Blue Star shares can gain 10%, says Motilal Oswal after initiating coverage with Neutral rating
Motilal Oswal initiated coverage on Blue Star with a Neutral rating, expecting up to 10% upside with a ₹1,950 target price. The brokerage highlighted Blue Star’s steady market share gains in room air conditioners—from 7% in FY14 to 14% in FY25—and its aim for 15% by FY27.
Earnings revival likely in 2026, time to build domestic-focused portfolios: Sridhar Sivaram
Enam Holdings’ Sridhar Sivaram expects India’s earnings growth to rebound in 2026 as the government pivots from investment to consumption, GST cuts take effect and RBI begins rate reductions. He warns low nominal GDP and flawed inflation readings have suppressed earnings this year but sees financials, NBFCs, consumption and gold outperforming as domestic demand strengthens […]
Is urge to trade getting the better of you? Zerodha’s ‘Kill Switch’ is a remedy, says Nithin Kamath
Nithin Kamath urges traders to avoid over-trading, highlighting Zerodha’s Kill Switch feature that blocks further trades for the day. The tool lets users disable segments, prevent revenge trading, and re-enable access only after a cooldown period.
Adani Enterprises’ Rs 24,930 cr rights issue opens today at 23% discount. Check issue price, entitlement ratio and more
Adani Enterprises has launched its ₹24,930-crore rights issue, offering shares at a 23% discount, with proceeds earmarked for major infrastructure expansion, new-age businesses and debt reduction, while promoters are expected to fully participate
IMF likely to alter classification of India’s forex framework
The IMF is expected to revise how it classifies India’s exchange rate regime, two years after triggering tensions with the RBI by suggesting excessive currency intervention. According to people familiar with the matter, the new description may reference a “crawling peg,” a framework involving gradual currency adjustments to reflect inflation differentials. The shift would signal […]
Execution hurdles remain a big challenge for power firms: Dharmesh Kant
Market expert Dharmesh Kant notes strong order inflows in India’s power equipment and transmission sector, but cautions about execution delays and premium valuations. He sees long-term value in the national grid’s expansion, while defence counters present a compelling structural opportunity with significant domestic manufacturing growth expected.
Narrow market breadth a concern, says Sameer Dalal amid Nifty’s race to record highs
As the Nifty nears record highs, a market shift sees investors moving from mid- and small-cap stocks to safer large-cap names. This narrowing market breadth historically precedes corrections, with stretched valuations offering little cushion for many stocks. Despite near-term valuation hurdles, optimism remains for the food delivery segment’s long-term profitability.
India looking beyond Horlicks and Lux? A story of struggling HUL even as Sensex doubled in 5 years
Hindustan Unilever faces challenges as its growth slows. Traditional brands like Horlicks and Lux are seeing reduced demand. New-age competitors are gaining ground in beauty and personal care. Home care remains a strong segment. HUL is implementing strategies for volume recovery and sharper segmentation. Investors anticipate steady growth rather than rapid returns.
ICICI Prudential Large Cap Fund turns Rs 10 lakh to Rs 1.15 crore in 17 years
ICICI Prudential Large Cap Fund has delivered impressive returns. A Rs 10 lakh lumpsum investment made at inception in May 2008 has grown to Rs 1.15 crore. The fund has achieved a CAGR of 15% since its launch. Over the last five years, it provided a CAGR of 19.97%.
Antique initiates Adani Ports & SEZ with Buy rating; sees 19% upside to Rs 1,773
Antique Stock Broking has initiated coverage on Adani Ports & SEZ with a Buy rating and a Rs 1,773 target, citing its growing scale, integrated logistics model and strong financials. With rising cargo volumes, expanding infrastructure and improving leverage, the brokerage expects robust revenue, EBITDA and profit growth driven by long-term structural tailwinds.