Manishi Raychaudhuri favors private sector banks due to potential consumption and investment rebound, alongside consumer discretionary stocks benefiting from tax cuts. Industrials, boosted by infrastructure spending and defense equipment manufacturing, are also promising. While cautious about generics, he sees potential…
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The codeshare strategy helps AI claw back market share from Gulf carriers, which had enjoyed a free run with India-origin traffic.
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The Indian rupee has shown a muted response to the dollar’s decline, puzzling bankers who attribute it to foreign portfolio and corporate outflows. While Asian currencies have generally strengthened, the rupee has weakened, pressured by equity outflows potentially shifting towards…
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ITC is expected to report modest 2% YoY revenue growth in Q4, led by strong performance in cigarettes and agri segments. Profit may dip 1%, with margin pressure across FMCG and paperboard segments. Easing tobacco prices and robust agri revenue…
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Global financial services major Morgan Stanley on Wednesday upgraded its GDP growth forecast for India at 6.2 per cent in FY26 and 6.5 per cent for FY27, saying that domestic demand trends will be the key driver of the country’s…
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India’s automotive component sector is expected to clock 7-9 per cent revenue growth during the financial year 2025-26, driven by sustained demand momentum from the two-wheeler (2W) and passenger vehicle (PV) segments, which account for nearly half of the overall…
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