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Prabhudas Lilladher has revealed its top stock picks. The brokerage highlights fourteen companies, including Adani Ports, HAL, and Titan. Analysts have set new price targets for these stocks. The firm remains optimistic about sectors like banking and capital goods. Investors can explore these recommendations for potential growth opportunities.Read More

IBM shares saw a sharp 13% drop as fears of AI disrupting legacy systems resurfaced, wiping out significant market value. While some see this as an overreaction, the market debates AI’s impact on IBM’s core businesses. Analysts suggest resilient profit pools and IBM’s AI integration strategy could offer a tactical entry point for investors.Read More

Bharti Airtel is entering lending with a new NBFC. This move is a modest allocation of its strong free cash flows. The company plans significant investments in data centres and home broadband. Investors are watching execution risks in this new venture. Airtel’s balance sheet is strengthening, allowing for growth and shareholder returns. Higher dividends are expected.Read More

Global markets are witnessing a significant rotation from mega-cap tech to real assets, cyclicals, and industrials. In India, IT faces AI disruption fears, while banking and defensive sectors gain traction. Opportunities are emerging in pharmaceuticals’ GLP-1 generics and attractive metals valuations.Read More

Afcons Infrastructure’s shares are under scrutiny following a contract termination notice from Société Autoroutière du Gabon. The €113.03 million project for National Road NR1 in Gabon is nearing completion. Afcons disputes the termination, asserting it is inconsistent with contract terms. The company is pursuing legal remedies.Read More