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INDIA CONSUMPTION UPCYCLE
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...- Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- Hindalco, Nalco shares jump up to 5% after aluminium prices hit 4-year high. Where is metal headed?Hindalco and Nalco shares climbed as aluminium prices hit a four-year peak. Geopolitical tensions in Iran and possible production curbs in ...
- Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
- Private capex surges 67% to ₹7.7 lakh crore: CIIIndia's private investment has seen a significant jump. This signals a strong revival in the country's investment cycle. Industry leaders a...
- Evening peak power demand exposes gaps in India’s energy transition: CitiIndia's power sector is shifting focus from electricity shortages to ensuring reliable power during non-solar hours. Rapid renewable energy...
- India's private capex jumps 67% to Rs 7.7 lakh crore in Sept 2025: CII unveils 5-point action planIndia's private capital expenditure has seen a significant jump. This indicates a strong revival in the country's investment cycle. Manufac...
- ETMarkets Smart Talk| Financials, consumer discretionary, metals to drive FY27 growth: Rahul BhuskuteDespite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities rema...
- Renewable surge fuels multi-year boom to India's power equipment industry: ReportThe report highlights that high-voltage (HV) equipment manufacturers are "in the midst of a decadal upcycle as the grid keeps up with a ste...
- Sensex @ 95,000 in 9 months? Morgan Stanley's Ridham Desai says bull market comingMorgan Stanley forecasts the Sensex could reach 95,000 by December 2026, signaling a new bull market driven by India's strong growth prospe...
- War, oil, and opportunity: Abakkus Mutual Fund's Sanjay Doshi on India's 5-year winnersDespite geopolitical shocks, Abakkus Mutual Fund's Sanjay Doshi remains bullish on India's long-term growth story, viewing market consolida...
- 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...
- Radhika Gupta: India’s next market rally to be consumption-driven; SIP flows to hit Rs 1 lakh crore by 2030Radhika Gupta of Edelweiss Mutual Fund sees a bright future for India's equity market. She believes domestic demand will drive growth in th...
- 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...
- Growth, consumption to investment-ledThe investment upcycle is now being powered by both public and private sectors. There is also a revival in manufacturing exports that adds ...
- Building materials best proxy for playing real estate upcycle: Siddhant Chhabria, Mirae AssetSiddhant Chhabria, Fund Manager at Mirae Asset Investment Managers, believes in the long-term growth of consumer discretionary, new-age, an...
- Axis Mutual Fund launches Axis Business Cycles FundAccording to the fund house, the domestic economy is in an interesting phase right now. The onset of the Covid 19 pandemic made matters mor...
- Consumption pickup, capital far behind?Households continue to pull up bank lending as they buy houses, cars and consumer durables. But the pace of such credit-driven purchases co...
- Reject, revamp, repeat! Why fashion upcycling is now an A-list pursuitUpcycling means using discarded or vintage pieces of clothing and transforming them into something better.
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