Gujarat Gas asks industries to review April usage as prices double, supply tightens
Industry players warned that if allocations fall below 70% of requirements, production may not be viable to restart.
Uncategorized
Stocks To Buy: HSBC bets the rate cut cycle turning to benefit this NBFC
HSBC mentioned multiple potential catalysts for the stock, including firmer interest rates, the possibility of a repo rate hike, faster loan disbursements, and easing bond yields.
3 charts, 2 crises, 1 lesson explaining the fragility of domestic-only portfolios
The first chart compares the drawdowns experienced during the 2008 financial crisis and the COVID-19 crash. The second chart examines the five-year recovery following the bottom of each crisis. The third chart measures performance from the bottom of each crisis…
India market selloff opens buying window in financials, private banks: Allspring’s Prashant Paroda
Prashant Paroda, Portfolio Manager-Emerging Markets at Allspring Global Investments says recent market corrections have made Indian equities broadly attractive, with sharp declines in financials and communication stocks creating buying opportunities, especially in private banks, if the geopolitical situation improves within…
Cement stocks decline up to 3% even as HSBC says capacity additions to peak in FY27
HSBC said capacity additions for the cement firms will peak in the financial year 2027. It estimates supply and demand dynamics to turn supportive from financial year 2028.
Nifty may fall another 7-8% as earnings outlook weakens, warns Invesco’s Taher Badshah
Tahir Badshah, CIO of Invesco Mutual Fund, warns that FY27 earnings growth expectations may be halved to 6-7%, adjusting market valuations to an average of 19 times forward earnings. He projects a potential further downside of 7-8% for the Nifty…
Rupee may weaken further as oil shock persists: ANZ’s Dhiraj Nim
Dhiraj Nim, Economist, FX Strategist at ANZ Research warns that the currency is still adjusting to an adverse oil shock and may weaken toward 95 if pressures persist. While the RBI is allowing the exchange rate to act as a…
Shreehas Tambe to be new MD & CEO of Biocon as Siddharth Mittal transitions to new group role
Biocon has appointed Shreehas Tambe as the new CEO and MD of the company, with effect from April 1, 2026, and also appointed Kedar Upadhye as the chief financial officer of the firm.
Oracle Financial shares jump 7% on $100 million deal with US bank
Oracle Financial Services Software signs $100 million perpetual licensing deal with a US global bank, boosting OFSS shares despite steep fall from record highs.
Acme Solar shares jump 6% as Investec joins list of ‘consensus buy’ ratings
Acme Solar is undergoing a structural transition, evolving from a mid-sized solar developer into a leading FDRE player. This shift is being driven by its focus on solar-wind-storage hybrid solutions that enable round-the-clock clean power.