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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.
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.
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.
TCS renews 1.5 million sq ft Chennai office lease in Rs 1,420-cr rental deal
Tata Consultancy Services (TCS) has renewed its lease for nearly 15 lakh sq ft of office space in Chennai for 10 years, committing approximately Rs 1,420 crore. This significant renewal underscores TCS's long-term commitment to Chennai as a key delivery hub, despite ongoing discussions about AI's impact on tech employment.
The hidden Rs 9,000 crore business behind India’s water purifier boom
India's water purifier market is evolving beyond just selling machines. Companies are now focusing on the lucrative service sector, including filter replacements and maintenance. Eureka Forbes is a key player, expanding its technician network to tap into this growing market. This shift aims to build customer trust and ensure long-term revenue streams in a competitive landscape.
Chola Securities' Dharmesh Kant sees BFSI earnings revival; likes IndusInd Bank, Axis Bank
Despite recent market volatility, Dharmesh Kant, Head Research at Chola Securities, believes investors should focus on bottom-up stock picking. He expects the banking and financial sector to emerge as a key earnings driver as stable interest rates support margins and treasury income. Among his preferred ideas are Aurionpro Solutions, Tata Technologies, IndusInd Bank, Axis Bank, Bank of India and Aadhar Housing Finance. He also remains positive on the long-term growth prospects of exchanges, AMCs and other capital market plays. 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.
ET Alpha Wealth Summit: A 12% return is a really good job in markets, says HSBC MF CEO Kailash Kulkarni
HSBC Mutual Fund CEO Kailash Kulkarni urged investors to keep return expectations realistic, saying a 12% annual return is a strong outcome in equity markets. Speaking at the ET Alpha Wealth Summit, he highlighted export-led manufacturing as a key long-term opportunity and said AI could empower retail investors through better access to information.
Deven Choksey remains bullish on select mid-tier IT stocks, sees up to 20% upside
Indian IT stocks could offer attractive opportunities after the recent correction, according to Deven Choksey, MD, DRChoksey FinServ. He believes downside risks are limited as companies adapt to AI-driven, outcome-based business models. Choksey prefers engineering and automotive technology companies such as KPIT Technologies, Tata Technologies and Tata Elxsi, citing strong order visibility and execution prospects. He sees the potential for 15-20% upside in select names. Choksey also remains optimistic about the long-term prospects of India's solar industry, although he believes much of the near-term optimism is already reflected in stock prices. 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.
HDFC Bank shares drop 25% in 2026. Buying opportunity or falling knife?
HDFC Bank shares have plummeted over 25% this year, driven by governance concerns following the former chairman's resignation and an internal probe into marketing spend. Analysts are divided, with some suggesting patience due to ongoing trust issues, while others see an opportunity for long-term investors to buy the dip.
Tata Sons IPO: Tata Chemicals, Tata Investment Corp shares tumble 3%. Here's why
Shares of Tata Chemicals and Tata Investment Corporation fell around 3% after reports claimed Tata Trusts Chairman Noel Tata had written to the RBI opposing a potential Tata Sons listing. According to the report, Tata Trusts fears a public listing could shift Tata Sons’ focus towards short-term market pressures and away from its long-term strategic and philanthropic objectives, amid growing internal debate over the holding company’s future.
Stocks to buy or sell: Dharmesh Shah of ICICI Sec suggests buying Tata Power, Sona BLW shares on 1 June
Indian benchmark indices opened higher on June 1, supported by gains in IndiGo and Asian Paints. The NSE Nifty rose 0.38% and the BSE Sensex gained 0.36% amid positive Asian market sentiment and recovery after recent sell-offs.
Stocks to buy for long term: Tata Steel, EIL among 5 stocks ICICI Securities' Pankaj Pandey suggests for up to 36% gains
Stocks to buy for long term: ICICI Securities' Pankaj Pandey recommends five quality stocks poised for long-term gains. From Artemis Medicare, EIL to Tata Steel, discover the compelling reasons behind these picks and how they can bolster your investment portfolio in the coming years.