FMCG in a sweet spot after GST cuts and monsoon boost: Rajat Sharma
"For disclosure, HUL and Asian Paints have been my top picks since the beginning of this year, and I have mentioned this on your channel before. The slowdown in consumption…
Explained: Why Reliance Industries shares fell 3% after reporting highest-ever profit
Shares of billionaire Mukesh Ambani-led conglomerate Reliance Industries (RIL) fell 2.7% to Rs 1,436.85 on BSE in Monday's trade despite reporting its highest-ever profit and EBITDA in Q1 results announced…
Asian Paints shares up 8% in 1 week amid rising momentum, even as regulatory clouds loom
Shares of Asian Paints have gained 8.3% over the past week, rising as much as 1.8% on Thursday, as falling crude prices boosted investor optimism around improving margins for India’s…
IT in a trading zone; defence out of reach of value investors: Digant Haria
Digant Haria, Co-founder, GreenEdge Wealth, says IT stocks face muted expectations due to AI risks and economic uncertainty, favoring technical trading over fundamental analysis. The defence sector, experiencing strong growth…
Global tensions may hit aviation in short-term, but IndiGo remains a strong pick: Sandip Sabharwal
"I think this sale also is likely to be that of Reliance which was left off last week. Now they do not get 2200 crores, they get overall I think…
QSR growth faces headwinds as online food platforms capture investor focus: Pankaj Pandey
"When you look at steel as a sector, the context is that the price is at a four-year low, then we had imports at a 10-year high and with 12%…
Volatility driven by defence concerns; too early to predict market direction: Sandip Sabharwal
"Pace of recovery will depend on the pace at which profitability sustains and stabilises and volumes improve. But on risk-reward now after a period of three-four years we are now…
DMart, Trent, HUL among top UBS picks as brokerage bets on consumer sector rebound in FY26
UBS has turned bullish on India’s consumer sector, projecting 13% earnings growth for FY26 and naming Avenue Supermarts, Trent, and Hindustan Unilever as its top stock picks. The brokerage upgraded…
Despite rising crude prices and falling rupee, don’t expect too much inflation in Q4: Amit Syngle, Asian Paints
Amit Syngle, MD & CEO, Asian Paints, says many paint companies are facing mixed impact from new market entrants. Some newcomers are thriving and others are struggling. The lower end…
Q3 results this week: SBI, ITC, LIC among 748 companies to announce earnings
Nearly 748 companies will announce their quarterly earnings this week. Key results to watch out include from Asian Paints, Titan, Airtel, Power Grid, Divi's Labs, Tata Power, Torrent Power, Info…