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02 Jun 2025
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Market Movement
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Axis Direct
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Top Picks
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We recommend the following stocks: HDFC Bank, ICICI Bank, Shriram Finance, Avenue Supermarts, State Bank of India, Lupin, Hero Motocorp, Max Healthcare, Colgate, Kalpataru Projects, APL Apollo Tubes, Varun Beverages, Bharti Airtel, Prestige Estates, and Sansera Engineering
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31 May 2025
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Market Movement
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Ventura
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Strategy Note
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TACO Twist: Tariff threats fade, courts strike, and stocks surge
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30 May 2025
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Market Movement
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Axis Direct
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Strategy Note
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Q4FY25 Earnings Wrap - Week VI
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24 May 2025
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Market Movement
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Ventura
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Strategy Note
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Turbulent Tides: Global Markets React to Japan's Rate Hike
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21 May 2025
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Market Movement
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Prabhudas Lilladhar
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Strategy Note
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So far ~72% of our coverage universe companies have declared results for 4Q25. Although 4Q results season started with muted expectations, the reported numbers so far show inline sales while EBIDTA and PBT has been...
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08 May 2025
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Market Movement
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IDBI Capital
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Strategy Note
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08 May 2025
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Market Movement
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IDBI Capital
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Strategy Note
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07 May 2025
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Market Movement
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Axis Direct
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Strategy Note
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Stock Ideas with specific strategies!
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06 May 2025
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Market Movement
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Axis Direct
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Strategy Note
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Stock Ideas with specific strategies!
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06 May 2025
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Market Movement
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Prabhudas Lilladhar
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Strategy Note
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Riding Bodacious | Cashing the chaotic Brent Rodeo or bull-fighting is considered one of the most dangerous organized sports. I am sure you can imagine handling an unpredictable ~900kg mass and what it can do to you if you get caught on its wrong side! In the rodeo world, Bodacious has been recognized as the most dangerous. Forecasting crude oil prices, has also been like riding Bodacious. Crude oil prices are a result of complex multi-dimensional factors in addition to demand and supply- geo-political developments, unplanned disruptions, actions by OPEC+, and outlook on renewables. As global economy takes a beating due to tariff wars, OPEC+ announced intent to raise its production by 411kbopd in May'25 and then by similar quantity in Jun'25. As a result, Brent, which stood at USD79/bbl in FY25, declined to USD67/bbl in Apr'25 and has...
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