INDIA TEXTILE STOCKS
These 9 banking stocks have an upside potential of up to 27% in 1 year, according to analysts
We are in times when a statement by US President Trump can cause crude oil prices to drop sharply and another by Iran can push them back up. So, expecting rational behaviour in the equity markets is probably expecting too much. At this point of time, it is all about relative performance. So, can banking stocks outperform in a long phase of correction? Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.
$12 billion Trump tariff refund for Indian exporters. Which stocks may benefit?
Tariff refunds are set to begin after the US Supreme Court ruled Donald Trump’s tariffs unconstitutional. US Customs and Border Protection has launched the first phase of its refund system, allowing importers to file claims—potentially benefiting export-focused companies.
Trump tariff refunds begin today: Gokaldas Exports, Avanti Feeds, other textile and shrimp stocks rally up to 7%
Export-oriented shrimp and textile stocks rallied up to 7% on Tuesday after the US began rolling out refunds for tariffs imposed during Donald Trump’s presidency, following a Supreme Court ruling that struck them down. Companies like Gokaldas Exports and Avanti Feeds saw strong gains as investors bet on improved US demand and stability ahead.
Govt reduces jute stock limits to zero
The government has set raw jute stock limits to zero for traders and balers. This move aims to ensure fair distribution and prevent hoarding. Jute mills and processing units can hold stocks for 45 days. These measures intend to stabilize jute supply and support farmers, manufacturers, and consumers. Entities must declare stock positions fortnightly.
Why Motilal Oswal’s BFSI fund is betting big on capital market ecosystem: Prateek Agarwal of Motilal Oswal AMC
Prateek Agarwal of Motilal Oswal AMC highlights a shift in financial sector growth from traditional banking to capital markets like AMCs, brokers, and exchanges. He discusses how recent trade deals with the US and EU boost India's manufacturing and investment appeal, potentially reversing FII outflows and strengthening the rupee.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
Over the next few days, as an investor you need to make a clear distinction on one front: Buying happening in a sector at a lower level, and short covering. Why? Because short covering-led upmoves don't sustain. Also remember: Whether an upmove in the broader market will sustain or not also depends on how the Q4 earnings season pans out. As of now, no major trouble spots have emerged.
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ET Prime Special Series: Multibagger or Bankrupt - Part 54: Will manufacturing capability help this firm move into defence space?
The auto ancillary sector is being forced to answer a difficult question: When technology changes, which suppliers remain relevant and which get left behind? This company stands out because it is not built around one narrow-end market. It has automotive at the centre, but also has exposure to engineering, defence, aerospace and other industrial segments. That wider presence offers some support. Still, the main issue remains unresolved. A meaningful part of its current auto-linked basket belongs to the old combustion era, while its manufacturing capability may still travel into newer applications. This is less a collapse story and more a test of adaptation.
These 10 private and public banking stocks have an upside potential of up to 30% in one year, according to analysts
As far as fundamentals are concerned, most banks have continued to show improvement on critical parameters like NPAs. But if inflation rises and impacts credit growth (which has been an area of some concern), these stocks could take a hit. Now, why we are talking about inflation is obvious: Rising crude oil prices. That’s bad news for the Indian economy and the markets. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%
It is tough to think positively about the markets when all the news is about blockades, wars, and everything that can disturb the global economy. But remember this: Whatever its intensity or length, there is enough historical evidence to show that markets have a greater probability of trading at a higher level a few months after a war. And no war in the Gulf has dragged on. So, all one needs is patience – and the ability to think beyond the war.
D-Street superstars go crash hunting: What Ashish Kacholia, Mukul Agrawal and others bought in March quarter?
Top Indian investors used the March-quarter market correction to selectively buy beaten-down and smallcap stocks, despite weak overall sentiment. Radhakishan Damani made a contrarian entry into TSF Investments after a steep decline, while Mukul Agrawal picked up a stake in True Colors.
Good time to start SIPs: ICICI Prudential AMC's Sankaran Naren explains why markets are more attractive now
Sankaran Naren explains why markets are more attractive but unlikely to deliver outsized returns and shares his macro-driven approach with Sanket Dhanorkar.
Ceasefire calm sparks bargain hunting in beaten-down stocks
Following a US-Iran ceasefire, bargain hunters are cautiously investing in stocks heavily impacted by the West Asia sell-off. Sectors like aviation, travel, and oil marketing companies saw sharp rebounds, though analysts debate the sustainability of this recovery. Stronger investor interest is noted in quality large-cap stocks in banking, pharmaceuticals, and FMCG, which were less directly affected by the conflict.
Mukul Agarwal buys 1.6% stake in True Colors; shares trade 10% below IPO
Ace investor Mukul Agarwal added a 1.62% stake in True Colors during the quarter ended March 31, purchasing nearly 4 lakh shares in the company.
These 8 private and public banking stocks have an upside of up to 28% in one year, according to analysts
The markets will react to the two-week conditional ceasefire announced by US President Trump and accepted by Iran, also conditionally. There are still many missteps that might occur and it remains to be seen how freely Iran permits ships to pass through the Strait of Hormuz. And, most importantly for the Indian markets, how crude oil prices react. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.
View: Rupee at 100 will be a harsh check on India’s ambitions
Rupee fall: In a serious twist, India's currency is on a steep decline, echoing previous economic upheavals. A mix of global influences and local policies has resulted in a weakened rupee, affecting everyday expenses for citizens, the financial burden of education, and the overall fiscal health of the government.
