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Combination of strong brand & higher margins equals long-term investment: 5 stocks with an upside potential of up to 23%
In investing, chasing fads and short-term momentum can be tempting. But history tells us that enduring wealth is created by owning quality businesses with strong fundamentals. Among these, brand strength is a unique, intangible asset that multiplies the effects of good management, customer centricity, and operational excellence. A strong brand attracts more customers, allows higher pricing, generates higher margins, enables steady earnings growth, and, eventually, reflects in a superior stock price trajectory.
$1 Trillion GDP Boost in Sight: Abhishek Banerjee on promising sectors, gold and market sentiment
Abhishek Banerjee of LotusDew Wealth analyzes global economic trends, highlighting the impact of interest rate cuts and trade uncertainties on Indian equities. He favors silver over gold, anticipates benefits for auto and consumer sectors, and remains optimistic about microcaps despite their inherent volatility. India's strong corporate reserves and potential for economic growth are also emphasized.
Qcomm cos on govt radar; Tata upskills in Taiwan
Happy Wednesday! The government may step up surveillance on quick commerce dark stores over rising hygiene concerns. This and more in today’s ETtech Morning Dispatch.
Reliance and Shein aim to sell India-made clothes abroad within a year, sources say
Shein and Reliance Retail are set to significantly expand their Indian supplier network, aiming for 1,000 suppliers within a year, up from the current 150. This expansion supports plans to begin exporting India-made Shein-branded clothing to international markets, including the U.S. and UK, within six to twelve months.
WWDC 2025: AI in Messages, dedicated gaming app and more, what to expect from Apple's software event
Apple WWDC 2025 What to Expect: According to details shared by Bloomberg's Mark Gurman, the company has some AI tools and features in development, but they are unlikely to be released this year. Instead, Apple could announce that it will allow third-party developers to access its large language models (LLMs) to support AI features inside their own apps.
iOS 19 or iOS 26: New iPhone operating system set for overhaul at Apple WWDC 2025
Apple is set to reveal its newest software at WWDC 2025. The upcoming iOS 19, or iOS 26, if reports are to be believed, may feature a significant design change with a fresh look to system apps and AI features. The Phone, Safari, and Camera apps are expected to receive updates. Messages may get AI translation and poll options.
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3 reasons why Warren Buffett doesn’t buy REITs, but here’s why that shouldn’t stop you
Warren Buffett's Berkshire Hathaway largely avoids REITs due to their tax structure and the company's investment philosophy, which prioritizes high unleveraged returns. However, Indian REITs offer individual investors tax-efficient income and liquidity, making them a potentially smart portfolio addition. SEBI regulations and transparency further enhance their appeal as an alternative to traditional real estate.
Apple leases space in Mumbai’s Borivali suburb for fourth India store
Apple India has leased a 12,616 sq ft retail space in Borivali, Mumbai, for nearly 11 years to launch its fourth Indian store. The lease includes a 10-month rent-free period, a starting monthly rent of Rs 17.35 lakh, and a structured rent escalation with revenue sharing.
Patrick McGee, ‘Apple in China’ author, explains why India isn’t the next China for Tim Cook
Apple’s expansion in India is steady but slow, lagging far behind the rapid growth it achieved in China. Despite assembling millions of iPhones locally, India’s manufacturing ecosystem remains small and dependent on Chinese components. Journalist Patrick McGee highlights how Apple’s deep roots in China, built over decades, make a full shift to India challenging. The company’s cautious approach reflects India’s tougher supply chain and policy environment, signalling years before India can rival China’s manufacturing scale.
Google begins direct sales of Pixel devices in India via official online Google Store
This will complement Google's existing online and offline retail footprint, a company statement said. Managing director of devices and services at Google India, Mitul Shah, said launching direct online purchasing from the India Google Store is primarily driven by the "dynamic and evolving" Indian smartphone market.
Trade pacts, Red Sea route resumption to aid India’s FY26 exports to $1 trn: FIEO
India anticipates its goods and services exports to hit $1 trillion by fiscal year 2026. This growth is supported by new trade agreements and the resumption of shipments via the Red Sea route. Federation of Indian Export Organisations projects increases in merchandise and service exports. Key sectors driving this growth include electronics, agriculture, and petroleum products.
Tech's Trump whisperer, Tim Cook, goes quiet as his influence fades
Tensions escalate between Apple CEO Tim Cook and Donald Trump as Trump publicly criticizes Cook's absence from a Middle East trip and threatens tariffs on iPhones made overseas, particularly in India. This shift marks a stark contrast from their previously amicable relationship, raising concerns about Apple's future dealings with the administration amidst broader challenges for the company.
