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Stocks to buy for long term: HDFC Bank, HCC among 8 stocks Ventura's Vinit Bolinjkar suggests for 18-115% gains - Mint
Stocks to buy for long term: HDFC Bank, HCC among 8 stocks Ventura's Vinit Bolinjkar suggests for 18-115% gainsMint
Coal India OFS gets good demand amid green energy risks
Coal India's offer for sale opens for retail investors amidst a conflicting investment narrative. While the state-owned miner boasts strong financials and a consistent dividend track record, concerns over its long-term prospects due to the global shift towards renewable energy persist. Non-retail investors showed strong demand, subscribing 8.14 times on the first day.
Reliance warns of a volatile oil market in FY27, bets on gas and green chemicals for growth
In the upcoming financial year FY26-27, Reliance Industries Limited is preparing for a potential slump in global oil demand, driven by high crude prices, economic slowdowns, and geopolitical unrest in the Middle East. However, the company is positioning itself to seize a long-term opportunity in the energy and materials sectors.
Vijay Kedia wants LTCG tax on equities abolished — says long-term investors must be rewarded
Vijay Kedia advocates for abolishing long-term capital gains tax on listed equities, arguing it would encourage patient capital and entrepreneurship in India. He suggests current tax policy blurs the line between investment and speculation.
Deven Choksey sees strong potential in power, EVs and luxury realty
Deven Choksey, MD of DRChoksey Finserv, says the Adani Group’s fundamentals remain strong with steady EBITDA compounding and improving fund flow visibility after regulatory overhangs eased. He remains bullish on power infrastructure, EV-led auto growth, luxury real estate and data centre-linked technology companies. Choksey also sees strong long-term opportunities in companies benefiting from India’s energy transition, manufacturing expansion and rising infrastructure investments.
Ruchit Jain of Motilal Oswal suggests JSW Energy, Chambal Fertilisers shares to buy for the short term
Nifty 50 and Sensex showed little movement as investors reacted to US-Iran tensions, with Nifty at 23,946.85 and Sensex at 76,081.78. Broader markets outperformed, but investor sentiment remains cautious as geopolitical developments influence trading strategies.
Adani Enterprises to Adani Ports, Adani Power: PL Capital lists 3 Adani Group stocks to buy now for long term growth
The Adani Group is in the spotlight for its rapid growth in infrastructure and energy sectors, with several companies achieving notable gains. Analysts favor Adani Ports, Adani Power, and Adani Enterprises for their strong market positions and promising growth outlooks.
Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?
Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defence, Capital Markets, and Metals—are showing remarkable strength. These sectors are hitting new highs, driven by structural earnings visibility and long-term growth tailwinds, indicating a fundamental shift beyond mere defensive plays.
Traffic at Delhi Airport unaffected by Iran war, GMR bets on long-term aviation growth
Indira Gandhi International Airport anticipates strong future growth in Indian aviation. Operator GMR Airports remains bullish on the economy despite a short-term traffic dip from the Iran conflict. Infrastructure expansion is planned. New projects include an automated people mover system. Cargo expansion is also underway. Competition from Noida International Airport is expected to have minimal impact.
Cement makers expect 7-8% growth in FY27 despite West Asia headwinds
Indian cement companies anticipate strong growth of 7-8 per cent in FY27. Government infrastructure projects and housing demand are key drivers. Companies are increasing capital expenditure to support this expansion. Despite rising fuel costs and geopolitical concerns, the sector remains optimistic about its long-term growth trajectory.
Defence, exports and platform companies among top market themes: Envision’s Nilesh Shah
Envision Capital founder Nilesh Shah says strong earnings, improving cash flows and long-term structural trends are driving confidence in India’s platform companies. He also highlights defence, EVs, energy security and export-led manufacturing as key investment themes for the coming years.
Suzlon bags 195 MW wind energy order from Sunsure Energy
Suzlon has secured a 195 MW wind energy order from Sunsure Energy, further strengthening their partnership, which now totals nearly 300 MW. The project, located in Karnataka’s Bijapur district, will feature Suzlon’s advanced 3 MW wind turbine platform, whose cumulative sales have approached 9 GW. Under the agreement, Suzlon will supply the turbines and oversee project execution, commissioning, and long-term maintenance, supporting India’s growing renewable energy sector.