Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Mayuresh Joshi favors Kirloskar Pneumatic, Navin Fluorine amid market volatility
Mayuresh Joshi, Director Research at Marketsmith India, said larger diversified NBFCs are better placed than pure gold financiers due to stable margins, stronger balance sheets and diversified loan books. He remains cautious on crude-linked sectors despite lower oil prices, citing near-term earnings pressure. Joshi also expects IndiGo to retain its market leadership despite a challenging quarter and highlighted strong order visibility, profitability and cash flows as key drivers for select industrial and specialty chemical companies. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
AI will create jobs—but not fast enough: Management guru Ram Charan sounds a warning
India Inc. is facing a three-way squeeze from artificial intelligence, currency pressure, and shifting work models, with CEOs increasingly focused on cash, jobs and productivity, says Ram Charan, the man Fortune 100 leaders seek counsel from to navigate their business reality.
Kaynes Tech Management Names One Segment Causing All The Cash Flow Concerns
Narayanaswamy went on to explain that the metering acquisition was designed to migrate Kaynes from an EMS supplier to a product company.
CMS Info Systems bags Rs 400 crore HDFC Bank ATM management mandate
CMS Info Systems has won a significant Rs 400 crore contract with HDFC Bank. The deal spans five years and involves managing 6,000 ATMs. CMS will offer complete ATM services, including cash management and AI-driven optimization. This partnership follows CMS's previous work with ICICI Bank and State Bank of India.
Motilal Oswal bullish on BSE, Lenskart and cement stocks as AI, market share growth drive outlook
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, said the brokerage remains positive on BSE Ltd. with a ₹4,400 target as cash market share gains and NSE’s expected listing could support growth. He also highlighted strong opportunities in AI-linked sectors such as power, cables and data centres, maintained a buy call on Lenskart with a ₹600 target, and named UltraTech Cement Ltd., JK Cement Ltd. and Dalmia Bharat Ltd. as preferred cement picks. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
PL Capital's top sectoral picks include defence, capital goods, power, and pharma
Amisha Vora, Chairperson and MD of PL Capital, cautioned that consumption could face pressure and that IT may remain a cash-generating sector, but with slower growth and margins. Vora also warned that gas supply disruptions could impact production chains, MSMEs and jobs, while pushing inflation and bond yields higher. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.