TEXTILE SECTOR
ETMarkets Smart Talk: From Solar to Switchgear—Capex Themes Remain Strong, says Arvind Kothari
Arvind Kothari from Niveshaay is optimistic about capital expenditure-driven sectors. He highlights opportunities in defense, textiles, and power. RBI's rate cut and liquidity measures aim to boost consumption. Small and mid-cap stocks face valuation risks, while large caps have demand challenges. Promoter selling needs careful evaluation. Normal monsoon is expected to support consumption and auto sectors.
Chinese exports flood Southeast Asia on US tariffs, Citi says
Vietnam, Thailand, and Indonesia see a rise in Chinese imports. This shift follows higher US tariffs and impacts regional trade. Citi analysts suggest possible trade diversion and transshipment.
JM Financial retains Buy on PDS, target price Rs 690
JM Financial maintains a buy call on PDS with a target price of Rs 690, citing strong potential for top-line growth driven by increased outsourcing, manufacturing turnaround, and US market penetration. While near-term profitability may be soft, PDS expects mid-teens revenue and profitability growth in FY26, focusing on cost optimization and recalibrating new verticals to achieve its 5-5-5 vision.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
One day of correction and memories of January and February come flooding back. But let's be very clear: We are not going to see a phase where the Indian market is a standalone underperformer in the emerging market space. It does not mean we won't see volatility and corrections that are part of any bull run. Our assumption of bullishness is because the market's reaction to the Q4 earnings season has been better than expected. The street has rewarded companies (both large- and mid-caps) that had better-than-expected numbers. And punished those that did not.
At 79% Bengaluru house prices rose the most in five years, check the property price rise in these 7 major cities
Bengaluru's housing market has seen a remarkable surge, with prices soaring by 79% in the last five years, surpassing all other major Indian metropolitan cities. This growth is fueled by the city's thriving IT sector and high concentration of tech professionals. In contrast, Hyderabad witnessed a significant increase in unsold housing units despite a rise in per square feet prices.
World Bank retains India's FY26 growth at 6.3% as trade tensions bite countries globally
The World Bank has lowered India's economic growth projection to 6.3% for 2025-26, citing pressure on exports due to global uncertainties. Despite the downgrade, India is expected to remain the fastest-growing major global economy. Global growth is projected to slow down, impacted by trade tensions and policy uncertainty, affecting growth forecasts across various economies.
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Global expertise may be tapped for manufacturing skilling
India plans to collaborate with Germany, France, Australia, and other nations. The goal is to enhance skilled manpower in sectors like automotive, electronics, and pharmaceuticals. The Ministry of Skills Development will upgrade five National Skills Training Institutes. These will become National Centres of Excellence. The government has allocated ₹1,000 crore for this five-year project.
EUDR, ecomm for exports discussed at first textile task force meet
The Task Force on Textiles Exports convened its first meeting, addressing critical issues to boost India's textile exports. Discussions encompassed the EU Deforestation Regulation, e-commerce enhancement, and distinct HS codes for Geographical Indication products. The meeting also covered regulatory simplification, cost competitiveness, skilling initiatives, and support for MSME exporters.
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.
Challenging times for global trade; India will certainly cross USD 825 bn exports this fiscal: Piyush Goyal
Despite global economic uncertainties, India's exports reached a record USD 825 billion in 2024-25, and are projected to surpass this figure in 2025-26, potentially reaching USD 1 trillion. The growth is attributed to diversified sourcing and new free trade agreements with countries like the UAE and Australia.
Why India has an incentive to act tough in Trump trade talks
India and the United States are in talks for a trade deal, aiming for a June deadline. Swaminathan Aiyar suggests India should stand firm like China. He believes Trump is eager for deals before the 90-day deadline. Howard Lutnick is optimistic about a US-India trade agreement before July. Negotiations are progressing, with the US team extending its stay in India.
JM Financial retains Buy on Gokaldas Exports; target price Rs 1,265
JM Financial maintains a Buy call on Gokaldas Exports, projecting a target price of Rs 1,265. The company anticipates near-term challenges due to higher costs, but expects margin recovery in the second half of FY26. Gokaldas Exports remains optimistic about long-term growth, driven by shifting global sourcing and supplier consolidation, making it JM Financial's top pick in the textile sector.
India's technical textiles power play: NTTM & PLI are flipping the script
India's technical textiles sector is undergoing a significant transformation, driven by government initiatives like the National Technical Textiles Mission (NTTM) and the Production Linked Incentive (PLI) scheme. These efforts aim to boost domestic manufacturing, innovation, and exports, positioning India as a global hub.
Next biggest opportunity will be thrown up by manufacturing in India: Mihir Vora
Mihir Vora of Trust Mutual Fund highlights India's manufacturing potential, driven by technology adoption and untapped resources. He favors domestic-focused sectors like financials and industrials, while being cautious on healthcare due to uncertainties. Vora sees significant opportunities in automation, robotics, and AI, anticipating a rise in listed companies in these areas.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 25% in 1 year
The bulls remain in comeback mode. So, shed your fears and be bullish. But also be selective. At this point, give weightage to the Q4 earnings of a company. Because, as the bulls make a comeback, valuations too are inching higher. If there is growth, the valuations can be justified. Otherwise, it’s better to stay away. 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.
