2025-03-27Niranjan Ghatule
This article provides an in-depth analysis of Donald Trump's announcement of a 25% auto tariff on all cars not manufactured in the U.S. The policy aims to boost domestic car production, impact global trade, and potentially benefit American automakers
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2025-03-26Niranjan Ghatule
This article analyzes the Federal Reserve's historic financial losses, totaling -$224.4 billion since Q4 2022. It explores the key reasons behind the losses, including rising interest expenses, declining income from Treasuries and Mortgage-Backed Securities, and mounting unrealized losses on its bond holdings
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2025-03-26Niranjan Ghatule
Bank of India (BOI) has declared Rolta India Ltd. as a fraud account under Regulation 30 of SEBI (LODR) Regulations, 2015 due to its non-performing asset (NPA) status. The outstanding amount of ₹616.30 crore has been fully provisioned by the bank.
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2025-03-26Niranjan Ghatule
Bharat Dynamics Limited (BDL) has signed a significant Rs 4,362.23 crore contract with the Ministry of Defence for supplying armaments to the Indian Armed Forces. This milestone deal strengthens India’s self-reliance in defense manufacturing and aligns with the ‘Make in India’ initiative.
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2025-03-26Niranjan Ghatule
This article explores Ashok Leyland's potential acquisition of a majority stake in SML Isuzu. The deal may involve purchasing over 40% of SML Isuzu’s shares from Sumitomo Corporation, positioning Ashok Leyland as the majority shareholder. The article highlights the strategic implications, market impact, and potential benefits of this acquisition.
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2025-03-26Niranjan Ghatule
This article provides a curated list of Goldman Sachs India’s top investment ideas across various sectors, including financials, consumer goods, industrials, internet, autos, healthcare, and clean energy. It highlights key stocks with strong growth potential, backed by financial metrics and market trends.
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2025-03-25Niranjan Ghatule
Adani Group’s latest move to establish a new subsidiary for solar and wind equipment manufacturing is set to disrupt the renewable energy market. With Adani New Industries One Limited (ANIOL), the conglomerate aims to reduce dependence on external suppliers and strengthen India’s clean energy infrastructure.
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2025-03-25Niranjan Ghatule
NCC Limited, a leading infrastructure company, has announced a significant achievement in securing two major contracts from Bharat Sanchar Nigam Limited (BSNL) under the BharatNet project.
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2025-03-25Niranjan Ghatule
This article explores the latest trade policy developments, focusing on the government's consideration of reducing tariffs on 55% of US imports. It examines the estimated $66 billion export loss due to Trump's tariffs, potential tariff hikes on key US exports, and the conditional nature of tariff cuts based on reciprocal trade relief.
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2025-03-25Niranjan Ghatule
The financial markets are experiencing a rare phenomenon where both the U.S. Dollar Index (DXY) and the S&P 500 are declining simultaneously—an event that has only happened a handful of times in recent history. As of January 31, the S&P 500 has dropped by 6.5%, while the Dollar Index has fallen by 3.5%.
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2025-03-24Niranjan Ghatule
This article covers President Donald Trump’s announcement of a 25% secondary tariff on any country that purchases oil or gas from Venezuela. The decision, set to take effect on April 2, 2025, is a response to what Trump describes as Venezuela’s hostile actions, including allegedly sending criminals and gang members into the U.S., particularly from the Tren de Aragua
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2025-03-24Niranjan Ghatule
The article discusses UBS's latest upgrade of the Indian cement sector, marking a shift from its previous negative stance since July 2023. It highlights key reasons for this optimistic outlook, including demand revival from housing and government capex, structural cost savings, price stabilization, and industry consolidation.
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