The Centre for Monitoring Indian Economy said sectors like machinery (with a weight of 18 per cent in the index for industrial production), chemicals (14.5 per cent), basic metal (12.4 per cent), rubber, plastic and petroleum products (11.8 per cent) and transport equipment (11 per cent) would be the growth engine for this year. The projection is based on analysis of projected capacity and expected capacity utilisation of major industries.
'Only four or five original companies remain; the rest have been replaced every decade as sectors evolve or leadership shifts.' 'Companies that fail to adapt -- like many textile mills from the 1970s and shipping firms from the 1980s -- disappear.' 'Benchmark indices reward those who reinvent themselves in line with economic demands.'
If you are actively trading, you can't possibly overlook headlines. Early announcements, policy changes, or even a disruption in a certain industry habitually grab your attention. These headlines, when strategically assessed, can generate profitable trading ideas.
India's eight key infrastructure sectors' growth jumped to a 13-month high of 6.3 per cent in August 2025 on account of expansion in coal, steel, and cement production, according to official data released on Monday. The core sectors' output growth was 3.7 per cent in the previous month of July.
Industrial production recorded a growth of 5.3 per cent between April and December last as compared to 2.5 per cent during the same period in the previous year.
Industrial production contracted by 1.9 per cent in November, entering the negative territory after a two-month gap, mainly due to poor showing by manufacturing and mining sectors, official data showed on Tuesday. The manufacturing sector -- which constitutes 77.63 per cent of the index of industrial production (IIP) -- recorded a contraction of 1.7 per cent in November 2020, as per data released by the National Statistical Office (NSO). Mining sector output too witnessed a decline, shrinking 7.3 per cent.
India's industrial production growth accelerated to 5 per cent in January 2025, driven by a rebound in manufacturing activity, according to official data released on Wednesday.
'As more patients are prescribed these drugs, intolerance due to gastrointestinal and other side effects will become more visible, leading to higher discontinuation rates.'
There was a slowdown in the manufacturing sector, which grew at 1.2 per cent in June 2019 as compared to 6.9 per cent a year ago.
Largecap equities are less volatile than mid- and smallcap stocks, making them suitable for risk-averse investors.
'Our problem is not a budget deficit but a trust deficit. We need to trust our institutions and industries to innovate and lead. That is the way forward for India.'
Even as the results of Siemens for the second quarter of 2025-26 (Q2FY26) were a mixed bag, the stock was the top gainer in the BSE 200 index, rising 4.92 per cent in trade. Most brokerages are neutral or positive on the company.
India's industrial production growth decelerated to a six-month low of 2.9 per cent in February 2025, mainly due to poor performance of the manufacturing, mining and power sectors, according to official data released on Friday. The government also revised upward the industrial growth figure to 5.2 per cent for January 2025 from the provisional estimate of 5 per cent released in March.
Passive funds appeal to investors seeking to avoid the risk of underperformance by the fund manager and minimise the need for frequent chopping and changing of funds.
India's industrial production growth remains almost flat at 3 per cent in March sequentially, though, on a year-on-year basis, it slipped from 5.5 per cent, mainly due to poor performance of the manufacturing, mining and power sectors.
Vivek Mahajan (Head - Research) Aditya Birla Money, analysed the slow IIP growth.
A record amount of pension money may be finding its way into the stock market, if buying figures in the National Stock Exchange (NSE) data are any indication. Category inflows touched Rs 37,409 crore for the three months ending September 2025, shows an analysis of NSE data.
'AUM reached an all-time high of Rs 79.9 trillion in October 2025, driven by strong retail participation and record SIP inflows of Rs 29,529 crore from over 94.5 million contributing accounts.'
Wholesale price inflation (WPI) fell to (-) 1 .21 per cent in October, driven by a decline in prices of food articles like pulses and vegetables, as well as lower fuel and manufactured items' prices, government data showed on Friday.
The output, as measured by the Index of Industrial Production, had contracted by 2.5 per cent in the same month of last year.
Among Sensex firms, Tata Steel, HCL Tech, UltraTech Cement, Bharat Electronics, Sun Pharma and Tata Consultancy Services were the major gainers. However, Axis Bank, Titan, Maruti and Tata Motors were among the laggards.
