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SCHAEFFLER CAPEX
MNC stocks: For some, India is now more than a market. 6 MNC stocks, 5 with an upside potential of up to 32%They are expensive when it comes to valuations. But history tells us that they have been expensive all along. So, valuation is just one par...
Nirmala Sitharaman backed consumption over capex. But guess who’s making billionsDespite the Union Budget's focus on consumption, capital goods stocks have significantly outperformed, with the BSE Capital Goods Index soa...
Is 'Buy China, Sell India' trade tactical or long-term? Amar Ambani explainsWhile arguing that the China trade is a tactical one and not a long term one, India with its high growth trajectory has attracted its fair ...
Markets moving away from consumption themes to investment themes: Manish SonthaliaBut otherwise, automobiles, banks, pharmaceuticals, capital goods they have all delivered on numbers. Metals and oil and gas was again supp...
Deven Choksey on what he likes about Adani Ports, Torrent Pharma nowDeven Choksey discusses the positive trajectory of Adani Ports, Torrent Pharma's strategic growth approach, and Tata Consumer's market read...
Hot Stocks: Brokerages view on Hindalco, Biocon, Schaeffler India and ZomatoBrokerage firm Nuvama maintained a hold rating on Hindalco, Jefferies downgraded Biocon to underperform, Elara Capital recommended an accum...
Volatility to persist in Indian market for next 3-6 months: Nishit ShahAfter a very long time the capex cycle has picked up in India and if we historically see whenever the capex cycle picks up, it generally go...
Focus on capex play, engineering capital goods for the next 2-3 years: Abhishek Basumallick“MFIs is a wonderful space right now because there have been multiple factors playing out in the MFI space. There have been regulation chan...
Expect 2023 to be a stable year with a lot of bottom-up opportunities: Rajesh Kothari“2023 was an overall good year. We expect a good stable year and from here, a lot of bottom up opportunities will come up in India across v...
Europe Plus One: Can Indian stocks benefit?Faced with exorbitant natural gas prices, energy-dependent industries in Europe, such as the chemical, automotive, cement and many other in...
Want to invest in pharma & capex themes? These are the stocks to consider“In the next one or two quarters, positive news flow on the pharma side, especially from the US, will start. Channel checks suggest that th...
Nilesh Doshi on why he sees market in a consolidation phase for next couple of months"There is metal and commodity price inflation and the prices have softened by 30-40 per cent. Passing on these prices into the product has ...
Look no further! Midcaps to buy if you are betting on capex themePankaj Murarka of Renaissance Investment Managers says midcap capital goods companies like Schaeffler, Grindwell, which are seeing capex, c...
Analysts gung ho on this midcap even as top brass flags Covid risksManaging Director Harsha Kadam sounded caution on the volatile external scenario. But analysts are unfazed.
How stocks picked by mutual funds over 2014 to 2017 have performedWhile the most wanted stocks of 2014 and 2015 have done well, the recent picks have disappointed.
Schaeffler to expand in India, lines up 40 million euro capexThe group has three companies in the country - Schaeffler India Ltd, INA India and Luk India.
Buy Schaeffler India, target Rs 6,000: JM FinancialBuy Schaeffler India Ltd. at a price target of Rs 6000.
9 mid & small-caps that can help weather market volatilityMid & small-caps seesaw the most during choppy markets. It, therefore, makes sense to follow experts like fund managers to pick stocks from...