INDIA
Justice denied to terror victims for decades: J&K LG Sinha
He said hundreds of families have now gained strength and support to say that their loved ones were killed by Pakistani terrorists.
BUSINESS
Power On Fire: What’s fuelling the rally in energy stocks?
Increased capex, focus on clean energy, and a strong order book will further boost power stocks. In a market where stock prices are currently near their peak, power stocks with reasonable valuations and a history of consistent dividend payments could be appealing to long-term investors.
BUSINESS
Rising equities ignite investor interest in private credit funds: Jhalaria of InCred Investments
Recent changes in tax system, and the higher interest rates prevailing now also provide additional incentives for investors to secure fixed returns over an extended period, says Saurabh Jhalaria, CIO, Alternative Credit Strategies, InCred Alternative Investments.
BUSINESS
See scope in long-term trends like textiles, APIs, EMS vs fleeting fads: Tridib Pathak of Avendus PMS
Tridib Pathak of Avendus PMS says India has demonstrated remarkable economic stability, particularly in the last two-and-a-half years, making it a more attractive investment destination.
BUSINESS
Railway stocks derailed: Should you accumulate?
Railway stocks have seen a notable upward trend in the past few months, thanks to underlying fundamental factors. The majority of this surge can be attributed to advancements in the government's broader rail infrastructure and connectivity initiatives
BUSINESS
Defence stocks slide 10% after a robust rally: Time to buy in the dips?
Defence stocks had skyrocketed recently, fuelled by the Make in India initiative, soaring exports, and hefty order books. However opinion was split among investors over valuation
BUSINESS
Valuation discipline, bottom-up stock picking key alpha sources: Rahul Singh of Tata AMC
The market has transitioned from a consumption-driven economy to one focused on both consumption and investment, according to Singh.
BUSINESS
Mazagon Dock, Garden Reach, Cochin Shipyard at record high on strong growth outlook
Gains in the shipbuilding stocks are also followed by large deals in Cochin Shipyard and Mazagon Dock Shipbuilders on the bourses today.
BUSINESS
More steam left in rail stocks; RVNL, Railtel rally over 20% in one week
Shares of Rail Vikas Nigam Ltd (RVNL), Titagarh Rail Systems, Jupiter Wagons, Texmaco Rail and Engineering, IRCTC, Railtel Corporation of India and RITES have risen 5-24 percent in the past one week.
BUSINESS
Gokaldas Exports strikes gold with Atraco acquisition, gains duty-free access to US
The stock of the garment exporter, which crafts products for brands such as GAP, Abercrombie & Fitch, H&M, and Puma, has run up 25 percent in the past week
BUSINESS
Story of valuations – Analysing disparity in defence stocks
One part feels defence stocks are in overvalued territory. The optimists though argue that the sector is yet to realise its full potential.
BUSINESS
Bullish on India: RailTel set to ascend on back of govt’s focus on telecom infra and connectivity
RailTel is favourably positioned to benefit from several policy-led enhancement and digitisation plans; can be a good long-term investment bet, say analysts.
BUSINESS
Are defence stocks on the moon as well?
Following the success of the Chandrayaan-3 mission, shares of companies that are associated with the project are on a tear
BUSINESS
Axis Bank’s Neelkanth Mishra appointed part-time chairperson of UIDAI
Known for his unique perspectives on economic policy and market strategy, Mishra has been an advisor to many government committees, and also been a member of the economic advisory council to the 15th finance commission.
BUSINESS
Sugar rush for Praj Industries: Ethanol blending and decarbonisation themes to unfold
Healthy financials, debt-free balance sheet, superior return ratios, and reducing working capital cycle make Praj a favourite with analysts. Going forward, the company sees opportunities in SAF, E-27 flex fuel policy, bio-chemicals, and bio-plastics.
BUSINESS
Syrma: Soaring demand for electronics, govt boosters to fuel high growth
After a robust FY23, the management has guided for 35-40 percent revenue growth in the medium term, on industry tailwinds and marquee customer additions.
BUSINESS
HAL and Hearty: Flying high on defence demand
The global geopolitical situation and India’s growing emphasis on reducing imports could drive demand for the company’s fighter planes and choppers, along with a demand for their engines and spares.
BUSINESS
Defence stocks fly high: Unravelling the secret behind euphoria and valuation
The likes of Mazagon Dock, Zen Technologies, Bharat Dynamics, Hindustan Aeronautics and Taneja Aerospace have soared high. After such an explosive stock performance, is it worth adding to your positions, or should you book out instead?
BUSINESS
VIP Industries: Downgrades and price cuts derail luggage maker's track
VIP Industries houses brands such as Carlton, Skybags, Aristocrat, Caprese and Alfa, and is the second largest player in the world and largest in Asia.
BUSINESS
Tyre maker off the road: MRF may face margin woes
Kotak Institutional Equities and Motilal Oswal Financial Services have maintained their ‘sell’ rating on India's largest tyre manufacturer--MRF.
BUSINESS
Suzlon Energy slumps 7% in 2 days amid buzz over fund raising
Analysts have pointed that equity dilution is a concern amid these fund raising plans. In addition to this, declining cashflow seems to have sparked concerns over the company servicing its debt obligations.
BUSINESS
From fizzle to sizzle: This stock has rallied 700% in the past three years. Here is why
Premier explosives is skyrocketing on the back of rising order book. Can business growth justify its valuations?
BUSINESS
Praj Industries: What's got the ball rolling?
The company’s established strength in ethanol and engineering are expected to give it a lead in energy transition and related engineering projects locally and globally
BUSINESS
Siemens shareholders vote against sale of low-voltage motors business to parent, stock hits 52-week high
With this opposition, the larger view in the market now is that Siemens will have to revisit the terms and conditions of the deal and most likely also reconsider the valuation which had made investors antsy.
