CRITICAL SUPPLY CHAIN
Ready for a round of sustained re-rating? 7 logistic stocks with an upside potential of upto 48 %
Recently, JSW Infra announced its acquisition of Navkar Corp. On the face of it there is nothing special about it as merger and acquisition is a very normal activity which keeps happening. But the fact that it happened in sectors like logistics, where for large companies organic growth is the norm , involves a company which has a proven track of achieving a scale and the timing of its takeover. When one combines these three, this is probably indicating that the logistics sector which has faced many headwinds till a few years back, might be close to reaching a level where the bigger players are re-rated. A sector where headwinds are becoming lesser and tailwinds are getting stronger. Probably this would be a better way to take exposure to the growth of the Indian economy.
Union Budget 2024 measures can upgrade India's supply chain in its bid to match up with China
BUDGET EXPECTATION: Finance Minister Nirmala Sitharaman, through Budget 2024, may introduce measures to strengthen India’s supply chain and manufacturing sector. This aligns with India’s strategic pivot to become a global manufacturing alternative to China. Under Prime Minister Modi's leadership, India has gained traction with infrastructure and logistics improvements, drawing multinational interest.
Transforming multi unit retail operations with No Code
The retail industry in India is subject to the vagaries of the economy and operates in a competitive market. It needs a relentless focus on operational efficiency to gain any edge.
US, Japan, South Korea vow strategic cooperation to boost security, economies
Commerce and trade ministers from the U.S., Japan, and South Korea agreed to cooperate on AI safety, export controls, clean energy, and semiconductor supply chains. U.S. Commerce Secretary Gina Raimondo emphasized the importance of collaboration for global security. Japanese Minister Ken Saito and South Korean Minister Ahn Duk-geun also attended the inaugural meeting, initiated at a Camp David summit. The ministers aim to strengthen supply chain resilience, particularly in semiconductors and critical minerals, and enhance cooperation in cybersecurity and technical standards to counter China's dominance in critical mineral supply chains.
US trade body approves funding to develop integrated aviation hub in Hissar
The US Trade and Development Agency supports the establishment of an integrated aviation hub at Hisar Airport in Haryana, aiming to strengthen India's supply chain network through enhanced cargo and logistics infrastructure. The agency's collaboration with the Haryana Airports Development Corporation reflects a shared commitment to advancing aviation capabilities in the region.
Commercial opening of Noida airport delayed
The construction of the second airport in Delhi-NCR by Noida International Airport Limited (NIAL) owned by Zurich Airport faces delays impacting Indian airlines with capacity constraints. The project aims to bring relief to airlines amidst record aircraft orders and includes a concession agreement with Yamuna Expressway Industrial Development Authority (YEIDA). The project involves key figures like chief minister Rajnath Singh, Durga Shanker Mishra, and approvals from the Directorate General of Civil Aviation (DGCA).
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Beauty secrets: Inside India's booming beauty industry that relies on hundreds of contract manufacturers
Nishit Dedhia, the MD and cofounder of Kain Cosmeceuticals, is leading a tour of his cosmetics manufacturing facility in Khopoli, Maharashtra. The facility produces a variety of beauty products for the growing direct-to-consumer market in India.
View: Manufacturing isn’t about jobs but key to balancing trade deficits, securing geopolitical security
In a famous barnstorming speech, then-US senator Richard Nixon, battling charges of embezzlement of election funds, made an emotional appeal to voters by invoking his modest background and declaring his intention to retain his dog Checkers. This speech, known as the Checkers Speech, is a storied instance of the straw man phenomenon in the US political history.
G-7 to set up semiconductor group to coordinate supply chains
G-7 leaders to announce plans for a semiconductor supply chain coordination group. Focus on subsea cable connectivity for Internet security and resilience, amid global chip shortage challenges.
Global demand revival: How is India poised?
As the global demand sees some revival, India must get its act together to make the most out of it.
Answer to India’s critical minerals requirement lie in India’s extended neighbourhood
India is exploring critical minerals in Latin America for EVs, but a solution may be closer in Kazakhstan. The country has reserves of critical minerals that can support India's clean energy goals.
