EXPLAINED: 2 - The Real Truth

Indian automakers reported strong performance in June 2026, with healthy demand across passenger vehicles, two-wheelers, commercial vehicles and tractors. Brokerages including Motilal Oswal, Emkay and ICICI Securities highlighted broad-based growth, with several OEMs beating estimates. Maruti, M&M, TVS and Tata Motors stood out, while Hyundai underperformed in PVs. Analysts remain…

Vedanta Aluminium shares surged after Emkay initiated coverage with a 'Buy' rating and a Rs 550 target, citing strong medium-term prospects. The brokerage anticipates a global aluminium deficit through 2028, driven by robust demand and supply constraints. Emkay believes structural cost reductions through backward integration will fuel earnings growth, positioning…

India’s textile sector is nearing an inflection point and could regain lost global market share, according to Emkay Global. The brokerage initiated coverage with ‘Buy’ ratings on Arvind, Nitin Spinners and Sanathan Textiles, citing FTAs, tariff advantages over China, a strong domestic market and growing opportunities in technical textiles.

Ola Electric shares surged to a more than four-month high after the EV maker reported a narrower quarterly loss and showed signs of sequential improvement in volumes and market share. Brokerages remain cautious on the long-term recovery outlook, citing rising competition, execution challenges and the need for sustained operational improvements.

Shares of Ola Electric fell sharply on Thursday on after a weak Q4 show, with brokerage Emkay Global maintaining a Sell rating and raising its target to Rs 25, implying over 35% downside. Revenue dropped 57% YoY and volumes slumped, while competition from rivals like Ather and TVS mounts, clouding…

Emkay Global maintains a bullish outlook on Indian equities, projecting the Nifty could reach 29,000 by March 2027, driven by strong domestic growth, earnings recovery and policy support. The brokerage expects markets to navigate near-term volatility from geopolitical tensions & high crude prices. It also warns of macro risks from…

Indian fuel retailers are facing steep under-recoveries despite a recent Rs 3 hike, with analysts estimating losses of Rs 25/litre and daily hits of Rs 1,380 crore for Indian Oil Corporation (IOCL), Bharat Petroleum (BPCL) and Hindustan Petroleum (HPCL). Brokerages including Nomura and Elara Capital warn further fuel price hikes…

Fund Manager Kashyap Javeri views market corrections as opportunities, not warnings. He advocates for investing during volatility, highlighting recent payoffs for those who entered fresh positions or topped up existing ones during the March dip. Javeri is strategically investing in auto ancillaries, capital goods, private banks, and pharma (CDMO), while…

Tata Motors Passenger Vehicles shares jumped significantly after reporting a profit drop for the fourth quarter of FY26. Revenue from operations saw an increase. The company also recommended a final dividend. Brokerage firms offered varied opinions, with some remaining bullish and others cautious about the automaker's future prospects. Concerns persist…