AUTO COMPONENT INDUSTRY
How to invest this Diwali: ICICI Prudential AMC’s Chockalingam Narayanan shares his Samvat 2083 playbook
As investors prepare for Samvat 2083, the focus is shifting towards companies with strong earnings and cash flows. ICICI Prudential AMC suggests that the market is valuing current earnings more than distant growth predictions. The recovery in IT stocks may signal changing technology spending trends, but caution is advised. Opportunities in India's manufacturing and investment landscape could arise from supply-chain diversification and new trade agreements.
Diwali 2026 wealth creators: 8 BSE 500 stocks shrug off market weakness, deliver up to 191% returns; do you own any?
Eight BSE 500 stocks more than doubled investors’ wealth since Diwali 2025, led by Aditya Infotech, HFCL and Welspun Corp. As Samvat 2083 begins, brokerages expect earnings-led growth, favouring selective investments across banking, manufacturing, consumption, exports and technology amid valuation concerns.
Investors in other markets would be envious of India multiples: Rich Handler, chief executive of Jefferies
Jefferies CEO Rich Handler believes Indian equities remain reasonably valued despite the market correction and says easing long-term capital gains taxes could attract foreign investors. He sees opportunities in India's AI and data centre sectors, argues that global capital outflows reflect external pressures, and believes concerns about an AI bubble warrant a healthy pause rather than alarm.
Rs 10 lakh to invest this Diwali? Why experts favour largecaps and debt for a 5-year horizon
As investors gear up for Diwali, allocating ₹10 lakh thoughtfully is pivotal. Experts highlight large caps and debt instruments as primary focuses, while midcaps and smallcaps demand meticulous evaluation due to their inflated valuations. Gold serves as a protective asset, and involvement in international equities should be limited. Crafting a diversified portfolio built on robust fundamentals is essential for long-term success.
US tariff relief unlikely for Indian auto parts makers despite Democrats’ Congress sweep
Indian auto component makers see little prospect of near-term relief from steep US tariffs despite Democrats gaining control of Congress. President Donald Trump can veto legislation seeking to challenge his trade policies, while overturning that veto requires a two-thirds majority in both chambers. Industry executives see progress in bilateral trade talks as key.
These mid-caps have ‘strong buy’ & ‘buy’ recos and upside potential of up to 28%, according to analysts
Global markets on Wednesday celebrated the outcome of the US mid-term election as well as a sharp drop in oil prices. Oil prices, which at the end of last week were at about $118 to the barrel, are now under $95. The hope clearly is that Democrat control of both chambers of the US Congress will pressure the Trump administration to pursue a diplomatic end to the conflict with Iran in the Gulf.
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ET Prime Special Series: Multibagger or IBC - Part 83: Under this auto ancillary’s hood, sales and profits tell different stories
Some auto suppliers spend years trying to win a major customer. This business has been associated with one for four decades. That has helped build manufacturing scale, product capabilities, and a presence near auto plants. But it also creates an unusual equation for investors. Nearly 90% of the company's FY26 revenue is from sales to one related customer. Its portfolio spans parts that can survive the EV transition and others more closely tied to ICE vehicles. The story is about how durable customer access becomes durable returns.
Time to pick the right business, hold it longer: 5 stocks from the auto ancillary space with upside potential of up to 20%
In times of uncertainty in the market, investors should look for sectors where there is some underlying transformation taking place that is bigger, and will last longer, than the impact of any war or election results. One such is the auto ancillary sector.
Premji's deeptech bets; Razorpay gets IPO nod
Happy Thursday! Premji Invest is stepping up its bets on defence and aerospace manufacturing.This and more in today’s ETtech Morning Dispatch.
Premji Invest goes big on strategic output & tech
Premji Invest and Singularity AMC are likely to lead a $30-40 million round in Sanlayan at a valuation of about $200 million, according to the people. Separately, Premji Invest is in advanced talks to lead Hical’s first institutional funding round of $30-40 million, alongside TVS Capital.
Stocks in news: NSE, BSE, SBI, Happiest Minds, MCX, IEX and Minda Corp
The Indian stock market continues its upward momentum, with the Nifty 50 showing a robust rally and hitting significant resistance levels. Major players like NSE and SBI have posted remarkable quarterly results, illustrating their strong profitability and revenue growth. Firms such as Happiest Minds Technologies and the Multi Commodity Exchange of India contributed positively to the market's performance.
Tata Motors-Iveco will focus on building a global CV business: N Chandrasekaran
Tata Motors announced its acquisition of Iveco Group to enhance its global commercial vehicle operations. The $4.32 billion deal aims to improve growth and diversification rather than consolidation. This merger combines their strengths across different markets and technologies to increase revenue and sales volume. Both companies will collaborate on electric vehicles and components, leveraging Tata's extensive distribution network.
Beyond tech: Kotak MF’s Shibani Kurian on India’s next innovation-led winners
Innovation-led investment opportunities in India are extending well beyond technology, with healthcare, auto components and industrials emerging as key areas of interest, according to Shibani Kurian, Head of Equity Research and Senior Fund Manager at Kotak Mahindra AMC. “Innovation can be seen across sectors and not necessarily limited to technology,” she said.
Most wanted stocks 2026: 6 stocks mutual funds are buying even as markets slump
Stock market investors are growing wary as prices continue to drop amid broader economic issues. Nevertheless, mutual fund managers are optimistic, identifying many investment opportunities during this downturn. The article identifies six stocks that have seen a rise in mutual fund investments, showcasing their resilience and growth potential during tough times. This analysis offers investors valuable insights to enhance their future strategies.
