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Trump tariffs axed and the 150-day factor: 3 sectors, 15 stocks where real business was hit by tariffs; now the noise may increaseGiven that the US stock market reacted positively to the Supreme Court’s decision to strike down President Trump’s tariffs, there is a high...- Tariff tantrum over: 10 stocks from different sectors that will see impact on real business & may fit the tactical investing frameworkFor the street, the India-US trade deal had moved from “when will it happen” to “will it happen at all” in the past few weeks. Now, finally...
- Trump tariff tantrum getting over? 10 stocks from different sectors that will see an impact on real business & are fit for tactical investingThe global tariff wars have been raging for quite some time. The trouble with these wars is that they are easy to start, but take their own...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsFor all those who are surprised by what President Trump has said and done, remember his track record. Just a few days into his second term ...
- Three tailwinds: Trump, China plus One, and Budget; 6 textile stocks with upside potential of 6 to 52%The China Plus One strategy has been playing out quietly for some time now. With Trump set to take over, it is likely he will reignite the ...
- As Trump may get China Plus One back into picture, 5 textile stocks with an upside potential of 10 to 44%The China Plus One wave started in earnest post-Covid, as the world realized that entire supply chains being solely dependent on China was ...
- Challenge for policymakers & opportunity for risk takers: 7 stock from textile space with an upside potential of up to 29%There are sectors which under perform for years and then they come back to focus. If one looks at the last three years, the list of such se...
- Ready for re-rating once again? 4 stocks from textile sector with upside potential of up to 24%In past 3 years, a host of sectors have been making a comeback. There are two kinds of comebacks, first is in terms of macro structure of t...
- GAS expects India to be among its top 3 markets in world: Darshan Mehta, CEO, Reliance BrandsIn phase one we have the early entrepreneurs like the Bansals and Bahls in the ecommerce space. In phase two, you would see the Tatas, Birl...
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