Tag: Infrastructure:

Commodities as a sector will get re-rated globally: Sandeep Tandon

 stock analyst  06/03/2024  0 Comments on Commodities as a sector will get re-rated globally: Sandeep Tandon

​So far, we have seen power I think the continuity of that space will continue. Anything related to storage aspect on the energy you are talking about and maybe a lot of speculation is going on, the taxation related changes coming, GST will be part of these things.

Election trade? These 5 themes will continue to work out in India:Ajay Srivastava

 stock analyst  05/15/2024  0 Comments on Election trade? These 5 themes will continue to work out in India:Ajay Srivastava

Ajay Srivastava, CEO of Dimensions Corporate, advises investing in ABB, Siemens, IndiGo, Indian Hotels, and Hero Moto if the market falls 30-40%. These companies, known for their performance and economic ties, are recommended. Furthermore, smaller IT firms linked to the BFSI sector show promise. The defense sector, shipyards, QSR companies, multiplex companies, and consumer companies are currently underperforming.

Smallcap defence stock zooms 13% after Mukul Agrawal picks 1% stake

 stock analyst  04/18/2024  0 Comments on Smallcap defence stock zooms 13% after Mukul Agrawal picks 1% stake

Mukul Agrawal has bought stakes in 3 companies, besides PTC, in the March quarter. He now has a stake of 1.8% and 1.7% in Dredging Corporation of India and West Coast Paper Mills, respectively.

Navigating Indian Infrastructure: Bernstein's Investment Insights

 stock analyst  04/18/2024  0 Comments on Navigating Indian Infrastructure: Bernstein's Investment Insights

In the intricate world of Indian industries and infrastructure, making informed investment decisions can often feel like navigating through a dense jungle. Fortunately, Bernstein, a renowned research firm, has provided a compass in the form of their latest report, shedding light on what to buy amidst the market dips.