Vedanta’s demerger has boosted shareholder value. The combined market capitalization of the parent and four new entities surged significantly. Investors are showing a premium for pure-play exposure to sectors like aluminium and oil and gas. Vedanta Aluminium is the dominant value driver. The residual Vedanta entity also holds substantial valuation. Smaller verticals are yet to see a rerating.
FY27 earnings recovery key to next leg of market upmove: Rajeev Agrawal
Global markets are cautiously optimistic about a potential US-Iran agreement easing geopolitical risks and crude oil volatility. However, Indian equities remain restrained, with market experts