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Brigade Enterprises shares could be under scrutiny after the Income Tax Department conducted search operations at its offices from December 9-13. The company stated its operations remain unaffected and it fully cooperated with authorities. The stock has seen a significant year-to-date decline.
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Cholamandalam anticipates margin gains in the second half of FY26, driven by lower funding costs and RBI rate adjustments. The company maintains its asset under management growth forecast. Demand for consumer loans is rising, supported by GST reductions. Commercial vehicle segment weakness is seen as seasonal. Asset quality is expected to improve.
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Cholamandalam anticipates margin gains in the second half of FY26, driven by lower funding costs and RBI rate adjustments. The company maintains its asset under management growth forecast. Demand for consumer loans is rising, supported by GST reductions. Commercial vehicle segment weakness is seen as seasonal. Asset quality is expected to improve.
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Nilesh Shah of Kotak Mahindra AMC advocates a pragmatic 2026 investment strategy, emphasizing earnings visibility and valuation comfort. He suggests a multi-asset allocation of 55% equities (midcap, largecap, smallcap), 20% precious metals (favoring gold), and 30% fixed income, balancing risk and return amid market shifts.
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