Physicswallah’s mathematics puzzle: Stock ends 2% lower on BSE, 3% higher on NSE

PhysicsWallah’s stock delivered conflicting signals at Thursday’s close, finishing higher on the NSE and lower on the BSE in an unusual split that highlighted heightened volatility in the days following its blockbuster listing. The divergent closing prices came after a sharp intraday slide that erased significant market value.

Sammaan Capital shares jump 9% from day’s low as firm issues clarification on CBI probe

Sammaan Capital shares rebounded sharply on Thursday after the company clarified that no investigative or regulatory agency has any ongoing probe related to allegations in a 2019 PIL filed by a whistleblower forum. The Supreme Court also noted that no affidavit indicated wrongdoing by the firm, helping the stock recover following Tuesday’s sharp decline.

Sandip Sabharwal picks ICICI, Axis as banking stocks with upside potential

Market expert Sandip Sabharwal identifies ICICI, Axis, and Kotak as top banking picks, citing upside potential. He also sees value in infrastructure stocks like NCC and Ahluwalia Contracts, while highlighting Indian Hotels as a standout in the hospitality sector. Sabharwal advises caution on IPOs, warning of overvaluation and potential retail investor pitfalls.

Investors should stay selective as IT, banking show mixed signals: Sandip Sabharwal

Indian IT stocks are seeing a rally but may offer modest returns. Banks, especially large private and PSU banks, are expected to perform well. NBFCs remain a solid investment choice. Investors should be selective. AI’s impact on India will take time to materialize. Data centers are capital intensive with unclear returns. Top-tier NBFCs are recommended […]

PSU Banks steal the spotlight as private lenders lose steam: Sunil Subramaniam

Private sector banks are struggling to keep pace with market value, as their valuations are already high, leaving little room for error. In contrast, public sector banks are benefiting from reforms, potential capital limit increases, and consolidation, positioning them well for the upcoming private capex cycle.

Infra & consumption will power India’s GDP together: Mirae’s Bharti Sawant on next big investment theme

India’s infrastructure sector is poised for significant growth. Mirae Asset’s new fund targets this expansion, driven by government initiatives and private investment. This theme is expected to remain a dominant investment story through 2026. Strong corporate balance sheets and policy reforms are creating a multi-decade opportunity. The fund will balance high-growth areas with stable businesses […]