Vedanta’s 65% share price crash an illusion, the stock is down just 5%. Here’s why
Vedanta shares adjusted significantly post-demerger, appearing to crash but actually declining 5% as four entities (Aluminium, Power, Oil & Gas, Steel) were separated. This restructuring aims to unlock shareholder value by allowing independent businesses to be valued more fairly. The demerger, approved by NCLT, sees the base metals business remain with a restructured Vedanta, while […]
Markets overlooking macro stress, says Kunal Vora amid oil and currency shock
Despite a calm surface, Indian equity markets face mounting macroeconomic pressures from rising crude oil prices and a weakening rupee. Experts warn that current market behavior suggests complacency, with potential earnings cuts looming as underlying economic softness emerges. Analysts anticipate a downward revision of Nifty earnings estimates for FY27.
Crude at $120 poses multi-channel risk, but demand still resilient: Aurodeep Nandi
Rising Brent crude prices and a weakening rupee are raising concerns for India’s economy. Policy interventions, including controlled fuel prices and tax reductions, are currently buffering the immediate inflationary impact. However, a sustained surge in oil prices could force retail price adjustments, leading to a sharper macro impact.
Rate cuts unlikely in near term as inflation stays sticky: Richard Harris
Global market expert Richard Harris anticipates minimal changes to U.S. monetary policy, emphasizing the Fed’s independence. He notes that Big Tech’s recent profitability stems more from cloud growth than AI, with Google leading the AI race but facing intense competition.
Vedanta’s historic year, strong margins and deleveraging path: Management on post-demerger strategy, listing timeline and capital allocation
Vedanta anticipates a historic FY26, driven by record profitability in its aluminium and zinc businesses with margins at 38% and 50% respectively. The company confirmed a demerger effective May 1, with all four newly listed entities trading by end-June. Management also outlined a clear deleveraging plan for Vedanta Resources, aiming to reduce debt to $3 […]
Waaree Energies shares crash 9% despite 75% increase in Q4 net profit, upbeat FY27 guidance
Waaree Energies shares tanked as much as 9% even after a robust March quarter and full-year performance. The company reported significant revenue and profit growth. Strategic investments in polysilicon and expansion of module and ingot facilities are underway. Waaree also announced a new glass manufacturing unit. The company has guided for strong EBITDA in FY27, […]
Bajaj Finance shares jump 4% after strong Q4 results. Why Jefferies, Morgan Stanley and others are bullish
Bajaj Finance shares rose up to 4.2% after the company reported a 22% YoY jump in Q4 net profit to Rs 5,553 crore. AUM crossed Rs 5 lakh crore, growing 22%, while quarterly AUM addition stood at Rs 25,498 crore. Strong momentum was driven by robust loan growth, with 12.89 million loans booked and customer […]
ETMarkets Smart Talk | “Tax, TCS & Clarity: What’s holding Indian investors back from going global”, explains Himanshu Kohli
Indian investors remain hesitant about overseas investing due to taxation complexities and operational ambiguity. Expert Himanshu Kohli advises a strategic approach to global allocation, emphasizing rebalancing over timing. Opportunities lie in emerging markets and select US tech, energy, and defense sectors.
Vedanta to have special trading session for demerger today. What to expect
Vedanta shares will trade ex-demerger today. A special session will adjust prices. Four new entities will list soon. This restructuring aims to unlock value. Investors should focus on future listings. Vedanta’s Q4 results showed strong profit growth. The demerger is a significant corporate move in India’s metals sector.
Oil Price Today (April 30): Crude oil soars to $120, hits highest level since 2022. What are experts saying?
Oil prices surged to their highest levels since mid-2022 amid growing concerns over a prolonged U.S. blockade on Iranian exports and stalled nuclear negotiations. This disruption, potentially extending until a broader deal is reached, is tightening supply conditions and could lead to further price increases.