Given the present uncertainty, we need to wait and watch on how the tariff situation evolves. However, it is likely that in the event of the imposition of the tariff, Indian companies may contemplate transferring all or part of these additional costs, as no other supplier can match the competitive pricing of Indian manufacturers.
Midcaps vs. Largecaps: Where should investors place their bets now? Sudip Bandyopadhyay answers
Sudip Bandyopadhyay of Inditrade Capital highlights the positive impact of auto price hikes on margins despite cost inflation, praises Bajaj Auto and Maruti, and advises caution with Ola Electric and Tata Motors. Opportunities in midcaps, defence electronics, cement, power, BFSI, and realty (including Phoenix, Oberoi Realty, and DLF) are noted.
Hero Motocorp shares in focus on Rs 525 crore investment in Euler Motors to enter electric 3-wheeler segment
Hero Motocorp shares: Euler Motors, operating in 30 cities across India, specializes in the design, manufacturing, sales, and servicing of electric three-wheelers. The company recently broadened its portfolio by launching its first electric commercial four-wheeler.
Positive Breakout: These 5 stocks close cross above their 200 DMAs
As long as the stock is priced above the 200-day SMA on the daily time frame, it is generally considered to be an overall uptrend.
End of overpricing? Mohit Gulati explains why IPOs must leave something on table for investors
The Indian IPO market is undergoing a significant shift as valuations cool off and investor sentiment evolves.
IndusInd Bank shares in focus as Crisil, CARE hold off on ratings watch
IndusInd Bank will be closely monitored after Crisil refrained from placing it on ratings watch due to derivative discrepancies under review. Moody’s has noted potential short-term profit impacts and raised concerns on internal controls related to the Bank’s current financial issues and leadership uncertainties.
IndusInd Bank shares in focus after Ashok Hinduja says no fresh capital sought; calls it an ‘opportune time’ for promoters to raise stake
IndusInd Bank shares: IIHL, the investment arm of the Hinduja Group, recently obtained in-principle approval from the Reserve Bank of India (RBI) to raise its stake in IndusInd Bank from 16% to 26%.
Bajaj Auto shares in focus after reappointing Rajiv Bajaj, announcing Rs 1,500 crore investment in credit unit
Bajaj Auto’s board has extended Rajivnayan Rahulkumar Bajaj’s term as MD & CEO for five years starting April 1. The company has also approved an Rs 1,500 crore infusion into Bajaj Auto Credit Limited for expansion. Rajiv Bajaj has been with the company since 1990, contributing significantly in various areas including manufacturing and marketing.
Time to buy the value? Deven Choksey on where to buy the dips
Deven Choksey of DRChoksey FinServ suggests that certain sectors like NBFCs, HFCs, manufacturers supplying to renewables, and engineering R&D companies offer significant value due to their corrective downside. He highlights the potential recovery in markets and optimism in metal, pharma, and IT sectors due to favorable economic conditions and reduced FPI selling.
Structural, long only money will come back to India, not China: Niranjan Avasthi
Niranjan Avasthi of Edelweiss MF highlights that while China offers tactical investment opportunities due to recent market rebounds, India remains a strong structural growth story. With the US market peaking, long-term capital is likely to prefer India’s promising economy over Europe’s catch-up phase or China’s temporary gains. Indian markets are attractive with strong growth prospects.