JAPAN AUTOMOBILE SECTOR
Market may deliver bumper returns by next Diwali as valuations and earnings align, says Raamdeo Agrawal
Indian equities enter Samvat 2083 on a strong note, with Nifty surging 8.6% last week and reclaiming 25,000. Motilal Oswal Chairman Raamdeo Agarwal cites improving earnings, ₹45,970 crore in FPI inflows, stable currency and easing global pressures as potential drivers.
Nifty bulls reclaim 25,000 mark as FIIs step up India buying: 5 factors that will determine D-Street's fate next week
Indian equities rallied nearly 9% last week as the Nifty reclaimed 25,000 and the Sensex gained 8.82%. FIIs bought Rs 45,960 crore, while DIIs sold Rs 24,197 crore. Investors will track AI stocks, crude oil, geopolitical developments, US Treasury yields, India's October inflation data and Nifty technical levels in the coming week.
FIIs turn buyers in IT, telecom stocks in second half of October ahead of Diwali
Technology stocks in India are seeing increased interest from foreign institutional investors as Diwali approaches. After struggling in the first half of October, the IT and telecom sectors have gained attention. Foreign portfolio investors made significant net purchases of Indian equities in late October. This upward trend follows substantial selling earlier in the month. The shift highlights a renewed focus on technology investments within the Indian market.
Global Market: European blue-chips set for strongest earnings in four years
European blue-chip companies are projected to report a substantial earnings growth this quarter due to energy sector profitability. Energy companies are expected to post a striking increase in profits linked to higher oil prices. Overall, companies within the STOXX 600 index will likely show a positive earnings performance across various sectors. However, some sectors like real estate and consumer cyclicals may face declining earnings.
Forget short-term pressure; in the long term, the right business is what pays: 5 mid-cap stocks with an upside potential of up to 36%
We have said this before, and we say it again: No one can predict when the market will bottom out. You can see the bottom only in hindsight, once it has been reached. So, don’t try to catch the bottom; try, instead, to own the right business.
India's chip path is clearly laid out: Ashwini Vaishnaw outlines road map to a bigger, better semiconductor ecosystem
Vaishnaw said India’s semiconductor ambitions rest on a clear sequence: establish a foothold in high-volume chip manufacturing, develop domestic design capabilities and progressively move towards advanced technologies
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Want to work in Japan? Skills, language tests and job routes Indians should know about
Indians can explore job opportunities in Japan through the Specified Skilled Worker (SSW) programme in sectors such as manufacturing, construction, agriculture, nursing care and food services. Applicants generally need to pass a Japanese language test and an occupation-specific skills examination. Here is how to understand the visa routes, find legitimate employers, estimate living costs and avoid recruitment scams.
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 a rising star in Swiss watch exports market': Franck Muller's Erol Baliyan
India is poised to rank as the seventh or eighth largest export market for Swiss watches in the upcoming year. The country experienced a 28.5% increase in Swiss watch exports from January to September of 2026. Exports to India during this period were valued at 265 million Swiss francs, indicating strong demand. In contrast, Swiss watch exports to China and the US have declined, affecting other markets.
From rocks to riches: India’s unfinished critical minerals story
India's manufacturing industry is significantly affected by its heavy reliance on imported critical minerals like lithium and cobalt. The recent supply disruptions from China have highlighted weaknesses in India's domestic capacity for refining these minerals. Efforts to enhance mineral processing and create integrated production facilities are underway to reduce import dependence.
Why India's steel demand is defying global weakness
India’s steel prices are rising despite weak global markets, supported by infrastructure spending, manufacturing growth and higher input costs. While Chinese oversupply pressures international prices, robust domestic consumption and capacity utilisation underpin India’s outlook, with cheaper imports remaining a key risk.
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.
US has India as an ally and a target of investigation in the same manufacturing fight
India has aligned itself with a US-led initiative aimed at mitigating global manufacturing overcapacity, joining 15 nations in this cooperative effort. This initiative raises questions about the future of India’s expanding manufacturing sectors, particularly in solar modules and steel. Meanwhile, a US investigation continues, with conclusions anticipated by March 2027, further complicating the landscape for India’s domestic manufacturing ambitions and regulatory legitimacy.
Looking beyond 2026: 5 mid-cap stocks from different sectors with upside potential of up to 22%
After a long run of red days, the screen finally turned green on Tuesday. And for once it is not just the big names, the broader market joined in too. One or two companies have put out early numbers for the quarter, and those have been better than expected. After weeks of watching stocks drop, it is the most natural thing in the world to look at a day like this and feel that the worst is behind us. That would be a mistake, however.
India launches anti-dumping probes into five Chinese products after domestic industry complaints
The Directorate General for Trade Remedies in India is probing complaints from domestic producers about six imported products from China. Accusations of dumping have led to demands for anti-dumping duties. Additionally, the agency is also assessing Insoluble Sulphur imports. This comes as the trade deficit with China intensifies, along with continued investigations focused on multiple products' import practices.
