Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concerns
Veteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption concerns. While Naren called the sector a contrarian valuation play with possible risks, Thakkar argued Indian IT firms have historically adapted to technological shifts, and AI-driven productivity could ultimately expand demand.
Zepto, Dhoot Transmission among 6 companies to secure Sebi’s nod for IPO
As many as six companies, including quick commerce unicorn Zepto and auto components manufacturer Dhoot Transmission, have secured Sebi’s approval to raise funds through initial public offerings (IPOs).
RFBL Flexi Pack fixes price band at Rs 47-50 for IPO, to hit markets on May 12
Flexible packaging materials manufacturer RFBL Flexi Pack Ltd on Saturday announced a price band of Rs 47-50 per equity share for its initial public offering, which opens for subscription on May 12.
Mother’s Day: What multi-cap investing borrows from a mother’s wisdom
Multi Cap investing offers a structured approach to wealth creation. It mirrors a mother’s wisdom by balancing immediate needs with long-term goals. This strategy allows participation across large, mid, and small-cap companies within a single framework. It provides meaningful diversification and helps investors stay invested across market cycles. Simplicity and consistency are key advantages for […]
Traders looking for next leg in global stocks rally bet on Asia
Investors are increasingly betting on Asia for the next phase of the global equities rally, driven by enthusiasm around artificial intelligence and strong performances in South Korean and Taiwanese markets. Strategists remain bullish on AI-linked semiconductor and hardware stocks, while India lags due to oil dependence, weaker currency trends and limited AI exposure.
2026 market turmoil? These 10 classic investing rules still hold the key
Bob Farrell’s investing rules remain relevant today. Markets revert to the mean and excesses lead to opposite extremes. There are no new eras, and sharp rises lead to sharp corrections. The crowd often gets it wrong at extremes, driven by fear and greed. Strong markets are broad-based, and bear markets have phases.
Ignore market noise, India’s long-term story intact, say D-Street bulls Ramesh Damani and Sunil Singhania
Indian markets face temporary challenges with foreign outflows and geopolitical concerns. However, top investors Ramesh Damani and Sunil Singhania emphasize that India’s fundamental growth drivers are strong. They advise retail investors to ignore short-term noise and focus on long-term wealth creation through disciplined investing and compounding. Sectors like defence, infrastructure, and energy offer opportunities.
Birla Corporation Q4 results: Cons PAT jumps 14% despite marginal revenue uptick; Rs 12.50/share dividend announced
Birla Corporation witnessed a robust financial performance, with its March-ended quarter net profit soaring 15% year-on-year to Rs 295 crore. Revenue saw a modest 0.8% increase to Rs 2,836 crore. The company also recommended a dividend of Rs 12.50 per share. Full-year profit surged 89% to Rs 558 crore, with a notable reduction in its […]
FIIs sell over Rs 2 lakh crore worth of Indian equities in 2026. What lies ahead?
Foreign investors continue to sell Indian shares in 2026. They have offloaded equities worth over Rs 2 lakh crore this year. This trend marks their third consecutive month as net sellers. Domestic investors are buying, but markets are falling. Experts suggest India is not attracting enough foreign capital. This impacts large companies, while smaller ones […]
F&O Talk: Nifty bulls indecisive but opportunities in broader markets. Sudeep Shah’s strategy on Voltas, Tejas and 4 more stocks
Indian stock markets experienced a significant downturn on Friday. Geopolitical tensions between the US and Iran, a weakening rupee, and widespread selling in financial stocks contributed to the decline. Auto and energy sectors also saw major losses.