“No Bull, no bear—it’s a kangaroo market,” says Nilesh Shah amid global uncertainty
Indian markets show a recovery but face a “kangaroo market” due to global risks like West Asian tensions and oil price volatility. Investors are urged to be selective, focusing on adaptable companies, especially in IT and consumer goods, as AI disruption reshapes industries. The real economy anticipates pain as oil costs and supply chain disruptions […]
Rising input costs continue to pressure Reliance’s O2C business: Yogesh Patil
Reliance Industries navigates tough market conditions. Refining margins face volatility due to rising costs. Global crack spreads show improvement, but structural issues persist. The company’s consumer businesses present a mixed outlook. Retail revenue grows healthily, but margins are impacted by online segment expansion. Telecom also shows growth. Analysts provide insights into these ongoing trends.
Range-bound trend likely as investors shift focus beyond heavyweights: Narendra Solanki
Indian markets are stabilizing as earnings season unfolds. Early IT sector results have lowered expectations. The market is now shifting focus to broader sectors and domestic growth themes. Investors are looking at mid and smallcap companies. Power, infrastructure, and autos are key areas of interest. Financials also present opportunities. The market is expected to consolidate […]
Axis Bank shares tank 5% after weak Q4. What are Motilal Oswal, other top brokerages saying?
Axis Bank shares fell after a muted Q4FY26, with net profit slipping 0.6% YoY to Rs 7,071 crore, even as both interest income and expenses rose 4.7%, weighing on investor sentiment.
Sun Pharma shares jump over 4% after firm announces $12-billion Organon acquisition
Sun Pharmaceutical Industries’ shares surged after announcing the $11.75 billion acquisition of US-based Organon & Co., a global leader in women’s health. This strategic move aims to bolster Sun Pharma’s innovative medicines business and establish it as a top-tier player in biosimilars and women’s health globally.
Paytm shares crash 8% as RBI cancels Paytm Payments Bank’s banking licence. What next?
Paytm shares are set to remain in focus after the RBI cancelled Paytm Payments Bank’s licence, prompting its closure. The company expects no material impact due to the prior separation. While Bernstein flags concerns over regulatory tone, it retains a positive view, seeing limited business disruption and potential licensing opportunities ahead.
Reliance Industries shares dip over 1% after Q4 results. What are Goldman Sachs, Morgan Stanley, others saying?
Reliance Industries shares fell over 1% after reporting a 13% YoY drop in Q4 profit despite strong revenue growth. Brokerages remain largely positive, citing recovery potential in O2C, steady retail and digital growth, and improving margins, although near-term pressures persist across segments including energy and petrochemicals.
AI drives global IT spending to $6.31 trillion, but Indian IT firms face a margin squeeze, warns Gartner
Global IT spending is surging due to Artificial Intelligence. India’s IT sector sees a significant opportunity in managed services as companies shift focus to AI. However, traditional IT services firms face challenges as clients expect cost savings from AI adoption. India can benefit from AI infrastructure without building massive data centers locally.
Should you buy the dip? Strategist Anand James shares his weekly stock strategy
Market expert Anand James suggests caution following recent volatility. He notes the Nifty needs to break above 24,140 for a confirmed upswing. IT stocks are oversold, but a short-term bounce is possible. James recommends a selective approach, prioritizing technical confirmation before making new investments in the coming week.
Amba Auto IPO opens for subscription today. Check GMP, price band and other details
Amba Auto Sales and Services’ Rs 65 crore SME IPO opens Monday with zero grey market premium, indicating cautious investor sentiment. The company, an authorized dealer for Bajaj Auto and LG Electronics, plans to use IPO proceeds for working capital and expansion. Financials show steady growth, with revenue around Rs 242 crore in FY25.