Ajay Bagga identifies long positions in gold, emerging market debt, US and Chinese technology stocks as popular strategies. He warns the market is complacent about Trump’s tariffs, anticipating clearer implications in the next few months. He advises caution in broader markets and highlights power sector opportunities, while noting concerns about discom losses and LPG under-recoveries affecting OMCs.
NTPC Green shares crack 9%, hit 52-week low as shareholder 3 month lock-in period ends today
NTPC Green Energy shares fell 9% to Rs 96.20 as the 3-month lock-in expired, unlocking 183 million shares (2% of total). The expiry triggered selling
February 24, 2025