Nitin Raheja of Julius Baer Wealth Advisors suggests that while GST rate cuts have spurred a rally in consumer stocks, the real impact will unfold long-term, driven by structural tailwinds. The upcoming festive season is crucial for gauging demand recovery, potentially boosting earnings into FY27.Read More
Technology services stocks are currently shorted globally. Investors flock to AI themes, overlooking IT services. The IT sector experienced deceleration, while hyperscalers grew. AI adoption is at the Proof of Concept stage. Indian IT has weathered transitions, adapting to new growth paths. AI’s impact on IT services is expected to be modest. Enterprises struggle with AI implementation.Read More
Markets slipped on Friday amid profit-taking. Analysts recommend Sammaan Capital, Phoenix, and Great Eastern Shipping, citing bullish reversal patterns and strong volumes, with potential returns of 6–13% in the near term.Read More
India sees a busy IPO day on September 23, with 10 issues across mainboard and SME platforms. Grey market premiums highlight strong investor sentiment in select stocks.Read More
Country Club Hospitality and Holidays Ltd (CCHHL) intends to garner USD 100 million via GDR or FCCB to establish upscale leisure properties throughout India. The Hyderabad-based company, now debt-free after repaying Rs 600 crore, manages 30 properties directly and another 30 via franchise. CCHHL is also venturing into residential and commercial real estate projects in major cities.Read More
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