Can equities sustain their rebound amidst ongoing Middle East conflict?

Indian equities rebounded on Monday, mirroring gains in Asian markets, as concerns over the Iran-Israel conflict eased. The Nifty rose 0.9% and the Sensex climbed 0.8%, recovering from previous losses fueled by escalating Middle East tensions. A decline in Brent crude prices and expectations of US intervention further boosted market sentiment, reducing volatility.

Why are Indian MFs struggling to find skilled short-sellers?

Mutual funds in Mumbai are struggling to find experienced short-sellers. This is due to the rise of specialised investment funds. These funds require expertise in betting against stocks. A decade-long bull market has discouraged short-selling. Regulations and pay are also hindering recruitment. Experts believe the timing is right for long-short funds. They await regulatory easing […]

UltraTech Cement must divest 7% stake in India Cements to meet SEBI norms

UltraTech Cement must divest approximately 7% of its India Cements stake, valued at over ₹667 crore, to comply with SEBI’s minimum public shareholding norms after an oversubscribed open offer increased its stake beyond the regulatory limit. India Cements has until February 2026 to meet the 25% public shareholding requirement through various methods.

Economic recovery Isn’t enough, earnings must follow: Samir Arora

Samir Arora of Helios Capital discusses the Indian market, noting IPOs trading below issue price and block deals. He believes market strength drives selling, not the reverse, and sees limited logic for significant market gains beyond 10-15%. Arora emphasizes bottom-up stock picking, seeking companies with strong earnings growth amidst a moderately positive economic backdrop, focusing […]

Global tensions may hit aviation in short-term, but IndiGo remains a strong pick: Sandip Sabharwal

Sandip Sabharwal discusses Reliance’s debt repayment plans following a substantial stake sale, emphasizing the need for profitability from new investments. He expresses caution regarding insurance sector volatility and analyzes Bata India’s slowdown, linking it to broader consumer trends. Sabharwal also views InterGlobe Aviation’s dip as a potential buying opportunity for long-term investors, despite near-term disruptions.