Searched for
CYCLICAL GROWTH
Beyond the Terminal: NRIs should factor 'Inevitable India' into their portfoliosIndian economy is transforming, offering opportunities for Non-Resident Indians. Despite rupee depreciation, an undervalued currency presen...
US Stock Market: Wells Fargo raises S&P 500 target on stronger earnings outlook, easing macro risksWells Fargo has raised its year-end 2026 target for the S&P 500 to 7,950 from 7,300, implying a potential upside of about 5% from current l...
Tata Sons' chairman N Chandrasekaran declines pay hike amid group concernsTata Sons chairman N. Chandrasekaran will not seek a pay raise for FY26. This decision comes amid group concerns about capital allocation a...
The Next Frontier: LG's future is not just the TV and fridge in your homeLG Electronics is accelerating its transformation: LG Electronics is transforming from a home appliance maker to a technology powerhouse. T...
India’s first clean economy index fund is here: Should you invest?India's green transition is accelerating, and the Motilal Oswal BSE Clean Environment Index Fund offers a unique passive investment route. ...
Qualcomm in talks to buy Tenstorrent: ReportThe talks were ongoing and the price could change, or the discussions could fall apart, according to the report. It was not clear if the pr...
ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
Sectoral and thematic fund inflows plunge 67% to Rs 647 crore. Are investors turning away from thematic bets?Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline suggests investors are moving away fr...
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
Betting big on mid and smallcaps; largecaps most expensive on PEG basis, says Dinshaw IraniHelios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where ...
DIIs' net purchases cross Rs 4 lakh crore on Dalal Street in 2026 while FIIs run awayDomestic institutional investors (DIIs) have remained strong buyers of Indian equities in 2026, with net purchases crossing Rs 4.16 lakh cr...
100 days of Iran war, Rs 4,50,000 crore wiped out: Is your stock portfolio safe from missiles?Indian equities have lost Rs 4.5 lakh crore in 100 days as the Iran-led West Asia conflict and a global AI trade unwind trigger sharp FII o...
India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind MaheswariIndian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite ...
VECV sales rise 7.8 pc in May at 7,978 unitsVE Commercial Vehicles, a joint venture of Volvo Group and Eicher Motors, reported a 7.8 percent rise in total sales for May. The company s...
Commercial vehicle makers strengthen non-core business to ride out 'cyclical' bumpsIndia's commercial vehicle makers are diversifying beyond truck sales to stabilize revenue. Companies like Tata Motors, Ashok Leyland, and ...