2025-2027 will be very beneficial for Adani Enterprise; expect Jio listing in new year: Deven Choksey
Adani Enterprise is set to benefit greatly from 2025 to 2027 with businesses like Adani Airports and Adani Roads becoming independent companies. Effective debt management and strong cash flows are expected to drive further growth. Reliance Jio platforms may be listed in 2025, providing significant opportunities. The government plans substantial infrastructure spending, benefiting related companies.
Banking sector faces continued headwinds, asset quality pressure expected in H1 2025: Rahul Malani
However, the tight liquidity conditions plus the new applicable LCR norms plus the retail unsecured growth has been tapered off, so which is resulting in the credit growth slowdown.
Foreign investors to stay cautious as India’s market valuations remain high: Punita Kumar Sinha
So, one has to be selective. I mean, there is definitely stress, but there is US financial sector which is also seeing the default rate rise in the credit card sector. So, as the economies globally have slowed.
Adani Green Energy shares tumble 2% on announcing CEO resignation
Adani Green Energy (AGEL) shares fell 2.3% after CEO Amit Singh announced his resignation, effective March 2025. Ashish Khanna will succeed him. AGEL stock has declined 34.4% in the past year and 45% in the last three months.
Citi maintains buy rating on Vodafone Idea, says shares may rally 70% after major debt relief
Citi upgraded Vodafone Idea to “buy” with a target price of Rs 13 per share, citing a significant bank guarantee waiver for spectrum payments. This relief eases financial pressure, improving funding prospects. Indus Towers also benefits.
RVNL shares surge nearly 5% on emerging as L1 bidder for Rs 137 cr Central Railways project
Shares of RVNL have increased by 125% and 124% in the last one year and in the current calendar year, However, in the last 6 months, the stock has fallen by approximately 23% in the last 3 months and by 1.8% in the last 6 months.
Fund Manager Talk | Axis Mutual Fund’s Shreyash Devalkar spots 10 investing themes for H1 2025
Hence, we expect segments with high valuations to undergo consolidation in the near term, if it lacks new earning growth triggers. While we continue to find opportunities across the markets, we believe individual stock picking will be important in this market.
Muted expectations and slow rural demand suggest earnings downgrade may continue: Ajay Bagga
Living expenses have become very expensive and without a surge in wages, which has not happened, or employment, if more people came into employment again that could have got massed out. Again, employment has not happened on that mass scale. So, then the third thing is to pump prime the economy.
Adani Wilmar shares in focus as Adani Enterprises to exit Wilmar JV in $2 billion deal
Adani Enterprises will exit its joint venture with Wilmar International in a $2 billion deal. They plan to sell a 44% stake in Adani Wilmar Ltd. Part of the funds will be used to invest in green energy, airports, and roads. The deal will make Adani Wilmar a subsidiary of Wilmar.
Technichem Organics IPO opens today: Check key dates, GMP, price band and other details
Technichem Organics’ SME IPO is open for subscription, aiming to raise Rs 25.25 crore through a fresh issue. The price band is set at Rs 52-55 per share. Retail investors need a minimum investment of Rs 1.10 lakh. The shares will be listed on the BSE SME platform on January 7.