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DOMESTIC CYCLICAL COMPONENT
Will a strong brand play the role it is supposed to? 4 consumer electricals stocks with upside potential of up to 28%Many companies in this space have underperformed the broader market. The underperformance did not happen without reason. Margins were under...- 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...
- Time for long-term investors to look at them again? 9 NBFC stocks with upside potential of up to 22%The reason NBFC stocks reacted quickly to the easing of the US-Iran war risk is not difficult to understand. For a lender, macro relief tra...
- 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...
- The rupee warning: Six actions for business leadersThe Indian rupee is dipping to historic lows, approaching the 100-dollar threshold. Driven by market sentiment and a perilous cycle of fore...
- Textile sector: Time for a relook as tariff tantrum may soon be history? 5 textile stocks with upside potential of up to 27%The Indian textile and apparel sector has had a stressful year. The US tariffs disrupted orders to the sector’s largest market, squeezed ma...
- 20 months of bearish markets: One additional letter that tells you which 'cheap' stocks are actually cheapMost investors live by one ratio. That ratio that tells them all they want to know – or should one say all they want to hear? They open a s...
- Jefferies raises target price of auto ancillary stock that's venturing into aerospaceJefferies has increased its target price for Belrise Industries to Rs 250, maintaining a positive outlook. The auto component maker is expe...
- 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...
- Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
- Specialty chemicals: Is China still the same threat, or is this a contrarian moment? 7 stocks to be brought back on the watchlistWhen it comes to the Indian speciality chemicals sector, China and its dumping matters. But there have been subtle but significant changes ...
- Smartworks bets on structural shift as managed offices become mainstreamIndia's managed office sector is entering a period of strong growth. Smartworks, a leading platform, is expanding rapidly with large campus...
- Investing in ability and quality of balance sheet? 5 large-cap stocks from different sectors with upside potential of up to 29%Predicting the movement of the Nifty and Sensex is a fool’s task. Thursday’s trading on the market only underlines this truism. And it is i...
- Bet on PSUs only if bullish on India growth story; never in the short-term: Anand SharmaAnand Sharma discusses the extensive impact of public sector enterprises in various sectors under government control, emphasizing the wide ...
- Economy undergoing cyclical, not structural, slowdown: RBI reportThe RBI report added that land, labour & marketing issues must be addressed to arrest broad-based downturn in some sectors.
- Upturn in investment cycle could last upto 2022-23: StudyHowever, the study says investment could be hit if inflation adjusted real lending rates rise.
- Equity inflows into domestic mutual funds at all time highAccording to a report, July was a historic month for Indian equities, with total equity inflows into domestic mutual funds rising to an all...
- CLSA maintains ‘buy’ rating on Bharat ForgeBharat Forge competes mainly with imports from other regions in the US and replacing these imports entirely with domestic supplies may not ...
- Avoid auto component space due to lack of earnings visibility: Parag ThakkarBut one should look at stories which are clearly visible on the secular side; there are certain EPC companies, which have a high cash compo...
- Q1 volumes have remained the same as in last quarter: Manish Sheth, GSPLLast quarter we had an impact of tariff implementation which skewed the numbers, but otherwise this quarter is the same in terms of volumes...
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