UNDERDOG COMPANIES
![12 Lessons from Polls 2024](https://img.etimg.com/thumb/msid-110853070,width-100,height-75,resizemode-4/opinion/et-commentary/12-lessons-from-polls-2024.jpg)
12 Lessons from Polls 2024
Lessons in governance and strategy for corporate India from the 2024 Elections and the formation of the third NDA government include the importance of competition, cooperation, feedback, communication, supply chain management, consumer knowledge, CEO dynamics, outsider directors, underdogs, and consistent performance.
![Don’t run after all the underdogs; PSU banks are where the juice is: Digant Haria](https://img.etimg.com/thumb/msid-105836726,width-100,height-75,resizemode-4/markets/expert-view/dont-run-after-all-the-underdogs-psu-banks-are-where-the-juice-is-digant-haria.jpg)
Don’t run after all the underdogs; PSU banks are where the juice is: Digant Haria
“Just because BJP has won the elections and the probability of them coming back with a bang in May is extremely high, it does not make sense to buy the stocks where the results will not be there because this market is in a phase where there is a lot of rotation happening. If the results do not follow through, you are going to be disappointed.”
![Spain Space Summit: Europe urged not to repeat tech underdog role ahead of talks](https://img.etimg.com/thumb/msid-105011236,width-100,height-75,resizemode-4/tech/technology/spain-space-summit-europe-urged-not-to-repeat-tech-underdog-role-ahead-of-talks.jpg)
Spain Space Summit: Europe urged not to repeat tech underdog role ahead of talks
Europe has carved out a leading role in climate observation, navigation and space science but has not targeted a prime role in human exploration, opting instead for a junior role in projects led by US space agency NASA or until recently Russia.
![Specialty chemicals companies would be fastest gainers, will see a moon landing type approach from Q2 onwards: Ajay Joshi](https://img.etimg.com/thumb/msid-103049746,width-100,height-75,resizemode-4/markets/expert-view/specialty-chemicals-companies-would-be-fastest-gainers-will-see-a-moon-landing-type-approach-from-q2-onwards-ajay-joshi.jpg)
Specialty chemicals companies would be fastest gainers, will see a moon landing type approach from Q2 onwards: Ajay Joshi
"The Latin American market is an underdog when it comes to personal care, home care chemicals, construction and chemical segments. Indian companies mainly focus on agrochemicals. India and Brazil are going to have a new FTA in place by year end. That will further boost the export of speciality chemicals and commodity chemicals from India to Latin America. Overall, the China price erosion phenomena will slowly die down towards the end of this fiscal year by Q4."
![View: From a scrappy underdog to the king of graphic chips, how long can Nvidia hold the crown?](https://img.etimg.com/thumb/msid-100722073,width-100,height-75,resizemode-4/tech/technology/view-from-a-scrappy-underdog-to-the-king-of-graphic-chips-how-long-can-nvidia-hold-the-crown.jpg)
View: From a scrappy underdog to the king of graphic chips, how long can Nvidia hold the crown?
The company’s graphics chips are mainly used for gaming, alongside professional applications such as 3D design. But an increasing number of its chips are being installed in data centers to help companies like Microsoft Corp., Alphabet Inc., OpenAI, and Amazon.com Inc. build their AI capabilities and offer those services to clients.
![Samir Arora on why Campus Shoes is a winner and does not need a underdog tag](https://img.etimg.com/thumb/msid-95746116,width-100,height-75,resizemode-4/markets/expert-view/samir-arora-on-why-campus-shoes-is-a-winner-and-does-not-need-a-underdog-tag.jpg)
Samir Arora on why Campus Shoes is a winner and does not need a underdog tag
“This month Campus Shoes is down 26%. But it will be a big winner over the next two-three years because there is a new category. Since listing, they have done very well and better than every other dog that you may have. My theory is that by 2025, relatively smaller positions of 2-3% per name rather than 5%-6% and nearly every year some 8-10 of them do well enough to change the portfolio and beat the market by a few percent.”
Sports apparel firm Under Armour shifts to distributor model
"We have acquired the assets of Under Armour in India and the core team has moved to the new company," said Goculdas who floated Underdog Athletics in April 2021 to prepare the takeover.
'Underdog' to 'Top Dog', N Chandrasekaran hails Tata Motors' turnaround
Chandrasekaran applauded the PV leadership team for reviving a dying business and giving it the energy to become a leader.
Weakness in demand bigger problem than margin pressure for consumer cos: Vinay Paharia
“Overall market levels are significantly at a premium to current values. The markets are pricing in much lower levels of interest rates for a fairly long period of time. So either the interest rates have to remain low and growth rates have to adjust downwards or vice-versa. In either case the markets then have to reduce valuations.”
Market Movers: Underdogs rejoice as Bharti Airtel, ITC run the show
Analysts had previously suggested that most of Vodafone Idea’s customers could move to Bharti Airtel, which could boost the company’s revenue and subscriber market share.
Long & Short of Markets: Underdogs to watch in Rally 4.0 & other top reads
The most predictable theme to play in the long run is consumer stocks as it is the most consistent, says Dalal Street veteran Raamdeo Agrawal.
Not the leaders, bet on underdogs next 6-12 months: Dipan Mehta
There is scope for PE re-rating in smaller and mid-sized players which have got hammered down.
Your car can make you rich: Triumph TR8 is a better investment than a Jaguar
Triumph TR8 prices have increased 27% over the past 3 years, according to the Hagerty Price Guide.
Boardroom lessons from WC underdogs Belgium, Croatia: Never underestimate the dark horses
Big teams with illustrious names were unable to leave their mark at the World Cup this year.
This earnings season, shun the high PE stocks, bet on underdogs for big growth
or the past few years, India has been showing a similar trend, where sectors with consistent earnings growth have witnessed solid PE expansion.
Die-hard Rajini fans lose out to companies in race for 'Kabali' tickets
The entry of companies and non-availability of early tickets for the public may take Rajinikanth away from the wider audience.
Underdogs take the helm at tech startups
Priyadarshi Lahiri now leads the development of cutting-edge technologies at Ed-GE Networks, an HR analytics firm that analyses resumes by the millions for large IT firms.
Jack Ma is the underdog that I have always been: Vijay Shekhar Sharma, founder, One97 Communications
'We believe we will be the most preferred selling platform for Indian merchants and the most preferred payment platform for Indian consumers.' says Sharma.
SMEs get a shot in the arm with loans from financial services companies
In addition to helping launch new brands and categories online, the loans have helped cos buy more stock and increase sales on e-commerce marketplaces.
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