Gold price smashes all records at Rs 1.02 lakh/10 g! Is 38% profit in 2025 just the beginning?
Gold prices surged to a record Rs 1,02,155 per 10g on August 7 amid growing investor interest. Weak U.S. data, policy uncertainty, and tariff fears are fueling the rally, with analysts projecting 4–5% more upside.
This IPO to help Jhunjhunwala family beat bank FD returns with 7% payout. Here’s how
The Jhunjhunwala family invested ₹195 crore in the Knowledge Realty Trust REIT IPO, set to earn ₹13.65 crore annually at a 7% projected yield, surpassing prevailing bank FD rates. Investor response has been strong, with the IPO subscribed 6.91 times.
Zerodha’s Nithin Kamath calls for lower STT, higher leverage to boost trading volumes in cash, futures
Zerodha CEO Nithin Kamath criticized the high Securities Transaction Tax (STT), noting it’s higher than brokerage income and discourages trading in cash and futures. He said reducing STT and increasing intraday leverage could boost volumes. Kamath linked STT changes to a surge in options trading and called for balanced reforms.
Have money to deploy today? Put it in pharma funds, says Sandeep Tandon
Sandeep Tandon of Quant Mutual Fund believes India is decoupling from developed economies, particularly within the Asia-centric emerging market. He highlights the pharma sector as a key beneficiary in the current economic climate, dismissing concerns about significant US tariffs on Indian generics. Tandon advocates investing in pharma funds, viewing it as a straightforward and promising […]
Valuation correction creating stock-specific opportunities, not sectoral bets: Ashwini Agarwal
Ashwini Agarwal of Demeter Advisors suggests focusing on individual stocks rather than broad sectors. Domestic healthcare and consumption names appear promising. Textile exports might offer buying opportunities if tariffs impact them negatively. India’s manufacturing cost advantage remains strong long-term. Agarwal is currently tracking companies improving their earnings profile. Companies recovering from a downcycle are also […]
Lupin shares jump 5% after strong Q1 results. Should you accumulate more?
Lupin shares jumped 5% after reporting a 52% YoY rise in Q1 FY26 net profit to Rs 1,221 crore, driven by strong US and India sales. Revenue rose to Rs 6,164 crore. While Choice Broking upgraded the stock to ‘Buy’ with a Rs 2,375 target, Motilal Oswal maintained a ‘Neutral’ view citing limited upside despite […]
NSDL shares jump over 13% in 2 days after market debut. Time to lock in gains or hold on?
NSDL shares jumped 6.6% to ₹997.65 on Thursday, extending their post-listing rally to 13.4% from the opening price of ₹880. Listed a day earlier at a 10% premium over the ₹800 IPO price, the stock has shown strong early gains but still trails the grey market premium, prompting investors to reassess holding vs. booking profits.
Stay invested, look beyond the dip: Ashwini Agarwal’s advice as markets face headwinds
Ashwini Agarwal of Demeter Advisors advises Indian investors to ignore short-term market noise, including potential tariff impacts and IPO market activity. Despite current headwinds like weak earnings, he anticipates lower interest rates boosting domestic demand. Agarwal suggests a long-term view, highlighting opportunities in sectors like non-banking financial services, particularly MFIs, where valuations are attractive.
Trump’s 50% tariffs on India: Textiles, jewellery, shrimp, other export-exposed stocks slide up to 6%
Indian export-oriented stocks fell sharply after Trump announced a 50% tariff on Indian goods like textiles, jewellery, shrimp, and chemicals. Analysts warn of sector-specific pain and stalling investments as trade tensions rise.
Bajaj Auto shares slip 4% after Q1 results. Should you buy, sell or hold?
Bajaj Auto shares fell nearly 4% despite a 14% YoY rise in Q1FY26 PAT to ₹2,210 crore. Revenue grew 10% to ₹13,133 crore, driven by strong export and premium segment sales. EBITDA stood at ₹2,500 crore with a 19.7% margin, down QoQ due to lower dollar realisations, partially offset by better product mix.