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Is the Iran war just an energy shock - or a turning point?
A potential U.S.-Iran peace deal to reopen the Strait of Hormuz could signal a watershed moment for global energy markets, moving beyond a temporary blip. While immediate relief is expected, the long-term impact hinges on consumer and government behavior shifts towards renewables and EVs, potentially challenging fossil fuel dominance.
Govt needs to revive NITI Aayog's PSU, PSB privatisation program: Arvind Panagariya
Former NITI Aayog vice chairman Arvind Panagariya urges the government to revive privatization of public sector undertakings and banks. He believes this is crucial for India's economic reforms. Panagariya also suggests establishing a dedicated privatization ministry to speed up disinvestment. He notes that foreign investors remain positive about India's long-term growth prospects despite recent capital outflows.
Financials and consumption could be among the biggest winners as oil risks recede: Emkay Global
Seshadri Sen, Head-Research & Strategist at Emkay Global Financial Services, believes financials and discretionary consumption could emerge as key beneficiaries of easing geopolitical tensions and lower oil prices. He expects softer liquidity conditions to support banks and NBFCs, while stronger consumer spending could boost sectors such as autos. Sen also remains constructive on pharmaceuticals for long-term compounding and sees India's textile sector benefiting from free trade agreements with the UK and EU.
Suzlon Energy shares jump 3%: Why brokers see up to 36% upside for ‘most investible Indian wind player’
Suzlon Energy shares rose 3% after management unveiled an ambitious FY31 growth roadmap at its Investor Day. The company plans to evolve from a pure wind turbine maker into a broader renewable energy platform, strengthening its long-term growth prospects.
Oswal Pumps shares gain 6% on 63 MW rooftop solar project win, eyes Rs 500 crore revenue opportunity
Oswal Pumps has secured 63 MW rooftop solar projects in Bihar under the PM Surya Ghar scheme, awarded by NBPDCL and SBPDCL, creating over Rs 500 crore in revenue opportunity. CAPEX-plus-RESCO model strengthens recurring income visibility and expands its solar footprint, supporting diversification and long-term growth momentum in the clean energy segment.
Suzlon Shares In Focus As Brokerages Remain Bullish On Full Stack Renewable Energy Pivot
Brokerages remain positive on Suzlon given the company's long-term strategy to resolve execution bottlenecks.
Chola Securities sees buying opportunity in metals and cement stocks
Dharmesh Kant, Head of Research at Chola Securities, expects the commodity upcycle to continue for another year despite near-term volatility. He sees any correction in metal prices as a long-term buying opportunity, supported by reconstruction activity in the Middle East and a revival in infrastructure spending in countries such as India. Kant remains positive on metals and prefers Hindalco, Hindustan Zinc, Vedanta, Tata Steel and JSW Steel on declines. He also believes the cement sector has been overlooked and favours large-cap names like UltraTech Cement and Ambuja Cements, while regional players could benefit from improving pricing over the next two to three months. 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.
Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?
Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation correction. This discount sale, driven by macro anxieties and a slowdown in earnings growth, presents a recalibrated risk-reward scenario for investors. Experts suggest this period offers a tactical accumulation window for long-term capital allocators.
PPF Investors, Take Note: Extending Your Account Could Lead Your Corpus To Over Rs 1 Crore
For long-term savers, a PPF extension can turn an already substantial corpus into an even larger retirement fund.
Bulls return to banks on RBI's FCNR(B) initiative
Traders are piling into bullish derivative bets on banks, reversing bearish positions, as RBI's foreign currency borrowing measures boost lenders. Bank Nifty surged 4.25% last week, outperforming the Nifty. Analysts expect this trend to continue, driven by short covering and fresh long additions.
DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth space
DBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. However, India must invest in its people and education to seize this potential. DBS remains committed to India, increasing investments in wealth management and client connectivity. The bank sees strong future prospects for the country.
Delayed takeoff: Noida airport begins flight operations today
The Noida airport opens today with an IndiGo flight to Lucknow. Initially, 12 daily flights will operate, increasing to 40 by July. IndiGo and Akasa begin services this week. Tata group airlines are delayed due to capacity cuts. The airport is built for long-term growth, with confidence in India's traffic recovery.