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Combination of strong brand & higher margins equals long-term investment: 5 stocks with an upside potential of up to 23%
In investing, chasing fads and short-term momentum can be tempting. But history tells us that enduring wealth is created by owning quality businesses with strong fundamentals. Among these, brand strength is a unique, intangible asset that multiplies the effects of good management, customer centricity, and operational excellence. A strong brand attracts more customers, allows higher pricing, generates higher margins, enables steady earnings growth, and, eventually, reflects in a superior stock price trajectory.
Apple to open up underlying AI technology to developers
Apple software chief Craig Federighi said the company is opening up the foundational AI model that it uses for some of its own features to third-party developers.
Buy, Sell or Hold: Emkay initiates coverage on Aditya Birla Real Estate; Morgan Stanley initiates coverage on Swiggy
Emkay Global has initiated coverage on Aditya Birla Real Estate with a Buy rating and 40% upside potential, driven by strong bookings, project pipeline, and healthy financials. Meanwhile, Morgan Stanley began coverage on Swiggy with an Overweight rating, citing its improving food delivery performance and rapid expansion in quick-commerce. Both brokerages signal strong long-term growth prospects for the respective companies.
Will visa delays and border fears keep international fans away from the Club World Cup in the US?
As the U.S. prepares to host the FIFA Club World Cup, concerns about international travel, fan safety, and economic uncertainty are casting a shadow over the event. Expanded from seven to 32 teams, the tournament faces slow ticket sales and anxieties fueled by strict immigration policies and travel bans. These factors raise questions about whether the U.S.
Quick commerce trade-off; Google still wants engineers
Quick commerce is gaining popularity at the expense of sales in other retail channels. This and more in today’s ETtech Top 5.
Quick commerce growth eating share from other channels
A Kearney report indicates quick commerce growth largely coming from other sales channels. Supermarkets and ecommerce offer bigger discounts. Marico aims to tailor portfolios to boost sales. Quick commerce contribution to ecommerce sales doubles yearly. It accounts for 3-6% of consumer goods firms' sales. Kearney projects threefold growth for quick commerce grocery market by 2027. Consumer companies expect continued segment growth.
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Wall Street ends up with Nvidia, appeals court reinstates Trump tariffs
Trading was choppy for much of the day and indexes ended well off their highs of the session, however, with investors trying to digest the rulings and as shares of Salesforce fell 3.3%. Salesforce's stock was down even as the enterprise software provider raised its annual revenue and adjusted profit forecasts.
Job market likely to grow 2.8% in H1, slower than 7.1% in preceding 6 months: TeamLease report
India's employment market anticipates a workforce expansion of 2.8% in the first half of FY26, a decrease from the previous period's 7.1%. Economic factors are driving companies to prioritize cost efficiency and skills-based growth. Flexi-staffing and the gig economy are gaining traction, with automotive, EV, e-commerce, and tech startups leading workforce growth.
Tesla EU sales slump 52% in April: trade group
Tesla's European sales plummeted in April 2025, dropping by over 50% as Chinese electric car manufacturers gained significant market share. This decline occurred amidst scrutiny of Elon Musk's involvement with Donald Trump and concerns about Tesla's aging vehicle lineup. While overall electric car sales in the EU rose, Tesla was surpassed by numerous competitors, including Volkswagen and BYD.
RBI’s ₹2.7 lakh cr dividend fuelled by dollar gains, interest income, analysts say
The Reserve Bank of India (RBI) announced a record Rs 2.69 lakh crore dividend to the government for FY25, driven by gains from US dollar sales and interest income. This substantial payout, approved at the 616th board meeting, will help the government manage fiscal challenges.
Linde India shares may rally 21% backed by growth, visibility, cash flow: Haitong Bank
Haitong expects strong growth to persist well beyond FY27, driven by opportunities especially in oil & gas, semiconductors, and steel. It also believes the company’s growth prospects, earnings visibility, and cash flow support a premium valuation.
SBI Clerk Mains Result 2025: Results to be out soon, how to check your scorecard at sbi.co.in, and other important details
The State Bank of India is expected to release the SBI Clerk Mains Result 2025 today, May 24, for candidates who appeared on April 10 and 12. Successful candidates from the Mains exam, conducted under Advertisement No. CRPD/CR/2023-24/27, will proceed to the Language Proficiency Test and document verification for Junior Associate positions.
JSW Steel's 50 MT plan on track despite Bhushan setback: CEO Jayant Acharya
JSW Steel plans to increase its annual capacity to 50 million tonnes by fiscal year 2031. The Supreme Court ruling regarding Bhushan Power & Steel will not affect this goal. JSW Steel will pursue brownfield expansions and establish a greenfield plant in Odisha. The company seeks refunds for payments made for the BPSL acquisition.
ARCs seek bigger role in RBI's new securitisation framework
The RBI's draft allows pooling and securitising stressed retail and corporate loans, barring categories like farm loans, education loans, fraud, and wilful defaults. Investors must not be related to borrowers or disqualified under IBC norms.
Hybrid vehicles complementing growth of EVs in India: HSBC report
A recent HSBC Global Research report indicates that hybrid vehicles are boosting, not hindering, electric vehicle sales in India. The study highlights that both Strong Hybrid Electric Vehicles (SHEVs) and Battery Electric Vehicles (BEVs) attract distinct customer bases. Incentives for SHEVs in states like Uttar Pradesh have correlated with strong BEV sales growth.
