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Rajesh Jejurikar, CEO of Mahindra & Mahindra s Auto & Farm Sector, highlights their focus on selling electric SUVs as lifestyle vehicles, emphasizing design, tech, performance, and premium interiors. M&M aims for 20-30% of their SUV portfolio to be EVs within two years, balancing electric and internal combustion engine vehicles to offer customer choice.

Deepak Shenoy, Founder of Capital Mind, emphasizes investing in sectors like defence, manufacturing, consumer durables, and financialisation for India s growth. He advises shifting focus from expensive FMCG companies to durable goods, which show higher growth potential. Private banks and NBFCs also offer opportunities, with a positive outlook on mid to long-term investments.

Grasim share price: Consolidated EBITDA for the quarter decreased by 9% YoY to Rs 4,668 crore, primarily due to lower realizations in the cement sector and initial investments made to establish a robust consumer-facing paints business.

Patanjali Foods share price: Revenue from operations also saw strong growth, reaching Rs 9,103.13 crore in Q3FY25, marking a 15.07% year-on-year increase from Rs 7,910.70 crore in Q3FY24.

JM Financial has reiterated a buy recommendation for Kajaria Ceramics, revising the target price to Rs 1160 with a one-year period. Despite short-term volume impacts, mid-to-long term improvements in real estate activities and exports are forecasted to benefit Kajaria. The company reported a consolidated total income of Rs 1174.24 crore for the quarter ended December 2024.

This stimulus could provide crucial support to India s economic growth during a period of global economic uncertainty. However, the relief s actual impact hinges on complex factors including consumer confidence, broader economic conditions, and individual spending behaviours.

Trumponomics is likely to boost the Indian IT and pharma sectors, particularly through opportunities created by tariffs on Chinese APIs and currency depreciation. Consumer spending, however, is expected to remain steady after initial volatility. The banking sector presents investment opportunities, with short-term gains in private banks and medium-term benefits in public sector banks.

As of today, the Indian Stock Market is giving an Earning Yield of 5% (~PE of 20). At the same time, US 30 year G-Sec Yield is close to 4.6%, so here comes the question why any FII should invest in India when they are getting such high yields in US treasury, which is supposed to be the safest asset class in the world.