HINDUSTAN POWER
Explained: Why are Vedanta investors disappointed on Rs 17,000-crore Jaiprakash acquisition bid
Vedanta’s Rs 17,000 crore bid for Jaiprakash Associates assets raises concerns over weak synergies, debt risks, and limited turnaround potential. Analysts question the addition of non-core, litigation-prone businesses, though the staggered payment eases cash flow pressure. Shares fell 2.2%, reflecting investor skepticism amid volatile markets.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 28%
More than the Nifty and Sensex, it is positive market breadth which reflects the street’s underlying optimism. A part of this is probably thanks to the statement over the weekend indicating a possible thaw in the India-US relationship which has been in the freezer for some time. Also, the street has started to build in a bullish start to festive season sales. There is, of course, nothing wrong in being bullish, but keep your expectations in check and be nimble-footed at this point of time. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Monsoon losses cross Rs 4,000 crore in Himachal Pradesh: Officials
Heavy rains caused cloudbursts, flash floods, and landslides in Shimla, Himachal Pradesh. The state suffered losses of Rs 4,079 crore between June 20 and September 7. Rain-related incidents and road accidents caused 366 deaths. Many houses and shops got damaged. Landslides, flash floods, and cloudbursts ravaged the state. Several roads are blocked, disrupting traffic and essential services.
GST Diwali Dhamaka has a catch, but govt is watching
The government is closely monitoring businesses to ensure that the recent GST rate cuts reach consumers, especially during the festive season. Ministries are collecting price data and urging companies to voluntarily pass on the benefits. While some industries have pledged to reduce prices, concerns remain about full transmission due to factors like existing inventory and lack of consumer awareness.
These large- and mid-cap stocks can give more than 28 % return in 1 year, according to analysts
The way the market reacted to the GST rate rationalisation clearly shows that “sell-on-news mode” is still active. Now there are two reasons why the market has been in this particular mode. First: Some risks are still on the table (the India-US tariff tiff). The reason why we consider this a risk is that the 50% tariff cannot continue for long. Either it has to be settled, or it will escalate, with more goods being impacted, or even higher tariffs. History suggests that usually such wars don't start easily. But once they do, ego is the biggest hurdle to a solution. So, unless this is resolved by year-end, it will become an even bigger issue. The second reason: Valuations. However, GST brings some hope. We may see better top and bottom lines in some segments.
Clean energy projects installations to get cheaper due to lower tax on devices
India reduces GST on renewable energy devices. The GST Council approved the rate cut to promote green power adoption. Fuel cell vehicles and solar cookers also see reduced duties. The new rates take effect from September 22. Industry leaders expect lower project costs and increased investment. This move supports India's renewable energy targets and sustainable future.
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Think beyond the market’s GST rationalisation theme: 5 large-cap stocks from different sectors with an upside potential of up to 26%
There are short term themes which play in the market and then there are some stories which are long-term and structural in nature. So, if you are looking to invest from a perspective of more than the medium term, which is surely more than two years or so, ensure that, while you allocate some money to the theme of the street, you put a large part of the money in stocks where the operating matrix is such that the runaway of growth is much bigger and larger.
Metal stocks surge as CLSA predicts recovery amid China's steel capacity cuts
Metal stocks saw gains on Wednesday. CLSA suggests the sector's downturn might be ending. China's planned steel capacity reduction could boost Indian metal companies' profits. Tata Steel and Jindal Steel experienced significant surges. Analysts predict further upsides for metal stocks. The Nifty Metal Index outperformed the benchmark Nifty. Experts highlight potential for sustained rally with demand recovery.
GST Council slashes tax on personal-care items like shampoo, toothpaste, hair oil to 5%
The GST Council has agreed to reduce the tax rate on essential personal care items like hair oil, toothpaste, and shampoo from 18% to 5%, benefiting consumers and companies like Hindustan Unilever and Godrej Industries. This move, part of the broader GST 2.
