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Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
Airtel's NBFC capital infusion unlikely to impact its cash flows: Citi Research
Over the past two years, Bharti has built a strong lending service provider model by integrating technology, data, and customer insights. It now intends to integrate this capability with its NBFC and scale the business using its balance sheet.
Tata Capital arm Tata Capital Housing Finance to raise ₹650 crore via rights issue
Shares of Tata Capital Ltd ended at ₹334.15, down by ₹3.25, or 0.96%, on the BSE.
Turning point is here as AI can help Indian media's share in global pie to explode, Uday Shankar says
Despite India's massive media industry, it hasn't achieved global content dominance due to capital constraints, Uday Shankar said. However, he believes AI offers a "once-in-a-generation opportunity" for India to become a content leader by reducing production costs, enhancing consumer interaction, and enabling dynamic commerce, urging the industry to embrace disruption.
Bajaj Finserv all set to launch $1-billion alts investment platform
Bajaj Finserv's alternative investment arm plans to raise up to $1 billion across private equity, liquid alternatives, listed equity, and real estate. The platform aims to expand beyond traditional financial services, with capital deployment expected to begin next fiscal year. The firm is building a 40-member team and seeks to deliver consistent outperformance in its strategies.
AI disruption clouds IT outlook; Firstsource only buy: Girish Pai
Girish Pai, Research Analyst-Head of Institutional Equity Research at BOB Capital Markets warns AI could reshape Indian IT services, with uncertain earnings visibility beyond 2026-27 (FY27) and valuations at risk of becoming a value trap.
Buzzing Stocks: PNC Infra, IndiGo, Wockhardt rally; Inox Wind slips on weak Q4 results
Marksans Pharma shares edged down after the company signed a definitive agreement to acquire 100 percent of the share capital of QliniQ B.V.,.
Wipro stock falls 4%, emerges as top Nifty loser today as share buyback enters record date
Wipro's board has approved the repurchase of up to 60 crore equity shares, equivalent to nearly 5.7 percent of its paid-up equity capital, with the total buyback size capped at Rs 15,000 crore. Investors seeking to participate in the buyback were required to purchase shares by June 4.
Lodha drops 4%, Oberoi Realty slips 3% as BMC shuts water supply to construction sites across Mumbai
The move comes as the delayed arrival of the southwest monsoon has intensified concerns over water availability in India's financial capital
Nexus Ventures Partners offloads shares worth Rs 186 crore in logistics firm Delhivery
This is the second lot of stake sale by US-based venture capital firm Nexus Ventures Partners through in current month. Earlier on April 8, it had offloaded 1.6 percent shares in Delhivery.
Stocks to Watch Today: Apollo Hospitals, Jubilant Foodworks, HG Infra, Pace Digitek, GPT Infra, Metro Brands, Teamlease, Sammaan Capital in focus on 21 May
Stocks to Watch, 21 May: Stocks like Apollo Hospitals Enterprise, Sammaan Capital, Honeywell Automation India, Whirlpool of India, Teamlease Services, Sanghvi Movers, Metro Brands, JK Lakshmi Cement, Bosch, and Garware Technical Fibres will be in focus on May 21.
Stocks to Watch Today: Hindustan Aeronautics, JSW Cement, Affle, Lupin, Greenlam, Greenply, Tata Motors, Natco Pharma, Reva Diamonds in focus on 4 March
Stocks to Watch, 4 March: Stocks like Hindustan Aeronautics, Dabur India, JSW Cement, Affle 3i, Lupin, HDB Financial Services, Mahindra and Mahindra, Greenlam Indusries, Reva Diamonds, Greenply Industries, Cipla, Capri Global Capital, Tata Motors, and Shalby will be in focus on March 4./