BUSINESS
Asian Paints open to further price hikes if inflation rises, says CEO Amit Syngle
Rising prices will give the firm headroom for increased brand investment especially with new entrants like Birla Opus in the industry, per Nuvama.
BUSINESS
Asian Paints Q1 Preview: Price cuts, election disruptions to impact profit
Asian Paints is anticipated to deliver a subdued performance in Q1FY25, with on-year volume growth affected by reduced labor availability.
BUSINESS
DMart Q1 Preview: Increasing footfalls, store count to drive 21% jump in profit
The DMart parent is expected to record a 17.5 percent on-year rise in revenue to Rs 13,938 crore, according to a Moneycontrol poll.
BUSINESS
Nasdaq's Nose Dive: Fed rate cut bets shake megacaps, small-caps soar
US CPI and Fed Chair Powell's latest commentary spurred bets that U.S. Federal Reserve would start cutting interest rates as early as September.
BUSINESS
Short Call: Waiting for the Budget, perils of rising agri-credit, base metals lose shine, Tata Elxsi, Lupin, Ambuja Cement
If most traders would learn to sit on their hands 50 percent of the time, they would make a lot more money.~ Bill Lipschutz
BUSINESS
Why Nalanda and SBI MF are on opposite sides of the trade in Thermax
Two marquee funds with significant holdings in the stock find themselves on opposing sides of the trade.
BUSINESS
Meri sapno ki rally: The rise and rise of PSUs decoded
The sharp rise in stock prices of PSUs has been supported rise in earnings, but there may be headroom for more growth going ahead.
BUSINESS
Foreign money chasing ADRs as FPIs cite delays in registration, says Jefferies
FPIs are looking to boost their India holdings through direct exposure, but registration-related delays are forcing them to take the ADR route, said a note.
BUSINESS
FPIs hunting for 'new ideas' in realty, infra, cap goods, says Jefferies, flows will return in H2FY25
Foreign investors are looking beyond the traditional large-cap spaces of banking, IT or consumption names, towards 'new ideas', said Jefferies.
BUSINESS
Consumer durables heat up on hot demand, rising capex, rural recovery
The ongoing government-led capex thrust, rural recovery, and focus on premiumisation are all likely to be contributors to the rally in the durables index.
BUSINESS
Senco Gold, Kalyan Jewellers shares glitter as Motilal initiates coverage, shifting trends favour organised players
Motilal Oswal sees shifts in consumer behavior, transitioning from local players to organised firms.
BUSINESS
Voltas, Blue Star, Havells shares sizzle in summer as demand for cooling heats up
In the March quarter, air conditioners were the best performing consumer durables category, with the industry growing in excess of thirty percent.
BUSINESS
Brokerages embrace Nykaa's beauty: Bullish on strong growth and moderating capex
Nykaa's fashion arm will see an EBITDA breakeven in FY26, according to the management, driven by higher margins, lower marketing spends and operating efficiencies.
BUSINESS
Hooked by Vedanta's $10 billion Ebitda plan, analysts upgrade price targets
Vedanta is executing over 50 high-impact growth projects, including in zinc, aluminum, oil and gas and power businesses.
BUSINESS
IRCON, IRFC, RailTel, other rail stocks surge as Ashwini Vaishnaw retains Railway Ministry, signaling policy stability
Leading up to the election results, several brokerages had anticipated sectors such as railways to reap substantial benefits from the NDA's potential return to power.
BUSINESS
CEAT's cautious capex approach, leadership poisitioning leave brokerages divided
CEAT aims to maintain its strong position in the higher margin 2W tyre segment, with a 33 percent market share.
BUSINESS
Nifty likely to hit 24,860 by year-end, overweight on financials, infra, oil & gas, says Nomura
The next set of cues for the domestic markets will be found in the full Union Budget, which will be presented in early July 2024, said Nomura.
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.