These mid-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
When a market is as jittery as it is right now, poor numbers are treated harshly. A new-age company in the business of buying and selling used cars reported numbers that fell short, and the street punished the stock severely. But it is not just the clear misses. Anything that is well-owned and presents disappointing numbers is seeing double-digit cuts.
ET Prime Special Series: Multibagger or IBC - Part 82: This auto ancillary’s name tells only 20% of the story. What’s the other 80%?
The shift towards electric vehicles, or EVs, is forcing traditional auto-component suppliers to reconsider their future. For some, it threatens core products. For others, it creates opportunities in components that can survive the death of the combustion engine. This supplier finds itself on both sides of that transition. Its original business is exposed to ICE vehicles, while its manufacturing division has developed products relevant to EVs. Alongside, the company is pursuing other initiatives. Will these translate into stronger profits, or will rising financial obligations limit the benefits?
India, Mexico begin talks for trade pact; aim to boost commerce, investments
India and Mexico have initiated negotiations for a preferential trade agreement to enhance bilateral trade and investment. The agreement aims to create new economic opportunities while addressing market access, customs procedures, and trade facilitation. Discussions included organising a Mexican business mission to India in early 2027 to improve commercial ties. India had a trade surplus with Mexico, largely due to exports in autos and pharmaceuticals.
Tyre stocks: Hit by a headwind on costs, not on demand: 4 tyre stocks with upside potential of up to 29%, according to analysts
For years, this sector has had to deal with the dumping of cheap imported tyres. That particular headwind has eased now, and for an unusual reason. The rise in natural and synthetic rubber prices that is squeezing margins at home has also pushed up the cost of those imports. So, dumping is now less of a threat than it used to be.
Banks worry more about geopolitics than borrowing costs, survey shows
Geopolitical risks and supply-chain disruptions are major barriers to private sector capital expenditure growth. A survey indicates that banks anticipate over 9% growth in industrial credit in the coming months. Public sector banks exhibit greater concern over these risks compared to private and foreign banks. Key sectors expected to experience credit demand include infrastructure and auto components.
India Inc wants AI talent to transform manufacturing space
Manufacturing firms are increasingly focusing on integrating artificial intelligence into their operations for efficiency. Companies such as Honeywell Technologies and RPG Group are actively searching for AI and digital leaders. These leaders are expected to bridge the gap between technological advancement and manufacturing processes. Companies are also searching for talent in overseas markets, particularly among Indian-origin executives.
India to remain top of the Asian pie for Advent
Advent International has successfully raised $30 billion for its global buyout and mid-market funds. The firm plans to invest significantly in India, expecting healthy GDP growth in the country. With recent investments including Yatharth Hospitals and Aditya Birla Housing Finance, Advent remains confident in the Indian market potential. The new fund is set to target various sectors including healthcare, technology services, and industrials.
5 stocks with consistent score improvement and upside potential of up to 30% in 1 year, according to analysts
When the profit a company is expected to earn gets marked down, the price the market will pay for its stock has to come down too. That has not quite happened, which is why valuations are still high in many parts of the market. So, don’t assume all the damage is already done just because the market has had a few bad days.
PMS Talk: How Rs 50 lakh invested in Karma Capital in 2006 grew to Rs 5.4 crore
In this edition of ETMarkets PMS Talk, the co-founders discuss the lessons from their 20-year investment journey, how they identify companies before their growth stories become market favourites, and why valuation discipline, management quality and capital protection matter as much as returns. They also share their outlook on India's healthcare and auto component sectors, and explain what investors should evaluate beyond CAGR when choosing a PMS.
German companies plan to double, triple growth in India over 3-5 years: Piyush Goyal
German companies are planning significant growth in India over the next three to five years. Piyush Goyal emphasized partnerships in technology co-creation and skill development for Indian youth. During his visit to Germany, he met with various industry leaders to discuss investment opportunities. There is a focus on expanding German manufacturing and research capabilities in India. Promising sectors for collaboration include electronics, automobiles, and smart manufacturing.
‘Come, work and serve in India’: Industry minister Piyush Goyal calls for stronger research ecosystem to attract Indian talent back home
Piyush Goyal highlighted the importance of enhancing industry-academia partnerships during his address in Berlin. He emphasized the need for better research facilities to support Indian talent abroad. Goyal discussed various sectors, including semiconductors and quantum computing, where collaboration can occur. German companies increasingly view India as a key partner for innovation and manufacturing. His visit aims to strengthen India's technological cooperation with European nations for future development.
India to remain strict on quality: Industry minister Piyush Goyal
India's Commerce Minister Piyush Goyal emphasised a strict stance on quality and environmental regulations. He noted that many companies are eager to invest in India across various sectors. Goyal mentioned India's advantages in decarbonisation amidst competition from Europe’s carbon border adjustment mechanism. Discussions on free trade agreements indicate significant potential for job creation in India.
These large-, mid- and small-cap stocks can give more than 20% return in 1 year, according to analysts
There is really no doubt about what will happen in the short term. It is going to be tough. Trying to guess the exact day when things will improve is a waste of effort. But a frightened market is exactly when it helps to look the other way. Because markets go too far in both directions, not only the one that is hurting today.
India presents a compelling investment proposition for German firms, FICCI says
Indian industry is poised for growth as German companies are encouraged to invest in manufacturing capacities. The upcoming India-European Union free trade agreement aims to strengthen trade ties and foster economic partnerships. Opportunities exist in sectors such as automotive technologies and renewable energy as urbanisation and incomes rise. The bilateral trade has seen an increase, highlighting the growing economic relationship.
Foxconn buys $727 million stake in Mitsubishi EV parts biz
Mitsubishi will contribute technology in electric powertrains, autonomous driving and in-car intelligence for EV platforms developed by Foxconn, the companies said Monday during a news conference in Tokyo.
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