Market rotation signals steady growth ahead; financials and PSUs lead the charge: Rohit Srivastava

According to Rohit Srivastava, the Indian market is experiencing sector rotation, ensuring upward movement after consolidation. Financials, especially NBFCs, are leading the rally due to favorable interest rates and low valuations. PSU stocks are building a base after a correction, offering low-value picks. The metal sector anticipates a commodity cycle upturn driven by sustained demand.

Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani

Dinshaw Irani of Helios Mutual Fund discusses investment strategies. He favors new-age companies and highlights quick commerce potential. Irani expresses optimism about Eternal and fintech companies. He also shares a revised outlook on the auto sector, particularly Bajaj Auto, citing its EV initiatives and export performance. Irani sees potential in the defence sector but notes […]

Muted June quarter ahead, September may offer some relief: Dinshaw Irani

Helios Mutual Fund’s CEO, Dinshaw Irani, anticipates a dull June quarter with potential for an uptick in September, driven by interest rate cuts. While power sector faces a breather due to surplus, financial services, particularly banks and NBFCs, remain strong. Irani is also positive on hospitality and healthcare due to limited quality rooms, but negative […]

Fund Manager Talk | Auto entering coexistence era of ICE and EVs, HDFC AMC’s Priya Ranjan explains

HDFC AMC’s Priya Ranjan suggests a “coexistence era” for ICE and EV technologies, with ICE vehicles maintaining dominance in commercial and entry-level segments. While EV growth is promising, infrastructure and cost parity remain challenges. Anticipated interest rate cuts in 2025 could stimulate financing-driven demand, particularly in rural markets and for commercial vehicles, potentially boosting entry-level […]

Scoda Tubes IPO opens for subscription: Should you invest?

Scoda Tubes launched its IPO on May 28, aiming to raise Rs 220 crore through a fresh issue of shares priced between Rs 130-140. Canara Bank Securities suggests subscribing for long-term gains, citing technical expertise and export growth. While financials show revenue and profit increases, investors should consider cash flow and customer concentration risks.

Large deal momentum, improving profitability keep Coforge stock buoyant

Coforge shares rose 13% since May 5, outperforming the BSE IT index, driven by strong revenue growth, record deal wins, and margin expansion in Q4 FY25. The company retained its $2 billion FY27 revenue target, secured a $1.56 billion deal with Sabre, and reported a 48% rise in executable order book despite macro uncertainties.