The private credit market, a decade-old alternative to bank lending, is showing early signs of stress with rising investor redemptions and moderating returns. Concerns are mounting over opacity and the impact of AI-driven disruption on heavily financed tech firms, potentially affecting insurers and retirement savings.Read More
The US has slapped up to 100% tariffs on patented drugs, sparing generics and biosimilars but exposing India’s speciality pharma players. Sun Pharma faces the steepest risk, while CDMOs like Sai Lifesciences may see selective impact. Analysts at Jefferies and Nomura expect modest to mid-single-digit earnings pressure.Read More
Despite persistent global uncertainties and foreign outflows, Indian market sentiment is driven by liquidity constraints rather than stretched valuations, with domestic resilience intact. Experts suggest a sharp rebound is possible with liquidity return, while earnings growth and selective opportunities in mid and smallcaps offer compelling prospects.Read More
Market expert Nischal Maheshwari believes current market volatility offers a chance for long-term investors. He advises accumulating stocks gradually, seeing declines as buying opportunities. Banking stocks, especially private lenders, are highlighted for their attractive valuations. While IT offers a short-term trading gain, investors should avoid high-valuation stocks. A disciplined approach is key for navigating the uncertain market ahead.Read More
Ola Electric shares surged over 7% on Monday, capping a 33% gain in three sessions, driven by robust March sales, PLI certification for its Roadster X+ motorcycle, and improved service operations. The company achieved over 1,000 daily orders and crossed 1 million cumulative registrations, signaling a strong turnaround and renewed investor confidence in India’s EV market.Read More
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