Smallcap valuations seem high but underlying fundamentals have improved. Aditya Khemani of Invesco Mutual Fund sees this as a structural shift. For investors with a 5-7 year horizon, this segment offers compelling opportunities. Despite market volatility and geopolitical concerns, long-term prospects remain attractive. Financials, consumer discretionary, and healthcare are key sectors to watch.Read More

UGRO Capital has halted new loans in its low-yield, DSA-led book, a strategic pivot aimed at boosting profitability. This move, involving significant cost cuts and exiting a business model that offered thin margins, is expected to drive higher yields and eliminate future shareholder dilution. The company is now focusing on MSME lending and merchant partnerships.Read More

Trent Ltd, a high-valuation Indian retailer, is poised to announce March quarter earnings, with investors keenly observing growth sustainability and profit margins. Despite aggressive store expansion, recent growth has slowed. Brokerages anticipate healthy revenue but mixed margin performance, with potential profit pressure due to cost dynamics and sales events.Read More

Six NSE F&O stocks including Amber Enterprises India, Life Insurance Corporation of India, Bharat Heavy Electricals Limited, Cochin Shipyard, Central Depository Services (India), and Vishal Mega Mart saw 6% rise in futures open interest, signaling heightened trading participation and position-building.Read More

Tata Investment shares are in focus after a strong Q4 performance with profit jumping ~69% YoY and a ₹3.40 dividend announcement, reflecting robust investment income and shareholder returns.Read More

Indian mutual funds have boosted their investments in five new-age companies. Funds poured into stocks like Urban Company, Ather Energy, Lenskart, Meesho, and PhysicsWallah. This shows growing confidence from domestic investors in these tech-focused businesses. Brokerages are also initiating coverage with positive outlooks. This trend indicates a significant shift in institutional capital towards India’s new-age...Read More

HCL Tech shares fell sharply after the March quarter results and FY27 guidance disappointed D-Street expectations. While Q4 profit and revenue grew YoY, sequential weakness and constant currency decline weighed on sentiment. The company guided for muted growth of 1–4% in FY27, citing weak discretionary demand and client-specific headwinds, prompting brokerages to trim targets.Read More

Kevin Warsh signalled a shift in Federal Reserve policy, advocating a smaller balance sheet coordinated with the U.S. Treasury. He emphasised gradual reduction and improved communication, while raising concerns about market distortions and political risks. His approach could reshape monetary policy and influence interest rates and liquidity conditions in the coming years.Read More

Indian markets turned negative on Wednesday as investor caution persisted despite a ceasefire deadline extension by Donald Trump. IT stocks led the decline after weak earnings from HCL Technologies, dragging peers like Infosys, Tata Consultancy Services, and Tech Mahindra lower. However, defensive names such as Hindustan Unilever and NTPC posted gains.Read More

Gold and silver prices rose on MCX after the US signalled an extension of the Iran ceasefire, easing inflation concerns. Analysts expect volatility due to currency and oil price movements. Technical levels indicate key support and resistance zones, while elevated global prices and domestic trends keep traders cautious.Read More