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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2025-03-24Niranjan 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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2025-03-24Niranjan Ghatule
"India's IT Sector Faces Uncertain Future Amid U.S. Tariffs and Economic Slowdown" explores the challenges faced by India's IT industry due to U.S. recession fears and President Donald Trump’s tariff policies. With American clients contributing a major share of revenue, potential trade restrictions could impact outsourcing and job growth.
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2025-03-21Niranjan Ghatule
This article delves into Zerodha's zero-brokerage policy for equity delivery and its impact on investors over the past decade. It highlights the massive savings investors have enjoyed, amounting to between ₹2,000 crores and ₹20,000 crores, based on different brokerage fee assumptions.
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2025-03-21Niranjan Ghatule
Bajaj Finance has addressed a key investor concern by elevating Rajeev Jain to Vice Chairman & Executive Director (ED) and Anup Saha to Managing Director (MD). This leadership transition reinforces stability and strategic continuity, leading to a wave of target price upgrades from major global brokerages, including BoFA Securities, Citi, Morgan Stanley, CLSA, and Jefferies.
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2025-03-18Niranjan Ghatule
Varun Beverages, a key PepsiCo bottler, is drawing attention as its stock presents a compelling entry point following a recent price correction. Analysts, led by DAM Capital, maintain a Buy rating with a target price of ₹670. The company is poised to benefit from an expected surge in demand driven by a prolonged, intense summer, and it has bolstered its production capacity by 20% YoY.
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2025-03-17Niranjan Ghatule
Global brokerage firm Goldman Sachs has issued a ‘Sell’ rating on Dixon Technologies, setting a target price of ₹10,500, which implies a 21% downside from its current market price of ₹13,300.
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2025-03-12Niranjan Ghatule
Moody’s has projected India’s GDP growth to exceed 6.5% in FY26, citing strong domestic demand and investment. However, the rating agency warns of a moderate deterioration in Indian banks' asset quality, particularly in microfinance and unsecured retail loans.
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2025-03-12Niranjan Ghatule
Morgan Stanley has projected a bull-case scenario where the Sensex could reach 105,000 by December 2025, marking a 41% increase from current levels. The firm highlights India’s resilience against global recession risks, a strong consumption recovery, and sectoral growth in financials, consumer discretionary, industrials, and technology.
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