Market News

No systemic risk to BFSI sector; may see short-term slowdown in loan growth: Deepak Parekh

Industry veteran Deepak Parekh stated the banking and financial services sector is not facing major systemic risks from global geopolitical uncertainties. He anticipates a short-term slowdown in loan growth. Real estate investment trusts are growing in India. Insurance penetration remains low. Deposit mobilization has moderated as retail investors favor mutual funds. Artificial intelligence's impact on finance is still evolving.

Rupee weakness driven by global flows, not domestic fundamentals: CEA

V Anantha Nageswaran says rupee weakness reflects global capital flows and AI driven US investment, not India’s macro fundamentals, as oil and dollar rise.

AI agents becoming day traders, but gains prove elusive

In a groundbreaking shift, retail investors are now harnessing artificial intelligence to facilitate their trading endeavors. Many see this as a revolutionary step in the investment landscape, with enthusiastic supporters touting the potential for significantly enhanced returns. Emerging platforms enable users to seamlessly integrate AI-driven models into their trading strategies through straightforward commands.

'100 bn dollar investment': Sagar Adani stresses energy resilience strategy amid West Asia crisis

Paramount seeks approval for foreign investors; Saudi, Qatar, Emirates in fray for a piece of Warner Bros

Paramount Skydance seeks FCC approval for major foreign investment in its Warner Bros. Discovery deal, with Gulf funds backing, Ellison family retaining voting control

Brent may settle near $80 if supply conditions ease: Goldman Sachs

Nikhil Bhandari, Head-India Equity Research at Goldman Sachs, said supply constraints, lower investments and maturing shale output are setting up a new oil investment cycle. He expects prices to remain supported depending on supply disruptions, with investments likely to pick up across shale and offshore projects, alongside opportunities in oil companies and services.

Neeraj Seth sees mixed outlook; AI strong, but oil risk still unresolved

Neeraj Seth, Founder & CIO of 3R Investment Management explains why a stance of cautious optimism is warranted, as geopolitical tensions, unresolved oil supply issues, and delayed policy support continue to shape the outlook. He also shares his views on the dollar’s trajectory, Fed policy delays, and why gold remains structurally supported despite near-term volatility.

Sebi cuts minimum investment to ₹1,000 for social impact funds to broaden retail participation

This would align the minimum application size requirement for subscribing to Zero Coupon Zero Principal Instruments under Sebi’s ICDR (Issue of Capital and Disclosure Requirements) Regulations, 2018.

JM Financial Private Equity, family offices invest Rs 150 cr in NG Electro Products

Consumer goods-focused NG Electro Products has secured Rs 150 crore in funding from JM Financial Private Equity and family offices. The capital infusion will fuel expansion of manufacturing capacity, accelerate R&D and product innovation, and bolster quality and compliance infrastructure. This investment aims to strengthen the company's footprint and deepen its product innovation capabilities.

Devang Mehta bets on capex, power themes; sees retail recovery, cautious on IT

Devang Mehta, Deputy Managing Director & CIO - Equity NDPMS, Spark Private Wealth Management, said consumption trends are improving with demand and margins showing recovery across companies, making the sector worth tracking over the medium term. He highlighted earnings visibility in engineering, power and financial segments, supported by order books and flows. He also pointed to opportunities in market-linked businesses, while noting that growth visibility remains uneven across sectors. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Madhusudan Kela picks beaten-down smallcap bets; buys Indiabulls, Simplex Infra in Q4

Ace investor Madhusudan Kela has bought stakes in Indiabulls Limited and Simplex Infrastructures Limited. These companies have seen recent underperformance. Kela's move signals a contrarian investment strategy. His portfolio includes other companies like Kopran and Bombay Dyeing. This selective accumulation in beaten-down stocks is a key highlight.

NSE IPO: Bourse likely to file DRHP in June with SEBI, say reports

The National Stock Exchange of India has begun preparations for its IPO by meeting with 20 investment bankers to draft the offer document and establish a timeline. Retail shareholders will be contacted by the end of April, and the exchange aims to file with SEBI by June or July.