NSE MD and CEO Ashishkumar Chauhan said the initiative reflects strong confidence in India's markets and deepens the India-Russia financial cooperation.
Broader markets outperformed, while the debut of Lenskart’s IPO added to the market buzz.
At IPFEAST 4.0 LEGENDS, conceptualised by ANAND & ANAND and curated by Safir Anand in New Delhi, market veteran Madhusudan Kela and Info Edge founder Sanjeev Bikhchandani said success in business and investing rests on hunger, integrity and perseverance, not on pedigree or luck
Benchmark indices trading lower, driven by losses in pharmaceutical shares after US President Donald Trump announced a 100% levy on branded and patented drugs
Perplexity, which aspires to disrupt Google’s flagship search engine, has been focusing on incorporating local content to attract more Indian users to its answer engine.
'Indian markets are superbly resilient as there is a growth story... We have more than 1,500 companies with more than Rs 1,000 crore market cap. In no other emerging market, you can see this kind of variety. I'm very bullish on the India story, says Madhusudan Kela.
According to Shah, large-cap stocks are fairly valued and deserve a neutral allocation. But any correction should be seen as an opportunity.
KEC International, a key player in the power transmission and distribution (T&D) sector, has faced execution challenges in Railways and Civil. However, its diversified operations, strong order inflows, and improving T&D business indicate a turnaround. Following a stock correction, the valuations have turned attractive, supported by an anticipated recovery in execution and margin expansion in the coming quarters.
The movement of crude oil prices and the dollar index will also be closely tracked by investors. The strengthening of the US dollar, along with rising US bond yields, impacted investor confidence last week.
Ami Organics gets 79 percent of the revenue comes from pharma space wherein it manufactures intermediates for APIs and NCE (New Chemical Entities). Rest of the revenue comes from chemicals segment. While company’s foray into the lithium-ion batteries and the semiconductor industry value chain is a key watch, ramp-up in CDMO (Contract Development and Manufacturing Organization) contracts is expected to be the key earnings catalyst.
KEC International, a leading EPC company specializing in power transmission, railways, and urban development, continues to exhibit strong growth momentum. With a robust order pipeline and improved execution in its core T&D business, KEC is well-positioned to benefit from upcoming government projects. The company’s guidance highlights growth in revenue, margin expansion, and strong earnings visibility over the next few years.
Bikaji, a member of the Haldiram family, is leveraging its Bikaner Bhujia heritage with expansion into emerging snacks such as Namkeen and Western varieties. It is also venturing into new categories like Quick Service Restaurants (QSR) and frozen foods, aiming to boost market share both domestically and in exports, while strengthening its pan-India presence in focus markets.
Hindustan Unilever, a top player in the FMCG space, continued to gain market share amid heightened competitive intensity, backed by a wide product basket and presence across price segments. The company is well-positioned to expand its presence in under-penetrated categories in the rural and the urban markets where per capita consumption is low. This will expand the TAM (total addressable market) and drive sustainable growth.
Data from primeinfobase.com shows that more than 60 percent of the top 20 FIIs saw their portfolio value falling by a much bigger margin when compared to the fall in the benchmark – Sensex has dipped nearly 5 percent since touching record highs in September.
Nifty and Sensex staged an impressive comeback on November 29, recouping losses from the previous session's selloff as a surge in pharma, infra, energy, and auto stocks lifted market sentiment, setting the stage for a strong close to the week. Here’s a look at the top gainers and losers in trade today #sensex #nifty #stockmarket #stocks #sharemarket #equity #nse #bse
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In terms of the key risks, an overwhelming 74 percent of the respondents said that they feel that earnings downgrade is the biggest risk for the Indian stock markets, followed by 22 percent respondents who felt FII outflows is the biggest risk. Interestingly, global factors like the ongoing Middle East tensions and the China stimulus factor does not feature high on the list of key risks amongst Indian experts.
Samir Arora highlighted that while pre-tax returns in India may seem promising, post-tax returns tell a different story due to the high capital gains tax, especially putting foreign investors at a disadvantage.
A majority – 52 percent to be precise -- believes that the ongoing geo-political concerns due to the developments in the Middle East region combined with the renewed competition from China are more worrisome factors than any other event seen in the post-pandemic period
Only around 20 percent of the respondents point to geopolitical tensions as the main factor weighing on the market.
BofA's strategy suggested that the sectors benefiting from welfare schemes—particularly staples, retail, and apparel—are poised for growth
So far this year, shares of Shakti Pumps more-than-doubled over 178 percent, outperforming benchmark Nifty 50 index that rose only by 8 percent during the same period.
Describing the Indian stock market as a 'jungle', analysts at Kotak emphasised that it is a place where egos do not belong, and where the jungle itself reigns as the ultimate king
Analysts believe that the 'new' government will continue to focus on affordable healthcare, housing, energy transition, infrastructure development, and manufacturing
Retail investors, too, might need to rethink their strategies as many who entered the market over the last few years have predominantly invested in high-momentum stocks, Khemka said.