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Capitalmind AMC stays cautious on midcap IT, sees AI uncertainty weighing on outlook
Anoop Vijaykumar, Head-Equities at Capitalmind AMC, said the investment firm has limited exposure to IT because of uncertainty around AI's impact on earnings and business models. He said large-cap IT offers better valuation comfort than midcaps, while select mid-sized private banks remain attractive due to steady loan growth and reasonable valuations. Vijaykumar also advised caution on industrial and capital goods stocks, saying much of the growth optimism is already reflected in prices. 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.
Indian REITs Association appoints Shirish Godbole as chairperson
Shirish Godbole, CEO of Knowledge Realty Trust, has been appointed the new chairperson of the Indian REITs Association. This leadership change occurs as India's listed REIT market experiences significant growth and increased investor interest. Godbole, with extensive global real estate experience, aims to further establish REITs as a credible investment avenue for both domestic and international investors as the commercial real estate sector matures.
EPACK Durable gets Andhra Pradesh nod for Rs 1,084 crore investment under Electronics Manufacturing Policy 4.0
EPACK Durable and its subsidiary will invest over Rs 1,000 crore in Andhra Pradesh to boost manufacturing of air conditioners, washing machines, and other appliances. The state government has approved a special incentive package, including land allotment and capital subsidies, to support this expansion. This move is expected to create approximately 1,600 jobs and significantly enhance the company's production capabilities.
EPACK Durable rises after receiving Govt approval for Rs 1,084.31 crore investment proposal
EPACK Durable added 3.94% to Rs 241.65 after the company received approval from the Government of Andhra Pradesh for a tailor-made incentive package under the Mega Category of the Andhra Pradesh Electronics Manufacturing Policy (4.0).
Zee Entertainment shares jump 6% after Rs 418 crore FDI approval
Zee Entertainment shares jumped after receiving government approval for a Rs 418 crore foreign investment from an Invesco-managed fund. This marks the fund's return to ZEEL's shareholder base after a previous exit. The investment comes as the company navigates challenges in its broadcasting business but sees improvements in its digital segment. FDI inflows into India's information and broadcasting sector also saw a significant rise.
Zee Entertainment Shares Jump 5% In Trade — What's Driving The Rally?
The investment is seen as a notable development given Invesco's history with Zee. The fund was once the company's largest shareholder, holding an 18% stake, before a high-profile corporate governance dispute led to its gradual exit.
BlackRock sees India gaining as global investors rotate from Korea and Taiwan
Ben Powell, Chief APAC & Middle East Investment Strategist at BlackRock Investment Institute, said lower energy prices and improving geopolitical conditions have strengthened India's investment outlook. While BlackRock remains overweight on AI, it has turned neutral on emerging markets and plans to become more selective on valuations, with India positioned to attract fresh foreign inflows.
From niche to mainstream: How India's bond market reinvented itself over the last 10 years
India's bond market has transformed significantly over the last decade, moving from an opaque, institutional-focused space to a more transparent and accessible one. Regulatory reforms, technological advancements, and global index inclusion have fueled this growth, nearly tripling total issuances. Experts highlight reduced minimum investment thresholds and enhanced regulatory frameworks as key drivers, paving the way for substantial future expansion.
Vedanta Iron & Steel shares skyrocket 89% in 12 days since listing. What’s fuelling the surge?
Vedanta Iron and Steel shares have surged an impressive 89% since their June debut, adding nearly Rs 7,000 crore to its market value. This remarkable rally was significantly boosted after Azim Premji's investment arm acquired shares worth Rs 102 crore. The company, involved in iron ore and steel production across India and Africa, is currently clarifying significant price movements with stock exchanges.
Kotak reclaims India ECM lead with mega deals on horizon
Kotak has reclaimed the top position in India's equity capital markets league tables, driven by strong deal execution. With several large public offerings and fundraising transactions in the pipeline, the investment bank is well positioned to strengthen its leadership in the country's booming capital markets.
Pre-Market Update: Indian Stock Market Set for Negative Start on July 1 as Global Cues Stay Mixed - Dalal Street Investment Journal
Pre-Market Update: Indian Stock Market Set for Negative Start on July 1 as Global Cues Stay MixedDalal Street Investment Journal
The Wimbledon Debenture: A front-row seat and a winning investment
Each Debenture provides the holder a premium seat on Centre Court or No.1 Court for The Championships for five years, along with the use of exclusive restaurants and bars.