George Joseph, Chief Investment Officer & CEO–Equity at ASK Investment Managers, says India’s long-term fundamentals remain strong despite global uncertainty, with GDP potentially doubling in 7–10 years. He favours cyclicals like banks, autos, capital goods, real estate, and defence, supported…
Bajaj Finance had reported its business update for the March quarter earlier this month with growth in its Assets Under Management (AUM) managing to meet expectations and cross the milestone of ₹5 lakh crore.
Citi expects a dividend of ₹17 per share to be announced alongside with Bharti Airtel’s March quarter results and does not see an imminent promoter stake sale.
Dharmesh Kant, Head Research at Chola Securities, outlined a mixed sector view. He expects a temporary impact on InterGlobe Aviation due to fuel costs but sees structural strength supporting recovery. On Eternal, he flagged execution risks in expansion and margin…
The other major trigger for Vedanta today is that it is the last day for shareholders to buy the stock for them to be eligible for the demerger benefits. The stock will trade ex-demerger from Thursday onwards.
Geely’s Q1 profit fell 27% to 4.2 billion yuan, missing estimates, as China auto demand weakened, but revenue rose 15% and shares gained on hopes earnings have bottomed
Jahangir Aziz, Co-head of Macroeconomic Research at JPMorgan, pushes back against expectations of imminent rate cuts, arguing that persistent inflation risks and stable labour markets leave little room for easing in 2026. Instead, he sees a higher probability of policy…
World Gold Council reports India gold investment demand surpasses jewellery for first time, as muted Nifty 50 returns push investors toward bars, coins and ETFs.
The Canadian semaglutide market is estimated to be over $1.5 billion, and analysts expect Dr. Reddy’s to benefit from a limited competition window of about six to nine months.
Rupee weakens to 94.74 per dollar, as high Brent crude, strong dollar demand, equity outflows and geopolitical risks pressure the currency.