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...
17 May, 2024, 12.14 PM IST
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...
26 Mar, 2024, 11.09 AM IST
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...
21 Feb, 2024, 09.58 AM IST
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...
09 Mar, 2023, 06.01 AM IST
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...
16 Feb, 2023, 03.20 PM IST
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...
03 Jan, 2023, 09.07 AM IST
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...
30 Oct, 2022, 02.05 PM IST
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...
15 Sep, 2022, 05.03 PM IST
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 ...
28 Jul, 2022, 05.10 PM IST
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...
02 Jun, 2021, 08.45 AM IST
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.
30 Apr, 2021, 10.44 AM IST
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.
29 Oct, 2018, 06.30 AM IST
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.
02 Sep, 2018, 01.26 PM IST
Buy Schaeffler India, target Rs 6,000: JM FinancialBuy Schaeffler India Ltd. at a price target of Rs 6000.
24 Apr, 2018, 08.18 AM IST
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...
15 May, 2015, 06.42 AM IST