Large caps are the new debt? Radhika Gupta says investors have forgotten asset allocation buckets
Radhika Gupta, CEO of Edelweiss MF, highlighted a shift in investor risk appetite, noting that large-caps are now seen as debt-like and private markets as equity. She emphasized the growing relevance of smart passive strategies in the Nifty500 space, particularly the Multicap Momentum Quality 50 index for balanced, diversified exposure.
Antfin to offload entire Rs 5,370 crore stake in Eternal via bulk deal
Antfin Singapore, an Ant Group affiliate will sell its entire stake in Eternal on Thursday. The sale involves 18.84 crore shares via a block deal. The floor price is set at Rs 285 per share. The deal is valued at approximately Rs 5,370 crore. This follows Antfin’s recent exit from Paytm earlier this week.
JSW Cement IPO: Company raises Rs 1,080 crore from anchor investors ahead of issue
JSW Cement secured Rs 1,080 crore from anchor investors before its IPO launch. The IPO opens on Thursday and closes on Monday. It includes a fresh issue and an offer for sale. Funds will support a new facility and debt repayment. The IPO price is Rs 139-147 per share.
Sri Lotus Developers shares surge 4% after a strong market debut
The stock debuted on the BSE at ₹179.10, registering a 19.4% gain over its IPO price of ₹150. On the NSE, it opened at ₹178, indicating an 18.7% premium.
Rate pause reflects RBI’s watchful eye on tariffs and growth: R Gandhi
Former RBI Deputy Governor R. Gandhi suggests the Reserve Bank of India is adopting a cautious approach due to rising inflation and concerns about tariffs. The RBI expects inflation to remain above 4% in the coming quarters. This cautionary stance explains the decision to hold rates, reflecting the Monetary Policy Committee’s readiness to act based […]
Reliance Infra, Reliance Power sink up to 19% in 6 sessions amid Rs 17,000 cr loan fraud probe
Shares of Reliance Infrastructure and Reliance Power have tumbled up to 19% over the past six trading sessions amid an ongoing investigation into an alleged Rs 17,000 crore loan fraud involving the Anil Ambani-led companies.
Gland Pharma shares rally 6% as brokerages lift ratings, target prices; here’s why
Gland Pharma shares surged after strong Q1 results and positive commentary from brokerages citing a turnaround at its European unit Cenexi. EBITDA margins expanded to 24.4%, and net profit rose 50% YoY. Despite weak U.S. sales, growth in Europe and new launches supported the outlook. Brokerages raised earnings estimates and targets, expecting further gains as […]
India needs fiscal push to revive domestic growth: Arvind Sanger
Arvind Sanger of Geosphere Capital Management discusses Trump’s tariff plans. These plans include potential hikes on pharmaceutical imports and Indian goods. China may have leverage due to rare earth elements and Trump’s desire for a meeting with Xi Jinping. India lacks a similar advantage. Sanger also addresses concerns about consistent FII selling and the need […]
Reliance Power shares down 31% in 1 month. Should you buy the dip or steer clear?
Reliance Power shares have plummeted 31% in a month amid regulatory scrutiny and Anil Ambani’s ED questioning over alleged loan fraud. Technical indicators signal a bearish trend, with the stock trading below key moving averages. Analysts advise caution, suggesting investors avoid new entries and consider exiting existing positions until stability is confirmed, given the ongoing […]
Dip buyers likely to step in despite global uncertainty: Ajay Bagga
Market expert Ajay Bagga highlights potential market triggers. These include Donald Trump’s tariff announcement on India and the Reserve Bank of India’s Monetary Policy Committee meeting outcome. He anticipates possible volatility but expects dip buyers to emerge. Bagga notes domestic investors’ resilience and suggests potential benefits from GST cuts and LTCG tweaks.