Vodafone Idea receives a five-year moratorium on AGR dues, easing near-term cash flow but leaving high leverage and spectrum obligations a major concern.Read More
Investor focus shifts from momentum to valuation and liquidity amid market churn. Quant Mutual Fund’s CIO Sandeep Tandon advises avoiding frothy Q-commerce stocks, favoring undervalued traditional companies. He sees pharmaceuticals as a strong, long-term ‘no-brainer’ bet with limited downside and significant upside.Read More
Jefferies warned that the sharp hike in cigarette excise duty is clearly negative for ITC in the near term, likely hurting volumes and earnings. The brokerage called the move a major negative surprise for the legal cigarette industry, estimating over a 20% rise in effective tax incidence, and said it increases policy uncertainty despite its continued positive stance on ITC.Read More
Adani Power shares rose as much as 7% on Thursday, with brokerages highlighting a long runway for earnings growth driven by a sharp expansion in capacity, rising long-term power purchase agreements and improving cash-flow visibility as India’s baseload power demand strengthens.Read More
Investors faced significant psychological challenges in 2025 due to extreme valuations and uneven market gains. Sandeep Tandon, CIO of Quant Mutual Fund, highlights the importance of emotional control and avoiding the trap of chasing momentum. While 2025 saw record highs, many portfolios suffered, especially in mid and smallcaps.Read More
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