Sumana Sarkar

Tata Motors believes that the value-hunting Indian customers are in wait and watch mode and EV sales will gather pace once the infrastructure development gains momentum.

The BFSI sector has seen rapid digitalisation in 2024 and most industry experts believe that evolving scope through AI and collaboration along with hyper personalisation is what will chart out opportunities in BFSI.

CLSA has replaced HDFC Bank and added Tata Motors, NTPC, Nestle and Britannia in its portfolio. Here is everything you need to know on why CLSA is Overweight staples along with commodities.

FIIs selling in India: FIIs have been selling in India through January following significant outflows in the last quarter of 2024. Earnings, economy and Trump are no doubt the top worries. The rupee sliding to new lows is also adding to the woes.

The IT stocks are under huge selling pressure. A look at the key factors that's impacting investor sentiment at the moment.

Infosys and TCS declared their Q3 numbers. Which one fared better? Here is an analysis of the key operating metrics of both IT majors.

India-China GDP Debate: Finfluencer Akshat Shrivastava claims, “China's net exports is almost 26% of India's GDP.” An indepth analysis on what leading economists have to say on the issue.

Trump 2.0 impacts India less than expected. Markets adopt a wait-and-see approach. Watch policy announcements! Will they affect the rupee's outlook?

Nuvama is Cautious in ITC. This is because of continued concerns in the FMCG segment and the market anticipating a potential hike in cigarette tax, albeit to a small extent. Here is how it could alter business valuations and listing plans for ITC Hotels.

What do we expect from Budget 2025? UBS says changes in tax policy unlikely, especially for capital markets, expect measures to boost capex and consolidation.