BUSINESS
Bet on the 'Affluent India' theme while picking consumer stocks, suggests this Goldman Sachs analyst
The ‘Affluent India’ theme seems to be more insulated than general consumption, outperformed mass categories in the quarter gone by.
BUSINESS
Brokerages split on Colgate Palmolive's plans to drive volumes, topline growth
Colgate Palmolive (India) is also focusing on areas beyond oral care, with plans to bring more products from its global parent company's portfolio to India.
BUSINESS
Maharashtra's capex may take a hit on welfare politics: How will infra, cement, other players fare?
With the election-related uncertainty and Maharashtra's slowing capex, EPC, real estate and cement companies saw an impact on demand.
BUSINESS
Short Call | Where do markets go from here? Swiggy, LT Foods in focus
“I can't say enough about the fact that earnings are the key to success in investing in stocks. No matter what happens to the market, the earnings will determine the results.” - Peter Lynch
BUSINESS
FIIs actually did not buy shares worth Rs 10,000 crore on Monday; Here's why?
A key reason for the inflows, according to experts, was the MSCI (Morgan Stanley Capital Investment) rejig.
BUSINESS
With $400 million rights issue and a strategic backer, is UPL turning a new leaf?
UPL struggles with debt, sluggish demand, and pricing pressures but hopes to turn the tide with a rights issue, stake sale, and cautious optimism from analysts.
BUSINESS
Short Call | An expensive entry ticket; Hero MotoCorp, Honasa, and Suzlon Energy in focus
My business is to find unusual companies and judge whether the price is too high. - Philip Fisher
BUSINESS
10 high frequency indicators that indicate a slowdown in urban consumption
Demand in urban consumption is slowing down across categories, as evidenced by these high-frequency economic indicators.
BUSINESS
Britannia Industries may hike prices to combat surging input costs, maintain margins
Britannia Industries' MD Varun Berry said that the value growth of the FMCG pack is falling while input cost inflation is on the rise, making it a tough operating environment
BUSINESS
Short Call | Equity Markets: The new savings account; Asian Paints, Aarti Industries in focus
"How many millionaires do you know who have become wealthy by investing in savings accounts?" — Robert G. Allen
BUSINESS
Asian Paints not seeing disruption from new entrants, says CEO Amit Syngle
Asian Paints CEO Amit Syngle shared that the intensity of competition has gone up, especially as demand has taken a hit in the quarter gone by.
BUSINESS
Indian households hold $9.7 trillion, investments to rise amid financialization of savings: Morgan Stanley
While equities still form a small part of the balance sheet, equity saving has accelerated over the past decade, said the brokerage.
BUSINESS
India's equity markets have more upside than consensus believes, says Morgan Stanley
India is slated to drive one-fifth of global growth over the coming decade, said Morgan Stanley.
BUSINESS
Britannia Industries Q2 Preview: Modest profit growth likely despite margin compression
According to a Moneycontrol poll of seven brokerages, Britannia Industries is likely to report a seven percent revenue growth at Rs 4,748 crore.
BUSINESS
Asian Paints Q2 Preview: Profit likely to fall in double-digits as muted demand weighs
Asian Paints is anticipated to deliver a muted performance in the second quarter of FY25, with demand impacted by heavy monsoons.
BUSINESS
Brokerages retain bullishness on Trent despite Q2 miss on store consolidation, down 10% since earnings
While Trent reported solid, industry-beating growth, its earning figures still came in under expectations.
BUSINESS
Fed rate cut amid Trump victory raises new inflation, policy uncertainties
The US Federal Reserve had previously guided for four cuts in 2025. However, these will largely be data dependent.
BUSINESS
Trent Q2 Preview: Revenue, net profit set to surge on store expansions, Zudio, Westside popularity
Trent's net profit is likely to come in at Rs 444 crore for the three months ended September, jumping 53.2 percent on-year.
BUSINESS
Titan's weak Q2 and jewellery margin guidance cut weighs on shares, brokerages lower targets
Titan Company's Q2 profit fell 25 percent year-on-year, prompting brokerages to cut target prices due to a customs duty cut impact, shrinking margins, and weak demand in key segments.
BUSINESS
Titan cuts FY25 jewellery EBIT margin guidance to 11-11.5%, expects improvement in H2
Titan Company reduced its FY25 EBIT margin guidance while citing rising gold prices, product mix shifts, and weaker first-half performance as key factors
BUSINESS
Titan Q2 preview: Revenue growth seen in mid-teens, profit set to rise on gold customs duty cut
According to a Moneycontrol poll of six brokerages, the jewellery major is likely to report a 14.4 percent revenue growth at Rs 13,478 crore.
BUSINESS
Short Call | October blues hit Nifty 50; Waaree Energies, Cipla in focus
Investing isn't about beating others at the game, it's about controlling yourself at your own game. - Arnold Van Den Berg
BUSINESS
Gold, EMS, Power Utilities among themes to bet on in Samvat 2081
This Diwali, here's a look at some of the key sectors to look at in the upcoming Samvat!
BUSINESS
Dabur India Q2 Preview: Net profit may see double-digit fall on low consumer offtake
According to a Moneycontrol poll of eight brokerages, Dabur India is likely to report revenue at Rs 3,076 crore, falling four percent on-year.
