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Zoya Springwala

Senior Correspondent

Moneycontrol

Hungry for more stocks: Right time to bite into consumption theme?

BUSINESS

Hungry for more stocks: Right time to bite into consumption theme?

Consumer demand, especially from the middle and lower-middle classes, has been sluggish, which should stage a turn-around on the income tax relief announced in Budget 2025.

What to expect from Budget 2025's special trading session as Nifty 50 braces for volatility?

BUSINESS

What to expect from Budget 2025's special trading session as Nifty 50 braces for volatility?

Budget day trading is marked by sharp volatility, with Nifty 50 historically swinging 2.4 percent intraday on average.

Asian Paints Q3 Preview: Profit could see 22% fall as demand, increased competition weighs

BUSINESS

Asian Paints Q3 Preview: Profit could see 22% fall as demand, increased competition weighs

Asian Paints is anticipated to deliver a weak performance in the third quarter of FY25, amid slowing urban consumption and increased competition.

Budget 2025: How Nifty 50 performs in the weeks following the announcement?

BUSINESS

Budget 2025: How Nifty 50 performs in the weeks following the announcement?

The average return of Nifty 50 one week after the Union Budget is presented is 1.1 percent.

Budget 2025: Shipping industry pins hopes on indigenisation push, increased capex

BUDGET

Budget 2025: Shipping industry pins hopes on indigenisation push, increased capex

Experts believe that any emphasis on improving shipping infrastructure and promoting indigenous shipbuilding will positively impact the sector.

Dabur India Q3: Brokerages cut target prices as growth remains subdued, stock valuations attractive; shares sink

BUSINESS

Dabur India Q3: Brokerages cut target prices as growth remains subdued, stock valuations attractive; shares sink

Brokerages trimmed their price targets on Dabur shares given subdued urban demand and a consecutive weak performance by beverage business.

Dabur India maintains margin guidance despite inflation, CEO says 'futile to spend so much on advertising'

BUSINESS

Dabur India maintains margin guidance despite inflation, CEO says 'futile to spend so much on advertising'

Dabur's goal is to maintain or slightly improve margins, and if there is a significant improvement, the firm will reinvest it in advertising.

Smallcap, midcaps stocks plunge: is this a bear market or a temporary blip?

BUSINESS

Smallcap, midcaps stocks plunge: is this a bear market or a temporary blip?

Small and mid-cap stocks have plunged 15 percent amid tightening liquidity and slowing domestic growth, raising concerns about a potential bear market.

Tata Consumer Q3 Preview: Revenue growth to outperform peers, acquisitions to weigh on profit

BUSINESS

Tata Consumer Q3 Preview: Revenue growth to outperform peers, acquisitions to weigh on profit

Tata Consumer Products is expected to post strong revenue growth in Q3FY25 despite margin pressures from tea inflation.

Nestle India Q3 Preview: Net profit may slip 9% on increased competition, downtrading, commodity inflation

BUSINESS

Nestle India Q3 Preview: Net profit may slip 9% on increased competition, downtrading, commodity inflation

Sharp inflation in coffee, cocoa, cereals, dairy, and edible oils is likely to impact Nestle India's margins in the December quarter earnings show.

Dabur India Q3 Preview: Weak winter demand, rising competition to hurt earnings growth

BUSINESS

Dabur India Q3 Preview: Weak winter demand, rising competition to hurt earnings growth

According to a Moneycontrol poll of nine brokerages, Dabur India is likely to report net profit at Rs 514 crore, coming in flat on-year.

Budget 2025: Semiconductor players pin hopes on increased allocation; PLIs for IoT, wearables, and AI devices

BUSINESS

Budget 2025: Semiconductor players pin hopes on increased allocation; PLIs for IoT, wearables, and AI devices

Union Budget 2025: Experts hope that the Budget has a large allocation that could help India move towards self-reliance in the semiconductor sector.

