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Tactical investing: 6 stocks for your watchlist as the Gulf rebuild approaches; 4 with positive upside potential of up to 25%
Peace is something that has eluded West Asia a long time. For old Gulf watchers, statements and counter-statements of the kind seen in the last 48 hours are nothing new. That is probably the least to expect in times of conflict. And, when negative headlines dominate, it is tough to think rationally, especially when it comes to the stock markets. In such circumstances, it is useful to have the ability to be somewhat contrarian.
The right mix: Annuity income, domestic focus and fresh demand. 6 power sector stocks with upside potential of up to 40%
The failure of the US and Iran to arrive at an agreement to end the Gulf war will only rattle global markets further. But even in the midst of all the uncertainty and turbulence, there have been some sectors that have displayed resilience. Focused on domestic demand with annuity-like income streams from regulated tariffs, these sectors offer stability when global risks loom. One such sector has long suffered customer payment woes despite growing demand, but now stands to benefit from a new development that will push demand higher, but with deep-pocketed clients and assured payments.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
If you are putting fresh money into the stock market (or even looking to rejig your existing portfolio), it would be best not to react to what the Nifty, Sensex, or other sectoral indices are doing. At least for the next few sessions, or maybe even till the conflict in the Gulf region is in the past. The reason is simple: A short covering in beaten down Nifty stocks – or, in fact, even in Nifty futures – is good enough to pull the index back up on some days. It is an uptick that has nothing to do with the general mood and trend of the stock market.
Indian tile makers feel heat of Mideast war energy crunch
Blazing-hot kilns in India's $6.5 billion ceramics manufacturing hub employing hundreds of thousands of people have gone cold, shut down in an energy crunch caused by the Middle East war.
Green H2 blending can help cut gas, fuel imports: Prahlad Joshi
Green hydrogen blending in city gas and mobility can cut fuel imports. Minister Pralhad Joshi highlighted this potential. Pilot projects show feasibility. India is building a coordinated system for energy security. Green hydrogen and green ammonia are key to self-reliance. This effort strengthens domestic capability and resilient supply chains.
Exchange of green ammonia agreements a historic step towards sustainable fertiliser production: Union Minister Nadda
The initiative aims to reduce carbon emissions and ensure long-term energy security. Indian fertilizer companies have secured stable ammonia supply for ten years.
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5 stocks from different sectors with score improvement and upside potential of up to 33% in one year, according to analysts
While today’s market is surely pricing in the fresh developments in the Gulf region, also remember it is, in some senses, the last day of the current financial year. That is the reason why sectors like banks – which are still sitting with gains despite all the corrections – are witnessing strong cuts thanks to profit-booking. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
CII commends govt response to West Asia crisis, outlines 12-point agenda for industry resilience
Confederation of Indian Industry (CII) today commended the Government of India for its swift, coordinated and well-calibrated response to the disruptions arising from the West Asia crisis, and called on industry to complement these efforts through responsible and constructive action. While the policy response has mitigated immediate risks, the evolving situation requires continued coordination between the government and the industry. CII has therefore outlined a set of actions that the industry may consider in the current context.
A decade of global climate caution is sealed by India’s wary goals
India has adopted a cautious climate strategy through 2035, focusing on reducing emissions intensity rather than absolute cuts, even as global attention shifts to its role after policy pullbacks by the United States and modest targets from China.
Don't buy HDFC Bank yet, but don't sell it either. Nischal Maheshwari on what the smart investor is doing
Market expert Nischal Maheshwari advises patience amidst geopolitical and corporate governance concerns, highlighting HDFC Bank's attractive valuation but urging caution. He sees long-term gains for L&T from Middle East reconstruction and believes IndiGo's stock reflects most of its headwinds. Maheshwari also favors established distributors for GLP-1 drugs and larger players in the microfinance sector.
West Asia turmoil: L&T backs government to back capex, flags need for deficit headroom
Larsen & Toubro advises the Indian government to maintain capital expenditure, even if it means a wider fiscal deficit. The company suggests increased borrowing to fund infrastructure projects. This spending is crucial for achieving Viksit Bharat 2047 goals. The ongoing Middle East conflict may accelerate the adoption of green energy sources.
India Inc sees supply chain strain from Middle East conflict, backs govt response
The West Asian conflict is disrupting global shipping, energy, and supply chains, impacting Indian companies with shipment delays and input pressures. However, India entered the crisis from a position of strength, with the government taking swift measures to manage the fallout and enhance economic resilience.
Supply chains face 'hard lockdown' amid escalating West Asia conflict: Kotak Mahindra's Anindya Banerjee
Managing the current crude oil, CNG, and LPG situation in India has become a primary focus as global supply chains face a "hard lockdown" due to escalating conflict in West Asia. India is leveraging its unique diplomatic standing to secure energy supplies despite significant disruptions at the Strait of Hormuz.
India to start carbon credit trading after four months: Power minister Manohar Lal
India will launch formal carbon credit trading in four months, Power Minister Manohar Lal announced, marking a key step toward building a structured carbon market. The government has already laid out the framework under the Carbon Credit Trading Scheme, which includes both compliance and voluntary markets.
Sing the Body Electric: Why Iran War is India’s Edison Moment
The dangers of depending on oil imports have once again been exposed. It's time to start thinking long term about ways to electrify our economy. They are already a key power source for our households, but we need to cannonball efforts to make it a source to manufacture molecules, materials as well as machine learning.
