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 […]
Vishal Mega Mart promoter to sell 10% stake worth Rs 5,057 crore via block deal: Report
Vishal Mega Mart’s promoter, Samayat Services LLP, plans to sell 10% equity via block deals worth ₹5,057 crore at a 12% discount. Despite this, shares closed higher. The retail firm posted strong Q4 earnings, with net profit up 88% YoY.
NSE IX signs MoU with Cyprus stock exchange to boost cross-border market ties
The strategic partnership was officially sealed during Prime Minister Narendra Modi’s state visit to Cyprus, in the presence of Cypriot President H.E. Nikos Christodoulides, at a high-level roundtable titled “Advancing a Strategic Economic Partnership” held in Limassol.
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.
InCred bets on Camlin, midcap banks; Exits Adani Ports, Cipla amid tepid earnings outlook
InCred Equities has turned selective on Indian equities, adding Camlin Fine Sciences and mid-sized banks to its high-conviction list while dropping Adani Ports and Cipla. The brokerage’s reshuffle comes amid slowing earnings momentum, even as broader markets rally on improving macroeconomic signals.
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 […]
India set to gain from shift in global asset allocation: Samir Arora
China is very good. As an investment, it is very good. We used to have 4-5% in China when we had 75% in US. Now our China goal is to have 15% and we are at some 12 odd percent. It is the tech stocks.
Volatility ahead, but oil spike from low base not inflationary yet: Sandip Sabharwal
Sandip Sabharwal suggests market reactions indicate a limited impact from the West Asia conflict, viewing corrections as buying opportunities, particularly in domestic sectors like financials and industrials. While a crude oil spike to $85-90 could pose challenges, current levels are manageable.
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.