Motilal Oswal sees 15–20% upside in L&T and BEL amid strong sector tailwinds
India’s capital goods sector is thriving, fueled by strong macro factors and sector-specific growth drivers. Defence, power, renewables, and infrastructure are witnessing robust order books, supported by government policies and easing commodity prices. Defence procurement and infrastructure projects are boosting order momentum.
Parag Parikh Flexi Cap Fund and HDFC Mid Cap Fund among 7 equity mutual funds that receive over Rs 3,000 crore inflow in June
Seven equity mutual funds have received over Rs 3,000 crore inflows in June on a monthly basis. There were 685 funds of which 664 received inflows and 21 saw outflows. (Source: ACE MF)
The two-engine problem: How valuation and earnings are pulling markets apart
Indian markets showed optimism in June but now face uncertainty. Despite positive macro factors, earnings growth is weak. Private investment and consumption are struggling. The market is likely to remain range-bound. Multiple breakout attempts are expected but may fail. This favors bottom-up stock picking strategies. A long wait is ahead for momentum days.
12 SME IPOs delivered multibagger returns in CY25 – Do you own any?
Let’s explore the top SME IPO success stories of CY25.
Sudip Bandyopadhyay’s 3 sectoral picks in choppy markets
Amidst global economic uncertainties and tariff-related volatility, Indian markets face corporate results that don’t justify current valuations. Sudip Bandyopadhyay suggests volatility will persist, recommending a selective approach. He favors sectors like cement, construction, and BFSI, while advising caution in IT due to order inflow uncertainties, suggesting gradual accumulation for long-term investors.
Small Steps, Big Returns: How retail investors can build wealth in today’s market
Indian stock market sees a surge in retail investors since 2020. Millions of new demat accounts opened, democratizing wealth creation. Investors should be financially aware and seek advice. Innovation in financial services grows, but beware of frauds. Diversify portfolios and avoid leverage. Long-term wealth creation is emphasized. Watch valuations and consider ETFs. Navigate market volatility […]
Hunting for value stocks? Jefferies has 11 stock ideas. Check full list
As Indian equity markets hover near peak valuations, Jefferies has released a list of 11 value buy ideas, an aggressive bottom-up play aimed at beating the sideways market. With the MSCI India ex-financials index trading nearly 2 standard deviations above its 10-year average, the brokerage says value is harder to find but still possible. Three […]
Mind Over Money – From Badminton to Boho Meditations: How CoinDCX’s Sumit Gupta Recharges
Sumit Gupta emphasizes mental fitness for entrepreneurs. He integrates meditation, exercise, and family time into his routine. CoinDCX promotes well-being through fitness and travel channels. Gupta values humor and integrity. He uses breathing techniques and task management for productivity. Gupta expresses curiosity about Satoshi Nakamoto’s vision for Bitcoin. He believes in ‘Do the Right Thing’ […]
Gold rally cools but jewellery stocks sparkle with up to 45% return in FY26
Indian jewellery stocks like PC Jeweller and Kalyan Jewellers are performing well in FY26. These companies are experiencing growth due to factors like Akshaya Tritiya sales and showroom expansions. PC Jeweller focuses on debt reduction. Kalyan Jewellers expands through multiple channels. Senco Gold leverages festive demand. Titan Company sees growth in its domestic and international […]
Investors pour Rs 1.59 lakh crore in mutual fund SIPs in H1 CY25
The highest first-half inflows on record, according to a Geojit Insights report.