Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder
Franklin Templeton India’s Hari Shyamsunder suggests a range-bound market, noting India’s rally alongside global markets. While large-cap valuations are stretched, mid and small-caps offer growth opportunities. He favors consumption-related sectors like hotels and retail, anticipating a boost from monetary and fiscal policies, while remaining cautious on capex due to high valuations.
SBI board approves fundraising of up to Rs 20,000 crore via bonds
State Bank of India’s board has approved raising Rs 20,000 crore through Basel III-compliant bonds, leading to a share price increase of over 2%. While SBI shares have underperformed over the past year, they have shown recent gains, outperforming the Nifty in the last six months.
Paytm shares cross Rs 1,000 mark, rise 3% amid high volume
Paytm shares: As of June 30, 2025, foreign institutional investors (FIIs) held a 54.9% stake in Paytm, mutual funds owned 13.9%, public shareholders held 29.3%, and the remaining 2% was held by other investors.
Coffee Day Enterprises shares rally 10% after Dolly Khanna’s name appears in June shareholding data
Coffee Day Enterprises shares: Khanna now holds 32.78 lakh shares in Bengaluru-based Coffee Day Enterprises, as per the latest filings. Her name was absent from the March 2025 quarter’s shareholding data, indicating either a new investment or a previous holding below the 1% disclosure threshold.
JP Power shares slide over 5%, extend decline for second day in row
JP Power is presently placed under Stage 1 of the ASM (Additional Surveillance Measure) framework — a regulatory mechanism designed to curb unusual price volatility and safeguard the interests of retail investors.
Tata Technologies shares zoom 25% from April lows. What fueled the rally?
Tata Technologies shares surged 25% from April lows to Rs 740, supported by Q1FY26 results showing a 5% rise in net profit to Rs 170 crore despite a slight revenue dip. Technical indicators suggest mid-level momentum, while long-term trends remain weak. The stock is gaining near-term investor interest.
Anthem Biosciences IPO subscribed 4x on last day; Check GMP, and other key details
Anthem Biosciences IPO GMP: The IPO attracted strong interest, receiving bids for 17.66 crore shares against 4.4 crore shares on offer. Non-institutional investors (NIIs) led the demand, subscribing 12.37 times their allotted quota. The retail segment saw 2.38 times subscription, while qualified institutional buyers (QIBs) subscribed to 60% of their portion.
EMs to drive oil demand in H2 2025: Peter McGuire
Peter McGuire suggests oil prices are rangebound, influenced by growth in Brazil, China, and India. Despite OPEC+’s unchanged demand forecast, continued economic re-engagement should sustain consumption. The market anticipates OPEC+ potentially pausing output hikes after September, contingent on tariffs, inflation, and compliance. McGuire expects a Q4 glut, leading to cheaper oil prices due to increased […]
Markets bracing for tariff-driven price surge: Santosh Rao
Inflation is gradually creeping into the market as prices of imported goods, especially consumer products, have increased. Companies initially absorbed costs due to front-loaded purchases made before tariff deadlines. As existing inventory depletes, consumers will likely feel the pinch more, potentially influencing the Federal Reserve’s actions.
No runaway rally ahead; valuations limit market upside: Siddharth Vora
Siddharth Vora of PL Asset Management suggests a range-bound market with a shift to ‘buy on dip’ sentiment. While positive triggers seem priced in and valuations aren’t cheap, a runaway rally is unlikely.