India’s FDI equity inflows rise 6% to $19.8 billion in Q1FY27; Japan tops, US plunges 76%
India’s FDI equity inflows rose 6% to $19.81 billion in April-June FY27, led by Japan at $5.7 billion, while US inflows fell 76% to $1.34 billion. Total FDI including reinvested earnings stood at $30.6 billion. Tamil Nadu attracted the most investment at $5.9 billion, followed by Maharashtra.
Nitin Gadkari says, 'I travel in a hydrogen vehicle': Minister reveals hydrogen buses to be introduced on 10 routes
Nitin Gadkari said he travels in a hydrogen-powered Toyota Mirai as he highlighted the government's push for clean fuels, electric mobility and greener public transport. Gadkari said hydrogen buses would be introduced on 10 routes, while the PM e-Bus Sewa scheme envisages 10,000 buses with an outlay of Rs 57,000 crore. He also discussed waste-to-CNG projects, vehicle scrappage, driver training, bus accessibility and employment generation through private vehicles being used as taxis.
Ethanol can help raise farmers' income and reduce fuel imports: Nitin Gadkari
Union minister Nitin Gadkari on Friday said greater ethanol use could boost farmers’ incomes and reduce India’s dependence on petroleum imports. Launching Madhya Pradesh’s new public bus service, he also backed flex-fuel, electric and hydrogen vehicles, waste-to-fuel projects and expanded public transport, while outlining plans to increase bus manufacturing and jobs.
Global funds, same tech bet? The diversification trap Indian investors may miss
Many Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices often revolve around similar technology narratives, particularly in semiconductors. To achieve real diversification, investors must grasp the fundamental earnings drivers. Exploring Europe and Japan can unveil distinct economic pathways, offering a refreshing contrast. A thorough assessment of concentration risks and market dynamics is vital when engaging in international investments.
EV-related stocks: Own the chain, not the guess; 13 stocks with upside potential of up to 28% and downside risk of -14%, according to analysts
In the stock market, when a big theme or sectoral trend takes off, most investors focus on the face of it. A brand with which they can relate. The same is happening in the auto sector, which is transitioning to the EV age. However, behind every EV is a long, hidden chain of businesses. Chasing an obvious name means betting on just one stock. There is a better way. 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.
Global Market | China’s Trade Data: Auto, tech stocks in focus after export surge
China’s exports surged 25% year-on-year in August, supported by strong overseas demand for automobiles and high-tech goods, while the country’s trade surplus widened to $119.1 billion. Auto exports jumped 43% and semiconductor shipments soared nearly 130%, highlighting the strength of China’s manufacturing sector.
India targets $1 trillion exports this year, urges auto sector to go global: Piyush Goyal
India aims for one trillion dollars in exports this year, seeking automotive industry growth. The government encourages companies to increase local production and pursue international markets. Automakers must reduce import dependence and strengthen domestic supply chains for critical components. New trade agreements and global partnerships will help expand the industry's presence. Investment in research and development will support manufacturing capacity for future mobility needs.
Global Market: Japan stocks see sector rotation as tech shares tumble
Japan’s Nikkei slipped 0.2% on Tuesday as investors rotated out of heavyweight technology and AI-linked stocks amid rising government bond yields and elevated oil prices. The broader Topix gained 0.5%, with auto and utility stocks supporting the market, highlighting a shift in sector leadership.
Karnataka planning exclusive industrial park for Korean companies: MB Patil
The proposed Korea Park will be developed on the lines of the Japan Industrial Park near Tumakuru that attracted companies to the state’s manufacturing ecosystem. The location of the proposed park will be decided at a later stage, Patil said.
India-Japan trade could scale to USD 50 bn by 2030 as exports diversify: ASSOCHAM
India-Japan bilateral trade has the potential to rise to USD 50 billion by 2030 from USD 27.47 billion in 2025-26, with greater export diversification, an upgraded trade pact and deeper business engagement key to achieving the target, industry body ASSOCHAM said in a report.
UP offers skills, scale & infra, says Yogi Adityanath urging Japan to make it 'second biz home'
Uttar Pradesh Chief Minister Yogi Adityanath extended a warm invitation to Japanese firms, urging them to consider Uttar Pradesh as their second base for industrial operations. Highlighting the extensive investment prospects across sectors like advanced technology and renewable energy, this gathering seeks to solidify an economic partnership that links India and Japan, transforming shared visions into tangible growth.
Japan auto trade 'unfair', could buy more US oil, Trump tells Fox News
President Trump accused Japan of unfair automobile trade practices, highlighting the significant trade deficit between the U.S. and Japan. He suggested Japan should increase imports of U.S. energy resources and other goods to balance the trade. Japan is currently trying to avoid potential tariffs on its auto industry, which accounts for a substantial portion of its exports to the U.S.
India assures Japan to augment port infrastructure
Various Japanese Companies have been evincing a lot of interest in enhancing their use of the Ennore Port and Chennai ports.
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