GST cuts could boost consumption, support domestic manufacturing: Amnish AggarwalAmnish Aggarwal highlights that potential GST reductions on daily-use and durables could boost consumer sentiment and domestic consumption....
18 Aug, 2025, 06.48 PM IST
Should auto stocks be on radar? How to play defence stocks? Amnish Aggarwal explainsAmnish Aggarwal of Prabhudas Lilladher suggests a stock-specific approach in the auto sector, highlighting Eicher Motors and M&M as strong ...
28 Jul, 2025, 02.26 PM IST
Is the puck moving from discretionary to consumer staples? Amnish Aggarwal answersAmnish Aggarwal of Prabhudas Lilladher suggests a stock-specific approach within the FMCG sector, noting a mixed bag of updates from compan...
07 Jul, 2025, 03.34 PM IST
Amnish Aggarwal on Torrent Pharma plan to acquire JB Chemicals, Jio Finance surge & IT and shipping stocksAmnish Aggarwal discusses Torrent Pharma's expensive acquisition of JB Chemicals, anticipating long-term margin increases and synergies by ...
30 Jun, 2025, 12.48 PM IST
Domestic-focused plays remain safer bets amid global uncertainty: Amnish AggarwalAmnish Aggarwal of Prabhudas Lilladher suggests focusing on domestic-oriented sectors like consumption, private banks, hospitals, and pharm...
09 Apr, 2025, 10.53 AM IST
Amnish Aggarwal says ‘wait for the dust to settle’ amid trade war chaosAmnish Aggarwal of Prabhudas Lilladher anticipates a 25 bps rate cut by the RBI, citing controlled inflation and market volatility. He caut...
09 Apr, 2025, 10.07 AM IST
Is the auto sector a buy or avoid right now? Amnish Aggarwal weighs inAuto sales have been weak recently, especially in the two-wheeler sector, but Maruti could benefit if consumer demand revives. Auto compone...
26 Mar, 2025, 10.19 AM IST
Beyond Financials: Amnish Aggarwal’s safe-haven sectors for smart investorsMarkets have stabilized after a period of panic, with stock pickers advised to focus on sectors like infra, engineering, hospitals, and tou...
26 Mar, 2025, 10.02 AM IST
ETMarkets Smart Talk: Lupin, Polycab India among top conviction buys post correction: Amnish AggarwalAmnish Aggarwal from PL Capital - Prabhudas Lilladher is cautiously optimistic about the market. He identifies sectors like Capital Goods, ...
03 Dec, 2024, 08.45 AM IST
Market bereft of leadership, which sector will lead the next upmove? Amnish Aggarwal answersAmnish Aggarwal analyzes market trends, noting leadership shifts among sectors and stocks. He highlights near-term pressures on banks such ...
15 Oct, 2024, 11.28 AM IST
How should you invest for short, medium and long term in this volatile market? Amnish Aggarwal answersAmnish Aggarwal from Prabhudas Lilladher analyzes the current stock market. He notes geopolitical stability and election results as recent ...
10 Oct, 2024, 01.04 PM IST
Bajaj Housing Finance not to crack down in a major way in near to medium term: Amnish AggarwalWhile the growth rate may be good, the advantage that Bajaj Housing has today is that after the merger of HDFC with HDFC Bank, we do not ha...
23 Sep, 2024, 11.45 AM IST
Is the worst finally over for Paytm? Amnish Aggarwal explainsAs I earlier also stated, that I would be more keenly watching out for what they state on the green hydrogen, new energy, and all these gre...
29 Aug, 2024, 10.50 AM IST
Should you prefer RR Kabel over Polycab? Amnish Aggarwal explains whyAmara Raja and Exide have re-rated with a new energy focus, positioning for growth in evolving markets. Coming to aviation IndiGo stock has...
01 Jul, 2024, 11.24 AM IST
ETMarkets Smart Talk: Market likely to be range-bound to positive in the run-up to elections: Amnish AggarwalAmnish Aggarwal, Director - Institutional Research, Prabhudas Lilladher, says: "The markets are range-bound to positive due to the upcoming...
11 Mar, 2024, 09.01 AM IST
No major downside for Titan expected due to CaratLane acquisition: Amnish AggarwalTitan already had 71% stake in CaratLane. So, technically, CaratLane was a subsidiary of Titan. Now, as was expected, Titan gradually had i...
21 Aug, 2023, 10.28 AM IST
FMCG business going to be a big growth driver for ITC: Amnish AggarwalAs I said that the FMCG business is going to be the big driver for the company because another thing is that if you look at ITC, then earli...
11 Aug, 2023, 12.26 PM IST