Buy, Sell or Hold: Morgan Stanley remains overweight on RIL; Elara Capital retains buy on PVR Inox
Brokerages remain bullish on select large-cap stocks, with Morgan Stanley overweight on Reliance Industries citing green energy monetisation, and Elara Capital backing PVR Inox on strong content and improving metrics. Goldman Sachs stays positive on BEL amid robust defence order inflows, highlighting sustained earnings visibility and long-term growth potential.
These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 23%, according to analysts
For the last few days, the news tickers of business channels have carried this news: 40 out of the Nifty 50 stocks have ended in the red. Given how the international situation is panning out, we will likely see more such headlines. In such a situation, one needs to think and act. As a first step, you could bring stocks onto your watchlist. But that does not mean you do nothing at all after that. You need to act when the time is right.
India's most trusted stock wipes out nearly Rs 3 lakh crore this year. Is RIL still a value bet?
Reliance Industries, a major Indian conglomerate, has seen its market value drop by nearly Rs 3 lakh crore this year. This decline is attributed to softer refining margins and significant investments in new energy projects. While core businesses remain strong, the company is in a transition phase. Investors are watching for future earnings growth from its diversified ventures.
ACME Solar raises Rs 2,300 crore from NaBFID
ACME Solar Holdings has secured ₹2,300 crore via a 15-year term loan from NaBFID to refinance dollar bonds maturing this year. The loan, priced between 8% and 8.50%, is backed by revenues from 12 operational solar SPVs, ensuring repayment comfort for the lender.
L&T's 5% drop an overreaction but the Middle East risk is real, says Sumit Kishore of Axis Capital
Larsen & Toubro shares fell nearly 5% amid Middle East tensions, but an analyst believes it's too early to cut earnings estimates. While the company has substantial exposure to the region, its diversified project footprint and strong order pipeline offer resilience. Investors are advised to watch for L&T's upcoming strategic plan, which could serve as a positive catalyst.
360 ONE's Mayur Patel spots opportunities in 4 sectors for your FY27 portfolio
Mayur Patel of 360 ONE Asset Management sees improving structural drivers in financials, telecom, commercial vehicles, and integrated solar manufacturing, which are not fully valued for their medium-long term earnings. He highlights easing liquidity, trade deal benefits, and potential for revived foreign flows, while cautioning on AI disruption in IT services and rich valuations in FMCG and Defence.
Time to use the ‘ecosystem’ prism to look at sectors undergoing transformation? 5 large-caps with upside potential of up to 37%
The transformation of the IT sector ecosystem due to AI is making the headlines these days. But there are other sectors where the whole ecosystem is changing. Some of it may be due to AI, but change has been happening on a standalone basis as well for quite some time. Now, companies that form part of an ecosystem may well be different sectors, but there will be a common thread which runs through them. And if the underlying theme has a strong element of sustainability, perhaps it makes sense to have them on your watchlist.
The biggest challenge of AI is freeing and nourishing natural intelligence
Artificial Intelligence promises significant changes, potentially displacing many jobs. However, human creativity and innovation, termed Natural Intelligence, will be key to adapting. This innate human ability has historically helped us manage technological shifts. Developing and nurturing this Natural Intelligence is vital for individuals to master AI and shape a positive future, rather than becoming its victims.
Indo-UK offshore wind task force launched, India crosses 272 GW non-fossil fuel power capacity
India and the United Kingdom have launched an Offshore Wind Taskforce. This collaboration aims to accelerate India's renewable energy goals. India has already achieved significant non-fossil fuel capacity. The taskforce will focus on ecosystem planning, infrastructure and financing for offshore wind projects.
India records lowest-ever price for green hydrogen in tender
Green hydrogen has been widely touted as a solution for hard-to-abate heavy industries like steel and cement, but demand and usage remain low, leading many investors to back out of projects. In India, low renewable energy costs, along with government incentives, including financial aid for green hydrogen production and equipment manufacturing, have helped the nation achieve competitive rates.
Sun shines on Waaree Energies as tariff clouds clear
Waaree Energies' shares surged following a US-India trade deal easing tariffs, boosting export prospects. The company also reported strong Q3 results, exceeding Ebitda guidance and expanding its order book. Strategic backward integration and diversification into BESS and green hydrogen further underpin its growth trajectory.
Multiple steps taken to reduce green hydrogen cost: MNRE Minister Shripad Yesso Naik
The Indian government is actively promoting green hydrogen production through the National Green Hydrogen Mission, aiming to establish India as a global hub. Production incentives for electrolyzers and green hydrogen, along with ISTS charge exemptions, are key measures being implemented. India's green hydrogen capacity is projected to reach 5 million metric tonnes per annum by 2030.
India sees green ammonia exports starting as early as 2028
India aims to export green ammonia starting in 2028. This move supports the nation's goal to lead in clean hydrogen. Discussions are underway for supply deals with European and Japanese consumers. The government is also working to boost local demand for green hydrogen and green methanol. Renewable energy integration and local manufacturing are key priorities.
DeepDive: India’s green hydrogen journey starts at Rs 397 per kg
India's price discovery marks progress, but the jury is still out on competitiveness.
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