India’s $750-800 billion FPI pool- Nilesh Shah explains how India can secure more inflows
India attracts substantial foreign investments as a structural growth story, but to elevate its GDP growth, key reforms in land, labor, and judicial areas are essential. Managing Director of Kotak Mahindra Asset Management, Nilesh Shah, emphasizes the need for bold policy measures to achieve higher growth rates.
JM Financial cuts Suzlon Energy’s target price to Rs 71, cites execution challenges
JM Financial has cut Suzlon Energy’s target price to Rs 71 from Rs 80, citing execution challenges and a lower valuation multiple. Despite this, the firm sees a 29% upside. Suzlon is expanding manufacturing capacity to 4.5GW but faces hurdles like land availability and project execution risks.
Gautam Shah on market bottom and Nifty’s next move
Gautam Shah of Goldilocks Premium Research expresses confidence in select market sectors despite uncertainty in the Nifty’s direction. He highlights opportunities in financial services, metals, power, infrastructure, and real estate, suggesting substantial gains in metal stocks over the next 6 to 12 months.
Have markets bottomed out? Dipan Mehta weighs in on the road ahead
In fact, investors can have 70-80% of their portfolio within these four sectors and that can, I would say, high degree of them outperforming the broader indices or some of the other benchmarks.
Smallcaps still overvalued? HDFC Securities’ Unmesh Sharma flags 2 key risks
In this overall, uncertain global environment, India seems better placed. Currently, we are out of the cross hairs from the tariff perspective but need to watch what happens in April, when reciprocal tariff policies are implemented.
PhysicsWallah files draft papers for Rs 4,600 crore IPO
Startups, which are eyeing public listing, are increasingly opting for confidential filing route amid choppy and unpredictable markets that have nudged several new age companies to reassess and go slow on their IPO plans.
Steel stocks zoom up to 7% after DGTR recommends 12% safeguard duty on some products
Shares of steel companies like NMDC Steel and SAIL surged up to 7% after the Directorate General of Trade Remedies recommended a 12% safeguard duty on certain steel imports to curb the influx. The DGTR suggests this temporary duty for 200 days to protect the domestic industry from serious injury.
ETMarkets Smart Talk | Indian markets offer attractive risk-reward for 9-12% returns: Amit Ganatra of Invesco Mutual Fund
Assuming that market returns in the long run track earnings growth, Indian markets offer an attractive risk-reward if return expectations are 9-12%.
Stocks to buy: Swiggy, RVNL and TVS Motor on investors’ radar
Sensex surged 1,131 points, revisiting the 75,000 level, and Nifty rose 1.45% on global bullish trends. Paytm gained 8%, with resistance at 770 and support at 710. Cipla is breaking out above 1500, support at 1450. Bajaj Finserv is weak, with downside levels at 1820-1800. Analyst suggestions include cautious trading and adhering to stop losses.
Zydus Lifesciences shares in focus after FDA approval for prostate cancer drug
Zydus Lifesciences received final USFDA approval to manufacture Apalutamide tablets for prostate cancer, following last week’s approval for Eluxadoline tablets for IBS treatment. The stock shows a hold rating with an 18% target price upside. Despite recent approvals, the shares have declined 7% year-to-date.