FII inflows driven by relative stability, not blind optimism: Saion Mukherjee
The market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy shapes up globally and for India over the next 12 months we still think there are headwinds to corporate earnings and the risk premium which actually has not really flared […]
Ather Energy IPO Day 2: Subscription status, GMP trends, price band to review —Should you apply?
Ather Energy IPO: Retail investors drove demand, subscribing to 94% of their allotted portion, while non-institutional investors (NIIs) subscribed 19%. The Rs 3,000-crore issue is set to close on April 30, with the listing scheduled for May 6.
Avoiding IT, ferrous metal stocks for potential headwinds from US: Neeraj Dewan
Neeraj Dewan is cautious about large and mid-cap IT stocks due to high valuations and potential US headwinds, anticipating profit-taking. He also avoids ferrous metals like Tata Steel due to a lack of clarity and weak rebound. Dewan suggests caution on non-ferrous metals and sees continued outperformance in defence stocks like Mazagon Dock and HAL.
Hyderabad investor duped of Rs 2.8 cr in stock market fraud via fake IPO scheme
A Hyderabad man lost Rs 2.8 crore in a fake IPO scam after being lured through a Facebook ad and a fraudulent app called ASKMIN. Scammers built trust with fake profits before demanding more money. Authorities are investigating. Investors are urged to verify opportunities with official sources.
Chakri Lokapriya expects prolonged earnings pressure despite market optimism
LGT Wealth’s Chakri Lokapriya notes that earnings cuts are expected to continue, potentially impacting Nifty’s growth. However, he sees potential for market improvement in the second half with interest rate cuts and stability. Lokapriya highlights TVS Motor’s excellent numbers and execution, recommending a buy, but cautions against applying their success to the entire two-wheeler sector.
D-Street’s $489 billion rally is winning back global funds
Global funds are flowing back into Indian stocks, fueling the market’s impressive rally this month. Optimism surrounding India’s domestically-driven economy, which is expected to weather the global trade war effectively, is attracting foreign investors. This resurgence follows a period of net selling and has contributed to a significant boost in the Indian market’s value.
NRI Talk: Ideal allocation for NRIs – 60% equity, 20% debt, and a global twist, says Prashant Tandon
With a balanced strategy that emphasizes 60% equity, 20% debt, and a global diversification angle, Tandon outlines the ideal framework for managing risk while capitalizing on growth opportunities.
Q4 results today: Bajaj Finance, Ambuja among 41 companies to announce earnings on Tuesday
The fourth quarter earnings season is gaining traction, with 41 companies, including Bajaj Finance and Bajaj Finserv, set to announce their results on Tuesday. Bajaj Finance is expected to report strong performance driven by loan growth across various segments.
Largecaps remain attractive amid global volatility and tariff uncertainty: Sorbh Gupta
The portfolio allocation has moved towards more of domestic consumption including banks. Banks are beneficiary of domestic economy doing well. So, banks is also one of them. We are also positive on pharma, not necessarily generic US exporter but more towards crams and domestic pharma, so that is a pocket we are very positive upon.
Oil falls as economic jitters dampen demand outlook
Crude oil prices experienced a decline in early Asian trading due to investor concerns about demand growth amid the ongoing U.S.-China trade war. Economists fear a potential global recession driven by tariffs, leading to lowered oil demand and price forecasts. Increased output from OPEC+ nations and rising U.S. crude oil stockpiles further contribute to the […]