BUSINESS
Here are the sectors and stocks in focus amidst RBI rate cut hopes
With the recent liquidity injection by the Reserve Bank of India (RBI) and rising market optimism, a decision by the RBI to cut interest rates could result in positive sentiment across sectors.
BUSINESS
More than 50% of BSE MidCap index firms see retail stake increase in Q3
Some of the well-known names that saw the retail stake go up were: IDFC First Bank, Aarti Industries, Aditya Birla Fashion, Bandhan Bank, L&T Finance, l&T Technology, IREDA, Mahindra and Mahindra Financial Services, MRF Ltd.
BUSINESS
Know Your Stock: Walchandnagar, one of Ashish Kacholia's pick, is up 52% in a year, but is there a bull case?
In Q2FY25, Walchandnagar's revenue was at Rs 73.44 crore, around 16.5% than a year ago, with a PBT loss of Rs 11.03 crore in Q2FY25. Veteran investor Ashish Kacholia currently owns around 2.6% in the company, though he may have partially diluted his stake.
BUSINESS
Capex concerns: Execution will be key for capital goods, infra firms; long-term story remains intact, say market experts
The government’s pivot from a capex-led approach to a consumption-driven one has left market analysts divided, with some disappointment over the lack of significant capital expenditure growth.
BUSINESS
Seven key sectors that will be in spotlight post Budget 2025
The announcements in affordable housing segment to some extent will benefit the real-estate ancillaries rather than direct real estate players, said Siddarth Bhamre, Head - Institutional Research at Asit C Mehta.
BUSINESS
Budget 2025: Fiscal prudence, capex, taxation and consumption announcements high on FII radar
FIIs have been on a selling spree in the recent past, with the January 2025 net sales pegged at $7.67 billion. FII equity assets under management (AUM) also fell to an eight-month low of $786 billion as of January 15.
BUSINESS
Experts continue to see long-term opportunities for key investment sectors beyond Budget 2025
The post-budget period is expected to witness continued focus on these structural growth areas, even as challenges like capex shortfalls, market volatility, and geopolitical risks will continue.
BUSINESS
NTPC group eyes continued capacity expansion with approval for thermal and increased renewable energy focus
The total capacity under construction for NTPC Group is now over 30 GW, the management said.
BUSINESS
Rs 250 SIP: Mutual fund distributors flag cost challenges even with incentives, subsidies
On Wednesday, SEBI released a consultation paper, proposing a Rs 250 SIP aimed at promoting financial inclusion and systematic saving
BUSINESS
MC Market Poll: Experts predict Nifty to end 2025 between 25,000-27,000; view current valuations as "reasonable"
India's benchmark indices, Sensex and Nifty, closed 2024 with gains of 8.17 percent and 8.8 percent, respectively, marking the ninth straight year of positive returns. Since January 1, the Nifty has fallen around 3 percent and is currently hovering around 23,000 levels.
BUSINESS
'A stock picker's paradise': Why HDFC AMC's Navneet Munot is bullish on India
Munot noted that India had an advantage of a young demographic
BUSINESS
Merchant bankers and mutual funds must have synergy as the capital market expands: Sebi's Manoj Kumar
"Unless a good quality paper comes into the market, it is very difficult for mutual funds to channel the money. So, from that perspective, there is a huge synergy between the two segments," Kumar said.
BUSINESS
Rural could be a key beneficiary of Budget 2025; right time to invest despite long periods of underperformance, says ICICI Pru MF’s Priyanka Khandelwal
As rural incomes rise, savings and consumption should increase, reversing the underperformance of the past decade. This makes it an opportune time to focus on the rural theme, says Khandelwal.
BUSINESS
This fund manager believes 2025 could be the right year to look at small caps
Varun Goel of Mirae Asset Investment Managers believes that over a 10-15 year period, the compounding effect in small caps can be substantial. While Nifty's 30-year return is around 11-12%, the small cap index has delivered 17% over 20 years, he added.
BUSINESS
Budget 2025: Thermal faces challenges, but renewables could see benefits in budget
While power-related announcements are typically spread throughout the year, experts are closely monitoring the budget for updates in the renewable sector.
BUSINESS
Nifty Railway PSU ETF: Why is Groww MF betting big on this industry first product
The PSUs included in the index operate across various sectors like financial services (IRFC), construction (RVNL, IRCON), and logistics. These companies stand to benefit from the growth in the railway sector.
BUSINESS
MC Markets Poll: Rising US bond yields biggest potential risk with changes in US policy, suggest experts
US bond yields are climbing sharply, with the benchmark 10-year Treasury yield nearing 5 percent. Higher US interest rates and a stronger US dollar is typically negative for emerging markets in general and India specifically.
BUSINESS
MC Market Poll: Experts optimistic on India due to strong domestic policies, Trump's larger focus on China
Despite the concerns, most seem to be optimistic on India being able to have limited impact on the back of stronger domestic policies and Trump's larger focus on China.
BUSINESS
Analyst call tracker: Brokerages divided on Nifty 50's latest entrants Trent and BEL
According to Moneycontrol's analyst call tracker data, Trent features among companies that have seen the maximum downgrades in a quarter and Bharat Electronics (BEL) has seen the maximum upgrades.
BUSINESS
Budget 2025: A slightly higher budgetary allocation for renewable energy segment would be good, say experts
Experts foresee sustained budget support for renewables, focusing on local manufacturing and clean energy incentives.
BUSINESS
Budget 2025: Capital goods sector eyes govt spending after execution lull in election-focused 2024
Analysts are optimistic about the sector's prospects, particularly since the upcoming budget is expected to reinforce infrastructure-led growth.
BUSINESS
Budget 2025: Experts predict moderate growth in defence budget allocation; remain optimistic amidst corrections, stretched valuations
In the FY2024-2025 budget, the finance minister allocated Rs 6.22 lakh crore to the sector -- a 4.79 percent increase from previous year. Capital expenditure was Rs 1.72 lakh crore, with Rs 92,088 crore for operational readiness and Rs 1.41 lakh crore for defence pensions.
BUSINESS
Indian capital markets had a dream run in 2024: ICICI Prudential AMC's S Naren
According to Naren, one of the most surprising developments in 2024 was the growth in assets like gold, silver, and equities.
BUSINESS
MF flows in December: SIP growth doubles, equity flows pick up pace again, gold ETFs see a dip
For the month of December, the monthly contribution through SIP was Rs 26,459 crore, up from Rs 25,320 crore in November
