Market News
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Gold discounts in India hit all-time high, China premiums stay firm
India gold discounts hit records after import duty hike and weak demand, prices surge then ease, while China sees steady premiums on strong investment and industrial buying.
FDH Aero opens Bengaluru office to strengthen India aerospace supply chain play
US-based FDH Aero has opened a new office in Bengaluru, consolidating its hardware and electronics divisions to support India's growing aerospace and defence sector. This full-service hub, backed by local inventory and teams, aims to cater to tier-1 manufacturers and OEMs amidst strong commercial aerospace demand and rising defence investment.
Bajaj Group to enter healthcare biz with Rs 2k cr bet in Pune; expand to 7 cities in a decade
The Bajaj group is entering the healthcare sector. A significant investment of over Rs 2,000 crore is planned for Pune over the next three years. The group aims to establish a comprehensive healthcare model. This initiative will expand to multiple cities in the coming decade. The focus is on providing care from prevention to acute intervention.
ASK Hedge Solutions’ Vaibhav Sanghavi bets on data centres, pharma CDMOs amid macro uncertainty
Geopolitical uncertainty, inflation concerns and rupee volatility are making market positioning difficult, but ASK Hedge Solutions CEO Vaibhav Sanghavi remains constructive on select sectors. He sees strong long-term opportunities in the data centre ecosystem, including cooling equipment, transformers and utilities, driven by large upcoming capex. He is also positive on pharma CDMOs and diagnostics, while staying cautious on banking until FPI flows and rate trends become clearer. 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.
Bank of Baroda aims 10 per cent corporate growth in FY27, Rs 50,000 cr loans in pipeline
Bank of Baroda plans a 10 percent expansion of its corporate lending by FY27. A Rs 50,000 crore pipeline is in place, with significant demand for investment loans. The bank will focus on external benchmark lending rates to improve margins. Deposit costs remain a challenge, but overall funding is sufficient. Asset quality is strong, particularly in the MSME sector.
UltraTech stays Avvashya Capital's top pick as Ambuja, Shree shift focus to profitability
Avvashya Capital Fund Manager Mangesh Bhadang believes the Indian cement industry is finally becoming more disciplined after years of aggressive capacity expansion. He said leading players such as Ambuja Cements and Shree Cement are now shifting focus towards profitability as weak pricing and lower returns continue to pressure the sector. Bhadang continues to prefer UltraTech Cement, citing its strong execution, consistent volume growth and industry-leading profitability. 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.
CleanMax shares in focus after bagging a ₹100 crore investment from Apple for clean energy initiatives
Apple will invest ₹100 crore with CleanMax for 150 MW renewable energy in India, and partner with WWF-India and Acumen on plastic waste, green startups and its 2030 carbon neutral goal
India’s I&B sector FDI gains in 9M FY26 despite lower Q3 inflows
Foreign direct investment in India's information and broadcasting sector saw a sharp quarterly decline in Q3 FY26, yet cumulative inflows for the first nine months rose significantly. This overall increase was propelled by substantial investments in major players like Prime Focus, alongside several smaller but notable transactions across the industry.
SRF shares in focus after solid Q4; ups capex to expand capacity
SRF has approved a ₹2,300 crore investment, up from ₹1,100 crore announced in October 2024, to set up a 20 ktpa HFO plant along with a new 30 ktpa HF facility and downstream value-added derivatives. The project will be executed in phases and is expected to be completed by February 2028.
CDSL shares in focus after Q4 net profit tanks 20% to Rs 80 crore, margins under pressure
CDSL reported mixed Q4 FY26 results with profit declining despite steady revenue growth and improved operating performance. Margins narrowed while total income saw modest gains. The company crossed a milestone in demat accounts, reflecting rising investor participation, and maintained a stable outlook amid volatility, with continued focus on technology and infrastructure investment.
Chinese stocks are about to get a big AI boost, Morgan Stanley predicts
The investment bank also raised its price targets on two Chinese companies that develop artificial intelligence models.
Govt awarded 172 oil & gas blocks in 10 years, but negligible output brings policy and execution into focus
India's ambitious oil and gas policy has failed to boost domestic production. Despite billions invested and extensive exploration, only one marginal field is producing. Experts question the policy's effectiveness. Geological challenges and a shift in risk to companies deter global investment. The government continues auctions, but state-run firms dominate. This situation highlights India's ongoing dependence on imports.