Avoid chasing IT rally, focus on power and steel plays: Neeraj DewanMarket expert Neeraj Dewan advises selective investing amid volatility, favoring power, energy infrastructure, steel, aviation, commercial ...
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...
Behind the petrol pump: Why fuel retailers losing Rs 7-8 per litre need $85 crude oil to stop bleeding cashOil companies face continued losses of Rs 7-8 per litre on petrol and diesel, with a breakeven point only at crude prices of $85-87 a barre...
Be stock-specific, look for bargains: Daljeet Kohli on Nifty at 24,000 and top sector picksMarket expert Daljeet Kohli advises investors to focus on quality stocks at discounted prices, rather than the Nifty's movement. He highlig...
Crude@$100+: The Rs 3 lakh crore power boom you might be missingThe US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh c...
Sameer Dalal warns Indian markets may lag as oil import costs riseIndian markets face headwinds from elevated crude oil prices, unlike the US which benefits from exports. Market expert Sameer Dalal warns t...
Rising energy bills: How EVs, rooftop solar, induction cooking can protect your household budget and how much they actually costFuel prices are volatile, electricity tariffs are rising, and your LPG cylinder is at the mercy of global events. Here’s how switching to a...
Petrol-diesel price hike coming soon? Why IMF says it mustSpeculation mounts over potential petrol and diesel price hikes as assembly elections conclude, despite government assurances. The IMF urge...
‘We are not like India...’: Pakistan minister admits on live TV country has no strategic oil reserves, says stock only for five to seven daysPakistan's energy vulnerability is highlighted as Petroleum Minister Musadik Malik revealed that Islamabad possesses only a few days of cru...
Probal Sen flags muted quarter for Reliance as O2C weakness weighsReliance Industries anticipates a subdued earnings report this quarter. The oil-to-chemicals segment faces pressure, impacting overall numb...
Energy sector funds gain nearly 12% in 3 months, outperform all categories. Invest now or wait for a correction?Energy sector mutual funds have surged, delivering nearly 12% returns in three months. This performance has captured investor attention ami...
OMC shares surge riding softer crude oil prices; analysts upbeatAnalysts expect softening crude oil prices to affect corporate earnings positively.
BPCL an attractive bet in OMC space: Nirav Sheth, Edelweiss Financial Services'We have downgraded HPCL yesterday itself based on the valuations more than anything else. Our preferred bet in the space remains BPCL at t...
Fall in commodity prices, divestment to put pressure on CIL, OMC stocks: Ajay Bodke'Therefore, the pressure to ensure that the target is reached in full, unlike last year when there was a large deficiency, will be there.'
Coal India a good dividend play; prefer OMCs in PSU space: Deepak ShenoyCoal India is a commodity company and, thus, giving it very high valuations is probably out of the question, says Shenoy.
Bullish on the OMC space: Deven Choksey'Confidence stays with ONGC, where the growth could be far more bigger and the re-rating could be far more smarter than other stocks in the...
HPCL, BPCL top picks in OMC space: Edelweiss"There is a buildup and I had suggested HPCL about four or five months back closer to this Rs 170 levels," Baliga said.