Adani Enterprises shares rally 9% in 2 days. Jefferies sees 15% upside, here’s why

Adani Enterprises shares are up following Sebi’s clearance of stock manipulation allegations. This boosted investor confidence. Jefferies maintains a Buy rating, citing growth drivers like the Navi Mumbai International Airport. Green energy expansion also adds momentum. The regulatory clearance comes after Hindenburg’s report triggered a sell-off. Despite the rally, the stock is still down over […]

GST 2.0 wave: Mahesh Patil’s guide to winning sectors and hidden contrarian pick

Mahesh Patil from Aditya Birla Sun Life AMC outlines an investment strategy shaped by GST 2.0. The focus shifts towards consumption-oriented sectors like autos and consumer durables, anticipating earnings upgrades. While remaining neutral on IT, Patil identifies it as a contrarian opportunity, poised for a potential rebound with US recovery and attractive valuations.

ETMarkets Smart Talk| New GST regime and higher US tariffs likely to weigh on September-quarter earnings across sectors: Shravan Sreenivasula

Corporate India anticipates potential earnings turbulence due to the GST implementation and higher US tariffs, impacting sectors like textiles and auto ancillaries. The US Federal Reserve’s rate cut introduces market volatility, while FII selling reflects concerns over growth and valuations. Despite these challenges, experts favor NBFCs, consumer discretionary, and precious metals, suggesting a balanced portfolio […]

Atlanta Electricals IPO: GMP, brokerages signal positive sentiment. Should you bid?

Atlanta Electricals has introduced its Rs 687 crore IPO. The IPO opened on September 22 and will close on September 24. The price band is Rs 718–754 per share. Grey market activity indicates positive listing expectations. The company will use fresh issue proceeds for debt repayment and working capital. Public sector undertakings contribute significantly to […]

Gold holds firm near record high as markets eye Fed policy signals

Gold prices are stable near record highs. Investors are watching for United States inflation data. Many Federal Reserve officials will speak this week. The central bank may further ease monetary policy. The Personal Consumption Expenditure price index data is due on Friday. Markets expect two more rate cuts this year. SPDR Gold Trust holdings increased.

Oil inches up as tension flares in Europe, Middle East

Oil prices saw a slight increase due to geopolitical tensions in Europe and the Middle East. Russia’s actions near Poland and airspace violations raised concerns. Ukraine’s drone attacks on Russian energy infrastructure added to the unease. Four Western nations recognized Palestinian state, further escalating regional tensions. Increased oil supply from Iraq also influenced the market.

Can Indian markets sustain their rise despite high valuations and global uncertainties?

Despite global economic concerns, Indian stock markets are nearing record highs. Sensex and Nifty are close to peak levels. Domestic liquidity is driving the market. Foreign selling has receded. Investors are cautious due to high valuations and trade tensions. Some investors are shifting towards gold. Market participants are unsure about the sustainability of the rally.