Five BSE 100 stocks, including Adani Power, Adani Ports, Nestle India, Cummins India and Bajaj Auto, hit fresh 52-week highs after rallying up to 40% over the past month.Read More
Walter Schloss highlights that investing demands humility, as markets quickly expose mistakes through immediate feedback. Rather than avoiding errors, successful investors learn from them—using humility to adapt, cut losses, and refine strategies.Read More
Vijay’s TVK is set to reshape Tamil Nadu’s political landscape, prompting investors to assess what a “Thalapathy government” could mean for industry and markets. With the state being a key auto, electronics and export hub, policy clarity on incentives, welfare spending and governance will drive sentiment for TN-linked companies.Read More
Sohum Asset Managers is shifting its focus to largecap stocks for safety. The fund is overweighting domestic businesses and underweighting global ones. This strategy has benefited performance. Reliance Industries is a key bet, with significant upside expected. Private sector banks also form a large part of the portfolio. The fund is avoiding FMCG due to high valuations.Read More
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