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.
ITC Hotels Q3 Results: PAT jumps 77% YoY to Rs 235 crore, revenue rises 47%
ITC Hotels posted strong Q3FY26 results, with net profit surging 77% year-on-year to Rs 235 crore and revenue rising 47%, driven by robust hotel demand,
January 20, 2026