DOMESTIC FOCUSED SECTORS

The entire ecosystem will see accelerated investments and the government push through regarding the capex needs. Also, railways as a theme, defence as a theme, and shipbuilders as a theme will continue. Execution is going to be extremely important o...

Indian conglomerate ITC predicts the Indian economy will sustain its high growth trajectory in FY2024-25 due to strong momentum in fixed investments and private consumption. The growth is supported by a good Rabi harvest and normal monsoons. Factors...

Although the pandemic is behind us, the focus on the health sector shouldn't be diluted, he added. There were also suggestions to tightly monitor the implementation of all such social sector schemes, he added. Facilities at schools and hospitals nee...

President Droupadi Murmu highlighted the government's efforts to boost domestic defence production. She claimed that nearly 70 per cent of defence procurement was sourced from Indian manufacturers in the last year, and reforms resulting in India man...

​I mean there is obviously the broader structural kind of under penetration story behind it, but I think the sector had not done well in the last a couple of years because of these issues and both in terms of numbers but also in terms of the regulat...

Budget expectations: In its pre-Budget recommendations to the Finance Ministry, PHD Chamber of Commerce and Industry (PHDCCI) emphasized focusing on the agriculture sector as a vital employment generator. With a significant portion of India's workfo...

When investing in stock markets, it’s crucial to make the distinction between high-quality and poor-quality businesses across the small, mid, and large-cap spectrums, as well as the difference between the intrinsic value of a stock and the overall v...

Our belief is that if you look at government policy and of course, we will get to know more in detail over the next few days and then going into the union budget. But the government in terms of policy focus would continue pretty much along the same ...

India's services growth slowed to a five-month low in May due to weaker domestic demand, despite record export growth and a 21-month high in job creation. The services PMI fell to 60.2 from 60.8 in April. Input costs rose, intensifying price pressur...

Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T,...

Chinese valuations are roughly half of India's, but Chinese earnings growth is also significantly lower. The China trade is more tactical and opportunistic.

Exit polls favor Bharatiya Janata Party (BJP) led NDA faction. Sectors like railways, defence, infrastructure, and PSUs to gain focus. NDA expected to secure 350-plus seats in the upcoming election.

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.

This is the highest annual growth since FY17, excluding the 9.7% post-Covid rebound in gross domestic product (GDP) in FY22 after the 5.8% contraction in FY21. The advance estimate released in February had pegged FY24 growth at 7.6%. Economists and ...

Investors are looking at sectors like capital goods, defense, and real estate for growth opportunities post-election. The focus is on infrastructure development and capex growth in line with BJP's manifesto.

The prices have really been coming down in terms of raw materials and particularly in APIs. There is a lot of stability there. China are also now trying to align themselves to the global market requirements and they are also very keen to see that th...

"We expect this Positive momentum to continue on the back of an improving political environment, continued short covering by FIIs, and strong domestic macros. Sectors like Defence, Banking, and Railways are expected to remain in focus," said Siddhar...

Share prices have rebounded from multi-year lows in February on signs of more official support. The benchmark Shanghai index has climbed more than 3% since reports of the property rescue surfaced on Thursday, taking its gains to a fifth in 3-1/2 mon...

Mumbai-based FA Airlines is set to acquire regional carrier FlyBig, which currently has four planes in its fleet. FA Airlines, incorporated in 2022, is focused on the aviation sector. The deal, for which an initial pact has been signed, will expand ...