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War or no war: BofA cites nearly 50 stocks that could perform well irrespective of geopolitical outcome
Despite ongoing geopolitical tensions and rising crude oil prices, Bank of America has identified 46 Indian stocks poised for resilience. The brokerage highlights companies across pharmaceuticals, jewellery, power utilities, ports, metals, and healthcare sectors that are expected to perform well irrespective of the conflict's outcome.
Supreme Court orders CBI investigation into DLF’s Gurgaon project; shares fall nearly 4%
The Supreme Court of India has ordered a CBI probe into alleged irregularities in the Primus DLF Garden City project after homebuyers' petitions about delays and lack of utilities.
Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
Earnings visibility to drive markets; Axis MF’s Karthik Kumar underweight IT, bullish on autos
Karthik Kumar, Fund Manager at Axis Mutual Fund, sees selective opportunities in defence stocks but remains cautious on railways, staples and utilities, and also recommends allocating part of a portfolio to gold.
Key factors behind the Sensex, Nifty fall on Thursday
The weakness was not limited to the benchmark index. Broader markets also came under pressure, with sectoral indices such as realty, utilities, consumer durables and industrials emerging as major drags.
Momentum Stocks: Jindal Saw, HFCL, Syrma SGS, Laurus Labs, hit 52-week high
IZMO, BF Utilities, Agarwal Industrial Corporation were locked in the upper band, reflecting strong demand and limited supply—often a sign of bullish near-term sentiment.