Karan Taurani of Elara Capital says quick commerce expansion could delay profitability for Swiggy and Zomato beyond FY27, even as Blinkit and Eternal emerge stronger. Reliance’s dark store strategy won’t disrupt leaders. Taurani remains bullish on Radico Khaitan in alcobev and prefers Jubilant FoodWorks and DMart among discretionary consumption stocks.Read More
Indian markets are driven by strong earnings momentum, with the current season exceeding expectations. Investors are buying dips as large-cap companies, including IT majors, meet street forecasts. Sectors like autos, defence, and real estate show positive trends, while FMCG demand is picking up, especially in rural areas.Read More
India’s REIT (real estate investment trust) market is projected to reach Rs 19.7 lakh crore by 2030 from Rs 10.4 lakh crore in 2025, driven by high occupancy, favourable taxation and broader sectoral inclusion, according to a report released on Friday.Read More
Realty major DLF Ltd’s sales bookings more than doubled to Rs 15,757 crore during the first six months of this fiscal year on high demand for its luxury housing projects in Gurugram and Mumbai.Read More
VICI Properties raised the lower end of its 2025 adjusted funds from operations forecast on Thursday, banking on its investments in experiential real estate.Read More
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