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In FY25, sectors like media, energy, PSU banks, and realty are expected to perform poorly, while defence, financial services, and healthcare are projected to see gains. Media has witnessed a significant profit decline, while PSU banks, despite strong numbers, face challenges like NPAs. Positive views are held on metals, NBFCs, private banks, and technology for FY26.Read More

The German financial services giant is looking to partner with Jio Financial Services (JFSL) after deciding to exit its 24-year-long joint venture with the Bajaj Group. Allianz is selling its 26% stake in Bajaj Allianz General Insurance Co and Bajaj Allianz Life Insurance Co to its Indian partner for $2.8 billion, potentially in multiple tranches.Read More

Foreign institutional investors (FIIs) continue selling Indian equities due to US policy shifts, global interest rates, and emerging market underperformance. Nilesh Shah attributes this to US tax cuts and protectionism, while Karthik Kumar links it to global yields and currency trends. FIIs may return when global conditions stabilize.Read More

Gautam Shah of Goldilocks Premium Research highlights opportunities in financial, metal, power, and infra sectors, recommending top companies like HDFC, ICICI, SBI, and NBFCs. He remains optimistic about the Indian market’s structural story despite short-term corrections, emphasizing that sectors like real estate and power hold promising potential for the upcoming months.Read More

The US stock market faces rising risks as overvaluation, slowing earnings, inflation, and trade tensions create uncertainty. The Magnificent Seven’s fading influence, tariff escalations, labor market strains, and recession fears add to volatility. Whether this results in a correction or downturn depends on corporate earnings resilience and policy responses.Read More