Government Cuts Excise Duty — What It Means For OMCs
The government has moved to cushion India’s oil marketing companies with a significant excise duty reduction and a new windfall […]
SECTOR REVIEW
SECTOR REVIEW
SECTOR REVIEW
Defence Just Got a Shot in the Arm — Here Are Companies to Own
The Defence Acquisition Council has cleared a sweeping round of approvals covering missiles, strike aircraft, warships and anti-drone systems. Motilal
SECTOR REVIEW
Stocks of ICE Vehicles May Be in Trouble; Nomura Tells You What to Buy Instead
The US-Israel-Iran war has rejigged India’s auto sector favourites, and the EV trade is now the only clear place to
SECTOR REVIEW
Which Sectors Are Going To Bear The Brunt Of The Oil Price Shock
Crisil Ratings has mapped the damage sector by sector. The list goes well beyond fuel prices and refiners. With the
SECTOR REVIEW
DMart vs Swiggy vs Eternal: Who’s Really Winning the Retailing Market?
The retail battle on discounts is beginning to converge, but the war continues The battle for India’s grocery wallet is
SECTOR REVIEW
Is This An Existential Crisis For India’s IT Sector?
Jefferies warns structural shift will shrink managed services and increase cyclicality India’s information technology sector is experiencing its worst selloff
SECTOR REVIEW
FMCG Sector Finally Catches a Break
Rural revival, GST cuts, and favorable commodity costs drive volume recovery; but what next for stocks The beleaguered fast-moving consumer
SECTOR REVIEW
Can Indian IT Stocks Survive The AI Era?
With Nifty IT down 15% in a month and FCF yields at crisis levels, analysts ask: Is this a Kodak
SECTOR REVIEW
This State’s Liquor Policy Overhaul Hands Two Spirit Makers a Shot at Double-Digit Gains
Uttar Pradesh is rolling out the welcome mat for alcohol manufacturers, and it could change the fortunes of two home
SECTOR REVIEW
Nifty IT Extends Decline: Down 4% as Sector May Face Structural Repricing
The Nifty IT Index fell another 4 percent in morning trade Wednesday, closing at 33,583—a level that marks a deep