I am Niranjan Ghatule, a B.Tech graduate in Electrical Engineering with a strong passion for the financial markets. With over 5 years of hands-on experience in the stock market, I have developed deep expertise in equity research, market analysis, and trading strategies.
Posts by Niranjan Ghatule:
The U.S. auto industry is facing a major shift as President Donald Trump imposes a 25% tariff on imported cars and auto parts. This policy is set to impact global automakers differently, with luxury brands like Audi, Porsche, and Ferrari being hit the hardest, while companies with U.S.
Ferrari has announced a commercial policy update in response to new U.S. import tariffs on European cars. The luxury automaker will maintain existing terms for certain models while adjusting pricing for others by up to 10%. Despite potential profitability risks, Ferrari reaffirms its financial targets for 2025.
Asian Paints Limited has announced an expansion of its upcoming manufacturing facility for Vinyl Acetate Ethylene Emulsion (VAE), Vinyl Acetate Monomer (VAM), and Ethylene storage & handling in Dahej, Gujarat. The total project cost has been revised to ₹3,250 crores,
The Production-Linked Incentive (PLI) Scheme for Automobile & Auto Components is a government initiative launched in September 2021 with a budgetary outlay of ₹25,938 crore. It aims to boost domestic manufacturing of Advanced Automotive Technology (AAT) products, reduce import dependency, and create employment.
This article provides insights into Ashok Leyland’s latest business developments, focusing on its EV segment, financial performance, and future growth prospects. It covers key points shared by Shenu Agarwal, including challenges in the UK’s EV market, Switch India’s expected breakeven in FY26, and the progress of the Hinduja Leyland IPO.
This article covers the impact of Donald Trump's newly announced 25% tariff on auto imports on Tata Motors. Since the U.S. contributes 22% of Tata Motors' revenue, particularly through its Jaguar Land Rover (JLR) brand, the tariff poses a significant challenge. The announcement led to a sharp decline in Tata Motors' stock price, dropping over 6%.
This article provides an in-depth analysis of Donald Trump's announcement of a 25% auto tariff on all cars not manufactured in the U.S. The policy aims to boost domestic car production, impact global trade, and potentially benefit American automakers
This article analyzes the Federal Reserve's historic financial losses, totaling -$224.4 billion since Q4 2022. It explores the key reasons behind the losses, including rising interest expenses, declining income from Treasuries and Mortgage-Backed Securities, and mounting unrealized losses on its bond holdings
Bank of India (BOI) has declared Rolta India Ltd. as a fraud account under Regulation 30 of SEBI (LODR) Regulations, 2015 due to its non-performing asset (NPA) status. The outstanding amount of ₹616.30 crore has been fully provisioned by the bank.
Bharat Dynamics Limited (BDL) has signed a significant Rs 4,362.23 crore contract with the Ministry of Defence for supplying armaments to the Indian Armed Forces. This milestone deal strengthens India’s self-reliance in defense manufacturing and aligns with the ‘Make in India’ initiative.
This article explores Ashok Leyland's potential acquisition of a majority stake in SML Isuzu. The deal may involve purchasing over 40% of SML Isuzu’s shares from Sumitomo Corporation, positioning Ashok Leyland as the majority shareholder. The article highlights the strategic implications, market impact, and potential benefits of this acquisition.
This article provides a curated list of Goldman Sachs India’s top investment ideas across various sectors, including financials, consumer goods, industrials, internet, autos, healthcare, and clean energy. It highlights key stocks with strong growth potential, backed by financial metrics and market trends.