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J Kumar Infraprojects secured two projects worth ₹2,488 crore, adding to recent order wins, as the stock gained in trade amid a steady pickup in infrastructure execution visibility.

Tech stocks rebound, leading markets since March bottom, while earlier winners like energy and staples lag, investors refocus on AI driven growth and small caps still outperform.

Kenneth Andrade, Founder & CIO, Old Bridge Asset Management, said investors should focus on sectors linked to global demand and inflation, while being cautious on valuations and margin risks in the near term.

BlackRock says rising stock bond correlation weakens diversification, urges investors to add liquid alternative funds and small gold stakes alongside traditional 60/40 portfolios.

Amazon India will invest over ₹2800 crore in 2026 to expand logistics and quick commerce, while boosting safety, health and financial welfare programs for delivery associates

Although Union Bank’s asset quality remained steady to seeing marginal improvement from the previous quarter, its provisions more than tripled from the December quarter.

SBI Life has guided for 14% growth in FY27, with margins expected in the 27% to 28% range.

IIFL Finance shares fall up to 9% on heavy volumes, top Nifty 500 loser, amid tax department special audit and recent regulatory scrutiny over its gold loan business.

According to UBS, while near-term headwinds persist, these appear largely priced in, and the company remains well positioned over the longer term.

Despite the downgrades, 29 out of the 39 analysts who cover the stock have a “buy” rating, while only three have a “sell” rating. Seven have a “hold” recommendation.