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TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Global funds flee Indian stocks at record pace on growth fears
Global funds are exiting Indian equities at a record pace, driven by an energy shock from the US-Iran war and a lack of compelling AI-linked investment narratives. This sustained selling has pressured local shares, with over $600 billion wiped off their value from last year's peak, despite strong domestic inflows.
Elixir Equities’ Dipan Mehta cautious despite rally; sees energy as next big theme
Dipan Mehta, Director of Elixir Equities remains cautious even after the recent market rally, saying volatility could persist due to global uncertainties. He prefers a wait-and-watch approach for now, with earnings season and management commentary likely to guide the next move. Mehta is closely tracking the energy space, where policy support could create opportunities across oil, gas and renewables. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Ceasefire boosts markets; experts flag oil volatility and India opportunity
Matt Orton, Chief Market Strategist, Raymond James Investment, said markets are seeing a relief-driven rebound, with investors deploying cash selectively. Oil remains a key risk due to supply disruptions and uncertainty around shipping routes. Ed Yardeni, President, Yardeni Research, expects steady policy from the Fed and sees support for global equities. Srikant Kondapalli, Professor of China Studies, JNU, warned the situation remains fluid, with implications for energy flows and trade.
BHEL rallies 5%, Tata Power hits 52-week high; what's driving power stocks?
The Ministry of Power outlined a ₹200 trillion ($2.2 trillion) long-term investment roadmap for India's power sector over the next two decades.
UltraTech to pick up 26% in Sunsure Solarpark Seven
UltraTech Cement is set to acquire a significant stake in Sunsure Solarpark Seven. This move aims to secure green energy for UltraTech. The acquisition will help optimize energy costs and meet regulatory demands. The deal is expected to be finalized within 180 days. This strategic investment underscores UltraTech's commitment to renewable energy.
Cabinet approves Rs 2,585 crore Small Hydro Power Development Scheme
The Union Cabinet has approved a Rs 2,585 crore scheme to boost small hydro power development. This initiative aims to add 1,500 MW of renewable capacity by 2030-31. Projects will be run-of-river, avoiding dams and displacement. The scheme is expected to attract Rs 15,000 crore in investment, creating clean energy and boosting the nation's renewable capacity.
Quest Investment CIO sees financials outperforming IT
Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers, says markets may stabilise as energy risks ease and valuations turn supportive, though FII selling remains a drag. He stays positive on India’s earnings outlook but cautious in the near term. IT faces AI-led uncertainty despite selective opportunities, while financials and NBFCs look stronger on improving credit growth and consumption trends.
Adani Group stock Adani Power share rallies 7.5% in 2 days on big order win; do you own?
Adani Power has secured five long-term PSA bids totaling 10,400 MW amid a thermal power sector investment cycle. The stock has risen 7.5% in 2 sessions, reaching ₹157.50 after a major order win. It aims to expand capacity to 41.87 GW by FY32 with significant investments.
ReNew Energy Global receives $95 million equity investment for Indian C&I platform By Investing.com - Investing.com
ReNew Energy Global receives $95 million equity investment for Indian C&I platform By Investing.comInvesting.com
SEBI’s new shareholding norms may boost mega IPOs: Bhavesh Shah
Bhavesh Shah, MD & Head of Investment Banking at Equirus Capital, says SEBI’s eased public shareholding norms will help large companies launch mega IPOs while reducing dilution pressure at listing. By allowing companies more time to reach 25% public ownership, the move can improve price stability and attract investor demand over time, potentially boosting large listings such as the National Stock Exchange of India and Reliance Jio. Disclosure: RIL, the promoter of Reliance Jio, also controls Network18, the parent company of CNBCTV18.com.
HMEL to invest Rs 2,600 cr in speciality, fine chemicals sector in Punjab: LN Mittal
HPCL-Mittal Energy Limited (HMEL) announced a Rs 2,600 crore investment in Punjab's speciality and fine chemicals sector. Additionally, HMEL plans to launch 500 new retail fuel outlets nationwide, equipped with modern technology. This expansion follows HMEL's significant Rs 60,000 crore investment in its Bathinda refinery, Punjab's sole oil refinery.