Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector banks, real estate, infrastructure, capital market plays, and discretionary consumption. While large-cap IT may see modest growth, mid-tier IT and insurance sectors present buying opportunities, despite concerns about valuations and […]
BEML shares trade 2% higher on stock split hopes ahead of board meet
BEML shares rose 1.68% to Rs 4,499 on Monday ahead of its July 21 board meeting, where a stock split proposal will be considered. The stock has surged nearly 50% in the past three months. With a 52-week high of Rs 5,205, investors are closely tracking the corporate action, while the trading window remains shut […]
PC Jeweller shares drop nearly 4%; market cap slips below Rs 11,000 crore
Shares of PC Jeweller experienced a dip of 3.5%, bringing the price to Rs 16.76. Market capitalisation decreased to approximately Rs 10,968 crore. Despite this, the stock has seen a 35% rally in the past month. Technical analysis shows the stock is trading above most key Simple Moving Averages.
Neuland Laboratories shares jump 12% ahead of final dividend
Neuland Laboratories shares are experiencing a surge, trading 12% higher. This increase comes as investors anticipate a final dividend of Rs 12 per share. The record date for dividend eligibility is July 18, 2025. Technically, the stock shows a strong bullish trend. It trades above all analyzed Simple Moving Averages. The Relative Strength Index indicates […]
Gold prices hit 3-week high at Rs 98,132/10 grms, silver surges to record. Here’s how to trade
Gold and silver surge as renewed U.S. trade tariffs drive safe-haven demand, fueling fresh uncertainty in global financial markets.
IPO Spotlight: 7 IPOs in focus this week; 4 new issues to open, 3 listings on radar
The IPO market is gearing up for an eventful and busy week ahead. From July 14 to July 18, investors can expect a total of seven significant IPO-related activities across both the mainboard and SME. This includes three companies that will be getting listed on the stock exchange, as well as four new IPOs that […]
JP Power shares rally 7% in one week. Should you buy, sell or hold?
Jaiprakash Power Ventures Ltd shares are seeing a surge. The stock price hit Rs 24.75 on the NSE. This extends a rally from the past week. Adani Group bid to acquire Jaiprakash Associates. JP Associates is undergoing insolvency resolution. Six bidders are in the race. Analysts see potential for further upside if the stock crosses […]
Weak dollar trend may favor emerging markets amid US deficit concerns: Seth R Freeman
Seth R Freeman discusses the negative impact of tariffs on Mexico and Europe, highlighting the uncertainty it creates for businesses. Despite tepid market reactions, Freeman suggests lower trading volumes due to summertime may be a factor. He believes gold’s rally is tied to geopolitical issues, not tariffs, and anticipates strong earnings in healthcare and travel […]
Life insurance sector in good health: Siddhartha Khemka prefers HDFC Life, SBI Life on margin gains
Siddhartha Khemka highlights promising sectors like capital goods, expecting strong growth due to frontloaded government capex, and cement, projecting a 35% earnings increase. Electronic manufacturing services and healthcare are also favored, while retail faces some pressure. Within life insurance, HDFC Life and SBI Life are preferred due to steady growth and improving margins.
The Golden Thumbrule: Is it time to exit? Aniruddha Sarkar’s playbook for spotting sector wear and tear
Aniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, IT, and FMCG due to valuation excesses, margin pressures, and structural fatigue. He emphasizes the importance of monitoring earnings support for valuations, using the PEG ratio as a key metric for timing exits, and suggests exploring […]