Heatwave alert: Rising temperatures could drive a surge in power demand. Analysts see opportunities in select power stocks like NTPC, Tata Power, JSW Energy, and Adani Power.
IT stocks to buy: ICICI Securities has upgraded Coforge to 'BUY' from 'Hold'; Mphasis to 'Buy' from 'Add', based on their attractive valuation and healthy revenue growth visibility
Anand Rathi has assigned 'Buy' ratings to most building material stocks, with Supreme Industries, Cera Sanitaryware, and Greenpanel Industries as its preferred picks
The latest recommendations by the Parliamentary Committee on EV policy reforms (PM E-DRIVE) could boost Tata Motors, M&M, Ather, and Sona BLW, said analysts at Nomura
Tensions in West Asia is expected to support sustained demand for defence equipment such as missiles, air-defence systems, surveillance technologies, and electronic warfare solutions, believes MOFSL
Major lenders such as SBI, HDFC Bank, ICICI Bank, and Axis Bank have seen significant erosion in their market capitalisation since the start of West Asia war
West Asia tensions may raise fuel and packaging costs for cement firms. Analysts see near-term margin pressure but suggest accumulating large-cap cement stocks.
The brokerage noted that upstream players benefit from stronger realisations, while integrated players, such as Reliance, can be supported by stronger refining and petrochemical economics
Going ahead, analysts expect natural gas prices to stay elevated in the backdrop of developments in West Asia. In March alone, prices of natural gas have climbed 16 per cent to $3.277/MMBtu
Analysts are positive on AC stocks amid strong summer demand outlook, though they caution that LPG/PNG shortages and rising input costs could impact production in near-term
LPG shortage triggered by Strait of Hormuz disruption is forcing QSR kitchens to shut or cut menus. Analysts say earnings may take a hit in Q4FY26 but advise investors not to panic
LPG supply disruption could slow Zomato and Swiggy order volumes as restaurants cut operations. Motilal Oswal expects a temporary impact on food delivery growth
AI could transform NBFC lending and drive faster growth, according to Nomura. The brokerage has initiated coverage on Piramal Finance, L&T Finance, Tata Capital and HDB Financial.
Competition in affordable home loans intensified as industry players are waiving login fees to drive volumes, even as the sector's risk appetite remains elevated
Banking stocks witnessed a sharp decline today as West Asia conflict raised oil-linked inflation risks. Nifty Bank index fell 1.8 per cent on the NSE led by Axis Bank, HDFC Bank, and ICICI Bank
Analysts at Anand Rathi see strong long-term growth in India's renewable energy sector. They have initiated coverage on Emmvee Photovoltaics with 'Buy' and Vikram Solar with 'Hold' ratings
In February, Lemon Tree Hotels shares plunged 16 per cent, Chalet Hotels tanked 14 per cent, Indian Hotels Company (IHCL) slipped 5 per cent and ITC Hotels fell 8 per cent
