Electric Two-Wheelers: The Driving Force Behind India’s EV Revolution

Factors Driving the Shift to Electric Two-Wheelers.jpg

While the United States’ electric vehicle (EV) revolution faces challenges, India’s focus on electric two-wheelers is gaining momentum. With a government target of 70% of new two-wheeler sales being EVs by 2030, India is poised to make significant strides in reducing pollution and embracing sustainable transportation. Challenges in the US EV Market Declining demand: EV … Read more

US Yields Weaken: A Boon for Indian Equity Investors

US Yields Weaken A Boon for Indian Equity Investors

US yields have experienced a sharp correction in November, with the 2-year yield breaking below multi-month support and the 10-year yield dropping 70 bps from its October high of 5%. This has led to a widening of yield spreads between US and Indian bonds, attracting inflows to emerging market assets, including Indian equities. Factors Driving … Read more

Hindustan Aeronautics: A Monopoly with Strong Fundamentals and a Promising Future

Hindustan Aeronautics A Monopoly with Strong Fundamentals and a Promising Future

Hindustan Aeronautics Limited (HAL), a dominant player in the Indian aerospace market, has been a standout performer in recent times. Bolstered by a growing order book, improving execution, and clear earnings visibility, the company is poised for continued growth in the coming years. Key Highlights of Hindustan Aeronautics (HAL) Monopoly status: HAL enjoys a monopoly position … Read more

NTPC’s Green Energy Gambit: Powering Up Valuation

NTPC Green Energy Gambit Powering Up Valuation

NTPC, India’s largest electricity producer, is poised for a transformation driven by its ambitious renewable energy goals. With a target of 60,000 MW of renewable energy capacity by FY32, NTPC has set itself on a path to becoming one of the largest renewable energy companies in India. This shift towards clean energy is not only … Read more

Central Banks Drive Gold’s Rally: A Sign of the Times

Central Banks Drive Golds Rally A Sign of the Times

The price of gold has been on an upward trajectory in recent months, driven by rising interest rates and geopolitical tensions. While the prospect of a soft landing for the US economy has tempered some investors’ enthusiasm for gold, central banks’ increasing appetite for the metal suggests that gold’s allure as a store of value … Read more

The Future of Debt and Equity Investments in India: Insights from Sandeep Bagla, CEO of Trust Mutual Fund

The Future of Debt and Equity Investments in India

Sandeep Bagla, the CEO of Trust Mutual Fund, recently shared his insights on the current investment landscape in India, particularly in the context of debt and equity investments. With the rising interest rates and changes in debt taxation, investors are seeking guidance on navigating this dynamic environment. Bagla’s expertise and experience in the financial industry … Read more

Royal Orchid Hotels: Why This Stock Is a Buy Now

royal orchid hotels news Why This Stock Is a Buy Now

Royal Orchid Hotels Limited (ROHL) is a leading hotel chain in India with a presence in 25 cities. The company’s stock has been underperforming in recent months, but we believe that there are several reasons why investors should consider buying ROHL stock now. Here we have royal orchid hotels news for you. Reasons to buy … Read more

RBI’s Risk Weight Hike: The Final Push for Transmission?

The Final Push for Transmission

  Transmission may improve in the coming months as the share of EBLR increases in banks’ portfolios. Also, liquidity has been progressively tightened in the past six months by the RBI. The success of monetary policy depends on the effective transmission of policy repo rate changes to the interest rates in the economy. Simply put,the … Read more