Sebi proposes to limit powers of stock exchange chiefs

India’s markets regulator on Tuesday proposed to increase the board oversight of key exchange functions, including the ones related to trading, risks, regulatory and compliance operations, a consultation paper showed.

Buy the Dip: Dharmesh Shah sees midcap, smallcap rally ahead

ICICI Direct’s Dharmesh Shah suggests a positive outlook for the Indian market, fueled by ceasefire news and falling crude oil prices. Nifty is expected to reach 25,700, with strong support between 24,400 and 24,700, indicating a buy-on-dip strategy. Shah recommends capital goods sector, particularly L&T, projecting a target of 3928 with a stop loss at […]

GST 2.0 and infra push could power India’s next growth phase: Nilesh Shah

Nilesh Shah from Envision Capital expresses optimism about the Indian market due to easing geopolitical tensions and moderate inflation. He anticipates growth driven by GST 2.0 and increased infrastructure spending. While cautious on large-cap IT, he remains bullish on the alcobev sector, citing premiumization and growing consumer relevance as key drivers.

Big banks may struggle, but smaller credit plays set to outperform: Nilesh Shah

Nilesh Shah from Envision Capital is positive on financial stocks. He sees financialization as a multi-decadal opportunity in India. Smaller banks and specialized credit plays are expected to perform well. Online investment platforms and insurance distributors show strong growth. Shah suggests a portfolio approach within the financial space. He continues to hold Angel One, noting […]

Dollar weakness a ‘self-goal’ amid tariff miscalculation: Anurag Singh

Ansid Capital’s Anurag Singh discusses the impact of low energy costs, particularly cheaper oil, on businesses, inflation, and emerging markets like India. He praises a decisive approach to nuclear proliferation, viewing it as positive for global peace and business. Singh also analyzes gold’s ceiling and the dollar index’s challenges, linking it to tariffs and China’s […]