EARNINGS
Sun Pharma Q4FY25 results preview: Specialty push and domestic growth to lift earnings
Sun Pharma is expected to reflect continued strength in specialty and chronic therapies, with margin improvement and robust domestic growth.
BUSINESS
UBS sees power supply chain as key India play in data center expansion
For India, UBS lists Bharti Airtel, Tata Power, and CG Power & Industrial Solutions as key stock picks tied to the data center expansion theme.
BUSINESS
Top gainers and losers today: Stocks that moved the most on May 20
Sensex and Nifty both ended the session over 1% lower with all sectoral indices in the red.
BUSINESS
Top 10 Portfolio Management Schemes for the month of April
Trivantage Capital Management takes the lead at 9.86% returns, followed by Qode Advisors Tactical Fund and All Weather PMS.
BUSINESS
Taking Stock | Markets extend losses as Sensex falls over 250 pts and Nifty closes below 25,000
Among sectors, the realty index outperformed, rallying over 2%, whereas the IT index shed over 1%
BUSINESS
Q4 earnings: Not much to celebrate, say experts as net profit growth slumps to lowest in eight quarters
From a macro perspective, global uncertainties ranging from monsoon trends and inflation stickiness to delayed rate cuts are clouding near-term visibility.
BUSINESS
Financials, consumption and housing: UBS' key India themes going forward
On the whole, UBS has maintained a bullish stance on consumption-led plays, while advising investors to tread carefully at current levels, as the easy part of the rally may be behind us.
BUSINESS
Q4 sees significant selling by promoters of mid- and small-cap companies
Analysis of 614 companies reveals that about 130 companies saw a decrease in their promoter shareholdings, while 57 companies saw an increase - with the bulk of decrease being small-caps, followed by mid-caps.
BUSINESS
Top 10 AIF performance for the month of April 2025
The top-performing Alternative Investment Funds (AIFs) for the month of April saw CCV Investment Managers LLP’s Emerging Opportunities Fund-I leading the pack, followed by Aarth AIF’s Growth Fund and Finideas Growth Fund Scheme-1.
BUSINESS
Bull run on D-Street: Sensex soars 1,200 pts, Nifty reclaims 25k as metal, auto, IT stocks rally
Investor wealth rises by Rs 4.72 lakh crore as Nifty reclaims 25,000 for the first time since October 17, 2024
BUSINESS
With Nifty above 200-DMA, momentum and sentiment backs near-term bullish calls
While the Nifty 50 has been trading above 200-DMA for a few days, this is the first time since January that the index crossed and stayed consistently above the mark.
BUSINESS
IT stocks reverse gains with profit-booking; weak April deal momentum, US cues weigh
The Nifty IT index is currently poised in the 50% retracement zone that could determine the direction the sector takes.
BUSINESS
Foreign investors ramped up bullish bets on stock futures on May 12 as border tensions subsided
FIIs added 78,532 long contracts and covered 29,899 shorts, boosting their net long position by 108,431 contracts, taking the long-short ratio up from 1.88 to 1.94.
BUSINESS
FIIs flip to net long in index futures, market in neutral gear with positive bias
Over the last 14 trading sessions, FIIs have systematically cut their short positions, taking the net open interest in index futures to marginally net long position on May 12.
BUSINESS
Cipla Q4 FY25 Preview: Strong US traction and domestic rebound may lift earnings
Analysts eye margin resilience amid regulatory scrutiny; contributions likely to be seen from its US respiratory portfolio, new product launches, and stable tender revenues in South Africa.
BUSINESS
After Monday's solid rally, experts are looking hard for fresh cues to power near-term gains
Market experts believe most of the positives such as easing US-China tariff war, de-escalation with Pakistan, RBI rate cuts are factored in, and there may not be fresh positives to support a strong rally from here on.
BUSINESS
Q4FY25 profit growth highest in eight quarters, skewed by other income
However, experts say that auto and realty have been the weak links in the last quarter, while banking has performed well amid muted expectations.
WORLD
Dollar rallies as US-China tariff truce spurs risk-on sentiment
The Bloomberg Dollar Spot Index posted its strongest intraday gain since April 4, rising as much as one percent. The euro depreciated by up to 1.5 percent to $1.1084, marking its weakest daily performance of the year.
BUSINESS
Dr Reddy’s projects double-digit FY26 growth, eyes resuming manufacturing across US
CEO Erez Israeli has projected double-digit growth for FY26, primarily on the back of semaglutide launches and pipeline progress.
BUSINESS
Aggregate net profit growth halves as disappointing results pour in during the week
The aggregate net profit year-on-year growth is pegged at about 10 percent, according to an analysis of 472 firms.
BUSINESS
Carnelian stays focused on BFSI, pharma, engineering; hikes exposure to Reliance, Kotak Bank
The PMS and AIF performance from April reflect continued overweight stance on BFSI, pharma, and engineering sectors, while reducing exposure to chemicals.
BUSINESS
Second day of selloff as India-Pak tensions escalate, Nifty down a percent near 24,000
Heightened border tensions and weak global cues are both weighing on markets and the rupee, and money managers are advicing investors to stay cautious.
BUSINESS
Gift Nifty, India ADRs see sharp sell-off following escalation in India-Pakistan conflict
Investors are increasingly wary of the geopolitical fallout, which could disrupt trade, investment flows, and regional stability.
BUSINESS
Promoter stakes hit record low across m-caps as DIIs tighten grip: MOSL note
The MOSL report adds that in the largecap space, promoter stakes have fallen to an all-time low of 47.6% (down 160 bps YoY), while in the midcap space, it is now at the second-lowest level of 54.9% (down 130 bps YoY).