Rupee at 100 will be a harsh check on India’s ambitions
India's rupee has hit record lows, exacerbated by Middle East conflict and domestic economic fragilities. The Reserve Bank of India's currency controls backfired, signaling a loss of confidence. A rupee at 100 threatens to increase living costs, strain government finances, and impact aspirational spending, posing a harsh check on the nation's ambitions.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
When will the Gulf war end? No one can answer that with any certainty. But whenever it ends, the probability is that volatility will continue for a while in most emerging markets, including India. We might, in fact, see the Indian market underperforming other markets. The reason we are saying this is because some sectors were facing headwinds even before the war began. And for others, things are not going to be easy.
Think beyond the war? 8 stocks from different segments of the engineering and capital goods sector, with upside potential of 6 to 42%
At this point of time, anything related to the Middle East is in trouble. Unlike past Gulf wars, the whole region is affected this time, with major damage to oil and gas infrastructure. So, yes, in the short term, a number of sectors and companies will be under pressure. There is, however, another way to look at it. When the rebuilding starts (and be sure that it will start as soon as the war ends), there will be some companies that will be in advantageous positions. Some will be direct beneficiaries, while some would benefit indirectly from the rebuilding.
INOX Air Products plans $1 billion IPO, appoints bankers, sources say
INOX Air Products, a joint venture between American Air Products and Chemicals and India's INOX Group, is gearing up for a significant $1 billion IPO in Mumbai. The industrial and medical gas maker has appointed Kotak, JPMorgan, and Citi to manage the offering.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
The probability is high that the earnings of a large majority of sectors will suffer because of the Gulf war. For instance, sectors where natural gas is a key input were taking a hit in the very first days of the war itself. So, their Q4 numbers will be hit. As the war continues, there are clear indications that gas supplies will remain disrupted for some time to come. For many companies, it could mean trouble even for their Q1 numbers. In fact, sectors like QSR and tourism-related entities may also now come under pressure.
Indian gas maker INOX Air Products plans $1 billion IPO, appoints bankers, sources say
Indian industrial and medical gas maker INOX Air Products is planning to launch a $1 billion initial public offering in Mumbai, and has appointed Kotak, JPMorgan and Citi to manage the IPO, three sources familiar with the matter said.
Macro shock, macro strength: 9 stocks from different sectors but with one common factor, and upside potential of up to 32%
When any conflict in the Gulf region escalates, the market usually reacts first and asks questions later. At this juncture, when every stock has suffered another round of decline, investors are probably thinking about what will happen to their portfolios in light of the ongoing war. That instinct is both natural and understandable. But remember: This war will end and the market will get back to doing what it normally does – reward companies with growth and earnings.
5 stocks with consistent score improvement and upside potential of up to 32% in 1 year, according to analysts
At this point of time, there is a cocktail of headwinds impacting equity markets everywhere, but especially so in India. We are currently at the fag end of a period where liquidity has traditionally been lower in the run-up to the financial year ending on March 31. This happens every year around this time. So, the real test for the Indian markets is coming up. How much of what has been happening in the market was because of the domestic liquidity issue and how much was – and is – about the US-Israel-Iran war raging in the Gulf region?
One reason is a must – and good enough to look beyond the war: 5 stocks from different sectors with upside potential of up to 31%
When you look at the history of companies that have created wealth, you will find one thing in common: All of them have something that sets them apart from their peers. It could be anything: A brand, or large market size, a product, or market share built over a period of time. And their managements would also have had the experience of dealing with all kinds of crises and economic cycles. These traits ensure the company will (and has the ability) to remain focused on earnings. War or no war.
Stocks in news: M&M, Kotak Bank, Adani Green, United Spirits, Interarch Building Solutions, Welspun Corp
Indian stock markets surged on Tuesday. This rise followed positive news from US-Iran negotiations. Major indices like the Nifty and Sensex saw significant gains. Several companies including Mahindra & Mahindra and Kotak Mahindra Bank will be in focus today due to recent developments and upcoming financial results.
4 stocks with consistent score improvement and upside potential of up to 22% in one year, according to analysts
Another down day and another week when the market has started with a cut. There is, at this juncture, no point in guessing what will happen to the Nifty and Sensex. Because that is dependent on many things which have nothing to do with fundamentals. So, let the storm pass; till then, it would be better to focus on sectors where there is little or no connection with crude oil. 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.
As Iran war disrupts the Gulf, India's growth story faces new risks
India's economy faces new challenges. Strong growth is threatened by rising energy prices and disrupted trade. The Middle East conflict impacts oil and gas supplies crucial for India. Remittances from Indian workers abroad are also at risk. This situation could lead to slower growth, higher inflation, and a weaker currency for India.
FPIs dump Rs 31,831 crore in financials as total outflows hit Rs 52,703 crore in a fortnight
Foreign portfolio investors pulled out Rs 52,703 crore from Indian equities in the first half of March, with financials bearing the brunt. Broad-based selling, rising crude oil prices and geopolitical tensions weighed on markets, while select inflows into capital goods and metals indicate continued interest in domestic capex and infrastructure themes.
G-Force of Dhando & Dhurandhar: The cultural code behind Gujarati enterprise
Gujaratis are renowned for their remarkable entrepreneurial achievements, significantly shaping India's economic landscape. Their business acumen dates back to ancient maritime endeavors, transitioning through the establishment of textile mills and advancing into industries such as chemicals and pharmaceuticals. This entrepreneurial drive thrives in a culture that embraces risk-taking, values fiscal prudence, and capitalizes on robust global connections.
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