Dharmesh Kant, Head-Research, Chola Securities, sees defence and railways as key sectors due to strong order visibility and spending growth. He expects short-term pressure in banks due to bond yields but recommends buying on corrections for long term. Data centre…
Rajesh Baheti, Managing Director at Rosi Capital Services, criticises the recent hike in Securities Transaction Tax (STT), arguing it signals the government’s disapproval of the F&O market. He believes the move is primarily for revenue generation, not just curbing speculation,…
Neelkanth Mishra, Chief Economist at Axis Bank and Head of Global Research at Axis Capital warned that if these high yields continue, they could slow economic growth and weaken the impact of interest-rate cuts.
Elon Musk shifts Tesla to Optimus robot production as China ramps up humanoid deliveries. Leaderdrive and Inovance Technology benefit amid rising demand for robot components, says Morgan Stanley.
Silver has had a rough ride over the last one week as the record high levels of over $120 an ounce which the White Metal surged to last week, turned into a horror show come Friday as the prices plunged…
Bajaj Housing Finance shares are set to report their third quarter earnings today. The stock, which listed at a premium of over 100% last year, has now trimmed its gains and is only trading 27% above its IPO price of…
Finance Bill 2026 changes GST rules for Indian brokers serving FPIs, making services to overseas clients zero-rated exports, pending clarity on SNRR account payments and compliance.
Lupin Limited partners with TB Alliance for Telacebec TB drug and launches Dasatinib Tablets in the US, expanding its specialty and generics portfolio amid evolving pharma strategy.
Samir Arora, Founder & Fund Manager, Helios Capital, expects near-term market direction to dominate stock performance and said aggressive fresh long positions are unlikely in the immediate term.
For railways, Harshit Kapadia, Vice President at Elara Securities, advises investors to focus on coach and locomotive manufacturers such as BEML and Siemens rather than EPC players.