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FINANCIAL IMPACT OF TARIFFS
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsIt is probably time to be bullish as an investor. But remember two things. One: Valuations are still not cheap. Two: Because it is over and...- Commodity correction offers buying opportunity; defence, banking remain long-term bets: Dharmesh KantMarket expert Dharmesh Kant sees commodity corrections as buying opportunities, with the broader cycle intact due to global demand and Indi...
- Jio Platforms IPO likely by October-November; AI and ARPU growth in focus: Piyush PandeyReliance Industries' Jio Platforms IPO is anticipated by October-November, with strong investor interest expected due to a small fresh equi...
- Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
- India’s trade strategy: Moving beyond FTAsCurrently, India’s FTA utilisation rate hovers around 25% compared to 70-80% in developed economies.
- Tata Motors PV shares plunge 10% after weaker than expected JLR FY27 guidanceTata Motors Passenger Vehicles shares dropped significantly. This followed Jaguar Land Rover's investor day where its financial outlook for...
- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%As the market seems to be in comeback mode, it helps to be aware that the best (and probably biggest) wealth creator of the last couple of ...
- US President Donald Trump's Iran war weighs on G7 economies, but don't expect hard talk in FranceGlobal economic leaders gather in France amid rising inflation and oil prices. A recent deal between the U.S. and Iran offers optimism, but...
- Tata Motors flags 'challenging & volatile' outlook for Jaguar Land RoverTata Motors Passenger Vehicles Limited saw record domestic sales in FY26. However, Jaguar Land Rover faced challenges impacting overall per...
- Global drugmakers rush to boost US presence as tariff threat loomsGlobal drug companies are boosting U.S. production and stockpiling medicines. This is a response to potential tariffs on branded drugs. Com...
- Trump's critical minerals pricing plan faces skeptical G7, divided industryAmerica's plan to control critical mineral prices faces hurdles. G7 nations and the US mining sector are divided. The proposal aims to redu...
- Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
- Canada's Carney says middle-power countries should not compete for favor with the USCanadian Prime Minister Mark Carney is forging stronger links with Europe. He met with Ireland's leader and French President ahead of the G...
- Is India's economic growth real? Raghuram Rajan says something is offFormer RBI Governor Raghuram Rajan questions India's strong economic growth figures, citing weak corporate investment and declining foreign...
- HFCs emerge stronger after FY26 stress, asset quality recovers sharply; sector better placed for FY27: ReportHousing finance companies have emerged stronger after facing challenges. Asset quality has improved significantly. Loan growth is picking u...
- 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...
- Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
- India eyes more FDI, speed up divestment, asset monetisation as economy faces external risksIndia's government is set to accelerate reforms, focusing on attracting foreign investment and divesting assets. This strategy aims to main...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- Textile stocks to rally? Emkay sees sector at inflection point to regain lost glory, initiates 'Buy' call on 3 stocksIndia’s textile sector is nearing an inflection point and could regain lost global market share, according to Emkay Global. The brokerage i...
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