While 50% of managers believe AI stocks are not in a bubble, the market is undeniably crowded. “Long global semiconductors” was identified as the most crowded trade by as many as 73% of respondents.
Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors, says small caps could outperform over the next two years as earnings growth recovers and balance sheets improve. He believes the recent correction has removed excess euphoria from the segment, while operating…
IRB Infra’s Earnings before interest, tax, depreciation and amoritsation increased by 8.6% to ₹1,083 crore from ₹997 crore in the previous year, while margins expanded to 56.2% from 46.4% in the year-ago period.
Samvardhana Motherson expects growth to be bolstered by planned European OEM launches scheduled throughout the next fiscal year. With a robust order book providing clear visibility, the company remains confident in its near-to-mid-term growth prospects.
Sanjay Parekh, Founder & CIO of Sohum Asset Managers has shifted sharply towards large-cap market leaders, remains cautious on IT, turned positive on Sun Pharma and is selectively betting on renewables through Waaree Energies.
BLS International expects the full revenue from the UIDAI contract to start accruing in the next six to 12 months.
At 28 times its financial year 2029 estimated Earnings Per Share, Avalon Tech’s current valuations are “attractive” as per Nomura.
Madhya Pradesh’s mineral resource department had declared JK Cement the ‘preferred bidder’ for the mining lease of the Itauri-Jharkua Limestone Block on March 19, 2026. It has now received the letter of intent for the block situation in the Itauri…
Citi says the US-Iran war and Iran closing the Strait of Hormuz will drive a record aluminium supply deficit, pushing prices to record highs and supporting bullish trades.
Zydus’ specialty pipeline remains the key focus with Desidustat in China, Saroglitazar and Nufymco launches in the US. The management said the specialty business is expected to see a meaningful ramp-up from FY28 onwards.