BUSINESS
CLSA keeps 2 out of 54 ‘Modi stocks’ in India focus portfolio after poll verdict
CLSA said BJP lacking a simple majority raises doubts over a stable government and policy-making styles.
BUSINESS
Defensives FMCG, pharma, IT may gain as investors on backfoot after weak mandate for NDA
With the lack of expected political continuity after BJP's not-so-thumping win, investors shifted bets towards FMCG, pharma and IT stocks, typically seen as defensive plays.
BUSINESS
PSU Stocks: Where do we go from here?
Market experts believe that as long as the incumbent government returns to power, policy continuity is likely.
BUSINESS
CLSA identifies 54 key stocks to benefit from BJP win, PSUs dominate list
CLSA predicted that PSU stocks could continue to rise until June or July, ahead of the budget announcement.
BUSINESS
Supply chain shift benefits India, says Nomura; bullish on RIL, BEL and more
Equity opportunities are available across countries and sectors, but we are most excited about India, said Nomura
BUSINESS
Nifty at 23,000: Policy continuity, RBI's bonanza dividend, return of FIIs led to fresh highs
The expectation of the incumbent government returning to power and ensuring political continuity has led to an optimistic market sentiment.
BUSINESS
Dow Jones tops 40,000: what sectors contributed to the rally and how do Indian peers compare?
In the past year, various sectors such as banking, real estate, and technology stocks outperformed in America, leading to Dow Jones hitting the 40,000 mark.
BUSINESS
Bharti Airtel stock top Nifty gainer, jumps 3%; brokerages raise target prices on tariff hike, ARPU optimism
Given high expectations of a tariff hike post-elections by all players, Bharti is in an enviable position, according to most brokerages.
BUSINESS
Analyst Call Tracker | HDFC Life, HUL see upgrades despite underperforming
While HDFC Life and HUL have been under pressure, some analysts have taken a contrarian stance and upgraded their ratings.
BUSINESS
Brokerages unimpressed with Asian Paints’ Q4 show as price cuts weigh on revenue
With the entry of Grasim Industries into the paints business, the outlook on Asian Paints’ near-term prospects remains subdued, said experts.
BUSINESS
Leverage a double-edged sword that can lead to ruin, warns Howard Marks in latest memo
When the risk of downward fluctuations get under-estimated over time, it leads to leverage becoming excessive, Howard Marks wrote in his latest memo.
BUSINESS
India to surpass Germany, Japan to be 3rd largest consumer market by 2026: UBS
Over the past decade, India's consumption has almost doubled to $2.1 trillion in 2023, up from $1.2 trillion in 2013.
BUSINESS
Asian Paints Q4 Preview: Subdued demand, competitive intensity to weigh on volumes, revenue
Despite implementing price cuts in Q4, Asian Paints' volume did not recover during the quarter, putting pressure on the topline.
BUSINESS
PSU bank stocks fall on RBI's draft on tighter norms for infra project financing; what will its impact be?
Public-sector lenders will be disproportionally impacted if RBI's guidelines are implemented, since they have a higher exposure to infrastructure loans.
BUSINESS
Titan Q4 results review: Brokerages slash target prices, high gold prices to hit demand
Titan's near-term growth outlook appears subdued due to high gold inflation, which is affecting demand sentiments.
BUSINESS
IOC up 3%, but what could spoil the party?
Kotak said Q1FY25 will be dismal for Indian Oil Corporation driven by a cut in EBITDA estimates, increased debt estimates, and a miss on recent earnings.
BUSINESS
Britannia Q4 results preview: PAT may decline 3% as rural demand fails to see substantial recovery
Britannia Industries' business volumes in Q4FY24 are likely to grow in the mid-single digits, according to experts.
BUSINESS
Titan Q4 results preview: Jewellery segment to fuel revenue growth, retail footprint expands
Titan's growth will be led by its jewellery segment, as the improved wedding segment performance is set to drive performance.
BUSINESS
Berkshire Hathaway shareholder meeting begins soon: What to expect from Warren Buffett, likely questions
Apart from queries about specific sectors or business, the Oracle of Omaha is also often posed with questions regarding his general strategies and perspective during Berkshire Hathaway's annual shareholder meeting.
BUSINESS
AU Small Finance Bank best suited to transition to universal bank per new RBI guidelines, say brokerages
Brokerages are positive on AU Small Finance Bank, which emerges as a top contender to transition to a universal bank, according to the RBI's latest guidelines.
BUSINESS
Private hospitals poised for growth on rising healthcare spends, market share, expansion plans: Anand Rathi
Anand Rathi predicts private hospitals will dominate India's healthcare system as government funding falls short. It recommends buy on Max Healthcare, Rainbow Children’s Medicare, KIMS and Jupiter Life Line Hospitals,
BUSINESS
Nestle India Q4 review: Brokerages mixed despite earnings beat, inflation to pressure margins
Nestle India Q4: Brokerages remained mixed on their outlook, cite commodity inflation pressure, Cerelac controversy
BUSINESS
HUL in Q4: Revenue buoyed by premiumisation, rural recovery hinges on monsoon
HUL's volumes should increase in the first half of FY25, while full revenue recovery will be visible in 2HFY25, said experts
BUSINESS
Tata Consumer Q4 review: Brokerages bullish despite 19% profit fall, shares tank 5%
Tata Consumer's strong EBITDA margin expansion in the non-branded segments and its international business, said analsyts.
