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Peak XV fully exits MobiKwik in ₹130-crore block deal after RBI nod for NBFC licence
Florintree, Viridian Asset Management, Dymon Asia Capital and Karma Capital bought the shares.
Mid & smallcaps offer better safety than largecaps; IT sector remains a big no: INVasset PMS
Anirudh Garg Partner & Head-Research at INVasset PMS says mid- and smallcap stocks remain relatively safer as they see lower FII selling compared to largecaps. He highlights a structural shift in India towards equity investing, supporting capital market plays. While valuations are now reasonable, growth remains the key driver. Garg is strongly bearish on IT due to slowing demand and AI disruption, while preferring capital markets, corporate-focused banks, power equipment and metals. 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.
Dipan Mehta advises caution amid global risks; sees opportunity in Ambuja Cements
Dipan Mehta of Elixir Equities remains cautious on equities despite a recent recovery, citing risks from West Asia tensions, crude oil prices, inflation, and monsoon uncertainty. He expects the full impact to reflect in the June quarter and advises waiting for earnings clarity. He remains positive on cement, especially Ambuja Cements. Among capital market plays, he prefers MCX due to strong volumes in gold and crude, and also likes wealth firms such as Anand Rathi Wealth, 360 ONE WAM, and Nuvama for their stable annuity revenues. 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.
Sameeksha Capital CIO flags growth uncertainty in IT sector despite valuation correction
Bhavin A Shah, Founder, CIO & CEO at Sameeksha Capital, said valuations have corrected but concerns remain around earnings visibility and global demand trends. He flagged uncertainty in the US economy, structural slowdown in IT services, and the evolving impact of AI as key risks, adding that currency moves may support near-term performance, but long-term growth remains unclear. 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.
Bill Ackman's Pershing Square offers to buy Universal Music for nearly $65 billion: Report
Pershing Square Capital Management has proposed a combination with Universal Music Group NV that would move the listing into a US-based acquisition vehicle in a deal that Bill Ackman’s fund said will value the world’s biggest music label at a 78% premium to its last closing price.
Don’t track just Brent; real oil stress much higher, says Arvind Sanger
The Managing Partner of Geosphere Capital Management warns that focusing only on Brent understates the energy shock, with fuel products and fertilisers driving sharper inflation risks. While PSU energy firms face pricing limits, he sees renewables emerging as structural winners.
Markets may have priced in worst risks, correction a buying opportunity, says this CIO
Hiren Ved, Director & CIO of Alchemy Capital Management, says if crude cools below $85, sentiment could improve and trigger a bounce. While near-term volatility may persist, current valuations look attractive for long-term investors, with buying opportunities in small and midcaps over the next 6–12 months.
Oaktree’s Poli Says Bigger Price Moves in Credit Are Coming
Oaktree Capital Management’s Danielle Poli says the moment for the distressed debt shop to scoop up the asset class in droves isn’t here yet as global credit markets remain relatively resilient.
Sebi issues guidelines for mutual funds on intraday borrowing from banks
Markets regulator Sebi on Friday issued guidelines for mutual funds to undertake intraday borrowing arrangements with financial institutions such as banks. Under the new framework, the board of an asset management company (AMC) as well as the board of trustees will be required to approve a policy governing the use of intraday borrowing facilities. Further, the AMC will also disclose the approved policy on its website, Sebi said in its circular. Sebi said intraday borrowings can be used only for specific purposes -- repurchase or redemption of units, payment of interest or Income Distribution-cum-Capital Withdrawal (IDCW) payouts to unitholders. The regulator also stipulated that the borrowing amount cannot exceed the "guaranteed receivables" expected on the same day. Receivables eligible for such intraday borrowings include maturity proceeds from TREPS (Triparty Repo in Government Securities), proceeds from reverse repo transactions, maturity proceeds from government securities s
PL Capital's top sectoral picks include defence, capital goods, power, and pharma
Amisha Vora, Chairperson and MD of PL Capital, cautioned that consumption could face pressure and that IT may remain a cash-generating sector, but with slower growth and margins. Vora also warned that gas supply disruptions could impact production chains, MSMEs and jobs, while pushing inflation and bond yields higher. 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.
Outperforming Aditya Birla Group stock can rise another 21%, Kotak says
Aditya Birla Capital operates as a diversified financial conglomerate. Most of its value lies in its flagship diversified NBFC business, which has assets under management (AUM) of ₹1.5 lakh crore.
Capital market stocks shine in FY26; MCX India tops chart with 143% rally
India’s capital markets stocks delivered strong gains in FY26, with the Nifty Capital Markets Index rising 35%, making it the second-best performing sector after PSU banks. Multi Commodity Exchange of India led the rally with a 143% surge, while brokerages, exchanges, and wealth management firms benefited from rising investor participation.