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SPECIALTY CHEMICALS UPCYCLE
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...
Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbookMarket expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers....
Geopolitical stability will decide market’s next move: Sandip SabharwalIndian equity markets are holding above 24,000, buoyed by improving sentiment and steady earnings, though geopolitical tensions remain a co...
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...
Earnings season is strong, but Q1 pain is coming: Dipan MehtaMarket expert Dipan Mehta finds India's current earnings season strong. He notes that future quarters will test corporate India due to pote...
India-US trade deal sparks market rally; BFSI and specialty chemicals in focus: Sudip BandyopadhyayIndian markets are rallying, fueled by trade deals. Expert Sudip Bandyopadhyay sees sustained momentum in 2026, led by sectors like BFSI, s...
Mid and smallcaps to lead the next growth cycle: Yogesh PatilLIC Mutual Fund's Yogesh Patil expresses optimism about India's economic outlook, citing controlled fiscal deficit and manageable inflation...
Investing in these 3 chemical sector stocks can give good returns now as sector is revivingAfter years in the doldrums, India’s chemicals sector is stirring back to life. Analysts are cautiously optimistic. Here are three smart pi...
Hot Stocks: Brokerage view on RIL, IOC, PCBL and ICICI BankBrokerage firm Morgan Stanley maintained an overweight rating on RIL and an overweight rating on Indian Oil Corporation (IOC). Sharekhan re...
These 26 companies saw over 25% drop in Q3 sales, PAT; are they still worth betting on?Around 26 companies, with a market capitalisation of over Rs 2,500 crore, reported atleast 25% year-on-year (YoY) fall in both revenue and ...
Gradually raise exposure to smallcaps & midcaps; selectively buy in chemicals, realty: Gaurav DuaGaurav Dua recommends buyers to be selective in chemicals, focusing on specialty companies over commoditised players. Gujarat Fluoro is the...
Confused over sector allocation after market correction? Here's what experts suggestMarket analysts suggest that investors should pick the stocks and sectors according to their risk appetite but should use this correction t...
Hemang Jani on 5 stocks that will benefit from changes in China“Specialty chemicals and textiles and maybe some other small categories are going to benefit from developments in China.”
Long & Short of Markets: What Zomato's mouth-watering debut teaches us about valuationAs Zomato controls a considerable market share in India’s food delivery market, it will be safe to value the company’s growth in line with ...
Saurabh Mukherjea is busy picking stocks in these three cyclical sectorsThe only circumstance in which this market can see a pullback is if inflation comes back strongly and interest rates are hiked both in the ...
Analyst Calls: HCL Tech, Maruti Suzuki, SRF, Greenply IndustriesEmkay Global has maintained hold rating on Maruti Suzuki with a target price of Rs 5,900.
3 stocks Hemang Jani is betting on for their growth theme“Be extremely cautious on DHFL, Indiabulls Housing and ADAG Group cos which are reeling under pressure.”
This is where China’s loss offers Indian investors a chance to cash inStocks of 10 companies from the sector have rallied over 1,000 per cent in last five years.
4 sectors you should stay away from: S Krishna Kumar, Sundaram Mutual FundNext three to six months, we should see the outlook for corporate banks definitely getting a lot better than where they are at this point i...
Two sectors you can bet on this festive season: Rahul Singh, Ampersand Investment Advisors"Autos and home improvement are two themes one can expect to do well"