Moneycontrol Research

This auto ancillary player is immune to trade tension

Fiem is foraying into the PV segment while exploring opportunities in the EV market

Big Moves in Logistics: What Delhivery’s latest bet signals

India’s logistics sector just saw its second major distress deal in under three years. Behind it lies a tale of missed targets, lost clients, and shrinking valuations

Trade War: How should investors position for the likely Fed pivot?

Investors need to be wary of heavily tariffed countries (relative to India) as they increase the risk of dumping

Weekly Tactical Pick: KEC International is plugging into the opportunities in power T&D

Earnings visibility is improving, so is execution

BEL: Is the stock a good play on higher defence spending?

The company aims to capitalise on global export opportunities, leveraging its robust product portfolio

FMCG preview: Diverse growth trends, margin pressure to persist

Valuation upgrade requires sustained growth recovery, earnings support

Are Indian aquaculture companies safe from US tariff net?

The new tariff will add to costs, but relative tariffs will matter more. Where India stands in the tariff ladder

Will Trump’s reciprocal tariff dim the glitter of gems and jewellery?

While listed companies, except Goldiam, will not be hit hard, unlisted players stand to suffer. The gems and jewellery sector also faces the threat of job losses.

Should investors bet on a potential stake sale in this mutual fund?

UTI AMC is one of the top 10 mutual fund houses in the country

Trump tariff strategy: Will India’s textile sector emerge stronger?

While India got impacted, its competitors seem to have suffered more

EIH: Is there enough room for this hotel stock to grow?

The hotel industry is experiencing an up-cycle while there is a shift in consumer preference towards premium properties

US tariff speed breakers for Indian auto firms

India exported $3.67 billion worth of automotive components to the US during H1FY25

Reciprocal Tariffs: How will India’s markets navigate the storm?

Trump’s steep tariff hikes reshape global trade, with India finding both challenges and unexpected opportunities

Can this company make the most of the overheated summer surge?

Focus on the premium product portfolio and a revival in the lighting business will be key growth drivers

Auto sector rides fast in March 2025

Strong sales growth seen across segments helped by festive season, bumper Rabi harvest, and increasing disposable incomes

Hindustan Aeronautics Ltd is fortifying its own defence

The focus is on execution and capacity expansion

Will the steady rise in demand for domestic natural gas propel this stock?

GAIL looks to have financial headroom to execute energy infrastructure projects

Mas Financial – Contrasting business performance and stock show

Should investors add this quality play in their long-term portfolio?

Can this IT firm maintain growth momentum in a challenging demand environment?

Mphasis reported a subdued performance in Q3FY25, primarily because of seasonality and cross-currency headwinds.

Weekly Tactical Pick: This affordable housing stock has reasons to command higher valuations

The company has survived stiff competition and negotiated regulatory challenges well

Trump's Auto Tariffs: These Indian companies will feel the heat. Should you avoid them?

India exported $3.67 billion worth of automotive components to the US during H1FY25

ION Exchange: Will the two-pronged strategy work?

The company has a multi-faced revenue stream and it is focused on international markets

Should this auto ancillary find a place in your long-term portfolio?

In Q3FY25, for the first time in Craftsman Automation Ltd’s history, the management has given a guidance of what to expect in the coming years. It has guided for Rs 7,000 crore in revenue in FY26

Sky Gold: Will the glowing performance continue?

Jewellery demand is back after a brief lull following the price spike