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Six companies, six tricks in Indian balance sheets, and how investors get taken for a rideWhenever an Indian company imports goods, borrows in foreign currency, earns overseas revenue, or runs a foreign subsidiary, forex accounti...
El Niño is set to further disrupt India's $300 billion farm supply chainIndia's crucial monsoon rains are delayed, disrupting the nation's $300 billion farm economy just as planting season begins. This agricultu...
India will monitor Chinese steel imports before deciding on further curbs, source saysIndia is closely watching steel imports, particularly from China, for another two months before deciding on further actions. Despite a thre...
Why the world is betting on China again, and what India must do about itChina's business environment prioritizes market share with strong government backing. The nation has shifted to high-quality, high-speed pr...
Bottom-up stock picking key for outsized returns in current market: Sunny AgrawalGeopolitical tensions keep markets on edge. Market expert Sunny Agrawal highlights mid and small-cap companies offer better wealth creation...
Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky marketIndia's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreci...
In 1859, Robert Chesebrough saw oil workers scraping sticky rod wax from drilling rigs, and it wasn’t just waste: It became VaselineA chemist named Robert Chesebrough discovered petroleum jelly in the 1800s. He saw value in a sticky wax that oil workers discarded. Cheseb...
War & AImpact: China's export-price jump fastest in 3 yearsChina's export prices surged 5% in April, the fastest in three years, driven by global energy costs and AI demand for commodities like oil,...
China says EU using trade data selectively to justify import curbs, warns of responseChina has voiced strong objections to the EU's application of trade data, suggesting a skewed portrayal. While the European Union weighs po...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsIf the US-Iran ceasefire holds, the markets may see some recovery. The movement of crude oil prices and its impact on the markets supports ...
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunitiesDipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging ...
Physical data collection from the real world is India's new backoffice job for AICompanies such as HumynAI Labs, Egodata, Neo Cambrian, XP Robotics, and Objectways have deployed people on the ground starting early this y...
Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning nowIndian corporate profits are currently strong. However, rising input costs present a significant challenge ahead. Investors should remain p...
Micron stock price surges toward $800 and Deutsche Bank says $1,000 is next — Is MU stock rally about to crack or keep climbing?Micron stock surged 6% to $790 on May 11, hitting a 52-week high of $818. Deutsche Bank raised its price target to $1,000. DRAM revenue exp...
Secular, cyclical or war-dependent: A ratio to tell you what kind of growth you are buying. 6 stocks with upside potential of up to 29%Some valuation ratios are used because they are easy. The PE ratio is one of them. It is simple, familiar, and convenient. Not only for the...
$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
AC prices set to surge further due to new energy norms, rising input costs: Blue Star MDAir conditioner prices will increase in the coming months. This is due to higher costs for materials like copper and aluminium. New energy ...
Fossil fuels no longer offer security. Clean energy canWhile historical energy crises spurred renewable adoption, current economic conditions like inflation and high interest rates pose investme...
Steel mills in India to benefit from cheap raw material: ICRASustained demand weakness especially in key end-user industries remains a concern for the domestic steel industry with a growth of mere 4.6...