AUTOMOTIVE COMPONENT TRADE
Stock Picks of the Week: 5 stocks with consistent score improvement and upside potential of up to 35% in 1 year, according to analysts
The market weathered a whole bad patch with almost no FPI money coming in. But it cuts the other way too. When so little has been flowing in, even a small amount of FPI buying can move the market more than it normally would. That said, the mood has turned from bearish to cautiously optimistic, thanks largely to dropping oil prices. None of that changes your basic job as an investor: Study companies, look at earnings, and keep quality front and centre.
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.
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.
Time to be be cautious in the market, convinced about the business: 5 large-cap stocks with upside potential of up to 22%
This is the time to focus on businesses that have lived through storms like this before and come out the other side. The large, proven names are where quality is to be found, and they have lagged badly enough that the odds are now tilting in their favour. Just wait for the mood to finally turn.
These large-, mid- and small-cap stocks can give more than 20% return in 1 year, according to analysts
Here’s one thing that is worth clarifying, because it is in the headlines. Large global technology companies have been announcing heavy spending on AI, and there has been some correction in those stocks because of it. It is natural to worry that this will spill over into the Indian market. It most likely will not.
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Cyberattacks hit NBFCs; Pine Labs Q2 profit zooms
Cyber criminals are targetting smaller NBFCs with specialised AI toolkits. This and more in today’s ETtech Top 5.

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.

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.

These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
At this juncture, what companies say about their Q2 results, and their outlook for Q3 and Q4, matters a great deal – but only to a certain extent. A company can plan only for what is in its control. No management can predict what the US President will decide, or which way the trouble in the Gulf will turn next.

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.

These mid-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
The last few weeks have made one thing clear. Oil prices, US bond yields, corporate earnings, and the state of the world – all point the same way. So, the market is more likely to stay in this jumpy and uncertain mood for quite some time. But then there is something called history, and it provides some interesting lessons.

China export ban hits tungsten, crucial metal for defence, industry
Tungsten prices have reached record highs since China imposed export restrictions in mid-2025. Manufacturers are now forced to explore alternative supply sources to meet rising demand for tungsten. This metal is crucial for various industries, including aerospace, automotive, and defense. Several global projects are being initiated to extract and recycle tungsten, aiming to reduce dependence on China.

India eyes a $20 billion pot of gold in New Zealand as its trade pact goes live
The free trade agreement between India and New Zealand promises to promote trade and enhance professional movement. While some goods may enjoy duty-free status, a significant rise in merchandise exports might take time. However, New Zealand's engagement in several service sectors holds potential benefits for Indian companies. The agreement also opens up new job opportunities for Indian students and creates pathways for skilled professionals.

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.

European Donald on a mission to mould ties with India
Poland's Prime Minister Donald Tusk is visiting India to enhance strategic partnerships in trade and technology. The visit includes talks with Prime Minister Narendra Modi regarding security and economic collaborations. Business programs in New Delhi and Bengaluru are planned to stimulate investment and innovation. Both countries aim to develop a trade roadmap targeting $10 billion and address market barriers.

India-New Zealand FTA comes into force, offers zero-duty access for Indian goods, new visa pathways
The India-New Zealand Free Trade Agreement (FTA) came into force on Tuesday, marking India's 17th operational free trade pact and opening up new opportunities for Indian exporters.

These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up 32%, according to analysts
History tells us that there is no way you can time the markets or predict its movement. But one thing can certainly be said: If the macro matrix, which at this point of time is being determined by oil prices globally, stays disturbed, the bears will rule the street for some more time.

5 stocks with consistent score improvement and upside potential of up to 28% in 1 year, according to analyst
Multiple headwinds continue to hit the market, and there is no sign that things will change anytime soon. In these circumstances, the chances are high that the bears will continue to dominate the street.

Right question for a bearish market: Not ‘will it fall’, but ‘is the business falling’? 5 large-caps with upside potential of up to 29%
The best large companies are the ones FPIs own the most. So, when they decide to sell, it is precisely these high-quality stocks that see the heaviest selling. That is one of the reasons why large-cap stocks have been under pressure of late.

These large- and mid-cap stocks can give more than 20% return in 1 year, according to analysts
The next few weeks are critical, and one should not be in a hurry to make market-related decisions. Better to be cautious – to wait and watch. Let the picture become a little clearer before you act.

US PPI inflation surges 1.3% as gasoline prices jump 20.3% - why are Treasury yields falling?
US PPI inflation jumped 1.3% in September as gasoline prices surged 20.3%, marking the biggest monthly increase since March 2022. Producer prices rose 6.3% annually, while Treasury yields fell despite hotter-than-expected wholesale inflation.

Long-term investing is about looking beyond narratives, including AI: 5 large-caps with an upside potential of up to 24%
As we see a recovery in the market, it is good to be cognizant of the fact that more than the narratives on the street, it is the earnings of companies that are extremely important. And earnings are dependent on many factors, including the cyclicality factor.

These mid-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
Why should one be careful of the market at this juncture? One reason is that stocks are still not cheap. Even after all the nervousness of the past over two years, valuations have not come down to levels where you can say you are getting a bargain. When you buy something that is not cheap, you have less room for error, because the price already assumes things will go well.

Want an early signal on the economy and stocks this festive season? Watch 19 stocks, and what their managements say in the next 20 days
There is a set of companies that sees the shape of the economy before economists do. They know when a household decides to spend or hold back; to buy better things or cheaper ones. This festive season, what these companies sell, and what they say about it afterwards, will tell you more about where consumption is headed than any official number. Watch them closely. 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.

Behind big billions, the China hedge begins to take shape in India
Hyundai Motor Group plans to invest $15.5 billion in India over the period of 2026 to 2032. This initiative aims to strengthen local manufacturing and expand research and development facilities. Attracting global interest, especially with competitors like Toyota and Suzuki also enhancing their footprint, Hyundai’s success hinges on optimizing logistics and harnessing skilled labor for maximum output.

These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%
A piece of advice for those who still have the stomach to invest in the current volatile market. Don’t take any price action as the gospel truth; look beyond the index movements. And, finally, be both cautious and selective in your stock picks.

Will analysts' predictions go wrong? 15 auto stocks with upside potential of up to 50% to as low as negative 1%
For anyone trying to figure out where the economy is headed in the next six months, the numbers to watch will come from auto showrooms. The auto sector has, for long, provided the earliest indications of the health of the economy. And the sales numbers it puts out ahead of the festive weeks are where the correlation is best seen. So, keep a close watch on the auto pack.

5 stocks with consistent score improvement and upside potential of up to 30% in 1 year, according to analysts
Keep a close watch on updates from FMCG companies, the cement sector, from real estate companies, especially about the commercial segment of those focused on South India. What they say will provide an idea of how things are panning out on the ground.
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