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Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...- India’s next data centre race will be won on speed, scale and sustainabilityIndia is set for a digital infrastructure boom. Data centre capacity will surge by 2030. New hubs are emerging beyond Mumbai and Chennai. C...
- Shree Refrigerations ties up with Smardt to introduce advanced cooling solutions for data centres in IndiaShree Refrigerations Limited (SRL) partners with Smardt Chillers to enhance its presence in India's data center cooling market. Trezor Tech...
- PSU stocks: Time to relook? But don’t use the 2023 lens; choose the business. 57 PSU stocks, some good, some not so goodA bull run from June 2023 to June 2024, and then a bear run for a year. PSU stocks now seem at a stage where it is probably time to look at...
- Wealth creation & a new, increased total addressable market: 6 large-caps from different sectors with upside potential of up to 39%How would you describe a company that has been in existence for 40 years but has done well only in the last 10? Now, when we say “done well...
- There are PSU stocks, and there are PSU businesses. Choose the business. 57 PSU stocks, some good, some not so goodA year back, on the day the results of 2024 general elections were getting declared, PSU stocks as a set suffered a sudden setback. From be...
- Should you sell or hold Voltas, Blue Star and other ‘summer stocks’ because the monsoon is early? Answer is not in black & whiteWhile a number of “summer companies” have expanded their product portfolio to cater to the winter season, in many cases a large part of the...
- Summer stocks: Will the playbook be different in 2025? 10 stocks that need to be watched in the short termWhen it comes to the so-called “summer stocks”, there are two factors to consider: The length of the summer season and the average temperat...
- Time to think ahead and focus on the summer? 5 companies whose fortunes are dependent on rising temperatureAt the start of this week, when the markets were under strong pressure, a large-cap stock with strong institutional holding moved from red ...
- Summers are over. Should a tactical trade turn into a long-term investment? 5 AC & white goods stocks which surged with the rising temperatureThere are many sectors which make it to headlines at a particular time of the year. Like we would see agriculture and irrigation stock comi...
- Summer stocks and lessons on the difference between tactical and long-term investment? 5 companies whose fortunes are dependent on rising temperatureEven when the market was correcting in the month of March one set of stocks which outperformed the market was stocks whose fortunes are lin...
- Will the summer temperatures make them go higher this time? 5 stocks whose fortunes are dependent on how much you sweatHow monsoons pans out have a strong bearing on the overall economic numbers of the companies. However there are companies whose fortunes ar...
- Dented by lack of summer! 3 white good stocks where analysts are very bullish, 2 not so bullishIn the last three years, white goods companies have been hit by headwinds, including covid lockdown and supply chain disruptions. In 2023, ...
- White goods stocks: 2 names where analysts are very bullish, 2 not so bullish, 1 not bullish at all. Will they be right?In the last three years, white goods companies have been hit by headwinds, including covid lockdown and supply chain disruptions. However, ...
- Kirloskar group companies to focus on consumer-centric businesses, adopt a new logoThe plan entails “significant” investment in the group’s two consumer-facing businesses which are Arka Fincap, a non-bank financial company...
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