Sector

How Suzlon will benefit from Siemens Gamesa’s India exit

Suzlon can focus on quality orders and gain market share in the India wind turbine market

Muthoot Finance – Can it glitter for longer?

Meaning upside to return on assets looks unlikely

Weekly Tactical Pick | The recent correction in this coal stock is just a blip

For Coal India, an upward price revision in the FSA segment will be a boost

PI Industries adds another feather in its cap with this new acquisition

The acquisition of UK-based Plant Health Care will be value-accretive for PI as it will make the company an integrated agri-solutions provider

Drug shortages in the US continue after rising to decade highs

Persistent shortages can help limit price erosion in generic drugs and support pharma exporters

Vraj Iron and Steel IPO: How should investors approach this flotation?

The new issue is coming at a time when the steel sector outlook is muted and valuations are at a peak

Chart of the Day: MNCs are ceding ground to local firms in Indian pharma market

MNCs have underperformed Indian pharma market growth in the last 15 years

MedPlus’ own branded product business needs close monitoring by investors

Success of the private label pharma products can improve MedPlus’ profitability and accelerate generic drug adoption in India

Weekly Tactical Pick: Adding this stock will improve your portfolio health

The company is best-placed to benefit from the synergies between paediatric and OB-GYN segments

Gland Pharma has been a sound investment for Fosun, will retail investors benefit too?

Long-term stock returns will be contingent on turnaround of the European acquisition and growth in US business

Should you place your bet on the Max Healthcare stock?

Near-term earnings outlook remains supportive. However, valuations are elevated.

Chart of the Day: Why India should closely track Bill Gates’ new nuclear plant

Success of new technology can help countries like India accelerate nuclear power plant additions

HCL, Infosys and now Cognizant—Why IT companies are increasingly betting on engineering R&D services

The engineering R&D outsourcing spends are projected to outpace IT services in the next several years

Medanta: Why the recent stock correction offers value

Medanta has strong capabilities to leverage its brand image and win the underserved and growing markets.

Chart of the Day: How AI is driving cost saving expectations at GCCs

As many as 40 percent of the business enterprises surveyed by ISG plan to reduce staffing requirements through automation

Modi 3.0 – Why this time it's a different scenario for markets

With the political overhang of a coalition government, volatility will be on the rise, savvy investors should exercise patience and buy the lows

Apollo Hospitals: A turnaround stock at a reasonable valuation

The company achieved EBITDA breakeven in the AHL business. Growth outlook remains solid

Government change in Andhra lifts hopes for United Spirits, alcobev companies

A change in government policy can help United Spirits resume direct sales in the Andhra Pradesh market

Power: We require a fool-proof plan to avoid load shedding

Peak electricity demand and deficits rose in the country

Diamond in the Dust | Coal India: A stock that’s a catch on every drop

E-auction premiums have normalised. Price hikes in the FSA segment is keenly awaited by the Street

Will Indian agriculture get disproportionate attention in the upcoming Budget?

India primarily remains an agrarian economy and specific, achievable goals need to be set to allow the sector to flourish

New government's focus should shift to renewable project mix

Renewable energy projects that can cater to peak electricity demand should be encouraged and scale up

A slow opening of AI opportunities for investors in India

In the absence of AI-specific companies on Indian stock markets, investment opportunities are largely seen in IT services providers

Can Tata Steel be a rewarding bet in FY25?

India operations are likely to perform better; global demand key to watch

Tata Steel: Weak Q4 FY24, but risk-reward favourable for FY25

India operations are likely to perform better going into FY25. Global demand is key to watch