Market News
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Dipan Mehta on where to invest as metal rally cools
Elixir Equities Director Dipan Mehta said the recent fall in ferrous and non-ferrous stocks reflects broader market weakness after a sharp rally in metal prices, with many positives already priced in. He expects these stocks to deliver market-level returns rather than outperform. Mehta advised investors to focus on large, high-quality companies during the correction, citing Larsen & Toubro, InterGlobe Aviation and Bajaj Finance as examples, while also noting opportunities emerging in select mid-cap sectors.
Air India appoints Sisirakanta Dash as group chief strategy officer for engineering
Air India is reshuffling its engineering leadership. Sisirakanta Dash becomes Group Chief Strategy Officer – Engineering. Jeremy Yew takes charge as Senior Vice President (Engineering & Maintenance). These changes support Air India's ambitious transformation and fleet growth. Dash will focus on strategic engineering capabilities. Yew brings extensive experience to oversee daily operations. Both appointments are effective April 1.
Watch | Buy the dip, says Emkay’s Manish Sonthalia; PSU banks, autos & metals in focus
Manish Sonthalia, CIO of Emkay Investment Managers, says geopolitical dips are buying opportunities, as markets typically recover within 6–9 months. He is deploying fresh flows into autos, financials, pharma, consumer durables, power transmission and select defence. He favours PSU banks over private lenders on valuations and sees AI driving demand for critical minerals, metals and energy. IT remains underweight while India could attract inflows as stability returns.
Watch | A war trade will be on oil and not on gold, says Rohit Srivastava
Indiacharts and Strike Money founder Rohit Srivastava said gold may not sustain sharp gains despite geopolitical uncertainty, as it typically rallies briefly before correcting. He believes oil offers a stronger trading opportunity, noting that WTI crude has broken above the $70.5 per barrel resistance level. If prices hold above this mark and tensions escalate, oil could potentially move toward $100 per barrel, making energy markets the primary focus during conflict-driven volatility.
Stocks to Watch for March 2: Oil Sensitives, Tourism Stocks, Gold Financiers, Tata Motors CV, and more
The US and Israel's attacks on Iran and the subsequent retaliation in the Middle East has thrown almost every sector in the spotlight for Monday. From Crude oil sensitives, to Metal stocks, to tourism stocks, and even stocks that have exposure to the middle east, such as L&T, Welspun Corp, Kalyan Jewellers, and others. Here's a look at this comprehensive list of stocks that will be in focus on Monday.
AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka
Siddhartha Khemka of Motilal Oswal Financial Services highlights three parallel themes shaping markets: recovery in consumption-led retail, rising demand linked to AI infrastructure buildout, and structural changes within IT services driven by artificial intelligence adoption. While volatility may persist in the near term, sector-specific opportunities continue to emerge across retail, engineering and technology companies.
Stocks to Watch for February 25: PowerGrid, Dr Reddy's Labs, Hindalco, Waaree Energies and more
From robust earnings at Schaeffler India and fresh investment headroom for PowerGrid to regulatory relief for Dr. Reddy’s and key updates from Hindalco, Waaree, RVNL and Hexaware, here are the stocks likely to stay in focus ahead of Wednesday’s trading session.
9,900% returns in five years! Multibagger stock to be in focus on Monday; here's why
Multibagger stock: Hazoor Multi Projects, has received a ₹182 crore order from Tata Steel for residential units. Between April 2021 and September 2024, the small-cap stock received strong interest from investors, rising from ₹0.43 apiece to ₹55.33, resulting in a massive gain of 12,767%.
Texmaco, Rail Vikas Nigam ink JV pact to boost manufacturing
Texmaco Rail and Engineering Limited and Rail Vikas Nigam Limited have joined forces. This partnership aims to enhance India's rail manufacturing capabilities. The joint venture will focus on advanced rolling stock and infrastructure projects. It will also pursue opportunities in Asia, Africa, and the Middle East.
Dividend, bonus, stock split: NBCC, Angel One, 6 others to track next week
Here is the complete list of companies that will remain in focus next week following announcements of corporate actions such as dividend payouts, bonus issues, and stock splits of equity shares
Why global capital is looking at India differently this year
India's economic resilience, fueled by digital infrastructure and evolving regulations, is attracting global capital. The latest budget reinforces this, with initiatives like GIFT City offering fiscal clarity and regulatory certainty. This focus on long-term institutional choices and data integrity signals India's readiness for global financial integration, moving beyond 'emerging market' status.
Waaree Energies shares in focus as company holds talks with Andhra Pradesh government to set up a gigafactory
Shares of Waaree Energies are in focus after the company confirmed talks with Andhra Pradesh and other states to set up a 16–20 GWh lithium-ion battery gigafactory. The Rs 8,000–8,175 crore project, approved by the state, aims to create 3,000 jobs and strengthen India’s clean-energy and storage capabilities.