Macquarie Picks: Stock ideas with upside potential of 20% to 58.7%
Macquarie has recommended top stock ideas from a six-month to three year timeframe. The target prices imply upsides of 20% to 58.7% from the closing prices on Wednesday.
HDFC Defence Fund top performance chart in March with 22% return
HDFC Defence Fund topped equity mutual fund returns in March with 22%. PSU-themed funds followed, with Invesco India PSU Equity Fund and Aditya Birla SL PSU Equity Fund delivering 16.54% and 13.38%, respectively. A total of 30 schemes saw double-digit gains.
Breakdown Stocks: How to trade Central Bank, Kajaria Ceramics & Titan Company that hit a 52-week low?
Indian markets rebounded on Wednesday after a two-day decline. The BSE Sensex gained 450 points, while Nifty50 closed above 23,200. FMCG, consumer durables, and realty sectors saw buying interest, while stocks like Central Bank of India hit 52-week lows.
Nvidia’s Jensen Huang, tech mogul Michael Dell thrown out of elite $100 billion club
Huang, formerly one of the largest beneficiaries of the AI stock surge, has seen his wealth decline by $17.7 billion this year as Nvidia’s stock has fallen 18% since January. His current net worth is $96.7 billion, placing him 16th on Bloomberg’s Billionaires list.
Indian markets more at risk from US economic fallout than direct tariffs, warns Samir Arora
Helios Capital’s Samir Arora warns that India’s stock market is more vulnerable to a weakening US economy than direct tariffs. With new US tariffs set for April 2, concerns over trade tensions and economic slowdown have fueled market volatility.
What strategies to use as hedge against market uncertainty post tariff announcement? Krishna Memani answers
Krishna Memani explores the impact of market corrections and Trump’s tariffs on US equities and profits. He suggests cutting equity exposure and investing in developed market bonds to hedge against rising uncertainty and high valuations. Memani discusses investor strategies and the potential influence on international and emerging markets, emphasizing the importance of long-term asset allocation.
Tariff tornado: Why Trump’s trade tempest won’t end so easily tonight on April 2
Trump tariffs: As US President Donald Trump prepares to announce reciprocal tariffs, uncertainty grips global markets. While new trade barriers take effect immediately, experts warn of economic risks, inflationary pressures, and potential market volatility. Investors seek clarity amid fears of escalating trade tensions.
NBFCs offer strong entry point after recent pullback: Rohit Srivastava
Rohit Srivastava sees positive trends in Indian markets despite volatility from events like Trump’s announcements and RBI policy. He highlights the bullish signals from RMI momentum indicators and anticipates improvements post-announcements. Realty sector shows short-term recovery, but long-term growth needs more time. Financials, especially NBFCs, remain attractive due to good valuations and expected RBI support.
Sebi grants extension to NSDL to launch IPO till July 31
Capital markets regulator Sebi has granted an extension for the listing of National Securities Depository Ltd (NSDL) shares until July 31, 2025, the depository announced. This extension comes after the depository sought an extension from the Securities and Exchange Board of India (Sebi).
Technology-based mutual funds lost up to 18% in 2025. Time favourable to allocate more?
Technology-based mutual funds have declined up to 18% in 2025 due to weak earnings and cautious client spending amid global uncertainties. Despite this short-term setback, experts believe it is a reasonable entry point for long-term investors, recommending a staggered approach while moderating return expectations.