Can defence and real estate continue to be flavour of the market? Rajat Sharma answers

Rajat Sharma of Sana Securities advises caution on defence and real estate due to high valuations, despite positive market sentiment. He expresses concerns about real estate balance sheets and the unsustainability of current valuations. Sharma favours ITC and alcohol stocks within the FMCG sector, highlighting their resilience against quick commerce and attractive valuations.

Market surge leads to Rs 50,000 crore worth stake sales by promoters and shareholders

Shareholders are selling company stakes. This follows a stock market recovery. Over ₹50,000 crore in shares have been sold this month. Deals involve companies like ITC, Bharti Airtel and IndiGo. Experts believe this trend will continue. Positive market sentiment and easing global concerns are driving the sales. Several companies are planning to raise funds soon.

Asian stocks set for weak start as US gains fade

US equity-index futures slipped 0.2% after the S&P 500 Index trimmed most of an advance that earlier approached 1%. Contracts for Australia, Japan and Hong Kong pointed to a loss. The dollar was steady in early trading Friday after a gauge of the currency’s strength weakened 0.4%.

LIC invests Rs 5,000 crore in Adani Ports NCD

Life Insurance Corporation of India invested in Adani Ports. LIC purchased ₹5,000-crore non-convertible debentures. This investment supports Adani Ports’ plan to refinance debt. The company aims for longer-term borrowings at lower rates. The 15-year bond has a 7.75% coupon. Adani Ports will use the funds for capital expenditure. Refinancing existing debt is another purpose.

Trump meets Powell to discuss interest rates and economic outlook

President Trump met with Fed Chair Jerome Powell to discuss the economy, though interest rates weren’t a focal point, according to the Fed. Trump reportedly told Powell that he believed not lowering interest rates was a “mistake,” despite the Fed’s commitment to objective, non-political analysis. This meeting, initiated by Trump, occurs amidst his public criticism […]

Sebi unveils new rules to enhance oversight in equity derivatives market

SEBI is set to overhaul equity derivatives market regulations, introducing a delta-based open interest calculation to replace the notional value method. Position limits for single-stock derivatives will be linked to cash market liquidity to curb manipulation, especially during F&O ban periods.

Fed’s Austan Goolsbee sees lower interest rates if tariffs fade away

Austan Goolsbee, President of the Federal Reserve Bank of Chicago, suggested that resolving trade policy uncertainties could steer the US economy back to its pre-tariff path. This shift, he noted, might enable officials to reduce interest rates. Goolsbee emphasized the potential for a strong economy with full employment and targeted inflation if trade-related disruptions are […]