DeepSeek Impact: 'Stay calm, buy on dips', says UBS on tech stocks amid DeepSeek-led sell-off

BUSINESS

DeepSeek Impact: 'Stay calm, buy on dips', says UBS on tech stocks amid DeepSeek-led sell-off

Deepseek Impact on Big Tech: Investors should take advantage of any extreme volatility through strategies and buy the dip in quality stocks, said UBS.

DeepSeek shockwaves hit energy stocks; here’s the connection

BUSINESS

DeepSeek shockwaves hit energy stocks; here’s the connection

With the entry of DeepSeek, analysts suggest that data centres need less energy than previously estimated, it could have serious ramifications on power stocks.

360 ONE WAM stock falls 9% amid IT raid, Kotak questions B&K Securities acquisition;

BUSINESS

360 ONE WAM stock falls 9% amid IT raid, Kotak questions B&K Securities acquisition;

360 ONE WAM announced the acquisition of Batlivala & Karani Securities for an overall consideration of Rs 1,884 crore.

Budget 2025: Experts bet on increased PLI for consumer durables, lower tax to boost consumption

BUSINESS

Budget 2025: Experts bet on increased PLI for consumer durables, lower tax to boost consumption

Budget 2025 for Consumer Durables Sector: Market experts and industry players are hoping that the scope of the Production Linked Incentive (PLI) scheme is broadened in the Budget.

Budget 2025: Will divestment make a come back and boost PSU stocks?

BUSINESS

Budget 2025: Will divestment make a come back and boost PSU stocks?

Budget 2025 for PSU Sector: According to market experts, the Union Budget will offer a more realistic divestment target that can be reasonably accomplished over the next financial year.

Union Budget 2025: Can consumption stocks bounce back post-budget?

BUSINESS

Union Budget 2025: Can consumption stocks bounce back post-budget?

Despite the clamour to boost consumption directly, the view on the Street is this may not come through immediately.

Hindustan Unilever Q3 Preview: Lagging urban demand to hit earnings growth, profit to remain flat

BUSINESS

Hindustan Unilever Q3 Preview: Lagging urban demand to hit earnings growth, profit to remain flat

According to a Moneycontrol poll of nine brokerages, Hindustan Unilever's net profit for the quarter is likely to come in at Rs 2,587 crore.

Axis Bank Q3: Brokerages cut target prices, expect credit, deposit growth to slow

BUSINESS

Axis Bank Q3: Brokerages cut target prices, expect credit, deposit growth to slow

Brokerages rushed to cut their target price on Axis Bank shares following its Q3 results, amid higher slippages and tight liquidity conditions.

MC Explains | How are stocks chosen to join the Nifty 50 index?

BUSINESS

MC Explains | How are stocks chosen to join the Nifty 50 index?

The Nifty 50 index is reshuffled twice every year, based on six-month data ending January 31 and July 31.

Analyst Call Tracker: Banking stocks hogged the limelight in December, rollercoaster month for Nifty 50

BUSINESS

Analyst Call Tracker: Banking stocks hogged the limelight in December, rollercoaster month for Nifty 50

Neither global factors nor global investors were friends in December, while bears stole the show in the second half of the month.

DMart Q3 Preview: Store additions, demand uptick to boost earnings, PAT could see 19% jump

BUSINESS

DMart Q3 Preview: Store additions, demand uptick to boost earnings, PAT could see 19% jump

The DMart parent is expected to record a 17.5 percent on-year rise in revenue, according to its Q3 business update.

Pre-IPO exuberance? HDB Financial unlisted shares valued higher than peers Bajaj Finance, Shriram Finance, despite lower growth and returns

BUSINESS

Pre-IPO exuberance? HDB Financial unlisted shares valued higher than peers Bajaj Finance, Shriram Finance, despite lower growth and returns

HDB Financial Services is trading at Rs 1,240 in unlisted markets, but analysts suggest a fair valuation of Rs 800–Rs 900 due to weaker fundamentals.

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