PM Modi's tax reform set to slash levies on shampoos, hybrid cars, TVs
India is poised to significantly overhaul its Goods and Services Tax (GST) system, potentially slashing taxes on approximately 175 products, including consumer goods, electronics, and hybrid cars. The GST council is expected to finalize these cuts in early September, aiming to boost domestic consumption, support local manufacturers, and offset potential export declines.
Time to look again, but make a distinction: 11 FMCG stocks which can give from just 1% to 22% returns in 1 year
It is after quite some time that FMCG stocks are in greenish territory. This is not only because they are seen as defensive stocks during a correction, but also because some green shoots are visible in terms of their real business thanks to the good monsoon this year. Adding to the positive bias is the GST rate rationalisation that is likely to happen soon. But that is where one needs to be more cautious. In terms of the GST rate move, don’t paint every FMCG stock with the same brush.
Apollo Micro Systems 140% gain is 2x higher than every other defence stock. Can you buy it now?
Apollo Micro Systems has given investors great returns. The company's stock has performed better than other defence stocks. Its financial results are strong and orders are increasing. The company is expanding into exports and new technologies. Government initiatives are helping the defence sector grow. Experts believe the stock will continue to perform well.
An episode of Aamir Khan's Satyamev Jayate changed doctor-actress’ life forever. Trinetra shares how it helped her transition
Trinetra Haldar Gummaraju recently met Aamir Khan and shared how his show Satyamev Jayate helped her parents accept her identity as a transgender woman. The emotional moment marked a full-circle journey for Trinetra, who is now a trailblazing doctor, actor, and advocate for LGBTQ+ rights in India. Read on!
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 22%
Here’s the thumb rule: Always make a distinction between what is happening to the stock price and what is happening to the fundamentals of a company or sector. There are times, however, when this is even more important. At this point of time, the risk of more headwinds for the economy are high. But did the movement of the market on Monday give you that feeling? So, a couple of things: If you are putting money into the market, make sure it is not money you need in a hurry. Also: Focus on a few businesses and even fewer stocks; and ignore the noise on the street.
BSE 500: 360 stocks sink in August, 65 crash in double-digits; KIOCL, Maruti & Godfrey Phillips shine up to 28%
BSE 500 slipped nearly 2% in August as Trump’s tariff moves and weak Q1 earnings spooked investors. FIIs pulled out nearly Rs 35,000 crore, dragging PSU, infrastructure, and energy stocks, while autos, consumer discretionary, and durables outperformed on GST reform optimism. PNB Housing Finance was the biggest loser as the counter slipped 24% in August while top returns of 28% was recorded by KIOCL.
Red alert for extremely heavy rains in several Himachal districts till Tuesday
Due to a red alert for extremely heavy rains, educational institutions in five Himachal Pradesh districts have been closed. The state has experienced 72% excess rainfall in August, leading to landslides and road closures. Authorities are urging caution as more heavy rain is expected, causing damage and disrupting essential services.
Himachal Pradesh rains: 822 roads, including three national highways, closed
Heavy rains caused landslides and flash floods in Himachal Pradesh. Many roads closed, including three national highways. The weather office issued a red warning for intense rain. Since June 20, the state saw many flash floods, cloudbursts, and landslides. Restoration work is underway. Many power transformers and water supply schemes disrupted. Pilgrims are being evacuated.
For long-term investors: Trump or tariffs are problems with shelf life; focus on business. 10 large-caps with upside potential of up to 24%
Volatility is back on the front page, and you may hear more about it next week. Fresh tariff headlines from the US, a bout of valuation anxiety at home, and the usual chorus of “this time is different” have turned the screens red and the mood bearish. If you’ve been investing in the stock market for more than a few monsoons, though, you’ve watched this movie before. But investing is not like movies which get over in three hours max. Investing is about the underlying value of good businesses which do not get distorted by statements or headline hoggers.
