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Healthcare, engineering and specialty chemicals remain key market themes: Mayuresh Joshi
Mayuresh Joshi, Director Research at Marketsmith India, believes execution will remain key for companies like Suzlon, while healthcare, engineering and select speciality chemical names continue to offer strong growth opportunities. He also sees India-focused engineering and capital goods companies remaining resilient despite global uncertainties. Joshi says investors should stay selective in IT, remains positive on Navin Fluorine, and is closely tracking niche AI-linked opportunities emerging in smaller tech firms.
India raises CNG prices by Rs 2/kg across key regions for fourth time in two weeks
Compressed Natural Gas prices have seen another hike in New Delhi. This is the fourth increase in just two weeks. Consumers in the National Capital Region and other cities are now paying more for CNG. Petrol and diesel prices have also risen multiple times recently. These increases are linked to global energy market volatility and rising crude oil prices.
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.
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.

Engineering, cement, autos remain top cyclical bets; IT turns attractive: ASK’s George Joseph
Managing nearly $1.21 billion in assets as of April 30, ASK Investment Managers is turning positive on large-cap IT despite worries around AI disruption, says CIO & CEO-Equity George Joseph. He believes fears over AI replacing Indian IT firms are exaggerated, as these companies will continue to play a critical role in system integration and enterprise tech rollouts. ASK has remained constructive on sectors such as engineering, capital goods, cement, autos, banking & financial services, and commodities, seeing them as beneficiaries of the ongoing cyclical uptrend. 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.

Q4 Results LIVE Updates: Max Health shares decline 7%, Honasa Consumer up 7%; Hindalco report today
Q4 Results Live Update: Another busy earnings week ends with three Nifty names - Sun Pharma, Eicher Motors and Hindalco reporting their results today, along with broader market names like Torrent Pharma, Fortis Healthcare, DAM Capital, Colgate-Palmolive, IRCON International, Jubilant Pharmova, Minda Corp, and many others. LG, LIC, GAIL, ITC, will also be reacting to their results reported on Thursday.
Arihant Capital Markets consolidated net profit declines 93.51% in the March 2026 quarter
Sales rise 5.83% to Rs 49.04 crore

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.

Buy, Sell Or Hold: Hitachi Energy, JK Tyre, Aditya Birla Capital, PNB, Maruti Suzuki, GAIL — Ask Profit
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Why PSU banks look stronger than private lenders right now: PL Capital’s Amisha Vora explains
Amisha Vora, Chairperson & MD, PL Capital, believes PSU banks look more attractive than private banks due to their stronger ability to raise low-cost deposits. She is positioning portfolios toward exporters, metals, defence and power-linked sectors amid sharp rupee depreciation. Vora also sees opportunities in niche auto ancillaries, speciality pharma and engineering exporters, while remaining cautious on IT and broader consumer durable plays due to weak growth visibility and rising competition.

Vodafone Idea, JP Power, IRB Infra, Sammaan Capital among most traded stocks on NSE today, 21 May 2026 - Mint
Vodafone Idea, JP Power, IRB Infra, Sammaan Capital among most traded stocks on NSE today, 21 May 2026Mint