SBI Clerk Mains Result 2025 at sbi.co.in: Check expected cut-off, merit list, how to download your scorecard and what's next
SBI Clerk Mains Result 2025: State Bank of India is likely to announce the SBI Clerk Mains Result 2025 today. Candidates can check results on the official websites. Those who passed the preliminary exams in February and March appeared for the Mains in April. The recruitment includes Prelims, Mains, and a Language Proficiency Test. This year, SBI aims to fill 13,735 Junior Associate positions.
Target shares fall 7% after co cuts annual forecasts as tariff pressure mounts, demand slows further
Target slashed its annual sales forecast on Wednesday after posting a sharp fall in quarterly same-store sales, attributing the declines to weakened consumer confidence and a pullback in discretionary spending due to U.S. President Donald Trump's tariff war.
Borana Weaves IPO Day 2: After strong investor response, GMP soars to 28%. Check subscription
Borana Weaves' IPO continued to attract strong interest on Day 2, with overall subscription reaching 8.5 times and the retail portion booked 25 times. The IPO's grey market premium (GMP) surged to Rs 60, indicating a potential 28% listing gain. The issue aims to raise Rs 144.89 crore and closes on May 22.
Markets look directionally positive despite global noise: Sandip Sabharwal
Many of the real estate stocks have corrected also. But I would still think that they are not really cheap relative to the growth prospects in the near term. So, we need to wait to see corrective moves, better opportunities, etc. So, if people need to invest, DLF seems to be better placed vis-à-vis the other companies on a valuation as well as risk-return perspective. But overall, my view is that real estate after the sharp run-up needs to consolidate for some more time.
IPO Calendar: Belrise Industries lead 4 IPOs that will rev up primary market next week
Four IPOs will hit the Indian markets next week, led by mainboard offerings from Belrise Industries and Borana Weaves. Two SME firms—Unified Data-Tech Solutions and Dar Credit—will also launch issues, aiming to raise capital for expansion, debt repayment, and operations amid renewed investor interest.
Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal
Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South India, shows promise due to price hikes. Metals also present an opportunity for investment. Consumer discretionary stocks are expected to perform well in the second half of fiscal year 2026.
Tesla rejoins the $1 trillion club, but troubling China data sparks investor doubts about what’s really driving growth
Tesla faces a sales decline in China, its largest market. Recent data shows a significant drop, especially for the Model Y. Stagnant product lines and slow updates are factors. Chinese EV brands like Xpeng, BYD, and Li Auto innovate faster. They attract younger buyers. Competition is intense. Tesla's older models struggle to compete with rapidly evolving domestic offerings.
Multibagger or IBC (Series: AA 125), Part 5: This company, at the right place at the right time
In its 2017-18 annual report, this company stated: “The future belongs to Electric vehicles (EVs), and LEDs will be significantly efficient on these vehicles” and that “plans are on the anvil to localise products (for EVs)”. The 2021-22 annual report shows it was not all tall talk. The company, it said, had set up a “state-of-the-art electronics plant in Bawal, Haryana, where [it] will manufacture cutting-edge electronic components and technology software – focusing on developing EV components. Cut to Q3FY25: 33% of its total order book of Rs. 2,600 crore comes from EVs.
India-UK FTA: Auto duty cuts in 10-15 yrs; safeguards in place to protect industry
India and the UK have finalized a free trade agreement. It aims to double commerce by 2030. The deal lowers tariffs on Indian exports. British firms will find it easier to export to India. Duty reductions on cars will occur over 10-15 years. Quotas will limit petrol, diesel, and electric vehicle imports. The FTA offers opportunities for India's services sector.
No duty cuts by India on diamond, silver, smartphones, optical fibres to UK under FTA
India and UK have signed a free trade agreement. India will not reduce duties on some industrial goods like diamonds and smartphones. There will be limited duty concessions for petrol, diesel, and electric vehicles. The aim is to double trade by 2030. Tariffs on automotive imports will decrease. This deal should help Indian auto component makers and consumers.
AI set to disrupt pricing models for business communication
AI is reshaping pricing models in call-centre and business messaging services, shifting from pay-per-message or seat models to outcome-based and bundled plans. Companies like Infobip, Tanla, and Route Mobile are experimenting with AI-driven campaigns, where higher upfront costs are justified by greater efficiency, automation, and improved customer engagement across multiple channels.
AI set to disrupt pricing models for business communication services
Call centers are transitioning from pay-per-seat models to outcome-based pricing as AI adoption reduces manpower costs. Companies like Infobip and Tanla Platforms are experimenting with bundled pricing for multi-channel conversations, incorporating AI agents to automate workflows. While AI use cases are initially costlier, customers are willing to pay a premium due to the significant value created.
‘Strike’-ing the target: A pragmatic strategy to leverage options in a volatile market
India led global equity options trading in 2023. The growth was driven by retail investors. However, most retail traders faced losses. SEBI has implemented regulations to protect investors. Options can be used for hedging or speculation. The article suggests using options for hedging. It also suggests using options for stock acquisition and exit strategies.
Buy Adani Green Energy, target price Rs 1,150: ICICI Securities
ICICI Securities recommends buying Adani Green Energy shares. The target price is Rs 1,150. Adani Green Energy reported strong Q4FY25 results. Revenue reached Rs 27 billion, up 31% year-on-year. EBITDA also increased by 31% to Rs 24 billion. Profit stood at Rs 3.9 billion, a 25% rise. The company commissioned 2.6GW capacity in Q4FY25.
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