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Tag: Tailwinds

earnings growth: Auto sector still pricey despite rural sentiment tailwinds: Ashish Gupta
Posted in Business

earnings growth: Auto sector still pricey despite rural sentiment tailwinds: Ashish Gupta

Estimated read time 5 min read
Posted on July 22, 2025
by Joelgalvan

“On the banking side you are seeing a major reduction in funding cost and that should benefit both the NBFCs…

Learn More Leave a Comment on earnings growth: Auto sector still pricey despite rural sentiment tailwinds: Ashish Gupta
market trends: Broad-based domestic tailwinds to drive midcap outperformance: Daljeet Kohli
Posted in Business

market trends: Broad-based domestic tailwinds to drive midcap outperformance: Daljeet Kohli

Estimated read time 5 min read
Posted on July 17, 2025
by Joelgalvan

“As regards on the domestic front, we are very bullish. We had released a note 15-20 days back where we…

Learn More Leave a Comment on market trends: Broad-based domestic tailwinds to drive midcap outperformance: Daljeet Kohli
Motilal Oswal sees 15–20% upside in L&T and BEL amid strong sector tailwinds
Posted in Business

Motilal Oswal sees 15–20% upside in L&T and BEL amid strong sector tailwinds

Estimated read time 3 min read
Posted on July 12, 2025
by Joelgalvan

India’s capital goods sector remains well-positioned, driven by a confluence of strong macro enablers and sector-specific catalysts. A robust order…

Learn More Leave a Comment on Motilal Oswal sees 15–20% upside in L&T and BEL amid strong sector tailwinds
IT sector: ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital
Posted in Business

IT sector: ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital

Estimated read time 8 min read
Posted on July 11, 2025
by Joelgalvan

After a muted first half, India’s IT sector may be gearing up for a meaningful revival in the latter half…

Learn More Leave a Comment on IT sector: ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital
Cardinal Health (NYSE:CAH) Targets Double-Digit EPS Growth Amid IRA Tailwinds and Healthcare Sector Strength
Posted in Business

Cardinal Health (NYSE:CAH) Targets Double-Digit EPS Growth Amid IRA Tailwinds and Healthcare Sector Strength

Estimated read time 2 min read
Posted on June 19, 2025
by Joelgalvan

Cardinal Health, Inc. (NYSE:CAH) is one of the 15 best stocks to invest in for an 18 year old. BofA Securities…

Learn More Leave a Comment on Cardinal Health (NYSE:CAH) Targets Double-Digit EPS Growth Amid IRA Tailwinds and Healthcare Sector Strength
Grasim Industries shares surge over 4% after Morgan Stanley upgrade, sees 29% upside on UltraTech tailwinds
Posted in Business

Grasim Industries shares surge over 4% after Morgan Stanley upgrade, sees 29% upside on UltraTech tailwinds

Estimated read time 3 min read
Posted on June 10, 2025
by Joelgalvan

Shares of Grasim Industries climbed as much as 4.4% on Tuesday to Rs 2,723.50 on the BSE after Morgan Stanley…

Learn More Leave a Comment on Grasim Industries shares surge over 4% after Morgan Stanley upgrade, sees 29% upside on UltraTech tailwinds
markets: Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani
Posted in Business

markets: Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani

Estimated read time 6 min read
Posted on May 28, 2025
by Joelgalvan

“We always been calling out that India can be a sourcing base for defence. Globally the defence spends are moving…

Learn More Leave a Comment on markets: Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani
AbbVie (ABBV) Soared on Favorable Tailwinds
Posted in Business

AbbVie (ABBV) Soared on Favorable Tailwinds

Estimated read time 3 min read
Posted on May 21, 2025
by Joelgalvan

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.…

Learn More Leave a Comment on AbbVie (ABBV) Soared on Favorable Tailwinds
FPIs pump Rs 18,620 cr in equities in May on global tailwinds, improving domestic fundamentals
Posted in Business

FPIs pump Rs 18,620 cr in equities in May on global tailwinds, improving domestic fundamentals

Estimated read time 3 min read
Posted on May 18, 2025
by Joelgalvan

Foreign investors continue to show confidence in the country’s equity market, infusing Rs 18,620 crore so far this month, driven…

Learn More Leave a Comment on FPIs pump Rs 18,620 cr in equities in May on global tailwinds, improving domestic fundamentals
PSU bank stocks sink up to 40% in 2025. Can SBI’s market leadership, policy tailwinds drive a comeback?
Posted in Business

PSU bank stocks sink up to 40% in 2025. Can SBI’s market leadership, policy tailwinds drive a comeback?

Estimated read time 4 min read
Posted on May 5, 2025
by Joelgalvan

Stocks of public sector banks have had a lackluster run on Dalal Street in 2025 so far, significantly underperforming not…

Learn More Leave a Comment on PSU bank stocks sink up to 40% in 2025. Can SBI’s market leadership, policy tailwinds drive a comeback?

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