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US tech rally has further to run; India well placed: John Stoltzfus
John Stoltzfus, MD and Chief Investment Strategist at Oppenheimer Asset Management remains positive on the long-term artificial intelligence (AI) and technology investment cycle, expects the Fed to stay on hold, and sees emerging markets outperforming developed peers.
Meta’s $4.5-billion sandbox: what's at stake for Kunal Shah, WhatsApp and Cred
Meta’s landmark $900 million investment in Cred gives it a vital foothold in India’s UPI race and turns the premium fintech platform into a global commercial test bed for WhatsApp’s monetization push.
MHADA’s 925-acre Mumbai redevelopment pipeline may draw Rs 4 lakh cr investment
Mumbai's housing redevelopment is set for a massive Rs 4 lakh crore investment, promising 75,000 rehabilitation tenements and 30,000 MHADA units. This large-scale urban renewal, covering 925 acres across 11 projects, aims to transform ageing colonies and densely populated areas. The new Construction & Development Agency model prioritizes residents with transit rent support and maintenance funds, attracting major developers like Adani and Reliance.
Indian deep-tech to see funding surge amid sovereign push: Celesta’s Viswanathan
Sovereign investment avenues have gained prominence over the past 12 months amid rising geopolitical tensions. US government’s move to restrict access to Anthropic’s latest frontier models has sparked debate in India on the need to build domestic capabilities in AI, other critical technologies.
Tech Mahindra leases 4 lakh sq ft office space in Hyderabad
In a major real estate development, Tech Mahindra has secured 4 lakh sq ft of office space in Hyderabad with a 10-year lease, reinforcing the city's position as a tech hub. This decision reflects the vibrant demand for premium office spaces among technology firms. The company's investment highlights Hyderabad's attractiveness as a primary location for large corporations looking for seamless expansion and reliable long-term occupancy.
Jio Platforms IPO: Most proceeds from fresh issue of 27 crore shares to be used for paring debt
According to the management, the prepayment will reduce net debt and servicing costs, improve net leverage and NAV per share, create headroom for continued investment in 5G densification, fixed broadband expansion, AI / cloud services, enterprise digital services and international tech partnerships.
Urban consumption, small caps remain top bets despite monsoon concerns: Quest Investment Advisors
Rakesh Vyas, CIO and Portfolio Manager at Quest Investment Advisors, remains positive on urban consumption, saying strong retail credit growth, tax benefits and rising disposable incomes continue to support discretionary spending despite monsoon concerns. He expects select small-cap stocks to deliver 6-7% alpha through strong earnings growth and sees Eternal as a key beneficiary of improving quick-commerce profitability. Vyas has also increased exposure to mid-sized IT firms, citing attractive valuations and long-term growth prospects.
Deven Choksey prefers mid-tier IT, Mumbai luxury real estate
Deven Choksey, MD, DRChoksey Finserv, prefers mid-tier IT companies for their potential to deliver 15-20% growth over the next three years, outperforming larger peers. In real estate, he favours select luxury and ultra-luxury developers, especially Mumbai-focused players with stronger realisations and higher revenue per square foot. While he remains positive on the long-term prospects of EMS companies due to strong order inflows and expansion plans, he advises caution because of elevated valuations and recommends investing only in select companies with reasonable earnings multiples. 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.
Why Investec is bullish on India's electronics export story
India's recent trade agreements and rising investments in manufacturing are helping improve the country's position in global supply chains. According to Investec Capital Services' Head Equities Mukul Kochhar, electronics exports are among the best-placed segments to benefit from this trend. Besides EMS, he sees strong opportunities in original design manufacturing (ODM) and defense electronics as Indian companies deepen their presence in the global electronics market. 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.
HCL Tech jumps after investing Rs 1,427 crore in Sarvam AI
Shares of HCL Technologies gained 3.27% to Rs 1,155.90 after the company announced a strategic investment of Rs 1,427.25 crore in Bengaluru-based artificial intelligence startup Sarvam AI.
HCL Technologies share emerges top gainer on Nifty 50 and Sensex after Sarvam AI investment move
HCL Technologies share price has gained 12% in one month, but has risen only 1% in six months. The largecap IT stock has fallen 13% on a year-to-date (YTD) basis, and has declined 8% in one year. HCL Tech shares have jumped 51% in three years and 107% in five years.
KFin Tech board OKs $2 mln investment in Singapore arm
KFin Technologies announced that its board approved a capital infusion of $2 million in its wholly owned subsidiary, KFin Technologies (Singapore), in one or more tranches.