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BENGAL THEME STOCKS
West Bengal budget is 'expansionary' and seeks to revitalise the state's economy: State FM Swapan DasguptaThe first state budget presented by the new BJP government in West Bengal combines a push for industrial revival with continued focus on we...- Bullish Bets: Vinit Bolinjkar maps out India’s next big market winnersIndian equities are seeing stock-specific action. Market expert Vinit Bolinjkar is bullish on select banking, power, defence, and industria...
- Coal India, CESC and other power stocks: JM Financial analyst explains impact of Bengal electionsJM Financial views the West Bengal election outcome as a potential boost for power sector governance, driven by expectations of reform unde...
- The Bengal boom: 7 stocks that surged up to 22% after BJP win and should you still buy?Smallcap investors are piling into the “Bengal theme” after the BJP’s landslide win in West Bengal, driving sharp rallies in state-linked s...
- FII selling to keep markets nervous; infrastructure best medium-term bet right now: Sunil SubramaniamIndian stock markets are currently in a complex tug of war. Foreign investors remain cautious due to global inflation concerns. Domestic in...
- 'New chapter for Bengal': PM Modi promises jobs, women's safety, Ayushman Bharat after BJP’s historic, landslide victoryThe Bharatiya Janata Party has achieved its first victory in West Bengal. Prime Minister Modi has promised a new era of development and sta...
- Election results of West Bengal and others today. How should investors trade Nifty in that noise?Foreign institutional investors (FIIs) remained net sellers for the tenth straight month in April, offloading around Rs 70,100 cr worth of ...
- Is it worth taking a fresh look at the housing finance sector? 6 housing finance stocks with upside potential of up to 18%Housing finance is one of those sectors where the macro picture is always attractive, but not so much the micro reality. At the level of th...
- Goldman Sachs gives 4 themes, 11 stocks for India alpha hunters after largest Nifty underperformance in two decadesGoldman Sachs upgraded India to Overweight, setting a Nifty target of 29,000 by 2026. The brokerage cited strong earnings prospects and out...
- Govt will continue to focus around power & capex themes: Vikash Kumar JainThis time when the verdict is less strong and there are relatively more doubts whether there is going to be some dilution on the policy pat...
- 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...
- Porinju still thinks more money can be made in small and midcap turnaround stories“You have to be extra smart to pick a winner in the infra space.”
- Porinju’s new bet is on Modi’s spending spree; and he’s very bullish about itThe market-cap of the infrastructure segment will soon top the Rs 10,000 crore mark, says Porinju.
- Organised businesses to do better going forward: Porinju VeliyathDemonetisation is the single most important economic reform India has seen after liberalisation, says the founder and CEO of Equity Intelli...
- Top 9 railways stocks which have more than doubled in the last one yearThe valuations of railway counters have run up in anticipation of reforms including wagon manufacturers and even rail logistic player.
- Political developments will shape market sentiment: G Chokkalingam"One could keep investing in defensive themes like FMCG and IT."
- Investors should hold Speciality Restaurants stockFactors such as strong brand, niche focus, low gestation period to breakeven and rapid expansion work well in present market conditions.
- Poke Me: Why India needs freer immigrationImmigrants work harder. Plots cultivated by native West Bengal peasants are less productive than those run by their cross-border brethren.
- US, India business leaders to meet on WednesdayTop Indian and American business leaders will meet here next week at a key conclave to deepen bilateral economic and trade ties.
- Cold storage owners support potato growersAt a time when potato farmers in West Bengal are forced to sell their produce at a huge discount owing to a bumper potato production of 88 ...
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