Sudip Bandyopadhyay advises caution in pharma due to US tariff uncertainties, recommending domestic-focused companies like Mankind Pharma for growth. He also anticipates a strong Q3 for value retailers, including V-Mart, driven by rising incomes and festive demand. Overall, domestic sectors offer safer growth amidst global volatility.Read More
Vodafone Idea share price: Vodafone Idea has approached the Supreme Court to quash the DoT’s Rs 9,450 crore AGR demand, citing inconsistencies with earlier guidelines. The telco also seeks reassessment of dues up to FY17.Read More
Indian Bank, HFCL and seven other F&O stocks saw notable futures open interest surge on October 3, signalling growing market participation and potential momentum in these counters.Read More
Mahesh Patil, CIO at Aditya Birla Sun Life AMC, advocates large-cap investing for long-term alpha, stability, and consistent returns. He notes market consolidation is easing, with domestic factors improving and earnings growth expected to revive to 10-11%. Patil also views the IT sector as a contrarian opportunity and advises selective participation in the revived IPO market, focusing on differentiated companies.Read More
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