Bajaj Finance fixes June 16 as record date for 1:2 stock split, 4:1 bonus equity share
Bajaj Finance has fixed June 16, 2025, as the record date for its 1:2 stock split and 4:1 bonus equity share issue. This comes after a strong Q4 performance, with 19% YoY profit growth, 26% AUM rise, and RBI’s surprise rate cut boosting sentiment.
Rate-sensitive sectors like banking, NBFCs, real estate and automobile to gain amid easing rates: Report
Sectors like banking, NBFCs, real estate, and automobiles are poised to benefit from India’s easing interest rate cycle, as lower borrowing costs boost credit flow, demand, and fixed-income returns amid falling yields and rising liquidity, says Nexedge Research.
Gold loan stocks rally after RBI hikes loan-to-value ratio limit and eases small loan norms
Gold loan stocks surged 2–7% after RBI raised the LTV ratio on loans under ₹2.5 lakh to 85%. Simplified norms reduce compliance burden, aiding lenders like Muthoot Finance, Manappuram Finance, and IIFL Finance amid broader rate cuts and policy clarity.
Bajaj Finance shares jump 5% after RBI cuts repo rate by 50 bps, CRR by 100 bps
The spike in Bajaj Finance shares came after the RBI slashed the repo rate by 50 bps and CRR by 100 bps, unlocking Rs 2.5 lakh crore in liquidity. The move is expected to lower borrowing costs for NBFCs, support loan growth, and ease margin pressures, with analysts seeing strong tailwinds for credit expansion and […]
Underweight on US since January; overweight on Europe, China & India: Devina Mehra
Devina Mehra of First Global suggests remaining invested in Indian markets. They are underweight in the US since January. They favor Europe and maintain overweight positions in China and India. Recent rebalancing in India includes overweighting pharma and auto components since early 2024. FMCG and banks have seen increased weight. However, banks remain underweight despite […]
RBI delivers on growth, time to shift focus to structural reforms: Nilesh Shah
The Reserve Bank of India (RBI) surprised markets by front-loading pro-growth measures, including a 50 basis point rate cut and CRR cut, leading to positive reactions in both bond and equity markets. Nilesh Shah of Kotak AMC suggests the RBI may now focus on other areas of the economy after injecting significant liquidity into the […]
Reliance’s earnings engine set to rev up after years of heavy capex: Sandip Sabharwal
Sandip Sabharwal discusses the compelling nature of gold due to global uncertainties and monetary policy issues, while the outlook for silver is less clear, despite a historical correlation between the two. China’s rare earth magnet supply restrictions are impacting various industries, particularly autos, creating near-term uncertainty.
Zomato poised for smart rebound post capex cycle: Mayuresh Joshi
Quick commerce companies are investing heavily in dark stores, impacting earnings and cash flow. Competition is intensifying with JioMart and others entering the space. The EV sector faces headwinds due to China’s control of rare earth materials and slowing global demand, potentially affecting Indian EV production despite government incentives.
Positive Breakout: These 5 stocks cross above their 200 DMAs
In the NSE Large Cap pack, five stocks’ close prices crossed above their 200 DMA (Daily Moving Averages) on June 5, according to stockedge.com’s technical scan data. The 200-day DMA is used as a key indicator by traders for determining the overall trend in a particular stock. As long as the stock is priced above […]
ETMarkets Smart Talk – We’re adding to domestic plays like autos, banks & telecom: V. Srivatsa, UTI MF
V. Srivatsa of UTI Mutual Fund suggests navigating market volatility by focusing on domestic sectors like autos and banking, while reducing exposure to global autos and metals. He notes that while IPO valuations appear high, value can be found in private sector banking, telecom, and chemicals. The fund is also increasing exposure to domestic-oriented industries.