Sanjiv Bhasin discusses China sectors play, Tata Motors, PB Fintech outlook. Mentions L&T, FMCG stocks, Lever target. Talks about Voltas, real estate momentum, Indiabulls Real Estate play.
Uday Kotak welcomed MUFG Bank’s Rs 39,618 crore investment in Shriram Finance, questioning whether it should remain an NBFC or eventually seek a banking licence
India’s defence shipbuilding sector is entering a long-term growth phase driven by policy support and manufacturing focus. Prabhudas Lilladher sees strong rerating potential in Mazagon
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