Political noise is temporary in the end it's about GDP growth; 6 logistics companies with upside potential of up to 39%
It will take some more time for the street to get out of the political noise and analysis and stocks may witness some more correction. But these are all short term issues, in the end markets are keen about two things, overall economic growth and earnings of the company. In the recent political noise what has been probably getting missed is the fact that GDP numbers were better than expected. It is very likely that we are going to see continued growth in the GDP numbers, yes, there would be voices which would say that focus consumption would increase and all other things, but in the end the biggest beneficiary of the continued higher growth is the logistics sector. The reason is simple, if the economy is doing well, more goods will be produced and they will have to be transported and that is why in large developed economies, logistic companies form part of a very important transportation index. Also another big factor, these companies have gone through a restructuring and have come out after facing many challenges.
Be a contrarian in such times, if they have strong parent: 5 midcap stocks belonging to large industrial houses with upside potential of up to 49%
At a time when the market is digesting an election result which it did not expect. Questions are bound to come to about what should be done with mid-cap stocks. Is there a possibility that we might see more corrections ? The answer is yes. More than anything else, the reason for the correction would be the valuations and the fact that there was and still froth in some segments of the market. Should you buy mid-caps, the answer is yes. The question is what are you buying and for what time frame. And the bigger question is does the management have a proven track record that if tough times comes then it can steer the company through a tough time. If these tick marks are done, then ignore the political noise which all the political analysts are going to bring on table and surely there is no dearth of them. Focus on what is the business and who is running that business.
Trans-Europe express: How Indian businesses can sustain and grow in Europe
India's recent free trade agreement with the European Free Trade Association presents significant trade opportunities with the EU. However, Indian businesses must comply with new EU supply chain laws to sustain and grow in Europe. Key legislative changes include deforestation regulation, corporate sustainability and due diligence directive, and forced labor regulation.
Pill for China plus one
Indian pharma CEOs met senior officials in FDA and other key agencies to start a conversation. Even if a little late, given the looming presidential election, the proposal deserves attention. The basic idea is to capitalise on India's expertise and infra for manufacturing through financial incentives, tech sharing, collaborative research and tech transfers to expand production in both countries. Pursue onshoring in America and friendshoring in India to reduce dependence on China. And aggregate US, Indian and European demand for certain drugs, as IPA secretary general Sudarshan Jain told me.
Why imports from China are rising despite atmanirbhar Bharat initiatives
Imports from China is something India should monitor. But in some ways, this might be the way for the country to become a self-reliant economy.
ET Road Safety & Safer Mobility Forum 2024: Steering a smarter, safer, and sustainable supply chain by accelerating safety tech in logistics
The ET Road Safety & Safer Mobility Forum 2024 gears up for its third roundtable, focusing on ‘Enhancing Safety Standards in Modern Logistics and Supply Chain.’ This session will put intelligent AI solutions in the spotlight, showcasing how they can revolutionise safe practices within the ever-evolving logistics landscape. By prioritising both road and fleet safety, the forum aims to create a more secure and efficient supply chain ecosystem.
India's growing weight will ensure overall global balance remains in favour of freedom, openness: Jaishankar
External Affairs Minister S Jaishankar highlighted India's increasing influence in maintaining a global order favoring freedom and transparency. Addressing the Nikkei Asia Future of Asia Forum, he emphasised the challenges posed by supply chain issues and economic coercion, particularly in light of China's ambitions. Jaishankar also discussed the evolving geopolitical, geo-economic, and geo-technological landscape, stressing the importance of resilience and redundancy in the face of global transformations.
US on track to establish domestic rare earths supply chain for defence, official says
The US is on track to establish a domestic rare earths supply chain to meet its defense needs by 2027, according to a senior defence official. The US has been driving the build-out of a global supply chain for rare earths, metals used in magnets for green energy industries and defense, beyond dominant producer China since COVID upended global supply chains early this decade. Australia is classified as a domestic source of supply for critical minerals for the US under the Defense Production Act, and the US has been offering funding opportunities to Australian mine developers.
