Ambit has initiated a ‘Sell’ rating on Bajaj Housing Finance, targeting Rs 85, citing valuation concerns amid competition in the mature home loans sector, despite recent growth in AUM and loans.
Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces
PSU banks are poised for continued growth, with market participants confident the rally is far from over despite near-term challenges. Valuations remain attractive, and improved
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