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Neeraj Chadawar says: “We are identifying the stocks which are contributing to the ancillary demand of the manufacturing cycle. One stock which we identified is Amber Enterprises. The next is Sansera Engineering. This is auto ancillary company and in over a year this company has de-risked its portfolio which was earlier concentrated into IC engine.”

Neeraj Chadawar says: Based on this manufacturing theme, we identified four stocks for 2024. These are Pitti Engineering, Archean Chemical, Sansera Engineering and Amber Enterprises. Our second theme is PSU banks. We believe that PSU banks are in a bright spot and they will continue their growth momentum in 2024 also and under the PSU banking theme, we like SBI

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

The global economy is changing, yet many investors seem to have static portfolios.

The hedge fund industry is for the most part male-dominated, but like other industries, the number of women in the hedge fund world is also growing. Moreover, data suggests that a hedge fund firm with women in the top management performs better than others. For instance, an analysis of the S&P Composite 1500 found that […]

Apr 20, 2021 21:01 GMTFXStreet News USD bulls are stepping in at a significant area of support as stocks fall. Market positioning is net longer USD, and spot could play catch up in the coming days/weeks.  The US dollar remains downtrodden for the seventh consecutive session as measured by the DXY index vs a basket of currencies which printed a fresh low of 90.8560. However, in more recent trade, the index has travelled 0.17% higher in a drift back to 91.2580. The upside is a feasible prospe...

ASX gains as GDP rebounds, despite tech-led Wall St sell-off By business reporters Michael Janda, Emilia Terzon and wires Posted TueTuesday 2 updated WedWednesday 3 Wall Streets recent movements have been driven by the volatile tech sector. ( Print text only Cancel The Australian share market ended Wednesday on an upbeat note as GDP figures show that Australias economy is recovering from the shock hit of COVID-19. Key points: Promising GDP figures follow other economic indicators showing gains...