Byju’s app removed from Google Play Store due to non-payment
But the other apps of the embattled edtech company, including Byju’s Exam Prep, which supports students preparing for competitive exams like the IAS, MBA, and UGC NET, and the Think and Learn Premium app, continue to remain available on the platform.
US enjoys $35-40 bn surplus with India if services, arms, royalties included: GTRI
India, US trade: Despite a reported USD 44.4 billion trade deficit, the US actually enjoys a USD 35-40 billion surplus with India when factoring in revenue from education, digital services, and other sectors. This challenges the narrative of India unfairly benefiting from trade. GTRI suggests India should confidently negotiate free trade agreements, pushing back against deficit claims and demanding balanced terms.
India’s supplements wild west; Payments firms’ SaaS play
Happy Monday! As over-the-counter health supplements are increasingly available online, concerns arise about their efficacy and regulation. This and more in the latest edition of ETtech’s Morning Dispatch
Trump’s Apple tariff threat; Zepto Cafe’s roadblock
US President Donald Trump has warned Apple to produce iPhones sold in the US domestically or face consequences. This and more in today’s ETtech Top 5.
Lego opens South Asia's biggest store in Gurugram in partnership with Ample Group
Lego Group starts its retail journey in India with a new store in Gurugram. This is the largest Lego store in South Asia. The company plans to open more stores across India. Bengaluru will be the next location. Lego aims for significant growth in the Indian toy market. They offer a wide range of products for all ages.
Indian boycott of Turkish coffee, chocolates and fashion grows
Indian retailers and online platforms are boycotting Turkish goods, including food and apparel, due to Turkey's support for Pakistan in its conflict with India. The All India Consumer Products Distributors Federation has initiated a total boycott of Turkish-origin food products, while fashion websites like Myntra and AJIO have removed Turkish apparel brands.
Your social media a/cs, digital pictures, data: Decide in advance who inherits these digital assets
From treasured photos and notes to cloud-stored documents and social media accounts, your digital footprint may outlive you— but only if you plan for it. Here’s how to pass on your digital legacy wisely.
Top tech and startup stories this week
Welcome to a new edition of ETtech Unwrapped – our weekend newsletter packed with the most important stories this week. Let’s take a look.
Code to commerce: How Indian developers are shaping the Apple App Store
A recent study showed the App Store ecosystem in India facilitate Rs.44,447 cr. billing in 2024. Apple Developer Center in India is actively helping developers. We also interacted with three founders and developers in India working with Apple Developer Center
Instant reward point redemption across airlines and hotels for these HSBC credit cardholders
HSBC India has introduced the HSBC Rewards Marketplace on May 14, 2025, an upgraded digital platform for credit cardholders to redeem reward points. The marketplace offers over 20,000 reward options, including instant redemptions and partnerships with airlines and hotel chains. Cardholders can easily track and redeem points through the HSBC Mobile Banking App for vouchers, merchandise, airmiles, and more.
BGMI 3.8 Update: Here is the release date, new features, download size and how to install on Android and iOS
Battlegrounds Mobile India is launching the 3.8 update today. The update includes a special Attack on Titan theme. Gamers can experience giant battles and loot trains. Krafton is releasing the update in phases for Android and iOS. The update features a Steampunk Frontier Theme Mode. Players can find new hot drop locations on the Erangel map.
India-Pakistan conflict: Indian QSR stock with Turkey operations in crossfire amid boycott calls and diplomatic strain
Jubilant FoodWorks may face business pressure due to rising India-Turkey tensions following Türkiye’s support for Pakistan. Its Domino’s Turkey unit, DP Eurasia, contributes significantly to revenue and could be impacted by boycott calls and strained trade ties.
Redmi Watch Move review: Familiar form, smarter function
Redmi Watch Move is priced at Rs.1,999. The smartwatch runs with both Android & iOS devices. The smartwatch boasts a wide variety of sensors.
CBSE Class 10th, 12th Results 2025: How to instantly access your scorecard from anywhere using the UMANG app
CBSE Class 10 and 12 board results for 2025 are expected between May 13th and 15th, with over 44 lakh students awaiting their scores. The UMANG app, a Government of India initiative, offers a convenient and secure platform to access digital marksheets and certificates.
Tim Cook's Apple iPhone recipe: Made in India, sold in America
Apple CEO Tim Cook announced that a majority of iPhones sold in the US this quarter will be sourced from India, highlighting the country's growing importance as a manufacturing hub. While China will remain dominant for sales outside the US, Apple is actively diversifying its supply chain due to trade tensions.
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