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    NCERT to recreate PM's 'Pariksha pe Charcha' for virtual exhibition

    PM Modi's 'Pariksha Pe Charcha' might become virtual with NCERT's portal, featuring interactive 2D/3D environments. Amid NEET exam irregularities, NCERT's Expression of Interest aims for one crore annual visitors. The virtual exhibition includes a hall, Modi's speeches, selfie zones. Launched in February 2018, PPC addresses exam stress concerns.

    These midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 23%, according to analysts

    The “risk on trade” which took a pause for a while is back on the street. Will the budget and change in the direction of the global interest rate cycle add further fuel to the rally is a big question. Keep an eye on liquidity and the market breadth in the next few weeks as that will determine what happens to mid-cap stocks in the medium term. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". This predefined screener is only available to ET Prime users.

    NCERT to recreate PM Modi's 'Pariksha pe Charcha' for virtual exhibition

    The NCERT is working on a proposal to create a virtual platform for PM Modi's 'Pariksha pe Charcha' initiative. The platform will feature interactive 2D/3D environments for student engagement, selfie opportunities with the PM, and exhibition of student projects.

    Consolidation push to continue as key raw material gets scarce: 11 small cap cement stocks which fit the bill and may see some action

    In less than a month, two cement majors clearly showed their intent. The intent is to grow through an inorganic route. One by complete acquisition, the other by taking a large stake in the company. Another common thing, both of them are focussed on the southern part of India, where the cement companies have a history of being under pressure. So why are they looking toward southern India? The answer lies in something else. It is one of the key raw materials that have become scarce and that is what is leading to a situation where big players clearly know that if they have to grow their capacities they have to pick on companies which have access to that critical raw material. This aggressive consolidation is likely to continue and it is the smaller players which are likely to be targeted.

    These midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 25%, according to analysts

    At this point of time, emerging markets are witnessing out flows, but given the fact that there are enough indications that globally a risk on trade is not far given the assumption that the US Fed is likely to change its stand and interest rates are likely to move southward. This “risk on trade” got halted in the Indian market for the first three months of 2024, briefly resumed in April but then again suffered a setback in May. If one goes on by the market breadth, there are indications that it might be getting started once again. Keep an eye on liquidity and the market breadth in the next few sessions as that will determine what happens to mid-cap stocks in the medium term. If the market breadth and nifty stays positive then it is very likely that we might see more strength in mid-caps. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". This predefined screener is only available to ET Prime users.

    Monsoon is a headwind, but continued infra push is a bigger tailwind: 5 southern India focussed cement stocks with upside potential of upto 44%

    With the monsoon coming, there is always a cyclical pressure on cement stocks, with the narrative being that in monsoon construction activity slows down. There is no doubt that this happens but over the last few years it has been seen that the decline in demand is not as strong as it used to be, maybe because the overall thrust on infrastructure is far higher or the fact that as the economy recovers, the overall demand matrix is better for cement companies. The fact is that cement has been a sector where most of the analysts have been caught off guards. The stocks have done well and a large number of analysts have been sticking to their stands that pricing and capacity utilization is an issue. Another reason to look for cement stocks is the fact that we have a state election coming in near term and that will lead to a situation where push to infrastructure projects would be given and that is always good news for the cement industry.

    The Economic Times
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