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These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...
ET Prime Special Series: Multibagger or IBC - Part 59: Japan taught it. Tata bought it. Now EVs will test this auto ancillaryThis is a story about a company that is simultaneously an asset and an anomaly. An asset because it builds a tangible, necessary product, g...
ET Prime Special Series: Multibagger or IBC - Part 62: This quiet auto ancillary now earns in 3 months what it once earned in a yearThe stock has multiplied many times over in just a few years, the order book has never been bigger, and the value packed into every vehicle...
India turns to nuclear power as Gulf risks riseIndia is boosting its energy security. Investments are growing in solar, wind, and nuclear power. Recent geopolitical events highlight nucl...
Chinese Wall may stem India tech flows for electronics and automobileNew Chinese regulations on technology transfers may affect India's electronics and automotive component manufacturing plans. Indian compani...
PLI 2.0: India bets big on making more of the smartphone at homeIndia is updating its mobile phone production incentive scheme. The new plan targets over 55% domestic value addition. It will also link wi...
PLI 2.0 scheme for mobile phones may ring louderIn a bold move to reshape the electronics industry, India is enhancing its mobile phone production incentives with a focus on achieving ove...
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
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 ...
Auto ancillaries: The next few quarters may separate winners from hopefuls. 5 stocks, 3 with upside potential of up to 33%The EV shift has moved from ambition to execution. And for auto ancillaries, the next phase may decide who was genuinely preparing for the ...
From axles to rare earth: India draws up list of 100 products it still can't make enough ofIndia is set to boost its manufacturing sector by identifying around 100 products for domestic production. This initiative aims to reduce r...
ET Prime Special Series: Multibagger or Bankrupt - Part 58: The ICE veteran that quietly became an EV lightweighting storyMost auto ancillary investors think linear. Company makes Component X. EV disrupts Component X. Stock goes down. Every story does not fit t...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%We are living in times when the morning may see conciliatory exchanges between the US and Iran, leading to a cooling in crude oil prices. B...
South Korea Inc meets Modi; Cos including Samsung & LG looking to expand in key market, export moreTop South Korean business leaders met Prime Minister Narendra Modi. They discussed expanding their operations in India. Companies like Sams...
India turns the tables on China: The great supply chain flip beginsIndia's electronics sector is transforming. For years, the country assembled products using imported parts. Now, Indian companies are expor...
Andhra Government clears Rs 2,500 crore NSPSL cathode plant in ChittoorAndhra Pradesh is set to boost its electronics and battery sector. The state government has approved a significant Rs 2,550 crore investmen...
ET Prime Special Series: Multibagger or Bankrupt - Part 54: Will manufacturing capability help this firm move into defence space?The auto ancillary sector is being forced to answer a difficult question: When technology changes, which suppliers remain relevant and whic...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsWhat is evident in the last few trading sessions is how the street is treating Q4 earnings numbers. If a company delivers in terms of numbe...
From setbacks to second wind, what next for Ola and Bhavish Aggarwal?Ola Electric is struggling to revive its position after a sharp fall in market share, financial stress and operational challenges. Founder ...
China’s Cosmx ties up with Munoth Industries in JV to source lithium-ion cells in IndiaChinese battery leader Cosmx is embarking on an exciting collaboration with Munoth Industries based in India. This venture will enable Cosm...