Several people we spoke to were only now starting to figure out how to put some money to work in the Chinese market.
5 min read5 Oct 2024Nalco’s stock surge, fuelled by a sharp rise in alumina prices, reflects its strategic advantage as an integrated producer. However, while the company’s cost-saving measures bolster short-term earnings, volatile aluminium prices and muted volume growth may limit sustained upside.
2 min read4 Oct 2024Small modular reactors and the involvement of private players are still stories that are set in the distant future. Investors, however, may look downstream for opportunities
4 min read4 Oct 2024Page Industries, Indian Energy Exchange, and Motherson Sumi Wiring stand out for their capital efficiency, consistently outperforming industry averages. Though not as high-profile as blue-chip giants, their impressive ROCE and growth strategies make them worth considering for long-term returns.
9 min read4 Oct 2024Amid a broader stock market selloff, the sugar sector stands out with bullish momentum, presenting unique investment opportunities. As global tensions rattle markets, select sugar stocks are breaking out, signalling potential gains for investors willing to look beyond the volatility.
3 min read4 Oct 2024The rise in stock price implies that the market doesn’t expect any substantial adverse impact on options volumes owing to the new Sebi derivative trading norms and that the company is immune to losing customers to rivals
2 min read3 Oct 2024Dabur India has flagged significant challenges that could affect its September-quarter results, including projected revenue decline and rising inventory levels. Despite these issues, its international segment is expected to grow, while the company prepares for potential recovery in rural demand.
3 min read3 Oct 2024Here are 10 stocks that could benefit the most from the upcoming wedding season in India.
10 min read3 Oct 2024Investing in pet-food stocks seems like a potentially attractive opportunity, given that the industry is fairly recession-resistant.
6 min read3 Oct 2024The National Highways Authority of India has projects worth ₹45,000 crore lined up and is expected to invite bids in the coming months. IRB is looking to enhance its portfolio with these, but must ensure it does not spread itself too thin.
2 min read3 Oct 2024The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared