India’s stock market is set for a rerating in Samvat 2082, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. With “markets like a coiled spring,” he expects a revival driven by consumption, metals, and real estate. From steady Nifty earnings to sectoral rotation, Chandan outlines why 2025 could mark India’s next big bull phase.Read More
Silver futures on MCX surged while silver ETFs across major fund houses fell sharply due to premium compression and supply shortages. Fund houses have suspended new subscriptions, advising caution, even as long-term fundamentals remain strong and analysts remain optimistic about future silver price trends.Read More
LG Electronics India’s smaller IPO proved more lucrative for its bankers than Tata’s larger deal, with higher fees per bank. While both companies debuted successfully on the Mumbai exchange, LG’s offering saw massive oversubscription, highlighting the strong market appetite and premium pricing for the issue.Read More
As earnings season progresses, Nischal Maheshwari highlights positive trends in life insurance and asset management, favoring SBI Life and HDFC AMC. He advises caution on Axis Bank and Vodafone Idea, sees green shoots in IT despite AI concerns, and backs government-supported manufacturing and defense sectors. Consumption faces headwinds, but e-commerce shows promise, while real estate benefits from liquidity.Read More
Tata Motors shares saw a rise as the company demerged its passenger and commercial vehicle businesses. Shareholders will receive new shares in the commercial vehicle entity soon. Brokerages anticipate value creation from this separation. The commercial vehicle arm is seen as a strong performer, while the passenger vehicle segment’s outlook depends on Jaguar Land Rover’s recovery.Read More
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