Auto stocks face headwinds despite Trump’s tariff pause, with many underperforming expectations due to domestic economic concerns and muted Q4FY25 earnings. While some stocks like Eicher and TVS have shown resilience, brokerages anticipate earnings downgrades across the sector due to weak demand and plateauing margin expansion. Experts recommend stock-specific strategies, highlighting Maruti Suzuki, Ashok Leyland, and M&M as potential buys.
Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani
Dinshaw Irani of Helios Mutual Fund discusses investment strategies. He favors new-age companies and highlights quick commerce potential. Irani expresses optimism about Eternal and fintech
May 28, 2025