MADE IN INDIA WHISKY
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.
For investors with ability to think beyond FY27: 5 mid-cap stocks from different sectors with an upside potential up to 33%
The US blockade of the Strait of Hormuz, a claim by President Trump that negotiations are not dead in the water, and some tough talk from Iran. Together they ensured that confusion reigned over the fate of the Gulf war, with each cue impacting markets and crude oil prices in different ways. So, uncertainty is still the dominant theme for global markets. But then stock prices have also corrected, so the current situation presents opportunities as well.
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.
How wooden barrels shaped liquid history from oil to feni
Iran's planned oil toll through the Strait of Hormuz will generate significant revenue, a consequence of the 19th-century US decision to standardize oil measurement in 42-gallon barrels. This historical practice, born from early oil extraction in Pennsylvania, continues to influence global trade, demonstrating the enduring legacy of barrel technology.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
Over the next few trading sessions, the direction of indices like the Nifty and Sensex will be determined by news on ceasefire violations and the US-Iran talks. But what will finally decide the market’s trend will be earnings – and the biggest factor impacting earnings is the price of crude oil. So, if there is a flash about a ceasefire violation, but crude oil prices don’t react adversely, then maybe one should wait it out.
Time to be contrarian, but with one condition: 5 mid-cap stocks from different sectors with an upside potential up to 32%
Here’s what the street will see in the next couple of days: Discussions on whether the market has bottomed; or if an escalation in the war will lead to further decline. The yardstick used will be the Nifty and Sensex. But ask yourself a simple question: How does the level of these indices matter to a firm with a 25-year track record of producing farm equipment (and a monopoly in certain products)? Or to a pharma company that has just received US FDA approval for a new plant, and will soon start exporting to the US, pumping up earnings? So, with the headlines about the Nifty and Sensex and President Trump’s latest threat, time to think beyond what the world is focusing on.
- Go To Page 1
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%
The market is again abuzz with the possibility of peace in the Gulf. This has, however, happened in the past. There is, thus, no point in guessing what will happen if Iran ignores the latest deadline set by US President Trump. So, let the storm pass; till then, focus on the long term, and on sectors where companies are able to deliver numbers. 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.
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.
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.
These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 20% in one year, according to analysts
We may well see the Indian market underperforming other markets in the days ahead. Why? Because some sectors were facing headwinds even before the Gulf war began, and their numbers will obviously be bad. The only positive takeaway is that, in the past few days, the power of Indian diplomacy has been clearly visible – be it getting Indian ships out of the Strait of Hormuz or arranging alternative sources for LPG. These may appear to be non-economic developments, but the fact is that they have helped India maintain pump prices and avoid a spike in Inflation – at least for the time being.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
It has nothing to do with investing, but this one factor is important to understand as it can create confusion. We normally don’t talk about F&Os in this space. However, it is good to know in the current circumstances that, after a sharp fall, any upmove in the indices and some key stocks could be because of short-covering. They are usually sharp and might suggest a recovery in the market. But it may not be an actual recovery. Any recovery that is sustainable will have an element of market breadth – and anything without it is suspect.
5 stocks with consistent score improvement and upside potential of more than 34% in 1 year, according to analysts
A day after Budget 2026, the announcement of the India-US trade deal marked a big change in market sentiment. But things changed again soon enough because of the disruption in the IT sector – and now, the war. With bad news coming from all directions, you need to make a distinction between how this news impacts sentiment and how it impacts the real business of companies. 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.
Piccadily's Camikara notches top ranks to win best aged rum awards in international contests
Camikara, the Indian rum sensation, is capturing international attention with its remarkable acclaim. Triumphing at prestigious competitions like the Global Rum & Cachaça Masters in the UK and The Fifty Best's Aged Rum tasting in the US, this achievement signifies a pivotal moment for Indian distilleries.
Discover the art of distilling: A journey through Buffalo Trace Distillery's rich heritage
The only American distillery that never stopped making whisky (not through wars, fires, or even Prohibition) now brings 250 years of unbroken craft to India.
The bourbon revolution: How Buffalo Trace Distillery is capturing India's growing taste for American spirits
Urbane Indians are trading single malts for something smoother, sweeter, and less conventional. And Buffalo Trace is leading the charge.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%
Given the raging war in the Gulf region, the volatility quotient of global markets – including India – will remain high for some time. Getting into the business of predicting what will happen in the war and to oil prices is probably not the wisest thing to do at this juncture. The best thing to do as an investor is to be in control of your actions. And, at this point of time, the best action is probably to wait for the war clouds to clear and clarity to emerge on the geopolitical front.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%
There are two ways to deal with the uncertainty stock markets are experiencing at this point. One: Just stay out till all the event risks are over. Or, two: Use the uncertainty to look for opportunities – but with a long-term perspective. Both approaches have their positives and negatives, and one needs to decide which to adopt. But in both approaches, keep one thing in mind: More than anything else, the fundamentals of the business and its sector are the key.
