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IT steady despite muted TCS growth; realty, metals, Shriram Finance offer opportunities: Khemka
Siddhartha Khemka of Motilal Oswal says IT may remain range-bound as weak growth offsets stable TCS margins, with AI gains largely passed on to clients. Still, valuations are turning attractive for long-term investors. He sees emerging opportunities in real estate after the correction, remains positive on metals as a structural demand play, and prefers Shriram Finance in financials following its recent dip. 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.
Ownership mandate in new Shipping Law may dampen GIFT city’s global ambitions
India is reviewing maritime laws, proposing a 51% Indian ownership rule for registered ships. This change could significantly affect ship leasing at GIFT City, a growing maritime finance hub. Experts warn this might deter global investment and disrupt existing financial structures. Competitors like Singapore and Hong Kong offer more flexible terms.
Advent gets CCI nod to pick up 14.3% stake in Aditya Birla Housing Finance
The Competition Commission of India has approved Advent International's proposal to acquire a 14.3% stake in Aditya Birla Housing Finance. This move involves a significant capital infusion into the housing finance subsidiary. The CCI also cleared other acquisitions, including Citrus Investment LLC's increased shareholding in Hitachi Construction Machinery and Indus Infra Trust's acquisition of KNR SPVs.
TPG to buy NIIF Green Infra NBFC Aseem for Rs 4,000 cr
US buyout group TPG, alongside ICICI Bank and GIC of Singapore, is set to acquire Aseem Infrastructure Finance Ltd for Rs 4,000 crore. This strategic move aims to accelerate green funding and investment initiatives in India, with the existing sponsors exiting the non-bank lender.

RBI clears Bain Capital entry into Manappuram Finance; ₹4,385 crore deal in final leg
Manappuram Finance has secured RBI approvals for Bain Capital to acquire joint control, paving the way for a ₹4,385 crore investment and open offer, with deal completion targeted by March-end.
Axis Bank shares rise 2% as lender set to invest Rs 1,500 crore into NBFC arm Axis Finance
Axis Bank shares gained after the lender approved a Rs 1,500 crore capital infusion into its NBFC arm, Axis Finance. The move follows a pause in stake sale plans amid regulatory changes. The investment aims to support growth, while the subsidiary prepares to present a revised strategy and capital requirements.

Private banks may outperform PSUs after rally; ICICI Bank, Kotak among top picks: Digant Haria
Private sector banks could outperform PSU banks after a strong rally in public lenders, according to Digant Haria of GreenEdge Wealth Services. He said PSU banks benefited from improving asset quality and growth cycles, but valuations now favour private lenders. Haria prefers large private banks such as ICICI Bank, Kotak Mahindra Bank and Axis Bank. He also sees opportunities in microfinance firms and gold loan companies like Muthoot Finance and IIFL Finance. 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.

Explained — The key factor behind today's fall in Cholamandalam and rise in CG Power & Tube Investment
According to a Moneycontrol report, Vellayan Subbiah will give up his exposure linked to Cholamandalam Investment and Finance, while consolidating his position in both Tube Investments of India and CG Power.
Cholamandalam Investment rejects report on Vellayan Subbiah exit, says claims 'baseless'
Cholamandalam Investment has strongly denied a media report about its executive chairman Vellayan Subbiah exiting the firm. The company stated the claims are factually incorrect and baseless. Subbiah's office confirmed he continues in his role for his approved five-year term. There are no changes in management control or ownership structure across group businesses. Existing leadership arrangements remain unchanged.

Buy Cholamandalam Investment and Finance; target of Rs 1870: Motilal Oswal
Motilal Oswal is bullish on Cholamandalam Investment and Finance recommended buy rating on the stock with a target price of Rs 1870 in its research report dated April 15, 2026.

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Valuation, cycle, exuberance — the three-word checklist that keeps emotion out of your portfolio

Trade Spotlight: How should you trade Medanta, Tata Motors, Cholamandalam Investment, Radico Khaitan, Kotak Bank, Inox Green, and others on June 29?
The consolidation may continue as long as the market trades below Friday's high. Below are some short-term trading ideas to consider.