Mahindra & Mahindra’s recent quarterly results met market expectations. However, analysts noted concerns regarding profit margins and market share. New product launches, including the 3XO, impacted average selling prices. The tractor segment also saw some market share decline. Despite these points, the company’s stock remains a buy for some.Read More
The government’s BHEL OFS is priced at Rs 254, offering a valuation of 21x FY28 earnings. Analysts see significant upside, driven by India’s coal capacity roadmap and BHEL’s strong order book. Margin expansion and growth in nuclear and coal gasification further bolster the bullish outlook.Read More
India’s overnight indexed swaps signal that the central bank’s rate-cut cycle has likely run its course, anchoring short-term rates, while longer-tenor rates are being pulled higher on expectations of firmer inflation and robust growth.Read More
Copper prices climbed on Wednesday on a weaker dollar, though demand slowed ahead of China’s nine-day Lunar New Year break that begins over the weekend.Read More
Wall Street is experiencing a sell-off in companies perceived to be at risk from AI advancements. Recent product launches, like Altruist’s tax-strategy tool, have triggered significant stock declines in wealth management and other sectors. Investors are now prioritizing avoiding disruption over identifying AI winners, reflecting growing anxiety about the technology’s potential to reshape industries.Read More
India is set for a robust industrial revival, driven by a global upturn, improving exports, and strong capital expenditure. Chetan Ahya of Morgan Stanley highlights AI infrastructure, defense spending, and energy transition as key structural drivers. Benign inflation and no rate hikes are expected until 2027, fostering a virtuous cycle for India’s growth.Read More
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