Market expert Hemang Jani advises caution on realty stocks despite strong recent performance. He favors Lodha and DLF for short-term gains, but not long-term investment. Jani prefers Mahindra & Mahindra over Tata Motors in the auto sector. He sees potential in cement companies like UltraTech and Dalmia Bharat. Within pharma, he recommends Sun Pharma and Cipla.
IRDAI clears investments in private companies, eases infrastructure funding norms
IRDAI has expanded insurers’ investment options by permitting investments in private limited companies, infrastructure SPV debt and repo, reverse repo and government securities lending transactions.
August 1, 2026