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US bond yields won't ease soon, rupee's worst may be over: 3R Investment’s Neeraj Seth
Neeraj Seth, Founder & CIO at 3R Investment Management, said India is not yet a major part of the global AI supply chain, but improving valuations and future AI-led productivity gains could support markets over the long term. He also said global AI investments remain focused on infrastructure and hardware, while warning that higher oil prices and elevated US bond yields could keep rate-cut expectations under pressure.
Jonathan Schiessl sees inflation risks in US rally, India allocations may return later
Jonathan Schiessl, Deputy Chief Investment Officer, Westminster Asset Management believes strong US earnings are continuing to drive global equity markets higher, especially semiconductor stocks, despite rising concerns around inflation and bond yields. He said India remains an attractive long-term market, but global investors are still cautious on allocations for now. Schiessl also pointed to China’s low valuations as a factor drawing investor attention amid shifting global capital flows. 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.
Bonus issue alert! Brigade Enterprises set to reward 1.5 lakh retail shareholders, check details
Brigade Enterprises approved a 1:3 bonus share issue alongside its Q4 FY26 results and final dividend announcement. Despite the corporate action, weak quarterly earnings pressured the stock, which fell nearly 5%. The company reported lower profit and revenue, while maintaining strong long-term shareholder returns and broad investor participation.
Meesho shares gain as much as 8% after net loss narrows in Q4 but concerns remain
HSBC expects Meesho to significantly improve logistics costs over the long-term, although they are already are the lowest in the industry.
Lloyds Metals aims reopening of copper mine in Papua New Guinea
Lloyds Metals and Energy wins preferred partner status over CMOC for Panguna mine in Papua New Guinea, pursuing long term copper and gold deal with Bougainville Copper and local government
McKinsey inks 10-year lease in Mumbai’s BKC; deal ranks among India’s costliest
McKinsey & Company has renewed its Mumbai office lease in Bandra Kurla Complex. The deal involves high rental rates, reflecting sustained demand for prime commercial space. This long-term commitment underscores the value global firms place on premium locations. The lease is effective from October 1, 2026, for ten years. This transaction is among India's costliest office leases.
Swiggy, Eternal shares tumble up to 30% in 2026 so far. Time to buy or better to wait?
Swiggy and Eternal shares have plunged up to 30% this year, prompting questions about investment timing. While Eternal shows long-term gains, both companies listed at high valuations. Analysts advise caution, suggesting investors wait for clearer earnings and normalized valuations before buying, with Swiggy offering a slightly better risk-reward for a long-term view.
From Chips to Champions: How AI propelled Samsung to $1 trillion club
Samsung Electronics’ rally is being driven by strong AI-led demand for memory chips, boosting earnings and investor sentiment. The semiconductor division remains the key growth driver amid global supply constraints. However, challenges persist in smartphones, while sustained investments in AI chip capacity will be critical for long-term leadership.
Reliance Industries shares in focus as Mukesh Ambani eyes satellite foray to take on Starlink
Reliance Industries is evaluating a multi-billion-dollar entry into satellite communications, focusing on low Earth orbit networks under Jio Platforms. The initiative aims to strengthen India’s strategic capabilities amid rising global competition, with discussions underway on technology partnerships, orbital slots and potential acquisitions as the company explores long-term opportunities in future.
Vedanta demerger sets stage for value unlocking, global scale: Chairman Anil Agarwal
Vedanta Limited is entering a new phase with its demerger effective May 2026, aiming to unlock value through independent businesses. Strong FY26 earnings, rising profits and expansion plans across segments position it for sustained long-term growth.
Prefer BSE on dips, Bajaj Auto strong, DMart margins muted: Chola Securities
Dharmesh Kant, Head of Research at Chola Securities, says markets remain selective with stock-specific opportunities. He flags weak telecom tower metrics and muted DMart margins, while auto OEMs show strong growth aided by price hikes. On BSE, he sees 15–20% volume trends but advises caution post volatility. He prefers long-term capital market plays on dips and remains bullish on metals, especially JSW Steel, with structural demand tailwinds.
Markets defy global supply shock as AI drives rally: BlackRock strategist
Ben Powell, Chief APAC & Middle East Investment Strategist at BlackRock Investment Institute outlines how global shocks and the AI boom are reshaping investing, with selectivity becoming key and India remaining part of the evolving long-term opportunity.