As AI panic grips IT stocks, where are market opportunities for big and small investors?
Indian IT stocks face pressure due to AI fears. Companies like Wipro and TCS have seen significant drops. Investors are now looking at domestic sectors. Financials, capital goods, consumption, and autos show strong potential. Banking sector credit growth is robust. Government spending supports infrastructure. Rural demand is recovering. These sectors offer better earnings visibility amid […]
MSEDCL to get leaner before IPO, demerge agri biz by April; aims listing by end-2026
Maharashtra State Electricity Distribution Company plans a major restructuring. The agriculture business will be separated by April. This move precedes a planned Initial Public Offering by December. The company aims to reduce its debt significantly. This will strengthen its financial position for the listing. The company is also shifting towards renewable energy sources.
Is MCX stock too expensive after doubling money in just 1 year? A CME case study explains it
Multi Commodity Exchange of India shares surged over 100% driven by a bullion price rally. Following sharp corrections in gold and silver, exchanges increased margin requirements to curb volatility. While futures activity contracted, options trading picked up, mirroring past trends and raising questions about the stock’s valuation.
Godfrey Phillips India shares rocket 31% in just 3 sessions! Here’s what’s fuelling the rally
Godfrey Phillips India shares are surging. Companies are raising cigarette prices to cover higher costs, in light of the new tobacco tax regime. The price hikes aim to reduce expected profit declines. Marlboro Compact prices have increased. ITC is also expected to raise prices. Retailers are selling existing stock at higher rates.
Stock picking key amid AI and valuation concerns: Amit Khurana
India Inc.’s third-quarter earnings show a steady performance with easing operating pressures, suggesting improving earnings visibility. While domestic consumption remains a preferred theme, caution persists regarding AI cycle uncertainty and valuation dispersion. Infrastructure and IT sectors await clearer order flows and disruption timelines.
Netweb Technologies shares soar 7%, up 17% in three sessions. What’s behind the surge?
Netweb Technologies share price rose sharply on Thursday, extending their rally to Day 3 after unveiling its ‘Make in India’ Tyrone Camarero GB200 AI Supercomputer and the compact Tyrone Camarero Spark. Built with NVIDIA Blackwell GPUs and Grace CPUs, these systems target advanced AI workloads, on-premises model training, and high-performance computing in India.
Asset allocation should not be momentum driven: Navneet Munot on gold rush and markets
HDFC AMC MD & CEO Navneet Munot advises investors against momentum-driven decisions, emphasizing disciplined, multi-asset investing. He highlights India’s structural growth story despite near-term volatility and suggests a balanced approach for long-term wealth creation, advocating for staggered investments through SIPs over market timing.
The Golden Thumb Rule | Growth at a reasonable price is my rule; overpaying can destroy returns even in bull markets: Srinivas Rao Ravuri
Srinivas Rao Ravuri of Bajaj Life Insurance stresses valuation discipline for wealth creation. He advocates Growth at a Reasonable Price, warning against overpaying for future growth. Ravuri highlights that even in a rising market, entry price and margin of safety are vital. He advises on acceptable PE multiples and navigating market euphoria for disciplined investing.
Positive Breakout: These 7 stocks cross above their 200 DMAs
In the NSE list of stocks with a market cap over Rs 10,000 crore, seven stocks saw their closing prices cross above their 200-day moving averages (DMA) on February 18, according to StockEdge.com’s technical scan data. The 200-day daily moving average (DMA) is used as a key indicator by traders for determining the overall trend […]
Global Market Today | Asian stocks rise after tech boosts US equities
Asian stocks climbed for a second day, mirroring a rebound in US tech shares and strong economic data. Oil prices held onto recent gains, marking their largest increase since October. Investors are reassessing the impact of artificial intelligence on tech companies, with some believing the recent selloff was an overreaction.