2025-02-22Niranjan Ghatule
This article provides an in-depth analysis of the recent downturn in the US stock market, highlighting key economic indicators and investor concerns.
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2025-02-19Niranjan Ghatule
US President Donald Trump’s proposal to impose a 25% tariff on pharmaceutical imports could significantly impact Indian pharma companies, which heavily rely on the US market for their revenues. With companies like Aurobindo Pharma and Dr. Reddy's Laboratories generating nearly half of their income from the US, the financial implications could be substantial.
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2025-02-19Niranjan Ghatule
Emkay Institutional Equities has forecasted that the Nifty 50 index could reach 25,000 by December 2025, with foreign institutional investor (FII) selling expected to subside from April. The index recently closed at 22,945, signaling a potential upside as market conditions improve.
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2025-02-19Niranjan Ghatule
CLSA has upgraded Tata Motors to a high-conviction ‘Outperform’ rating, raising its target price to ₹930. The brokerage sees strong upside potential, citing attractive valuations, JLR’s discounted trading levels, and an expected revival in the commercial vehicle segment.
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2025-02-18Niranjan Ghatule
Gold leasing rates have skyrocketed from 2-3% a month ago to 6-7% now, putting intense pressure on jewellers' margins. This sharp rise is primarily driven by tariff concerns from the Trump administration, which has led global banks to stockpile gold. As a result, India—one of the world’s largest gold consumers—is facing a supply crunch, forcing leasing rates higher
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2025-02-17Niranjan Ghatule
Nifty’s Q3FY25 earnings report reveals a third consecutive quarter of sluggish growth, with single-digit profit gains. While BFSI, Technology, and Real Estate provided some support, weak consumption and falling commodity prices dragged overall performance. Will the market rebound, or is this the new normal? Read the full analysis.
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2025-02-17Niranjan Ghatule
Mahindra & Mahindra’s electric vehicle (EV) journey faces challenges, as highlighted by Citi’s latest report. With lower-than-expected BEV sales and concerns over the ramp-up of its EV manufacturing facility, the company needs to address key hurdles to stay competitive. This article explores Citi’s insights on M&M’s EV performance, production challenges, and future prospects.
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2025-02-12Niranjan Ghatule
Retail investors have played a significant role in driving the Indian stock market to new highs, but their investments at elevated levels have now put them at greater risk amid recent market corrections. Analysts from Kotak Institutional Equities highlight that unchecked buying in mid- and small-cap stocks has led to overvaluation, allowing foreign institutional investors (FIIs) to exit at premium
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