DEMAND PLUS
Chinese takeaway plus one
The 'China+1' strategy has gained momentum over the last few years as the US-China strategic conflict has heightened. Countries, including India, have been competing to be the '+1' by easing policies and providing incentives to attract foreign firms. These firms are looking to reduce their dependence on China for manufacturing. Despite these efforts, China's global share of manufacturing has not decreased. It has actually increased from 35% in 2020 to an estimated 38% now.
Haryana government’s policy on fourth floor to keep the realty price in check
The Haryana government's decision to allow construction of stilt plus four floors in residential sectors is set to boost housing demand in Gurgaon and curb soaring prices, experts say. The move, following a ban on fourth-floor construction last year, will provide opportunities for homebuyers and developers, leading to increased supply in high-demand areas like Gurgaon, benefiting both the real estate market and aspiring homeowners.
Summers are over. Should a tactical trade turn into a long-term investment? 5 AC & white goods stocks which surged with the rising temperature
There are many sectors which make it to headlines at a particular time of the year. Like we would see agriculture and irrigation stock coming to headline around budget time, hotel stocks during holiday season. So, while they are cyclical stocks, because their cycles are much shorter as compared to typical cyclical stocks like metals, where cycles may last for many years, they are not typically classified as cyclical stocks. But essentially they are and cyclical stocks are more tactical trade rather than long term investment, which you can buy and forget for years. There is another set of companies who also make it to the headline and probably to the list of top gainers around the same time every year. Companies whose fortunes are linked with what happens in the summer season. This time again it happened, right from AC makers to fan makers to an ice cream company. All have witnessed an upward movement. Should be kept for it is time to say goodbye till next season.
Where US stock market is headed after wild first half: 5 charts
A boom in artificial intelligence fueled a blistering first half for the US stock market, and traders expect to see the same — and more — in the remainder of the year.
Tailwinds are winning, beneficiaries of strong OEM & replacement demand from auto sector: 5 tyre stocks with upside potential of up to 38%
It is a well known fact that if demand is growing at a fast pace, higher input cost can be easily passed on to the consumer. That is probably what the tyre industry is going through currently. Recently there was an increase in natural rubber prices and fears were expressed that margins might come under pressure. But two things happened just recently, the natural rubber prices corrected and the whole of the tyre stocks witnessed a sharp rally. While the risk of headwind in terms of higher input cost stays, will the OEM and replacement demand act as tailwinds and continue to power the stocks.
Micron Tech beats revenue estimates on AI chip demand; shares fall after run-up
Benefiting from the high demand for memory chips, Micron Technology's revenue exceeded expectations in the third quarter. However, the company's forecast for the fourth quarter fell short of optimistic investor expectations, leading to a stock price decline. Micron's unique position in the semiconductor market is driven by the widespread usage of its high-bandwidth memory chips in advanced AI systems.
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AI PC demand to pick up from 2025 once use cases emerge
The demand for AI laptops and desktops in India is projected to increase in 2025 as use-cases solidify and people integrate AI into regular workflows, according to industry experts.
Raymond expands garmenting capacity eyeing China + 1 strategy, to become third largest suit marker
Expanding capacity to become a top global suit maker, I strategically cater to new markets. With a focus on high-value garments, my facilities in India and Ethiopia meet the strong demand from the US, UK, and European markets. This expansion boosts domestic manufacturing and aligns with the Make in India initiative.
Going forward, expect good growth from Aadifidelis Solutions: Shikhar Aggarwal, BLS International
Shikhar Aggarwal, Joint MD, BLS International Services talks about inclusion in Nifty tourism index, synergies from buying stake in Aadifidelis Solutions and more. Aggarwal also discusses the major contract renewals which are expected in the next six to nine months. He also says that in one, one-and-a-half years, multiple contracts are expected from European and North American markets
What to expect from the Budget going forward? Sanjiv Puri answers
So, we are on a solid foundation because of certain initiatives that have taken place. It is not that it just happened like that. So, there is a reason for which and it sets the economy on a solid foundation.
Brewtiful game! let's get the b̶a̶l̶l̶ beer rolling
An estimated 2.7 million people are expected to visit Germany for Euro. And, the mantle of giving the German beer industry the much-needed boost seems to falling to the 800,000 British fans, including 100,000 to 200,000 Scots. Devour millions and millions of steins of lager, is what, official sponsor Bitburger and the local brewers are urging them to. The 2006 World Cup too helped beer sales rise 5 per cent in Germany, which had hosted the tournament.
These midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 25%, according to analysts
One segment of the markets which was most vulnerable to election results was the mid-cap segment of the market for one simple reason, valuations have been on the higher end. Now that a part of the election anxiety is behind as a new government gets formed. Once again the focus is back on the mid-cap. There are selected stocks from different sectors where analysts are bullish in time where there is rotational trade likely to take place in the next couple of months. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". This predefined screener is only available to ET Prime users.
