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AUTO DEMAND UPCYCLE
AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...- Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbookMarket expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers....
- Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectorsGeopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil market...
- Earnings season is strong, but Q1 pain is coming: Dipan MehtaMarket expert Dipan Mehta finds India's current earnings season strong. He notes that future quarters will test corporate India due to pote...
- India's auto demand to hold steady for 2-3 quarters, but global risks loom over exports, marginsIndia's auto sector is set for continued strong demand for the next 2-3 quarters. Elevated growth is anticipated through CY26. This positiv...
- Auto scrips skid up to 27% in 3 months. Check Q4 expectations and 13 stocks to buyAuto stocks have seen a significant drop of up to 27% in the last three months. This decline comes despite healthy vehicle demand. Investor...
- SUV-led demand keeps PV segment on strong growth path: Subhash GateIndia's auto sector shows a dual trend: passenger vehicles, especially SUVs, are booming, while commercial vehicles and tractors face emerg...
- India auto ancillary sector poised to benefit from demand upcycle, EV push: ReportIndia's auto component sector is poised for strong growth. Analysts predict steady expansion in the coming quarters. This is driven by incr...
- Selective bullish phase: Rakshit Ranjan says markets to rise but cyclicals look riskyIndia’s Q2 earnings have strengthened market sentiment, but Marcellus Investment Managers’ Rakshit Ranjan says the next market rally will b...
- Bajaj Auto set to lead market rally; financials, Industrials in focus: Chakri LokapriyaChakri Lokapriya of LGT Wealth anticipates Bajaj Auto, financials, and industrials to lead market gains, driven by falling interest rates a...
- Fund Manager Talk | Discretionary consumption sector set to outpace staples: Mirae’s Siddhant ChhabriaMirae Asset's Siddhant Chhabria anticipates a multi-year consumption upcycle in India, fueled by easing inflation, tax reliefs, and a rural...
- What does FPI short positions mean for Nifty bulls?ICICI Securities has set a forward target of 10% upside in one year, against the long-term expected returns of 14%. Despite the short term ...
- Why Ashok Leyland’s recent underperformance has made it this week's stock pickAshok Leyland has improved its market share in LCV segment thanks to ‘Bada Dost’ and its market share reached a record high of 23% in the s...
- Long & Short of Markets: Raamdeo Agrawal on value migration; Rahul Chadha on playing economic upcycle & moreRead more on Raamdeo’s take on value migration in banks, how to play economic cycles, contra view on energy companies, outlook on auto and ...
- Is it time to be bullish on cyclicals? Sandip Sabharwal answers"This is the space where I am looking to increase exposure at this stage after a very long time."
- Vehicle financiers set for a multi-year rally. Morgan Stanley's top picksThe brokerage said an improving overall economy, supportive liquidity conditions and lower cost of capital, besides a multi-year cyclical r...
- Auto in upcycle, stock rally likely to continueThe NSE Auto index has surged 17.5 per cent compared to a 4.5 per cent gain in the Nifty on the back of multiple factors.
- New Year cheer: Nomura’s business index hits a new high“Since its trough in April, economic normalisation has continued nearly uninterrupted, with NIBRI ending 2020 just around 5.5 percentage po...
- Icra revises outlook on auto components sector to negative from stable"Despite accommodative commodity prices, weakness in OEM demand will impact credit metrics for component manufacturers," Icra said.
- Auto slowdown’s cyclical, but may be protracted this timeThis time around the downward trend in Motown may be protracted due to several factors affecting demand.
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