Neeraj Gaurh of Axis Securities advises investors to balance market excitement with geopolitical risks. Markets may correct 5-8%, but investors can deploy lump sum investments in good stock ideas when they have valuation comfort, when growth is accelerating, or when RoEs are improving.. Cyclicals are driving earnings growth, and banking underperformance may reverse when liquidity conditions improve.
Vedanta extends demerger deadline till September 30, cites pending govt, NCLT approvals
Vedanta has postponed its business demerger to September 30, 2025, due to pending approvals. The move will separate aluminium, oil & gas, power, and steel