Pawan Hans helicopter crashes in Andaman; Tejas Fleet grounded by IAF: India's largest aircraft manufacturer HAL faces fresh heat
India's top airplane maker Hindustan Aeronautics Limited (HAL) is under scrutiny after a Pawan Hans Helicopter crashed into the sea near Mayabunder. In another incident, the Indian Air Force grounded its Tejas fighter jet fleet for checks after one jet overshot a runway. Though HAL has denied these reports, these incidents have put the spotlight on aviation safety standards.
‘We shattered the Scotch myth’: Indri on winning global blind tastings and the rise of Indian single malt whisky
Indri, a prominent Indian single malt whisky produced by Piccadily Agro Industries Limited, has shattered the perception that premium single malt excellence belongs exclusively to Scotland, says Shalini Sharma, Head of Marketing at Piccadilly. Sharma explains how the storytelling and narrative of Indri played key roles in the rise of single malt in the country. Indri remains unfazed by the India-UK trade deal, Sharma says.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%
With the IT sector continuing to be the pain point for the market, it is essential to differentiate between what is leading to the fall in the market and what is causing volatility. Even on Monday, when the market was in the green, IT stocks were dragging down the indices. Also, in the next close to six weeks, there are many factors other than fundamentals that are going to drive stock prices. Tightened liquidity conditions for one and, of course, global developments that are still to play out in the currency and commodity markets.
Carlsberg said to begin $700 million IPO process for India unit
Danish brewer Carlsberg is gearing up for a significant move in India. The company is reportedly preparing for a potential listing of its Indian operations. This offering could raise as much as $700 million. Banks have been appointed to advise on the proposed share sale. A filing could happen as early as May.
Goan Urrak, Korean Soju and the potential of low-alcohol spirits
Goa’s seasonal spirit urrak, made from fermented cashew juice and distilled at a lower alcohol level than feni, remains largely unknown outside the state despite its popularity during the summer months. Light, fragrant and typically around 20% alcohol, it is enjoyed fresh, often mixed with Limca and ice, and has become a favourite among local bartenders for cocktails. In contrast, feni undergoes a second distillation, making it stronger and more intense in flavour.
As global luxury cools, Indian investors may be staring at a rare entry point in watches, whisky and wine
Globally, the luxury boom is cooling, with prices for prestige assets like watches and fine wines dropping 10-20%. However, India is experiencing a surge in demand for Swiss watches, with exports rising significantly. This presents a unique opportunity for Indian buyers to enter a market that is correcting worldwide but expanding locally.
From Berlin to Bengaluru: Europe’s beer giants bet big on India
Europe's beer market is stagnating, prompting brewers like Soufflet Malt to invest heavily in India, a booming market. With per capita consumption at just two litres, India presents immense growth potential driven by demographics, urbanisation, and favourable policy shifts.
India-UK, Oman FTAs likely from April; New Zealand deal expected in September, says Goyal
As India sets the stage for its economic expansion, the country is poised to launch free trade agreements with both the UK and Oman in April. By September, the deal with New Zealand is on the horizon. Enthusiastic negotiations with the European Union, Israel, and the Gulf Cooperation Council are currently making headway, alongside a revival of talks with Canada.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
In the short term, market sentiment is governed by how and why stock prices move. When prices are rising, you will hear 20 explanations for why they are doing so. Similarly, there will be 25 explanations for why they are falling. But, as always, in the long term, it is earnings and valuations that matter to the street. So, focus on how things are panning out in terms of the fundamentals and earnings of companies and sectors.
The case for gifting Weller bourbon this Valentine’s
Legacy American distillery Buffalo Trace swapped rye for wheat and created Weller. Now, the original wheated bourbon has arrived in India in gift packs that hit the spot.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
As an investor, it is good to look ahead to how the earnings and fundamentals of a sector are panning out, even while maintaining a bullish stance. The street is clearly indicating that, in the near-term at least, it is going to be selective even if it has a bullish bias. Only if earnings have been better in Q3 (and Q4 earnings visibility is good) will it likely reward a stock.
Load More
