Market News

Bajaj Finance a strong compounder, prefer food delivery over QSR: Dipan Mehta

Dipan Mehta, Director at Elixir Equities, stays constructive on Bajaj Finance, citing diversification and stable credit costs. He favours platform-led food businesses over traditional QSR chains and suggests a long-term approach to Swiggy-type models. He remains cautious on paint companies due to competition, while seeing value in select financials and energy PSUs supported by dividends and policy focus. 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.

Adani Green Energy to add up to 15,000 GWh of battery energy storage capacity annually

Adani Green Energy plans massive battery storage expansion. The company will add thousands of gigawatt hours of capacity each year. This move supports India's energy transition. It aims to provide reliable clean power. The expansion will involve significant investment. This will help meet peak demand. It ensures round-the-clock renewable energy supply.

SWAMIH fund infuses Rs 600 crore with Ramky group to revive stuck projects in Bengaluru

In a significant boost for the housing sector, the SWAMIH Investment Fund will invest as much as Rs 600 crore into Ramky Estates, focusing on resurrecting halted residential projects in Bengaluru. This investment will directly benefit more than 1,800 homebuyers who have been waiting for their homes. Ramky Estates is set to manage 4.

'100 bn dollar investment': Sagar Adani stresses energy resilience strategy amid West Asia crisis

IndiGo may see near-term pressure; Eternal upside limited: Dharmesh Kant

Dharmesh Kant, Head Research at Chola Securities, outlined a mixed sector view. He expects a temporary impact on InterGlobe Aviation due to fuel costs but sees structural strength supporting recovery. On Eternal, he flagged execution risks in expansion and margin assumptions despite near-term valuation support. In defence, he prefers Mazagon Dock Shipbuilders over Garden Reach Shipbuilders & Engineers, citing a strong order pipeline and potential gains from a large submarine contract. 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.

Brent may settle near $80 if supply conditions ease: Goldman Sachs

Nikhil Bhandari, Head-India Equity Research at Goldman Sachs, said supply constraints, lower investments and maturing shale output are setting up a new oil investment cycle. He expects prices to remain supported depending on supply disruptions, with investments likely to pick up across shale and offshore projects, alongside opportunities in oil companies and services.

ReNew to set up 6.5 GW solar facility in Andhra Pradesh with investment of Rs 4,500 crore

ReNew Energy is building a major solar manufacturing plant in Andhra Pradesh. The facility will produce solar ingots and wafers. This project represents a significant investment and will create many jobs. It is part of ReNew's larger commitment to the state. The plant is expected to be operational within two years. This development strengthens India's clean energy sector.

Dipan Mehta cautious on FMCG, sees opportunities in Tata group, flags execution risk in Amara Raja

Dipan Mehta, Director at Elixir Equities, said lithium-ion entry improves prospects for Amara Raja Energy & Mobility, but execution remains key. He noted weak volume trends limit confidence in staples demand and suggested shifting exposure to newer consumption segments. He expects steady returns from Trent, sees improving growth in Tata Communications, and highlights EV-led opportunities for Tata Elxsi. 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.

Industrial decarbonization hinges on capital cycles, not just clean energy: Jindal Stainless' Kalyan Bhattacherjee

Decarbonizing heavy industry is less about clean energy and more about long asset cycles that lock in emissions for decades. The real opportunity lies in aligning emission cuts with investment decisions, making it a capital strategy issue rather than just a sustainability goal. A mix of efficiency, renewables, and circularity will be key to managing this transition.

Prashant Jain: India resilient to oil shock, sees above-average returns from current levels

Prashant Jain, Founder & CIO of 3P Investment Managers, is more comfortable with largecaps. He believes small and midcaps have run ahead of fundamentals over the past couple of years, and even after the correction, valuations are not compelling at a category level.

Stock Market News: Shares of THIS company in focus after it increases investment in subsidiary's energy unit, - India.Com

Stock Market News: Shares of THIS company in focus after it increases investment in subsidiary's energy unit,India.Com

Devang Mehta bets on capex, power themes; sees retail recovery, cautious on IT

Devang Mehta, Deputy Managing Director & CIO - Equity NDPMS, Spark Private Wealth Management, said consumption trends are improving with demand and margins showing recovery across companies, making the sector worth tracking over the medium term. He highlighted earnings visibility in engineering, power and financial segments, supported by order books and flows. He also pointed to opportunities in market-linked businesses, while noting that growth visibility remains uneven across sectors. 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.