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Sameeksha Capital CIO flags growth uncertainty in IT sector despite valuation correction
Bhavin A Shah, Founder, CIO & CEO at Sameeksha Capital, said valuations have corrected but concerns remain around earnings visibility and global demand trends. He flagged uncertainty in the US economy, structural slowdown in IT services, and the evolving impact of AI as key risks, adding that currency moves may support near-term performance, but long-term growth remains unclear. 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.
Power stocks rally hinges on demand, solar may face oversupply in 3-4 years: Axis Capital
Sumit Kishore, Executive Director at Axis Capital, expects power demand to pick up going forward, supported by a favourable base and improving economic activity. He believes demand growth could reach around 6% in FY27.
Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha Khemka
India's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrastructure, power, and industrial segments. Government focus on development and manufacturing, alongside new-age tech investments, is driving demand. Companies are poised for steady revenue expansion and stable profitability, with key players like L&T and BEL showing strong prospects.
India’s nuclear push may create long-term opportunities for local engineering firms: PL Capital
Amit Anwani, Research Analyst at PL Capital says India’s localisation push in nuclear power will benefit domestic players like L&T and BHEL, though near-term Middle East risks and high valuations remain key concerns.
Premier, Waaree Energies shares have limited upside; JM Financial prefers these names instead
The brokerage expects the sector to see capital expenditure over the next five years, as companies build a competitive and integrated solar manufacturing ecosystem in India. This, it believes, will act as a key entry barrier and a differentiator among players.
Pick LG Electronics and KEI over Blue Star, advises this analyst
PL Capital prefers diversified players over companies that specialise in air conditioners alone.
Oracle’s new CFO comes from the power industry. That tells you everything.
In 2026, capital intensity is the name of the game at Oracle.
Advent gets CCI nod to pick up 14.3% stake in Aditya Birla Housing Finance
The Competition Commission of India has approved Advent International's proposal to acquire a 14.3% stake in Aditya Birla Housing Finance. This move involves a significant capital infusion into the housing finance subsidiary. The CCI also cleared other acquisitions, including Citrus Investment LLC's increased shareholding in Hitachi Construction Machinery and Indus Infra Trust's acquisition of KNR SPVs.
Sebi cancels Basan Financial Services licence over regulatory violations
Sebi cracks down on Basan Financial, Om Power's ₹150 crore IPO opens, and InCred closes a ₹1,500 crore special opportunities fund amid active capital markets
INR slips back beyond Rs 93 per dollar mark amid volatile geopolitical situation; RBI in focus
The Indian rupee depreciated around 20 paise to close beyond Rs 93 mark against the US dollar on Tuesday, as investors remained on edge ahead of US President Donald Trump's deadline for the opening of the Strait of Hormuz and the Reserve Bank's monetary policy review. The USD/INR pair is trading under pressure, dragged down by unabated withdrawal of foreign capital, a firm dollar, and higher crude oil prices amid a volatile geopolitical situation. Nevertheless, Indian shares recovered from an early slide to end notably higher on Tuesday as the clock ticked towards a deadline that U.S. President Donald Trump has set to bomb Iranian power plants if it does not open the Strait of Hormuz. Benchmark indexes Sensex and Nifty extended gains for a fourth consecutive session despite Trump describing a "significant proposal" received from Iran as "not good enough" and threatening to decimate Iran within four hours if it did not agree to a deal by Tuesday night. Moreover, market participants ...
Bill Ackman's Pershing Square offers to buy Universal Music for nearly $65 billion: Report
Pershing Square Capital Management has proposed a combination with Universal Music Group NV that would move the listing into a US-based acquisition vehicle in a deal that Bill Ackman’s fund said will value the world’s biggest music label at a 78% premium to its last closing price.
RBC Capital raises Williams Companies stock price target on power demand outlook - Investing.com India
RBC Capital raises Williams Companies stock price target on power demand outlookInvesting.com India