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Indian IT stocks are seeing a rally but may offer modest returns. Banks, especially large private and PSU banks, are expected to perform well. NBFCs remain a solid investment choice. Investors should be selective. AI’s impact on India will take time to materialize. Data centers are capital intensive with unclear returns. Top-tier NBFCs are recommended for safety.
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Netweb Technologies shares: The stock jumped after Nvidia’s strong Q4 results boosted sentiment. The stock surged because Netweb has a deep partnership with Nvidia to build high-end computing systems, including Blackwell-powered AI servers.
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Indian markets are showing optimism, with Nifty poised for a breakout above 26,100. Hopes of a US trade deal and improving investor sentiment are driving this, potentially pushing Nifty towards 26,500. Experts suggest buying on dips, favoring largecaps and US-exposed stocks. A Santa rally is also possible, with Nifty potentially reaching 27,500 by year-end.
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The European Central Bank, in contrast, is not expected to move rates at all in the coming year, based on the swaps market
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Zerodha CEO Nithin Kamath revealed that a company colleague now holds an astonishing 3,100 stocks—nearly the entire NSE universe—pushing diversification to an extreme. Kamath’s post triggered witty reactions online, with users calling it a “personal mutual fund” and warning that excessive diversification, high costs, and microcap illiquidity could drag long-term returns.
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