Uncategorized

Chris Wood of Jefferies in his GREED & fear note on Friday mentioned that he has made only one change to his India long-only equity portfolio.

(BSPGCL), which it will supply from a 2,400 MW (800 MW X 3) greenfield ultra super critical plant to be set up at Pirpainti in Bhagalpur district of Bihar.

The project is expected to generate more than 5,000 direct and indirect jobs, boosting the consumer electronics ecosystem in western India, PG Electroplast said.

Torrent Power has received a Letter of Award to set up a 1,600 MW ultra-supercritical coal-based power plant in Madhya Pradesh, its single largest investment in the power sector.

BHEL has signed a licensing agreement with DRDO’s Hyderabad-based Defence Metallurgical Research Lab to manufacture fused silica radar domes, strengthening indigenous capabilities for seeker-based missile guidance systems.

The US accounted for 38% of Bharat Forge’s standalone revenue and around 10% of Balkrishna Industries’ FY25 topline.

Fook Hien Yap, Senior Investment Strategist at Standard Chartered Bank said that India remains central to the bank’s Asia outlook but that investors should wait for a turnaround in earnings momentum before increasing exposure.

Currently, Honda Motor owns 69.66% of Yutaka Giken, while the remainder is held by public shareholders.

Ather Energy CEO Tarun Mehta told CNBC-TV18 the government’s flagship PLI scheme excludes startups like Ather, despite its heavy R&D investment and scale, urging a correction to support innovation-led growth.

Such a move would keep stocks like Vardhman Textiles, Arvind, Aditya Birla Fashion, Page Industries, Trent, Vedant Fashions and Sai Silk in focus.