F&O Talk| Nifty eyes further gains after crossing 25k mark: Is 25,600 the next target? Sudeep Shah weighs in
The Indian stock market rebounded strongly this week. Nifty 50 crossed 25,000, recovering previous losses. Operation Sindoor boosted market sentiment. Midcap and Smallcap indices also rose significantly. Analysts suggest Nifty may reach 25,300-25,600. Bank Nifty faces resistance at 55,700-55,800. Stock-specific trading is favored. Defense stocks are overbought. Metal sector shows bullish signs. Hyundai and BHEL […]
Arvind Fashions reports Rs 17 crore Q4 Loss despite 13.7% YoY revenue growth
Arvind Fashion Ltd faced a significant standalone net loss of Rs17 crore in Q4, a 192% yoy decline, despite a 13.7% revenue increase to Rs150 crore. However, FY25 saw a strong recovery with a net profit of Rs37.8 crore, driven by strategic execution, focus on womenswear and innerwear, reduced discounting, and retail channel growth.
FIIs pump Rs 23,778 cr into Indian stocks in May. Is more buying seen ahead?
Foreign Institutional Investors (FIIs) have significantly increased their investments in Indian equities, with net purchases of Rs 23,778 crore through May 16, 2025, following a shift in April. This buying momentum is fueled by easing geopolitical tensions, improved global trade relations, and India’s robust growth prospects. Experts anticipate continued FII buying, supported by controlled inflation […]
Dalal Street Week Ahead: Market momentum strong, but watch out for tactical pullback near 25,350
Indian markets showed strong gains following eased geopolitical tensions. Nifty recorded significant single-day growth. Volatility decreased substantially. The uptrend is expected to continue with support at 24000. Sector rotation is anticipated, potentially shifting leadership to FMCG, Auto, and Pharma. Vigilance is advised to protect existing investments. Resistance is expected at 25175 and 25350. Support lies […]
Gold is even worse! What value investor S Naren has to say on most popular asset class
ICICI Prudential AMC’s CIO, S Naren, advises caution on gold investments, despite its current popularity, citing unattractive value compared to two years prior. He highlights low Indian 10-year government security rates relative to higher global yields. Naren suggests a diversified, conservative investment approach across multiple asset classes, while remaining optimistic about India’s macroeconomic stability.
M&M, Zee Entertainment among top 10 insider deals that took place this week
Insider deals refer to transactions made by company executives, directors, or major shareholders, involving the buying or selling of shares in their own company. These transactions often provide valuable insights into a company’s future prospects, as they are based on the knowledge of those who have a deep understanding of the company’s operations and financial […]
Cement sector sees 5% price surge in Q1FY26; UltraTech, JK Cement top buy
The Indian cement sector demonstrates resilience with rising prices despite subdued demand, particularly in the South and East regions. Capacity expansions are expected, potentially intensifying competition. UltraTech Cement and JK Cement are recommended as buys, with positive growth outlooks driven by cost efficiencies and strategic expansions, respectively.
Divi’s Laboratories Q4 results: PAT surges 26% YoY, revenue up 12%
Divi’s Laboratories announced a robust financial performance for the March quarter of FY25, with a 25.6% YoY surge in standalone net profit, reaching Rs 667 crore. Revenue from operations also climbed by 12.26% to Rs 2,536 crore. The company’s board declared a dividend of Rs 30 per share and its Unit III greenfield project has […]
Fund Manager Talk | Attractive risk-reward opportunity in midcap private banks, says Amey Sathe
Amey Sathe of Tata Asset Management sees opportunity in midcap private banks. He believes their valuations are compelling. Profitability is expected to improve in the next two years. The Tata Flexi Cap Fund uses sector rotation. It overweights undervalued sectors. Sathe also views consumer stocks as a dark horse in fiscal year 2026.
ETMarkets PMS Talk: April’s 9.9% spike – Nikhil Johri on what drove Trivantage Capital’s outperformance
Trivantage Capital’s portfolio showed impressive gains. Nikhil Johri credits the returns to policy and sectoral factors. RBI’s accommodative stance and stable asset quality helped. The fund focuses on governance and due diligence. It targets opportunities in asset management and affordable housing. Johri sees a rebound in small and mid-cap financials. He believes India’s financial sector […]