Goldman Sachs is bullish about Indian aerospace and defence, preferring private companies over public sector units (PSUs) as the country ramps up its export target for the sector to Rs 50,000 crore by FY29 from Rs 23,600 crore last year. The American investment bank's top 'buy' recommendations include Solar Industries, Bharat Electronics, Data Patterns and PTC Industries, while Bharat Dynamics is rated 'sell'.
'First-time or conservative investors should avoid narrow sectoral funds.'
Most pharma shares dropped, dragging the BSE Healthcare index down by 2.14 per cent after Trump's move to impose 100 per cent import tariffs on pharmaceutical drugs from October 1. Wockhardt shares tanked 9.4 per cent.
Brokerages expect the company to continue outperforming in the auto segment, driven by launches and the strong trajectory of healthy bookings.
India's housing finance sector is riding a wave of post-pandemic revival, driven by policy support, digital innovation, and growing demand from younger homebuyers in emerging cities.
India's manufacturing sector activity eased in September, as new orders, output and input buying rose at the slowest rates in four months, while job creation retreated to one-year low, a monthly survey said on Wednesday.
The debate over working hours flared up after Infosys Co-founder N R Narayana Murthy called for 14-hour workdays.
This comes as a shocker for the Indian economy which is going through turbulent times at the moment.
Every investor loves a bull market - that feeling of watching portfolios rise and headlines being filled with record highs is gratifying. Yet, wealth creation in the stock market is not just a matter of market rallies. Some of the most successful investors make their fortunes in periods of slow or even negative market momentum. The secret is mindset, strategy, and disciplined investing, not chasing short-term rallies.
Among Sensex shares, Sun Pharmaceutical, Tata Steel, Trent, Bajaj Finance, Mahindra & Mahindra, Bajaj Finserv, Reliance Industries, Axis Bank, Tech Mahindra, Adani Ports, Titan, BEL, and Larsen & Toubro were the major laggards. However, Hindustan Unilever, Maruti Suzuki India, ITC, Tata Consultancy Services and UltraTech Cement were the gainers.
The output of eight key infrastructure sectors slowed down to an eight-month low of 0.5 per cent in April due to contraction in the production of crude oil, refinery products and fertiliser. According to official data released on Tuesday, these eight sectors -- coal, crude oil, refinery products, natural gas, steel, cement, electricity and fertiliser -- expanded by 6.9 per cent in April 2024.
Wholesale price inflation (WPI) softened to 0.13 per cent in September on easing in prices of food articles and manufactured items, government data showed on Tuesday. WPI-based inflation was 0.52 per cent in August and 1.91 per cent in September last year.
Among the Sensex firms, Mahindra & Mahindra jumped the most by 5.96 per cent. Bajaj Finance, Bajaj Finserv, Trent, ITC and HDFC Bank were also among the gainers. However, Maruti Suzuki India, Bharat Electronics, HCL Tech, NTPC, Power Grid, Infosys and Reliance Industries were among the laggards.
The Indian stock market in the October-November period sees high trading activity due to increased consumer spending, festive demand, upbeat sentiment, renewed investor confidence, and the auspicious Muhurat trading session. This impacts many stocks and sectors in the festive season.
India's industrial output growth accelerated to 2.6 per cent in January, mainly driven by growth in the capital goods sector.
'India may never fully participate in the AI hype cycle, but we can position ourselves to benefit from its inevitable disenchantment and the cycle of disillusionment,' alerts Akash Prakash.
The Supreme Court has permitted the sale and bursting of green crackers in Delhi-NCR for Diwali, relaxing the ban on green firecrackers as a temporary measure from October 18 to 21. The court has asked pollution control boards to monitor pollution levels and file reports. The order also includes measures to prevent the sale of non-compliant crackers.
The output of eight key infrastructure sectors slowed down to 3.8 per cent in March, as against 6.3 per cent growth registered a year ago on account of moderate expansion in sectors like coal and crude oil, according to official data released on Monday. On a monthly basis, the growth rate in the production of these sectors was slightly higher than the 3.4 per cent expansion recorded in February.
'Active funds have the ability to manage downside risk.'
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