Weakness in Bank Nifty holding back market rally: Rajesh Palviya

Equity markets remained steady this week. Nifty tested 25,000 but could not surpass it. Sectoral momentum offered support. Banking stocks are a drag. Rajesh Palviya suggests automobile, FMCG, metals, and new-age stocks are worth watching. BSE Ltd. gained attention after structural changes. National Aluminium and Bajaj Finance are Palviya’s stock picks for the week.

Earnings recovery to drive market momentum: Mayuresh Joshi

Indian equity markets saw a 1% gain but stayed below 25,000, prompting analysis of underlying trends. GST rationalization is expected to boost volumes and margins from Q3, benefiting India Inc. Metals led sectoral gains, supported by potential US rate cuts and improved India-China ties. Despite positive indicators, markets remain cautious, awaiting earnings reset and resolution […]

IPO Calendar: Urban Company to lead Rs 2,700 crore worth offers in a busy week

The Indian primary market is buzzing with activity as Urban Company, Dev Accelerator, and Shringar House of Mangalsutra launch their IPOs, collectively aiming to raise over Rs 2,700 crore. Urban Company’s Rs 1,900 crore tech IPO is highly anticipated, while Dev Accelerator taps into the flexible workspace trend.

ICICI Bank among Motilal Oswal’s top 5 stock picks with upside potential of up to 26%

Indian equity markets are cherishing the optimism around the proposed “GST 2.0” reforms. Index heavyweights are also providing strong support to the indices and have helped maintain the positive momentum through the week.With this, domestic brokerage firm Motilal Oswal has picked its top 5 bets on a fundamental basis for a horizon of 1 year, […]

Mind Over Money| From badminton court to markets — discipline drives Shridatta Bhandwaldar’s ₹1 lakh crore AUM journey

Shridatta Bhandwaldar, Head of Equities at Canara Robeco AMC, manages over ₹1 lakh crore, drawing parallels between badminton and investing. He emphasizes discipline, focus, and resilience, honed through sports and music, as crucial for navigating volatile markets. Bhandwaldar’s philosophy centers on scalable, capital-efficient businesses with quality leadership, viewing investing as a journey of self-discovery.

Hedge funds jump into bullish oil bets on tight supply signals

Hedge funds significantly increased bullish bets on crude oil, anticipating market tightness and geopolitical tensions, just before reports surfaced that OPEC+ might consider boosting output. This bullish move, the largest since June, occurred as hopes for a resolution in Ukraine faded and US crude inventories declined.

Wall Street’s wealth engine powers through job-market anxiety

Recent economic data reveals a concerning trend: job growth is slowing in America, impacting workers’ financial security. However, investors anticipate the Federal Reserve will intervene to protect their assets. Despite a slight market dip, bonds have rallied, and equities remain near record highs.