Hot Stocks: Brokerages on Escorts & SBI; CLSA downgrades Sula

JPMorgan continues to favour SBI with an overweight rating, while Macquarie has boosted Escorts to an outperform status. Conversely, CLSA has downgraded Sula to underperform following Q4 results, and they’re sticking with a sell rating on Asian Paints.

JPMorgan says India index inclusion on track, most clients ready

“Based on the annual Index Governance Consultation process, market feedback so far has been largely positive, with the majority of our index clients already set up to trade in the IGB market,” managing director Gloria Kim said in an emailed reply to questions.

Sebi cuts lot size of private-placed InvITs to Rs 25 lakh

“The proposal will help in increasing the liquidity of privately placed InvIT units by allowing a broader base of investors to participate in the market and promote diversification of investment portfolios, enabling investors to better manage risk,” Sebi said in a discussion paper on Thursday.

IndiGo in long haul for bigger market share

The company’s international expansion will be gradual given that the aircraft delivery is expected in 2027. A critical question is whether the airline will be able to retain the advantage of a low-cost carrier once it expands in international markets, which would increase its operating costs.

MFs record net inflows for 38th month in a row, SIPs at new high

With corporates buying debt funds again at the start of the financial year, debt funds saw inflows of ₹1.90 lakh crore. Total average assets under management of the industry moved to a new high of ₹57.01 lakh crore, compared with ₹55 lakh crore in the previous month.