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Stable crude, strong metal demand and El Nino plays drive opportunities: Motilal Oswal's Khemka
Siddhartha Khemka, Head of Research-Wealth Management at Motilal Oswal Financial Services, says easing geopolitical tensions could keep crude oil prices stable, supporting oil marketing companies. He remains positive on GNG Electronics due to strong growth prospects in refurbished electronics and prefers Hindalco among aluminium stocks, citing a multi-year demand cycle. Khemka also sees long-term value in Manappuram Finance and believes Voltas and Varun Beverages could benefit from a potential El Niño-led heatwave.
Motilal Oswal shares jump 5% after UBS initiates coverage with 'Buy', sets Rs 1,150 target
Shares of Motilal Oswal Financial Services rose sharply on Friday after UBS initiated coverage with a 'Buy' rating and Rs 1,150 target price. The brokerage cited strong AUM growth prospects, recurring revenue expansion, and benefits from India's long-term financialisation trend.
Anupam Rasayan becomes first company to commercialise ETFA, eyes $500 million market
Anupam Rasayan said it will continue to invest in advanced process technologies, research capabilities and sustainable manufacturing practices as part of its long-term growth strategy.
Rupee jumps 39 paise to open at 95.37 against US dollar
Rupee rises to 95.37 against USD, driven by declining oil prices and hopes for an Iran peace deal. Record inward remittances of USD 110.47 billion in FY26 offer some relief, but long-term stability requires consistent foreign capital. Analysts urge caution amid geopolitical tensions.
Lenskart shares in focus as Goldman Sachs, Morgan Stanley, others purchase stake in Rs 1.960 crore block deal
Lenskart Solutions saw significant stake activity as marquee investors bought Rs 1,960 crore in a block deal, with Platinum Jasmine A 2018 Trust paring its holding. Despite recent exits, brokerages remain optimistic about Lenskart's long-term growth, citing its integrated model and international expansion.
Best stocks for the long term - Mint
Best stocks for the long termMint
The conviction in India continues to be very high: Citi's Achintya Mangla
India is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently cautious, questioning India's position in the global AI race and seeking improvements in ease of doing business. Despite short-term volatility, long-term conviction in India remains strong, supported by favorable demographics and growing manufacturing.
Manipal Health leases Bengaluru hospital asset on nearly 30-year pact
Manipal Health Enterprises has secured a large hospital building in Bengaluru on a long-term lease. The deal spans almost 30 years, with a total rental commitment of around Rs 500 crore. This expansion follows recent acquisitions and property deals. The company is growing its network to meet rising healthcare demand.
AI, oil worries have 'over-punished' India, masked long-term investment case, says Blackrock - Indiatimes
AI, oil worries have 'over-punished' India, masked long-term investment case, says BlackrockIndiatimes
Citi cuts Nifty target to 26,000 on El Nino, AI risks, picks one stock
Citi Research lowered its Nifty target due to rising earnings risks linked to geopolitical tensions and other macro concerns. However, it remains constructive on India’s medium-term outlook, citing low foreign investor ownership, resilient domestic inflows and potential gains if global conditions improve.
Reliance underperforms Nifty 50 YTD: Equirus says catalysts for re-rating are emerging, upgrades stock to LONG - Mint
Reliance underperforms Nifty 50 YTD: Equirus says catalysts for re-rating are emerging, upgrades stock to LONGMint
Zee's ₹2,300 crore fundraise faces questions from governance experts
Hetal Dalal, President & COO of IiAS and Shriram Subramanian, Founder & MD of InGovern why investors may demand greater clarity on the use of funds, the identity of potential investors and Zee's long-term growth strategy before approving the proposal.