Growth, Margin Concerns Resurface for Auto Sector Amid Prevailing Geopolitical Crises
Resurfaced chip availability concerns amid geopolitical issues Russia is the largest producer (~40% share in global production) of rare earth metal...
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India Channel Insight #28 | What Is the Two-Wheeler EV Scene in India?
We visit dealers of Honda Motor (7267 JP) , Hero Motocorp (HMCL IN) and TVS Motor (TVSL IN) to understand the current demand environment for...
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India Channel Insight # 27 | Postcard from Uttar Pradesh (UP) | BJP Likely to Remain in Power
The focus of this channel Insight is the state of Uttar Pradesh, one of the largest and most important states in India currently undergoing...
324 Views
Bajaj Auto: Strong Exports, Premiumisation & EVs to Drive Growth; Outlook Stable
We maintain our BUY rating on the stock with a revised TP of Rs 4,250/share (Rs 4,500 earlier) (which includes Rs 320/share for the company's...
303 Views
Bajaj Finance: Gearing Up To Become India's Dominant Fintech
BAF is at an inflection point led by its digital transformation. Recent volatility in its stock offers a good opportunity to accumulate.
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