Staying with stronger ones is always better option: 5 Midcap stocks from different sectors with upside potential of upto 42%
In its lifetime every midcap company sees some headwinds. There are many examples from history which show the difference between the companies which have been able to survive and grow even after all the trouble is that of the parent company. A company belonging to a strong industrial group which has a track record of handling many economic cycles in the past has a higher probability of surviving a bad phase and coming back on a growth path as compared to a company in the same line of business which does not have the backing of a strong parent. The reasons are simple, when that midcap company of a large group will see a tough time, at a group level there is management bandwidth in terms of both financial and human resources to help it over bad times. Look over the last two decades at how companies like Voltas, Tata chemicals, which at one point if time were mid sized companies because large and stable business. So, if one is looking at investing in mid-cap, surely have a look if it has the back of a large and strong industrial house.
US FDA inspects Vishakhapatnam facility of Solara Active Pharma
The US Food and Drug Administration (FDA) completes inspection of Solara Active Pharma Sciences' API manufacturing facility in Visakhapatnam, Andhra Pradesh, with no observations. Solara confirms compliance with FDA standards. The facility, dedicated to Ibuprofen API production, marks Solara's second successful FDA inspection. The company aims for global market expansion with FDA-approved facilities.
Quick commerce 2.0, and other top tech & startup stories this week
Quick commerce, the buzziest sector in the consumer internet industry, is undergoing a significant transformation. We, at ETtech, have been tracking the sector super closely and bringing the biggest and most impactful stories to you, first.
Roadblocks for q-commerce; Mizuho InCred deal
Happy Friday! As quick commerce platforms diversify, they are likely to face operational challenges. More on this in today’s ETtech Morning Dispatch.
We have lots of tailored solutions for MSMEs to drive efficiency and cut costs: Bar Code India's Ram Bhutani
Bar Code India (BCI) claims to leverage over 25 years of expertise to deliver cutting-edge software and hardware solutions that enhance supply chain and manufacturing operations. At the core of BCI's unique selling propositions are its indigenous products like RFID readers and IoT sensors.
Embracing Industry 4.0: Navigating business transformation trends in the digital age
Post-pandemic, the focus on Industry 4.0, Circular Value Chains, Autonomy via Edge Computing, and Demand-Driven Digital Supply Chains reshaped global business dynamics. India's leadership in AI, cybersecurity, and sustainable manufacturing practices highlights its commitment to digital transformation.
International Energy Agency warns of key energy mineral shortage risk
The International Energy Agency (IEA) has reported a sharp drop in prices for minerals essential for the green energy transition, indicating a shortage due to inadequate investment. The agency noted that prices for minerals key for electric vehicles, wind turbines, and solar panels fell back to pre-pandemic levels as supplies caught up with and surpassed demand. The IEA expressed concern that this may deter investment needed to meet demand, which is set to soar as many nations phase out sales of new internal combustion engine cars in the next decade.
The White House’s green trade war is just getting started
The latest US actions reflect a strategic shift in trade policy and considerations of carbon dumping, EU engagement, and national security implications.
Advantage called strong parent: 5 midcap stocks from large industrial houses with upside potential of up to 49%
It is well known that investing in mid-cap comes with its own risks, right from business to risk to market risks. So, as a basic principle one should be more cautious while investing in mid-caps. But the fact is however one might try the fact is that when the narrative is bullish we all tend to lower our guards and end up buying stocks which one should have not bought. So, what about using parameters which probably is not full proof, but history has shown that over a long period of time, it has worked well. That is staying with mid-cap companies from strong industrial groups, which have other companies which are running well. The reason for this strategy is simple, when that midcap company of a large group will see a tough time, at a group level there is management bandwidth in terms of both financial and human resources to help it over bad times. Also the fact that a large group with a track record of creating business will make sure that in the long term these businesses are able to grow. So, we look at 5 mid-cap stocks belonging to strong industrial groups.
Why warehousing is a booming asset class for discerning investors in India
The demand for modern warehousing facilities is touching a new high as e-commerce and retail sales are seeing a surge with each passing day in India.
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