report separate EV financials from Q4 for greater transparency
The standalone automotive results will present both overall figures and a breakdown of contract manufacturing arrangements for EVs, making it easier to track the financial impact of its electric vehicle ventures.
BUSINESS
Union Budget's income tax cut up to Rs 12 lakh to rev up two-wheeler demand, says Hero MotoCorp
If consumer sentiment improves in response to higher disposable incomes, the broader two-wheeler market could see a faster recovery.
BUSINESS
Hero MotoCorp eyes market-beating growth on strong demand, new launches
Hero MotoCorp strengthened its market share in the 100cc segment with Splendor and in the 125cc category with Xtreme 125R and Super Splendor. The company achieved its highest-ever quarterly retail sales.
BUSINESS
Short Call | What would happen if Trump Tariffs were imposed on India? VRL Logistics, Info Edge in focus
“A market downturn doesn’t bother us. It is an opportunity to increase our ownership of great companies with great management at good prices.” ~ Warren Buffett
BUSINESS
M&M Q3 Preview: Robust tractor performance, steady volumes to drive earnings; profit may see double-digit growth
The company's tracker sales from the farm equipment business will likely help EBITDA margins improve to 14.5 percent
