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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.
JSW Energy Q4 Results: EBITDA surges 87% on acquisitions, capacity additions
JSW Energy reported record EBITDA driven by acquisitions and capacity additions, even as profit declined. The company highlighted strong operational momentum and remained on track with its long-term Strategy 3.0 roadmap.
US bond yields won't ease soon, rupee's worst may be over: 3R Investment’s Neeraj Seth
Neeraj Seth, Founder & CIO at 3R Investment Management, said India is not yet a major part of the global AI supply chain, but improving valuations and future AI-led productivity gains could support markets over the long term. He also said global AI investments remain focused on infrastructure and hardware, while warning that higher oil prices and elevated US bond yields could keep rate-cut expectations under pressure.
Pace Digitek secures order worth Rs 702 cr from Damodar Valley Corporation
The contracts with a combined value of Rs 702 crore (including GST), comprise supply contract, EPC services contract and long-term operation & maintenance (O&M) contract. The scope includes design, engineering, manufacturing-linked supply, installation, testing, commissioning and 12-year comprehensive O&M, along with associated civil, structural and evacuation infrastructure works.
Foreign remittances to Kerala stay resilient despite West Asia crisis
Money from non-resident Indians to Kerala remains strong. Banks like Federal Bank and South Indian Bank show growth in deposits. This inflow is vital for Kerala's economy. A weaker rupee also boosts remittances. Experts believe inflows will continue unless job losses in the Middle East occur. A prolonged conflict could pose a long-term risk.
Sun Pharmaceutical receives credit ratings from CRISIL and ICRA
Sun Pharmaceutical Industries (Sun Pharma) announced that CRISIL has reaffirmed the rating of the company's long term bank facilities at CRISIL AAA and short term bank facilities and commercial paper at CRISIL A1+.
Meesho shares gain as much as 8% after net loss narrows in Q4 but concerns remain
HSBC expects Meesho to significantly improve logistics costs over the long-term, although they are already are the lowest in the industry.
Why Gulf NRIs are turning to Indian equities as real estate sees an exit
GCC-based NRIs are increasingly favouring Indian equities over real estate, with 73% boosting exposure and many deploying fresh capital. The shift reflects a structural change in wealth strategies, driven by confidence, disciplined investing and India’s growing appeal as a long-term investment destination
Cold-rolled formed engineering solution slashes mining scrap by 80 pc, cut costs by 10-20 pc:Experts
Cold-rolled formed engineering solutions are revolutionizing the mining sector by significantly reducing waste, with experts highlighting up to an 80% decrease in scrap generation. This precision-driven process minimizes material loss, lowers costs, and enhances long-term performance. The technology also improves corrosion resistance and coating retention, leading to extended service life and reduced maintenance expenses.
JM Financial stays bullish on L&T; sees buying opportunity on dips
Priyankar Biswas, Industrials and Logistics Research Analyst at JM Financial Institutional Securities, believes the market could react negatively in the short term as analysts revise their models, but he remains constructive on the stock from a medium- to long-term perspective.
Reliance Industries shares in focus as Mukesh Ambani eyes satellite foray to take on Starlink
Reliance Industries is evaluating a multi-billion-dollar entry into satellite communications, focusing on low Earth orbit networks under Jio Platforms. The initiative aims to strengthen India’s strategic capabilities amid rising global competition, with discussions underway on technology partnerships, orbital slots and potential acquisitions as the company explores long-term opportunities in future.
Prefer BSE on dips, Bajaj Auto strong, DMart margins muted: Chola Securities
Dharmesh Kant, Head of Research at Chola Securities, says markets remain selective with stock-specific opportunities. He flags weak telecom tower metrics and muted DMart margins, while auto OEMs show strong growth aided by price hikes. On BSE, he sees 15–20% volume trends but advises caution post volatility. He prefers long-term capital market plays on dips and remains bullish on metals, especially JSW Steel, with structural demand tailwinds.