Why you need not say goodbye to capex and invest only in consumption theme now

Prashant Khemka, Founder of White Oak Capital Management, anticipates a shift in performance between cyclical and defensive stocks. The Budget may reinforce this phenomenon. Khemka advises maintaining a balanced portfolio, emphasizing stock picking over top-down calls. He also notes the potential positive impact of income tax savings on demand and broad sectoral benefits.

Dr Agarwal’s Health Care IPO listing today. Check GMP ahead of the debut

Dr Agarwal’s Health Care’s upcoming listing worries investors due to a discounted grey market premium and muted subscription. Despite being India’s largest eye care chain, with a 25% market share in FY24, and significant revenue and efficiency growth, market conditions appear challenging. Analysts recommend a long-term investment view for potential gains.

India in early stages of shift towards passive funds: Morningstar CEO Kunal Kapoor

The Indian Mutual Fund industry has come a long way over the past decade. Proactive regulations on disclosures, fund categorization and fees have driven positive change. Increased retail investor participation has also been fuelled by the industry’s efforts to promote investor awareness and education, broadening the reach of mutual funds across the country and investor […]

Stocks to buy: Power Grid, Divis Labs and Tata Chemicals on investors’ radar

Benchmark indices closed lower on Monday amid concerns over US tariffs. Key stocks in focus included Power Grid, which showed weakness, Divis Laboratories, which demonstrated strength, and Tata Chemicals, which tested crucial support zones. Recommendations for cautious trade approaches were provided for each stock.

Asian shares advance after Trump delays tariffs

Stocks in Australia and Japan gained, while contracts for Hong Kong stocks also looked up. US futures rose after the S&P 500 on Monday trimmed most of its slide that earlier approached 2%.