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COMMODITY UPCYCLE
India's auto demand to hold steady for 2-3 quarters, but global risks loom over exports, marginsIndia's auto sector is set for continued strong demand for the next 2-3 quarters. Elevated growth is anticipated through CY26. This positiv...05 May, 2026, 08.59 AM IST- Markets likely near bottom range; stay invested: Devina MehraDevina Mehra of First Global believes Indian equity markets are in a bottoming zone, advising investors to stay invested. She anticipates 2...04 May, 2026, 12.54 PM IST
- Where’s the Indian mutual fund sector going ahead? 6 big trends to watch out forMutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, ...19 Apr, 2026, 01.45 PM IST
- ETMarkets Smart Talk| Financials, consumer discretionary, metals to drive FY27 growth: Rahul BhuskuteDespite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities rema...14 Apr, 2026, 12.27 PM IST
- Auto scrips skid up to 27% in 3 months. Check Q4 expectations and 13 stocks to buyAuto stocks have seen a significant drop of up to 27% in the last three months. This decline comes despite healthy vehicle demand. Investor...07 Apr, 2026, 09.56 AM IST
- Samsung flags eightfold jump in Q1 profit as AI chip demand drives up pricesSamsung estimated an operating profit of 57.2 trillion won ($37.92 billion) for the January to March period, compared with an LSEG SmartEst...07 Apr, 2026, 08.10 AM IST
- "Geopolitics won’t derail markets forever": Devina Mehra urges investors to stay the courseGeopolitical tensions in West Asia are creating market uncertainty, with crude oil prices remaining high. Despite this, investors are advis...01 Apr, 2026, 12.09 PM IST
- Bulls to return after March massacre? Elara sees limited downside for Nifty after 11% crash amid Iran-US warAfter an 11% March crash driven by the escalating Iran–US conflict, Elara Securities says the Nifty may have limited downside ahead. Histor...31 Mar, 2026, 04.38 PM IST
- War, oil, and opportunity: Abakkus Mutual Fund's Sanjay Doshi on India's 5-year winnersDespite geopolitical shocks, Abakkus Mutual Fund's Sanjay Doshi remains bullish on India's long-term growth story, viewing market consolida...31 Mar, 2026, 09.01 AM IST
- ‘Markets to stay under pressure’: Amnish Aggarwal sees limited upside near termIndian markets are experiencing significant volatility. Geopolitical tensions and rising bond yields are creating uncertainty. Experts warn...30 Mar, 2026, 11.52 AM IST
- What Iran war means for Vedanta, Tata Steel and other metal stocks? CLSA analysts explainRising tensions in the Iran war could reshape the outlook for Indian metal stocks, with CLSA flagging Vedanta as a key beneficiary due to i...09 Mar, 2026, 10.18 AM IST
- Global equity 10-year performance tracker: India Nifty 50, Brazil Bovespa or Japan Nikkie 225; which index topped the tally in last decade?To capture the real value from an Indian investor’s standpoint, these returns are adjusted to reflect their equivalent in Indian rupees. Th...26 Jan, 2026, 06.30 AM IST
- Vedanta shares rally 7% after CLSA upgrades stock citing commodity upcycleThe brokerage said that Vedanta is well placed to benefit from the commodity upcycle given its diversified exposure. Additionally, the comp...10 Apr, 2024, 11.10 AM IST
- Less angst over the trading-inflation linkIndia has not been able to develop deep commodity markets that could serve as price-setters in a global context. The relaxation offered to ...30 Jun, 2022, 12.02 AM IST
- Steel falls out of favour super fast. Should you sell?Credit Suisse on Wednesday downgraded Tata Steel and Jindal Steel to neutral and JSW Steel to underperform saying that risk reward is not f...27 May, 2021, 06.32 AM IST
- Mutual funds increase exposure to companies likely to benefit from commodity upcycleThey bought shares of metal companies, which are expected to benefit from the upcycle in global commodities. Besides, the focus on dividend...15 Mar, 2021, 10.11 AM IST
- Sugar scrips surge on low import talks; Bajaj Hindusthan upShares of sugar companies shot up on Tuesday on speculations that Indian producers may go slow on imports of raw sugar as prices have climb...05 May, 2009, 03.01 PM IST
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