Volkswagen India to offer 6 airbags across all variants Taigun and Virtus models
Volkswagen India announced that all variants of its Taigun and Virtus models, both rated 5-Stars by Global NCAP for safety, will now come equipped with six airbags. This move is part of Volkswagen's ongoing efforts to enhance its product offerings since the launch of its India 2.0 portfolio. The Taigun, a subcompact crossover SUV, debuted in September 2021, while the Virtus, a mid-sized sedan, was introduced in March 2022.
Tata AIA Life launches Midcap Momentum Index Fund
Tata AIA Life Insurance launches Midcap Momentum Index Fund to capitalize on India's midcap sector growth potential, offering investors a chance to benefit from high-growth midcap stocks through ULIP and ILP solutions.
Govt finally takes note of woes of companies that need but can't get Chinese hands on time
Many Indian companies need Chinese expertise for execution of certain phases of projects. But visa issues don't allow these entities to avail the services of these workers when they need it. The Indian govt is seized of the problem and is now planning a fix.
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.
Gas needs a new pricing meter
What could future policy look like? Pricing policy needs to be simplified and streamlined with global norms. Ensuring linkage to rolling averages of global benchmarks like Brent or other global benchmarks, along the C Rangarajan committee recommendations, would sustain the balance between consumers and producers. This should be implemented alongside more uniform gas pricing. One price could be benchmarked for LNG imports, another for domestically produced gas from regular fields, and one higher price for more difficult fields like ultra-deep and high-temperature high-pressure fields.
Smart TV shipments fall 14% y-o-y in India; Samsung takes the lead
Samsung overtook Xiaomi for the first time in the March quarter to become the leading player in the smart TV segment, followed by LG and Xiaomi, Counterpoint noted. The shipments of Chinese brands like OnePlus, Haier, and Realme fell by 30% year-on-year.
These 5 bank stocks can give more than 20% returns in one year
Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
Best Mobile Phones under 20000 in India- June 2024
Embarking on the quest for a new smartphone can be both thrilling and daunting, especially when you're working within a budget. Fortunately, the smartphones market in India offers a plethora of options that deliver impressive features without breaking the bank. In this list, we unveil the top contenders among mobile phones under 20000. From robust camera systems to seamless performance and enduring battery life, these devices pack a punch while remaining wallet-friendly.
Best 5G Mobile Phones in India - 2024
Discover the cutting-edge world of 5G mobile phones in India with our latest collection. From lightning-fast connectivity to advanced features, our range of 5G smartphones promises to revolutionize the way you experience technology. Stay ahead of the curve and explore the future of mobile communication with our unparalleled selection of 5G devices.
In first 50 days of FY25, demand has increased by 13-14%: SN Goel, IEX
SN Goel discusses the positive factors for FY25, including high demand, improved coal supply, and lower prices. The market is expected to see growth driven by increased liquidity and policy initiatives. Goel further says , this year market share will be around 85% plus. And in the DAM and RTM market, they have about 99% plus market share.
JK Tyre debt equity ratio is 0.80 to 1, which shows good deleveraging: Raghupati Singhania
Raghupati Singhania discusses the growth in demand for tyres in India, focusing on the passenger segment. He also touches on Mexico operations, EPR impact, net debt reduction, raw material cost increase, and expansion plans for premium sizes.
Housing prices near peak level, nominal growth seen in coming yrs: C&W India head Anshul Jain
According to various market reports by property consultants and real estate data firms, India's housing market has revived sharply post COVID. Sales were at an all-time high last calendar year, while prices have risen by an average 10 per cent annually across eight major cities. However, prices in many micro markets have gone up sharply by 40-70 per cent in the last two calendar years.Housing demand is getting shifted towards reputed builders who have a decent track record of delivering the projects.
These 11 bank stocks can give more than 23% returns in one year
Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
Chinese smartphone companies looking to expand their footprint face a loud adversary—Indian retailers
Chinese smartphone brands face retailer backlash in India over low margins, delayed payments, and stock issues. Retailers demand higher margins and timely settlements, impacting brands' offline expansion plans in a shifting smartphone market.
What's gone horribly wrong with the US college admission system
Applicants have more anxiety than ever. Elite schools have more power than ever. Something had to give.
These 6 bank stocks can give more than 20% returns in one year
Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
Amazon Sale 2024 - LAST DAY to get up to 60% off on Tablets
The Amazon Sale of 2024 is bringing with it discounts on tablets and amazing offers. You can get the things you want from reliable companies for a lot less money. Take advantage of these offers as soon as you can to save a lot of money on these items!
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