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Manish Sonthalia flags 12–13% earnings reset as global shock clouds FY27 outlook
Manish Sonthalia, CIO of Emkay Investment Managers highlights opportunities in financials, defence, power and IT, while advising caution on travel and real estate amid cost pressures.
Neo Alternative Asset Managers bets on real estate, ropes in ex-Walton Street India trio to lead charge
Neo Alternative Asset Managers is expanding into real estate. The firm has hired a seasoned team from Walton Street India to lead its new investment platform. This move targets structured and opportunistic real estate deals across key Indian urban markets. The expansion aims to leverage India's growing real estate sector, driven by urbanization and infrastructure development.

NCR real estate enters upcycle on ₹5,000 crore sales, wellness trend, Tier-2 expansion
Delhi NCR real estate enters structural upcycle, led by Max Estates strong NCR sales, wellness focused housing, Tier 2 expansion like Ludhiana, and disciplined developer finances
TDI Infratech partners with DC Group to develop township in Ludhiana
TDI Infratech will invest Rs 750 crore in a new integrated township in Ludhiana. This project will span 6 million square feet. It marks the company's first township launch after becoming debt-free in 2025. Ludhiana is a growing real estate market. The township will offer various housing options for buyers and investors.
Max Estates FY26 pre-sales dip slightly to Rs 5,305 crore as realty growth stays flat
Max Estates reported Rs 5,305 crore in pre-sales for FY26, a slight dip from the previous year, with the real estate sector's growth remaining flat. The company achieved collections of Rs 1,578 crore and boasts a strong balance sheet with a Rs 16,000 crore Gross Development Value pipeline for FY27.

Real Estate stocks fall up to 4% as concerns of secondary impact of US-Iran war rise
In an interaction with CNBC-TV18, Neelkanth Mishra of Axis Securities warned of the second order effects that the ongoing US-Iran war is starting to have, including that on the real estate sector.

Auto, housing demand support NBFC growth; correction offers buying opportunity: Deven Choksey
The MD of DRChoksey Finserv also prefers auto ancillary players and sees value emerging in premium housing-led real estate companies, with strong project visibility over the next 2–3 years.

Adani gets NCLT nod to acquire JAL, gains scale in north India real estate
The approval hands the Adani Group a ready-made real estate platform spanning 3,985 acres across Noida, the Yamuna Expressway and Greater Noida, at a time when land scarcity and surging prices have intensified competition among developers.
RSVM Hospitality buys 18.6-acre land parcel in Thane for Rs 498 crore
RSVM Hospitality has secured a significant land deal in Thane. The company acquired over 18.6 acres for more than Rs 498 crore from Neterwala Group entities. This large transaction occurred in Majiwada, Thane district. Such acquisitions are fueling future residential and mixed-use developments in the Mumbai Metropolitan Region. Thane's real estate market is experiencing strong growth.

Dubai Stocks Fall Into Bear Market as Iran War Enters Third Week
Dubai stocks slid into bear-market territory as the crisis in the Middle East caused chaos in the energy, shipping, real estate and tourism industries.
Growth Leaders: 10 midcap stocks with stellar 50%+ YoY sales gains
Several NSE midcap companies delivered strong growth in the December 2025 quarter, with sales rising over 50% year-on-year. Firms across sectors such as metals, real estate, energy and healthcare reported sharp demand-led expansion, highlighting strong business momentum and growth potential.
Private banks remain structurally stronger despite PSU gains: IME Capital
Ashi Anand, Founder & CEO of IME Capital, said private sector banks remain structurally stronger than PSU banks despite the latter gaining market share in recent years. He believes high-quality private banks still justify premium valuations, with SBI being a notable PSU exception. Anand added that IME Capital has raised 10–15% cash amid geopolitical uncertainty, trimming exposure to IT services and real estate, while remaining positive on digital platform businesses for the long term.