Devender Singhal of Kotak Mahindra AMC highlights a stronger case for silver over gold, driven by increasing industrial demand from solar, EVs, and AI. He expresses bullishness on the auto sector, particularly lower-end segments, expecting sustained growth. Singhal anticipates robust Q3 earnings, despite Q2 disruptions, maintaining a balanced portfolio with 65% in equities.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...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
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 equity benchmarks Sensex and Nifty opened higher on Monday, propelled by advances in banking and IT stocks. Investor sentiment received a boost from recent central bank lending reforms, as traders also positioned themselves ahead of the busy quarterly earnings season. The Sensex climbed 0.15%, while the Nifty gained 0.18% at the open.Read More
Jaguar Land Rover, Tata Motors’ UK subsidiary, plans to raise a £500 million private loan to support its supplier base and stabilize operations after a significant cyberattack. This funding is separate from a pending £1.5 billion state-backed guarantee. JLR is restarting production, but full recovery is not anticipated before Christmas, prompting additional financial efforts.Read More
Britain’s government will streamline the home-buying process. This aims to cut four weeks off the typical five-month period. Early publication of search and survey information will be required. Binding contracts for buyers and sellers are also being considered. This could halve failed property transactions. First-time buyers may save an average of 710 pounds.Read More
Japan’s Nikkei stock index reached a record high after Sanae Takaichi became the ruling party leader. Investors anticipate her expansionist fiscal and monetary policies. The yen weakened, and short-term bond yields fell, suggesting delayed rate hikes. This unwound earlier expectations for immediate interest rate increases. Long-term bond yields rose on deficit spending concerns.Read More
Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Donec sed odio dui. Etiam porta sem malesuada.