3 equity mutual fund categories lose up to 7% in 2025. Expert shares what went wrong
Equity mutual funds face losses this year. Technology, pharma, and small-cap funds are the top losers. Tata Digital India Fund saw the biggest drop. Experts cite global tech slowdown and valuation concerns. Small-cap funds suffer from muted earnings. Investors should consider staggered investments. Pharma shows improved entry points. A SIP-based approach is advisable for small caps.
Stock picking: Improving operating profit could signal long-term market outperformance
Why improving operating efficiency is a quiet signal of long-term market outperformance.
Ahead of Market: 10 things that will decide D-Street action on Monday
Indian markets closed higher on Friday, buoyed by the RBI’s surprise 50 bps rate cut and CRR reduction aimed at stimulating growth. The Sensex rose 747 points, while Nifty reclaimed the 25,000 mark. Analysts expect further upside if key resistance levels are breached. Rate-sensitive sectors led the rally amid renewed optimism, despite global uncertainties and tepid domestic demand.
You may be contributing to State Labour Welfare Fund from your salary: What is it, and how it helps employees
The Labour Welfare Fund is used to finance activities that promote the welfare of labour in the state. It also helps to utilize unpaid accumulations (such as wages, bonuses, gratuities, etc.) lying with the employer in the best interests of labour.
EAM Jaishankar appreciates countries for condemning Pahalgam terror attack
External Affairs Minister S Jaishankar acknowledged Central Asian countries' support in condemning the Pahalgam terror attack. He highlighted the strengthened ties over millennia, marked by increased trade, economic cooperation, and educational exchanges. India remains a trusted development partner, focusing on various sectors like trade, investment, and technology, aiming for a deeper partnership.
Stock market update: Stocks that hit 52-week highs on NSE
Indef Manufacturing, Peria Karamalai Tea, Manaksia Coated, Reliance Home Fin and Federal Mogul, hit their fresh 52-week highs at 10:25AM.
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
History suggests that recoveries in the markets are led by large-cap stocks. But in the past two years, because a large amount of money has started to flow into mid-cap MF schemes, there have been phases where the rally and recovery have been led by mid-caps. If we go with the assumption that the markets will remain in bullish mode, it would be better to have exposure to stocks from both the mid- and large-cap segments. It also ensures diversification both in terms of market cap as well as sector. Remember: There are a number of sectors that only have mid-cap companies and some of them are doing well.
JM Financial maintains Buy on Welspun Living; lowers target price to Rs 200
JM Financial maintains a Buy call on Welspun Living, projecting a target price of Rs 200. The company's Q4FY25 consolidated total income rose to Rs 2648.16 crore, with a net profit of Rs 133.04 crore. Despite tariff uncertainty impacting margins, the brokerage anticipates earnings growth driven by stable cotton prices and government support for the textile sector.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 30%, according to analysts
In the last few trading sessions, what has indicated an underlying bullish bias despite the volatility? First is the largely positive market breadth. And second is the behaviour of the mid-cap indices. On most days, the mid-cap indices have traded in positive territory, even when the broader market indices were under pressure. But we are still not in a runaway rally, and the economy, though in recovery mode, is doing so gradually. So, it is better to be selective when it comes to mid-caps.
'India Inc well positioned to handle tariff, geopolitical challenges; capex to be measured'
Moody's and Icra Ratings suggest Indian enterprises are well-prepared to navigate tariffs and geopolitical tensions, though investment decisions will be cautious. Government initiatives are expected to bolster domestic demand, offsetting global headwinds. While some sectors face challenges, infrastructure and urban consumption are poised for growth, requiring substantial investments to meet net-zero targets.
Jindal Stainless chairman urges govt to impose appropriate duties on imports from certain countries
Jindal Stainless Chairman Ratan Jindal has urged the government to impose duties on surging imports from countries like China and Vietnam to protect the domestic industry and livelihoods. He highlighted the disruptive impact of excess production from these nations, especially on MSMEs, advocating for policies that favor 'Make in India' and support the stainless steel sector.
India’s 10 self-made women build Rs 2 lakh cr empire: Zoho's Radha Vembu, Juhi Chawla feature in Hurun's list
The 2025 Candere Hurun India Women Leaders List reveals ten first-generation women wealth creators with a combined wealth of nearly Rs 2 lakh crore. Radha Vembu of Zoho Corporation tops the list with Rs 55,300 crore, followed by Jayshree Ullal of Arista Networks. Software and services dominate, with seven of the top ten based in India.
ETMarkets Smart Talk | Dollar strength, geopolitics & yields – the triple threat roiling Indian markets: Anirudh Garg
Amid market volatility fueled by global factors like dollar strength and geopolitical tensions, Anirudh Garg of INVasset PMS offers insights on navigating Dalal Street. He suggests tactical portfolio shifts, highlighting opportunities in sectors like textiles, financials, and defence. Garg emphasizes a data-driven approach to managing risk and uncovering long-term value in a dynamic market.
India's green sector to add 7.29 million jobs by FY28: NLB Services
India's green sector is poised for substantial growth, projecting 7.29 million jobs by FY28 and 35 million by 2047, driven by investments in renewable energy, EVs, and sustainable practices. While metros lead, tier II and III cities will host a significant portion of these jobs.
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