Jubilant FoodWorks outpacing QSR sector as market share gains driving stock surge: Abneesh Roy

Jubilant FoodWorks outpacing QSR sector as market share gains driving stock surge: Abneesh Roy

“Also, the marriage season is going to be better and that will help a lot of the discretionary demand in terms of gifting, in terms of paints, etc. So, we do see that volume growth for most companies in H2 should be better, plus pricing growth of 2% to 3% will gradually come back,” says … Read more

Financials and renewables are the next big bets, says Nilesh Shah

Financials and renewables are the next big bets, says Nilesh Shah

“When we look at their growth and add it up, I believe consumer demand is still growing. Consumption patterns are shifting—some categories are mature, while others are emerging. This growth is fueled by aspirational India, and as investors, we need to identify those emerging categories and opportunities,” says Nilesh Shah, Envision Capital. ET Now: It … Read more

Nilesh Shah on India’s next big growth plays and why market corrections are just short-lived blips

Nilesh Shah on India’s next big growth plays and  why market corrections are just short-lived blips

“I mean individual positions yes, but otherwise I still think it is well contained and every quarter, every four-five months we see a situation where markets do correct or there is a correction of 5% to 10% which is relatively short lived and it bounces back,” says Nilesh Shah, Envision Capital. Josh and hosh right? … Read more

L&T shares jump 2% as JP Morgan initiates coverage, predicts 25% upside potential

L&T shares jump 2% as JP Morgan initiates coverage, predicts 25% upside potential

Shares of Larsen & Toubro (L&T) today surged 2% to the day’s high of Rs 3,555 on BSE after the global brokerage firm JP Morgan initiated coverage on the stock with an ‘overweight’ rating and a target price of Rs 4,360, an upside potential of 25%. The global brokerage firm believes that the stock seems … Read more

Why Fed rate cuts could boost India’s growth stocks? Sunil Subramaniam explains

Why Fed rate cuts could boost India’s growth stocks? Sunil Subramaniam explains

“Even if you invest in five and only one or two succeed, they could still pay off under a risk-reward framework. So, it’s a combination of excess liquidity and the clearer path to profitability you mentioned,” says Sunil Subramaniam, Market Expert.The list of stocks is getting quite extensive. Do you think one of the reasons … Read more

Vande Bharat will boost growth in North Andhra region: traders

Vande Bharat will boost growth in North Andhra region: traders

Union Minister for Civil Aviation K. Rammohan Naidu and MLA Bonela Vijayachandra wish passengers of Vande Bharat Express at Parvatipuram on Monday (September 16, 2024) evening. | Photo Credit: The Hindu Public representatives and members of various organisations expressed hope that the Vande Bharat Express introduced between Durg and Visakhapatnam would boost business activity both … Read more

GenAI can turbocharge lifesciences growth if choices are selective, deliberate: HFS Research – ET HealthWorld

GenAI can turbocharge lifesciences growth if choices are selective, deliberate: HFS Research – ET HealthWorld

Bangalore: HFS Research has released a report in collaboration with Indegene, elaborating how Generative AI (GenAI) can turbocharge lifesciences growth if choices are selective and deliberate. The report offers a comprehensive analysis and an executive playbook for lifesciences leaders aiming to harness the transformative potential of GenAI to drive growth and innovation in a competitive … Read more

FPIs invest Rs 11,000 crore in India in first week of September. Will US jobs data increase flows?

FPIs invest Rs 11,000 crore in India in first week of September. Will US jobs data increase flows?

Foreign Portfolio Investors (FPIs) invested a total of Rs 9,642 crores in equity through exchanges and an additional Rs 1,388 crores in the ‘primary market and others’ category in early September. The FPIs showed strong interest in the Indian market, reflecting its resilience amid global uncertainties. “The latest jobs data in the US indicates slowing … Read more