Capitalmind AMC prefers pharma over banks, sees pressure on consumption sectors
Anoop Vijaykumar, Head of Equities at Capitalmind AMC, says pharma remains one of the most attractive sectors due to healthy earnings growth, reasonable valuations and…
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Closing Bell | Banks power market rebound as Nifty snaps two-day losing streak
Indian equities snapped a two-session losing streak on Tuesday, with banking stocks leading the recovery after fresh RBI measures to attract foreign currency inflows. Strong…
Edible oil prices may stay firm for next six months: Gemini Edibles CEO
Pradeep Choudhary, CEO of Gemini Edibles and Fats India, believes the edible oil market could remain in a supportive price environment over the coming months,…
Motilal Oswal AMC’s Atul Mehra says this is the most undervalued pocket of India’s stock market
Persistent foreign investor selling has pushed valuations of leading private lenders to attractive levels, creating a potential opportunity for long-term investors, according to Motilal Oswal…
Bernstein backs Zydus, Lupin and Sun Pharma on innovation shift
Nandan Kulkarni, Director–India Healthcare & Senior Research Analyst at Bernstein, sees strong opportunities in CDMOs, specialty therapies, biosimilars and licensing deals. While favouring Zydus, Lupin…
TCS share in Tata Group valuation drops below one-third from 75% peak
TCS now accounts for just 32.5% of Tata Group’s valuation, down from nearly 75% in 2020, as AI concerns, weak IT spending and geopolitical tensions…
Mehli Mistry challenges ouster from Sir Ratan Tata Trust in charity commissioner filing
Mehli Mistry challenges non renewal as Sir Ratan Tata Trust trustee, alleges governance lapses, conflicts of interest, and seeks Charity Commissioner scrutiny and an independent…
Rajnath Singh clears 250 MW solar-BESS project on defence land; NTPC to execute
Defence Minister Rajnath Singh has approved a 250 MW solar power project with battery storage on vacant defence land in Uttar Pradesh, marking the Ministry…
Godrej Properties sells homes worth over ₹2,000 crore at Bengaluru project launch
The Mumbai-based developer said it sold over 1,000 homes with a total area exceeding 1.8 million square feet during the launch week of the project,…
Bernstein bets on Indian healthcare, sees these three stocks as key beneficiaries
According to Bernstein, valuations across the Indian biopharma sector have re-rated significantly, with the Nifty Pharma index trading slightly above its 10-year average multiple of…