Indian markets are experiencing a temporary disruption, not a fundamental shift. Bajaj Finserv AMC’s Nimesh Chandan sees this as a chance to buy good companies at attractive prices. Financials, materials, and industrials are favored sectors. Consumption is recovering broadly. Long-term investors can build positions for future growth.Read More
Global stocks show surprising strength amid West Asian tensions, with investors anticipating a diplomatic resolution. Experts advise a cautious, phased investment strategy, focusing on quality companies. While markets are not collapsing despite negative headlines, volatility is expected to continue. Investors are advised to gradually build positions, balancing optimism with caution.Read More
Om Power Transmission’s Rs 150 crore IPO opened today, seeing 6% subscription in early hours with retail investors showing 11% interest. The company, specializing in power transmission infrastructure, aims to fund expansion and debt repayment. Grey market trends suggest a modest listing with a 4% premium over the Rs 175 issue price.Read More
Affordable housing finance stocks are nearing a turning point. Bernstein highlights attractive valuations and improving growth and asset quality. HomeFirst and Aadhar Housing Finance are named as preferred investments. The sector is poised for a turnaround, offering significant upside potential for investors. This presents a favorable entry point for the segment.Read More
After strong outperformance by PSU banks over the past year, Nomura turns cautious and prefers a shift to private banks, citing better risk-reward despite PSU banks’ gains driven by improved fundamentals.Read More
Markets are showing signs of a short-term bottom as geopolitical tensions ease, leading to a sharp equity bounce. Expert Neeraj Dewan sees opportunities in largecap blue chips and PSU banks, while also noting value in private lenders. The recent correction may attract foreign institutional investors back to India, with metals remaining a strong play.Read More
Indian government bonds saw a retreat on Thursday, reversing some of Wednesday’s sharp gains. Oil prices resumed their climb, fueled by uncertainty surrounding a U.S.-Iran ceasefire and concerns over Strait of Hormuz trade routes. The Reserve Bank of India maintained its interest rates, anticipating economic impacts from ongoing global events. Investors are now preparing for...Read More
India’s IT giant, TCS, is poised to reveal its fourth-quarter earnings on Thursday, with a dividend payout also on the agenda. Analysts anticipate robust year-on-year growth in revenue and profit, though sequential growth is expected to be modest. The BFSI sector is projected to be a key growth driver, while others show mixed performance.Read More
HFCL shares surged after its subsidiary HTL Limited won orders worth Rs 1,366 crore. These orders are for optical fibre cables and will be executed by December this year. The company also recently expanded into aeronautics manufacturing. HFCL has a significant five-year supply agreement for optical fibre cables valued at approximately $1.10 billion.Read More
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