Tejas fighter jets: First two Mark 1A variants may be delivered by September end, says Defence Secretary
Referring to unmanned platforms, Singh pointed out that indigenous industry had already shown results in the aftermath of recent Operation Sindoor. “Right after Operation Sindoor, we have done many trials with our leading drone manufacturers some of them have passed most of the tests. This was a reality check in many ways,” he said.
Retail to lead India’s next consumption wave: Milind Karmarkar
Rising per capita incomes are shifting India’s consumption growth from FMCG to retail, offering higher returns. Experts highlight retail stocks like Trent and DMart as long-term opportunities, emphasizing patience, valuation discipline, and gradual accumulation amid cyclical trends and economic shifts.
Is your portfolio under attack from Trump’s tariffs? 5 critical moves to make right now
The US tariff hike to 50% on Indian goods is set to test export-heavy sectors like textiles, gems, and auto components, while pharma, IT, and domestic-focused industries remain resilient. Experts advise diversification, focus on strong balance sheets, and patience over panic. Analysts highlight banks, consumer plays, autos, and infrastructure as key stocks to watch near term.
Stock market investors lose nearly Rs 10 lakh crore in 2 days of sharp fall on US tariffs
Equity investors experienced a significant loss of Rs 9.69 lakh crore as the Sensex plunged 1,555 points over two days. This downturn was triggered by the US imposing a 50% tariff on Indian goods and continuous foreign fund outflows. Market sentiment remained fragile, with large caps declining and mid and small caps underperforming.
Russia, India, China: Can the old troika deliver new gains?
At the upcoming Shanghai Cooperation Organisation summit in Tianjin, the revival of the Russia-India-China (RIC) troika is under consideration. Moscow aims to resurrect the alliance as a shield against political and economic isolation amid trade tensions. However, historical rivalries and economic imbalances complicate the cohesion of the RIC, particularly between India and China.
HAL shares in focus as India nears $1 billion jet engine deal with GE
Hindustan Aeronautics Limited (HAL) is set to benefit as India nears a $1 billion deal with General Electric (GE) for 113 F404-IN20 engines to power the LCA Mk1A. The order, linked to the Indian Air Force’s expanded fleet requirements, builds on earlier engine contracts and strengthens HAL’s role in India’s indigenous fighter aircraft programme.
India readies $1 billion deal for additional GE engines from the US
India is finalizing a $1 billion deal with General Electric for F 404-IN20 engines to power its Light Combat Aircraft (LCA Mk1a), following a Cabinet clearance for additional orders. This deal supplements a previous agreement for 99 engines and precedes a larger $1.
iPhone 17 Pro leak sparks buzz: Apple finally bringing reverse wireless charging to flagship models?
With the iPhone 17 series is expected to go official next month, rumours suggest that Apple has tested reverse wireless charging to flagship models. The latest leaks suggest the iPhone 17 Pro models are likely to feature reverse wireless charging, meaning the phone would be able to wirelessly charge other Apple accessories. If true, this could be the first time that Apple will be bringing this breakthrough to iPhones.
Adani Ports, ICICI Bank, Titan among top picks as PL Capital eyes 12-month Nifty target of 27,609
Prabhudas Lilladher forecasts Nifty 50 at 27,609 over 12 months, citing India’s consumption revival, tax cuts, and easier credit. Top stock picks include Titan, Britannia, DOMS Industries, Adani Ports, and ICICI Bank. Overweight on banks, healthcare, consumer; risks stem from U.S. tariffs, geopolitics, and sector-specific pressures.
India is wrestling with Bharat in supermarket aisles
India's FMCG sector is witnessing a significant shift as small and regional brands disrupt the dominance of multinational giants. These smaller players are capturing market share by catering to local tastes, offering competitive pricing, and leveraging digital channels effectively.
A marriage of convenience? Why the Russia-India-China reboot is unlikely to last
The Russia-India-China alliance, initially conceived as a counterweight to the US, is being revived amidst Trump's trade war. Despite shared grievances with Washington, historical tensions and economic disparities, particularly between India and China, hinder the union's long-term viability.
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