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TARIFF REVENUE ANALYSIS
Gas at $4: Americans cut back on discretionary spends as fuel bills mountAmericans are adjusting their spending as fuel prices climb. Shoppers are altering routines, visiting discount stores for gas, and cutting ...07 Jun, 2026, 09.56 AM IST- Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed...04 Jun, 2026, 02.15 PM IST
- BSNL revenue rises 19% to Rs 25,000 crore in two years; tariff cheaper than pvt telcos: MoS TelecomState-owned BSNL has seen a significant revenue jump of 19 percent, reaching Rs 25,000 crore in two years. This financial turnaround is att...25 May, 2026, 10.36 PM IST
- Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%In the initial phase of recovery, because every stock was beaten down, we may see a rally with good market breadth. But, over time, stocks ...25 May, 2026, 02.01 PM IST
- Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...25 May, 2026, 11.03 AM IST
- High gold prices, import duty hike to drag jewellery demand: CrisilIndian organized gold jewellery retailers anticipate a 13-15% sales volume decline this fiscal due to high gold prices and import curbs. De...22 May, 2026, 01.25 PM IST
- Market will be volatile, look for an alternative solution: 5 large-caps from different sectors with upside potential of up to 30%A fall in crude oil prices can trigger a relief rally, which in fact it did in early trade on Thursday. But there is another reality as wel...21 May, 2026, 03.07 PM IST
- Lower user development fee okayed for Navi Mumbai AirportNavi Mumbai International Airport will see lower passenger charges. India's airport tariff regulator has approved reduced user development ...21 May, 2026, 03.06 PM IST
- Wealth creation is also about ignoring noise on the street: 15 mid- and small-cap stocks from different sectors which fit the billIn the April 2022-September 2024 bull market, every management appeared capable. Margins expanded, working capital looked manageable, capit...10 May, 2026, 12.18 AM IST
- From shortage story to cash-flow story: A sector ready for sustained re-rating? 5 power stocks with upside potential of up to 33%In the power sector, the next cycle will not reward whoever has the most installed megawatts. It will reward whoever can sign the right con...03 May, 2026, 02.48 PM IST
- US national debt crosses 100% of GDP: America now owes more than its entire economy produces — and the $1 trillion interest payments alone now outpace the PentagonU.S. debt-to-GDP ratio hit 100.2% on March 31: For the first time since the ruins of World War II, the United States national debt has surp...01 May, 2026, 06.03 PM IST
- ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh NaharDespite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar ...29 Apr, 2026, 09.00 AM IST
- For investors with long-term perspective: 5 mid-cap stocks from different sectors with upside potential of up to 30%Even before the US-Israel-Iran war began, there was a sort of readjustment taking place in the mid-cap segment – a kind of valuation readju...28 Apr, 2026, 11.46 AM IST
- Liquor stocks have macro tailwinds, but will FTAs become a problem? 6 liquor stocks with an upside potential of up to 26%Supply chain disruptions caused by the US-Israel-Iran conflict have a second-order impact on several industries. The liquor sector is no ex...25 Apr, 2026, 12.18 PM IST
- Is the world finally going to tariff big tech?The WTO failed to renew its long-standing moratorium on tariffs for e-commerce, ending a near 30-year consensus that kept digital trade dut...10 Apr, 2026, 08.20 AM IST
- Sun Pharma most exposed Indian company to Trump's new tariff threat, warns JefferiesIndian drug maker Sun Pharma faces significant exposure to potential US tariffs on medicines. Global brokerage Jefferies warns that while g...02 Apr, 2026, 03.23 PM IST
- Mobile revenues, realisation per user in India may double by FY25: JefferiesA comparison of mobile ARPUs (average revenue per users) of over 25 countries shows that India's mobile revenues-to-GDP ratio at 0.7 per ce...08 Jun, 2020, 04.03 PM IST
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