Market fairly valued, all eyes on credit uptick and demand revival: Alok Ranjan

Alok Ranjan of ITI Mutual Fund shares his market outlook. He anticipates the consumer sector to perform well. Banking and financial services are also areas of interest. Ranjan notes potential in the cement and automobile sectors. He suggests a bottoms-up approach to the market. Healthcare, particularly hospitals, remains a favored sector.

Paras Defence, BEL, GRSE tumble up to 8% as profit booking drags defence stocks

Indian defence stocks experienced a decline on Monday due to profit booking and broader market weakness, interrupting a period of strong performance. While some stocks like DCX Systems and HAL saw gains, major players such as Paras Defence and Bharat Electronics faced losses. Analysts suggest valuations may be stretched, indicating a potential consolidation phase despite […]

JP Power shares surge 14% after AGM lifts inverter sentiment

JP Power Share Price: Jaiprakash Power Ventures Ltd. shares surged nearly 14% following a successful AGM held virtually on July 5, 2025. Key resolutions were approved, and Chairman Manoj Gaur addressed shareholders, boosting investor confidence. Technical indicators reveal strong bullish momentum, with the stock trading above all key SMAs and an RSI approaching overbought territory.

Nykaa shares rise 3% after Q1 business update

Nykaa shares experienced a rise following the release of its Q1 FY26 business update. The company anticipates consolidated net revenue growth in the lower end of the mid-twenties range. Gross Merchandise Value growth is expected to surpass this figure. The Beauty segment projects GMV growth in the higher mid-twenties.

Stocks to buy today: IOC, Biocon among top 10 trading ideas

The Indian market is expected to remain stable on Monday, influenced by global market trends. Nifty futures showed a slight increase. Options data suggests a trading range between 25,000 and 26,000. Analysts recommend buying stocks like IOC, IGL, and HAL. F&O strategy includes Muthoot Finance and UltraTech Cement.

Fed may stay dovish amid manageable tariff impact: Stephen Innes

Markets anticipate a softened tariff regime, influencing inflation and the Federal Reserve’s response. A manageable tariff rate of 10% to 14% is expected, potentially leading to a one-off inflationary impact. Stephen Innes favors gold as the top-performing asset, citing central bank buying driven by de-dollarization and strong Asian demand, anticipating significant gains in the coming […]

Fund Manager Talk | PSU banks trading below book value despite healthy ROE: Krishna Sanghavi

Mahindra Manulife is launching a BFSI sectoral fund, capitalizing on India’s demographic dividend and financialization of savings. The fund aims to leverage both cyclical lending rebounds and secular growth in non-lending businesses like insurance and asset management. Valuations in PSU banks are attractive, and capital market intermediaries offer growth potential as India transitions to a […]