Despite a prolonged market correction in March, Aditya Kondawar of Complete Circle Capital has been actively investing in BFSI, automobiles, and defence. He highlights cleaner balance sheets in BFSI, a decadal growth outlook for autos driven by rising aspirations, and a structural shift in defence manufacturing due to modern warfare trends.Read More
Suzlon Energy shares have surged 20% in a month as rising power demand and reduced gas and hydro output amid the Iran-US conflict boost wind energy’s relevance. JM Financial sees the company as an unintended beneficiary, citing strong evening demand, improved execution outlook, and over 30% upside potential.Read More
Shares of Billionbrains Garage Ventures fell 2%, snapping a five-day rally, even as brokerages initiated coverage with bullish views. BofA and JPMorgan highlighted strong growth prospects, profitability and market leadership, while flagging near-term risks from market slowdown and potential supply overhang following the expiry of the post-IPO lock-in period.Read More
India’s mining and metals sectors show strong opportunity with surging coal and iron ore prices, benefiting Coal India and NMDC. Private banks are outperforming PSUs due to NIM recovery, with SBI and ICICI Bank as top picks. The auto sector saw robust Q4 volume growth, while consumption remains mixed with jewellery and liquor showing resilience.Read More
Gujarat Mineral Development Corporation (GMDC) shares surged 18% to a new 52-week high of Rs 736, driven by robust trading volumes exceeding Rs 2,400 crore. The company, a major lignite producer, also announced a collaboration with NMDC to explore Rare Earth Elements in Gujarat. Despite a slight dip in Q3 profit, GMDC’s stock has shown remarkable long-term growth.Read More
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