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Norway’s sovereign wealth fund cuts India allocation as market lagged peers in 2025
Norges Bank Investment Management trimmed India’s portfolio weight to 2.1% in 2025 as weak equity returns lagged peers, while allocations to China and Taiwan rose.
Value emerging in markets; Nifty may rebound 1,000 points from lows: Nuvama AMC
Value is starting to emerge in the equity market after the recent correction, said Nikhil Ranka, CIO – Equity Alternatives at Nuvama Asset Management. Midcaps had already fallen sharply and usually face extra pressure in March due to year-end funding closures. Ranka said leverage in the system is now low, which means even modest buying from lower levels could move markets sharply, allowing the Nifty to potentially gain the first 1,000 points quickly.
Meesho stock tank 10% after ₹1,500 crore income tax demand, shareholder lock-in ends
Around 109.9 million of Meesho's shares, or 2% of its outstanding equity, has become eligible for trading on Monday, as per Nuvama Alternative and Quantitative Research.
Meesho shares up 7% in two sessions; Here's why Monday's session is important
As per Nuvama Alternative and Quantitative Research, nearly 109.9 million shares, or 2% of the company's outstanding equity, will become eligible for trading once the lock-in period ends on Monday.
AI to benefit Indian IT; sell-off is a buying opportunity: UBS’ Hartmut Issel
Hartmut Issel, Head of APAC Equities, Global Wealth Management & Chief Investment Officer at UBS says AI adoption will drive backend integration demand for Indian IT services firms and the recent correction offers investors a favourable entry point.
Dabur India may see double-digit FY27 growth, says Nuvama; 17% upside seen
Nuvama keeps ‘Buy’ on Dabur India with a ₹605 target, citing growth and margin recovery. Dabur Ventures to invest ₹5 billion in digital-first businesses.
Aequs extends rise to hit all-time high, up 11% in 2 days as Nuvama sees up to 91% upside
Aequs emerged as the top gainer in the Nifty India Defence index for the second consecutive session.
Kotak Mahindra Bank stock rises as brokerages bullish after Deutsche Bank India retail business acquisition
Brokerages remained constructive on Kotak Mahindra Bank after its proposed acquisition of Deutsche Bank India's retail, private banking and wealth management business. Analysts said the deal strengthens Kotak's retail franchise, appears reasonably priced and could be earnings or return-on-equity accretive.
Nuvama is bullish on all top-ten IT services stocks, sees up to 84% upside: Here's why
Nuvama said that the sharp correction in IT stocks over the past two months has made valuations attractive.
Nuvama sees up to 39% upside in this healthcare stock; check details
According to the report, the company is expected to turn net debt-free by FY26.
Kingsman Wealth Management buys additional 0.7% stake in Biopol Chemicals
Kingsman Wealth Management, which already held 5.55 percent stake (6 lakh shares) in Biopol as of February 12, also picked up 1.21 percent stake on March 12.
Momentum Stocks: Vikran Engg, Deccan Cements, TSF Investments, gain up to 8% on sheer momentum
Dr Reddy's Labs, Nuvama Wealth, GMR Airports, Aurobindo Pharma, Apollo Hospitals, among others hit 52-week high.