Kenneth Andrade of Old Bridge Capital remains positive on Indian metals due to cost advantages and capital efficiency. He’s cautious about non-discretionary consumer goods, awaiting a litmus test this quarter. The focus fund’s 11% cash position stems from inflows, to be deployed in existing sectors like pharma, metals, tech, and auto.Read More

Indian defence stocks continue to attract investor attention amid optimism over long-term sector growth and major deals like the Rafale project. Experts highlight strong order books at HAL, Mazagon Dock, and Cochin Shipyard, while cautioning that near-term valuations may be elevated. Government initiatives like Make in India and Aatmanirbhar Bharat support the structural growth story...Read More

Vodafone Idea shares surged nearly 7% after the telco’s petition challenging DoT’s additional AGR dues was reportedly scheduled for a hearing on September 19. The company seeks to quash the Rs 9,450 crore demand, citing duplication and accounting discrepancies, while funding talks continue.Read More

Infosys and other Indian IT shares fell on Monday as investors booked profits after last week’s 4.3% sector rally, spurred by Infosys’ record Rs 18,000 crore buyback. Rising caution ahead of the US Federal Reserve’s policy meeting also weighed on sentiment. The Nifty IT index declined 1%, with Infosys slipping 1.6% to Rs 1,501.40.Read More

Shakti Pumps’ shares surged after farmers in Maharashtra fully booked the second tranche of solar pumps under the state’s subsidy scheme. With orders for 22,451 pumps worth ₹616.30 crore across two tranches, the company is well-positioned to deliver, backed by its strong presence and track record.Read More

Global markets are focused on upcoming central bank actions, especially a possible US Federal Reserve rate cut. Rajeev Agrawal highlighted uncertainty around capital flows and equity valuations. With the Bank of England and Bank of Japan also set to decide, shifting interest rate policies are expected to guide investor sentiment worldwide.Read More

Mumbai’s redevelopment wave promises thousands of new apartments, largely in the premium segment. While boosting revenues and reshaping the skyline, experts warn affordability is shrinking. Rising luxury supply risks overshadowing affordable housing, leaving middle-class buyers with limited choices.Read More

Nifty’s positive performance and surpassing resistance levels suggest a bullish market sentiment. Experts recommend buying stocks like IREDA, BEL, and Glenmark Pharma, citing positive trends and potential upsides.Read More

Jaiprakash Toshniwal of LIC MF Asset Management sees a positive turn for Indian stocks. Festive demand and a resilient economy are key factors. He favors IT, banking, and retail NBFCs. He advises caution on overvalued staples. He notes improved conditions in the metals sector. Domestic factors and steady foreign investment should support markets.Read More

SEBI’s decision to classify REITs as ‘equity’ for mutual fund investments is a progressive step to broaden investor participation and strengthen the instrument. The move, hailed by the Indian REITs Association and top REIT officials, is expected to boost real estate investment and encourage more REIT listings in India.Read More