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INDIA TARIFFS ANALYSIS
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%As the market seems to be in comeback mode, it helps to be aware that the best (and probably biggest) wealth creator of the last couple of ...
Compliance complexity is the defining challenge amid tariff uncertainties: Maersk Asia Pacific surveyVietnam, Thailand, and India emerge as key multi-country hubs. AI adoption is high, but integration with compliance platforms is crucial fo...
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...
Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
Buy, Sell or Hold: Elara Capital initiates buy on Bharti Airtel; Goldman Sachs has buy rating on IndigoBrokerages remained positive on select telecom, aviation and banking largecaps despite near-term macro uncertainties. Elara Capital initiat...
ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...
Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed...
Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
Textile sector: Time for a relook as tariff tantrum may soon be history? 5 textile stocks with upside potential of up to 27%The Indian textile and apparel sector has had a stressful year. The US tariffs disrupted orders to the sector’s largest market, squeezed ma...
BSNL revenue rises 19% to Rs 25,000 crore in two years; tariff cheaper than pvt telcos: MoS TelecomState-owned BSNL has seen a significant revenue jump of 19 percent, reaching Rs 25,000 crore in two years. This financial turnaround is att...
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%In the initial phase of recovery, because every stock was beaten down, we may see a rally with good market breadth. But, over time, stocks ...
Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
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...
High gold prices, import duty hike to drag jewellery demand: CrisilIndian organized gold jewellery retailers anticipate a 13-15% sales volume decline this fiscal due to high gold prices and import curbs. De...
Lower user development fee okayed for Navi Mumbai AirportNavi Mumbai International Airport will see lower passenger charges. India's airport tariff regulator has approved reduced user development ...
AI helping India's engineering hubs generate IP faster, Daimler Truck exec saysIndia has long been a base for technology support and back-office functions for global companies, but firms are increasingly relying on loc...
AI helping India's engineering hubs generate IP faster, Daimler Truck executive saysIndian engineering hubs for global firms are accelerating intellectual property generation and mitigating supply chain risks, according to ...