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Stay updated with the latest market trends, earnings, and economic indicators.
Stocks to Watch for April 7: Jubilant FoodWorks, Godrej Consumer, Aurobindo Pharma, IRFC and more
From Godrej Consumer Products Ltd expecting double-digit underlying sales growth in Q4 FY26 to IRFC sanctioning and fully disbursing a ₹1,000 crore term loan to Maharashtra State Power Generation Company Limited, here are the stocks to watch ahead of Tuesday’s trading session.
Nestlé India expands Munch production at Sanand factory
Nestlé India is expanding its Munch production. A new line at the Sanand facility in Gujarat will boost output by 8,300 tons annually. This project, costing Rs 225 crore, is set for completion by FY 2025-26. The investment supports Nestlé's plan to increase capacity and meet rising consumer demand. This strengthens their confectionery supply chain.
Market volatility is a portfolio reset opportunity: Utpal Sheth
Speaking to CNBC-TV18 on the red carpet of the 21st India Business Leader Awards, Utpal Sheth of Trust Group and Deven Choksey of DRChoksey FinServ said market volatility should be seen as an opportunity rather than a risk. Sheth advised investors to focus less on timing the market and more on identifying strong companies that can emerge as leaders during disruptions, while Choksey said Indian businesses remain resilient despite supply chain shocks and cost pressures, supported by steady consumer demand and continued government spending.
Supply chain shocks, not AI, driving markets: UBS’ Gautam Chhaochharia
Speaking to CNBC-TV18 at the 21st India Business Leader Awards, UBS’ Gautam Chhaochharia said global factors such as crude price volatility and supply chain disruptions are likely to drive Indian markets in the near term. While prolonged geopolitical tensions could weigh on corporate earnings, he noted that the recent market correction is creating pockets of value, particularly in financials and select consumer stocks.
Choked shipping routes jolt Indian manufacturers
India's manufacturing sector faces disruption due to the Iran war. Critical shipping routes are threatened, impacting automakers and component makers. Consumer goods and electronics exporters are already halting shipments and production. Industry bodies seek government support for fuel supplies. Companies are assessing supply chain risks, with some setting up crisis teams.
India strongly positioned as the next global platform for consumer technology: Nothing co-founder
India is emerging as a global consumer technology hub, driven by its expanding manufacturing and supply chain capabilities. Aspirational consumer preferences are reshaping demand, with a notable shift towards premium, differentiated products. This strategic market is experiencing hyper-growth, aligning with global trends and evolving tastes.
ICICI Direct sees buying opportunity in these stocks for up to 60% upside
From a positioning standpoint, ICICI Direct advises staying with domestic oriented sectors like Banks, Infra / Cap Goods, Cement, Autos and Auto Ancillaries with lesser export share, Real Estate and Consumer Discretionary. Here are its top stock recommendations in these times.
Iran-Israel war: Over 30 listed Indian companies face Middle East exposure risk. Are you holding these stocks?
More than 30 listed Indian companies face rising geopolitical risk as the conflict involving Iran, Israel and the US threatens supply routes through the Strait of Hormuz. Exposure spans infrastructure, aviation, energy, logistics and consumer sectors, with crude volatility and trade disruption emerging as key pressure points for Corporate India.
Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
Turning point is here as AI can help Indian media's share in global pie to explode, Uday Shankar says
Despite India's massive media industry, it hasn't achieved global content dominance due to capital constraints, Uday Shankar said. However, he believes AI offers a "once-in-a-generation opportunity" for India to become a content leader by reducing production costs, enhancing consumer interaction, and enabling dynamic commerce, urging the industry to embrace disruption.
Key factors behind the Sensex, Nifty fall on Thursday
The weakness was not limited to the benchmark index. Broader markets also came under pressure, with sectoral indices such as realty, utilities, consumer durables and industrials emerging as major drags.
Stocks to Watch Today: HDFC Bank, Yes Bank, Dabur, Senco Gold, Nykaa, Shakti Pumps, GK Energy, Rubicon Research, Manappuram, Enviro Infra in focus on 06 July
Stocks to Watch, 6 Jul: Stocks like HDFC Bank, Kotak Mahindra Bank, IndusInd Bank, Yes Bank, CreditAccess Grameen, RBL Bank, IDBI Bank, FSN E-Commerce Ventures Nykaa, Senco Gold, Dabur India, Godrej Consumer Products, GK Energy,Shakti Pumps (India), Innovision, PTC India, and Bliss GVS Pharma will be in focus on July 6.