Market News
Stay updated with the latest market trends, earnings, and economic indicators.
L&T, Cummins, Dixon Among Motilal Oswal's Capital Goods Picks; BEL Tops Defence Bet — Full List Inside
Motilal Oswal remains positive on transmission, data centre, and defense-led capex beneficiaries.
LTIMindtree Shares in Focus: PL Capital Sees Limited Upside, Maintains 'Hold' — Check Target Price
PL Capital highlighted LTIMindtree's long-term strategy centred on AI-led transformation, with management targeting doubling of USD revenue by FY31, implying a 15% CAGR, along with 200 bps margin expansion.
India's earnings outlook is healthy, but AI boom draws global investors elsewhere: Morgan Stanley
Jonathan Garner, Chief Asia and Emerging Market Equity Strategist at Morgan Stanley, said passive funds that track benchmark indices are increasingly allocating capital to Taiwan and South Korea, where earnings momentum is strongest, while reducing exposure to India and China due to relatively weaker earnings growth.
Stocks in news: Alkem Labs, Vedanta, Canara Bank, NHPC, Adani Ports
Markets closed higher on weekly expiry day despite volatility, with Nifty showing signs of recovery but facing resistance around 23,800-24,000. Key stocks like Alkem Labs, Vedanta, Canara Bank, NHPC, and Adani Ports are in focus due to significant corporate developments including block deals, ED visits, capital raising plans, oversubscribed OFS, and strong cargo volumes.
Circulate Capital commits $150 million to India to invest in recycling companies
Circulate Capital has committed $150 million from its second fund to Indian recycling companies, building on initial successes. The firm, backed by major corporations and development finance institutions, is expanding its focus to critical materials like metals, aiming to diversify supply chains away from China.
India's Chip Import Dependence Drained $150 Billion In Forex Over Nine Years: NITI Aayog
The report argued that India's manufacturing strategy should focus on segments where the country has structural advantages and can rapidly substitute imports without taking on unsustainable capital exposure.
Royal Bank of Canada earnings in focus as capital markets test momentum - Investing.com India
Royal Bank of Canada earnings in focus as capital markets test momentumInvesting.com India
Lenskart to become eyewear industry's Tanishq? Elara makes big prediction
Elara Capital initiated coverage on Lenskart with a Buy rating and a target price of Rs 615, implying a 22% upside. The brokerage called the eyewear company a structural compounder with a strong competitive moat and a differentiated full-stack business model. Analysts believe Lenskart is well placed to replicate the growth journey of Titan’s jewellery business and emerge as a category leader in eyewear.
Why foreign investors are exiting Nifty giants to hunt in India's small and midcap market
Foreign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is driven by growth opportunities in sectors like capital goods, manufacturing, and new-age tech, despite an overall decline in FPI holdings in India.
Q4 Results Today: Colgate Pamolive, Eicher Motors, Hindalco, Sun Pharma, NTPC Green, Ircon And More — Check Estimates
The list of companies scheduled to report Q4 results on May 22 also includes 20 Microns, 3M India, Century Plyboards (India), DAM Capital Advisors, Electronics Mart India and more.
Sebi, NISM and IICA sign MoU to strengthen capital markets, focus shifts to governance and ESG - The Times of India
Sebi, NISM and IICA sign MoU to strengthen capital markets, focus shifts to governance and ESGThe Times of India
India’s realty boom may need Rs 50 lakh crore in fresh capital over next decade
India's real estate sector requires Rs 50 lakh crore capital for growth over the next decade. Data centres, logistics, industrial real estate, and GCC-led office developments will attract significant long-term investment. Despite challenges, strong domestic demand and infrastructure investments will drive growth. The focus is on channeling capital to affordable housing and emerging cities.