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Refurbished electronics firm Grest secures strategic FDI from Japan’s ICMG
Grest, a refurbished electronics company, has received investment from Japan's ICMG. This marks a significant early-stage cross-border investment in India's recommerce market. Global interest in India's refurbished electronics sector is rising. Industry reports show strong growth projections for used smartphones.
Mid & smallcaps offer better safety than largecaps; IT sector remains a big no: INVasset PMS
Anirudh Garg Partner & Head-Research at INVasset PMS says mid- and smallcap stocks remain relatively safer as they see lower FII selling compared to largecaps. He highlights a structural shift in India towards equity investing, supporting capital market plays. While valuations are now reasonable, growth remains the key driver. Garg is strongly bearish on IT due to slowing demand and AI disruption, while preferring capital markets, corporate-focused banks, power equipment and metals. 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.
IHCL completes acquisition of 51 pc stake in Brij Hospitality for Rs 222 cr
Indian Hotels Company (IHCL), a Tata Group firm, has finalized its acquisition of a 51% stake in Brij Hospitality for approximately Rs 222 crore. This strategic investment, made through IHCL and its step-down subsidiaries, now makes Brij Hospitality a subsidiary of IHCL. The deal involved purchasing shares from existing shareholders and a primary investment in Brij.
Mayuresh Joshi bullish on Vedanta, NLC India; sees ONGC benefiting from tight oil supply
Mayuresh Joshi, Director Research at Marketsmith India, said Vedanta’s business segments could deliver steady performance as structural drivers remain intact. He highlighted improving margins and capacity expansion in the power space, while noting mixed signals in copper due to softer numbers. Joshi added that constrained crude supply may support upstream companies’ realisations in the near term. 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.
Sebi cuts minimum investment to ₹1,000 for social impact funds to broaden retail participation
This would align the minimum application size requirement for subscribing to Zero Coupon Zero Principal Instruments under Sebi’s ICDR (Issue of Capital and Disclosure Requirements) Regulations, 2018.
ICICI Bank top pick, Jio Financial a long-term bet, Ultratech a good hold: Chola Securities
Dharmesh Kant, Head of Research, Chola Securities, said private banks show stable fundamentals, supported by improving cost metrics and growth visibility. He highlighted that emerging financial platforms need time to scale despite strong backing. Kant added that cement demand remains supported by macro trends, with leading players maintaining pricing control and capacity expansion, offering visibility for medium-term growth across the sector. 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.
HDFC Bank to invest Rs 1,000 cr in HDFC Life to boost solvency
HDFC Bank is injecting Rs 1,000 crore into HDFC Life Insurance. This investment will increase HDFC Bank's ownership to over 50%. The capital infusion aims to strengthen HDFC Life's financial position. The insurer's solvency ratio is expected to rise significantly. This move prepares HDFC Life for future growth and evolving regulations.
Devang Mehta bets on capex, power themes; sees retail recovery, cautious on IT
Devang Mehta, Deputy Managing Director & CIO - Equity NDPMS, Spark Private Wealth Management, said consumption trends are improving with demand and margins showing recovery across companies, making the sector worth tracking over the medium term. He highlighted earnings visibility in engineering, power and financial segments, supported by order books and flows. He also pointed to opportunities in market-linked businesses, while noting that growth visibility remains uneven across sectors. 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.
Dipan Mehta advises caution amid global risks; sees opportunity in Ambuja Cements
Dipan Mehta of Elixir Equities remains cautious on equities despite a recent recovery, citing risks from West Asia tensions, crude oil prices, inflation, and monsoon uncertainty. He expects the full impact to reflect in the June quarter and advises waiting for earnings clarity. He remains positive on cement, especially Ambuja Cements. Among capital market plays, he prefers MCX due to strong volumes in gold and crude, and also likes wealth firms such as Anand Rathi Wealth, 360 ONE WAM, and Nuvama for their stable annuity revenues. 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.
Sameeksha Capital CIO flags growth uncertainty in IT sector despite valuation correction
Bhavin A Shah, Founder, CIO & CEO at Sameeksha Capital, said valuations have corrected but concerns remain around earnings visibility and global demand trends. He flagged uncertainty in the US economy, structural slowdown in IT services, and the evolving impact of AI as key risks, adding that currency moves may support near-term performance, but long-term growth remains unclear. 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.
US market outlook stable; India to gain from supply chain shift: Oppenheimer Asset Management
John Stoltzfus, MD and Chief Investment Strategist, Oppenheimer Asset Management, said that over the medium term, diversification of global supply chains and sectoral strengths in technology, healthcare, and manufacturing are expected to support growth across regions, including a potential recovery in India’s relative performance.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. 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.