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Which sectors are expensive & which are cheap? PL Capital's valuation guide
PL Capital says defence, power and capital goods stocks remain richly valued, while IT, retail, hotels and real estate trade below historical averages
Two real estate stocks trade mixed after acquiring land in Mumbai, Greater Noida
Godrej Properties won the auction for a residential land parcel in Greater Noida, while Suraj Estate Developers's wholly-owned subsidiary acquired development rights of a prime land parcel in Mahim West, Mumbai.
Supreme Court seeks govt, RBI response to plea for audit of banks' realty exposure
The Supreme Court has asked the government and the Reserve Bank of India for their response to a petition that wants banks' dealings with real estate projects to be reviewed. The court also wants an investigation into developers accused of misusing homebuyers' money. Several authorities and builders have been issued notices.
Supreme Court seeks govt, RBI response to plea for audit of banks' realty exposure
The Supreme Court has asked the government and the Reserve Bank of India for their response to a petition that wants banks' dealings with real estate projects to be reviewed. The court also wants an investigation into developers accused of misusing homebuyers' money. Several authorities and builders have been issued notices.
SC seeks Centre, ED responses on plea alleging Rs 14,000 crore diversion in Noida, Yamuna Expressway housing projects
The Supreme Court has issued notices to the Centre, Enforcement Directorate, RBI, Uttar Pradesh authorities, and several real estate firms. This follows a plea alleging diversion of thousands of crores collected from homebuyers in Noida and Yamuna Expressway projects. Advocate Prashant Bhushan highlighted a pattern of developers diverting funds and pushing projects into insolvency.
Development Bank of Japan makes maiden realty investment in India with HDFC Capital
Development Bank of Japan has invested in HDFC Capital's H-DREAM Fund, marking its first real estate venture in India. The fund focuses on affordable housing and has raised over $350 million towards a $500 million target. The development shows growing Japanese interest in India's real estate.
Japan’s Development Bank invests in Indian real estate through HDFC Capital fund
Japan's Development Bank of Japan Inc. has entered India's residential property market. It committed capital to HDFC Capital's affordable and mid-income housing platform. This marks a significant new entry of Japanese institutional capital. The investment supports sustainable development and addresses India's housing shortage. It also enhances geographic diversification for the bank's overseas real estate portfolio.
Deven Choksey sees strong potential in power, EVs and luxury realty
Deven Choksey, MD of DRChoksey Finserv, says the Adani Group’s fundamentals remain strong with steady EBITDA compounding and improving fund flow visibility after regulatory overhangs eased. He remains bullish on power infrastructure, EV-led auto growth, luxury real estate and data centre-linked technology companies. Choksey also sees strong long-term opportunities in companies benefiting from India’s energy transition, manufacturing expansion and rising infrastructure investments.
Panattoni plans 1.52 lakh sq ft manufacturing facility in Hyderabad
Industrial real estate developer Panattoni is entering Hyderabad with a Rs 150 crore advanced manufacturing project. This build-to-own facility will span 10 acres and focus on aerospace and high-precision manufacturing. Construction begins in July and will take 15 months. The project aims to support around 500 jobs in the region. Panattoni's India operations started in 2022.
Quantum AMC’s Christy Mathai sees private banks, insurance as long-term bets amid earnings risks
Christy Mathai, Fund Manager-Equity at Quantum AMC, believes elevated crude and input costs could lead to earnings downgrades across sectors over the next year, especially in consumer discretionary. Despite near-term uncertainty, he remains constructive on private banks, life insurance and select real estate plays from a longer-term perspective. Mathai also said valuations in power and data centre-related themes remain expensive despite strong structural growth opportunities.
Buy, Sell Or Hold: Hitachi Energy, JK Tyre, Aditya Birla Capital, PNB, Maruti Suzuki, GAIL — Ask Profit
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India’s realty boom may need Rs 50 lakh crore in fresh capital over next decade
India's real estate sector requires Rs 50 lakh crore capital for growth over the next decade. Data centres, logistics, industrial real estate, and GCC-led office developments will attract significant long-term investment. Despite challenges, strong domestic demand and infrastructure investments will drive growth. The focus is on channeling capital to affordable housing and emerging cities.