Latest Updates Around The World
The Nifty50 index rose to a new all-time high of 26,310.45 during Thursday’s trading session, supported by strong buying interest among heavyweights in financial, IT, infrastructure and consumption-related stocks.The broad-based optimism in the market was reflected in the positive performance of 24 of the 50 index constituents, with several frontline stocks delivering solid percentage gains. […]
Despite the consolidation phase, Nifty is trading below its intrinsic value, says Nimesh Chandan, CIO of Bajaj Finserv Asset Management. He believes this undervaluation represents a strong entry point for investors, with earnings growth expected to accelerate in FY26-27. Chandan is bullish on BFSI, consumer, pharmaceuticals, chemicals and home improvement as key alpha generation sectors.Edited […]
The Indian stock market experiences renewed volatility, powered by sectoral Churn and the changing investor sentiment. Nevertheless, experts remain carefully optimistic about the growth potential in important sectors, in particular those linked to consumption and infrastructure. Mayuresh Joshi now emphasized in an interview with ET that the twin engines of growth – consumption and capital […]
The rationalization of India’s recent goods and service tax (GST) has been set to offer a much needed boost to consumption, in particular among segments from the middle class and mass market, according to DK Joshi, chief economist in Crisil. Joshi now said with ET that the move is not only a structural reform to […]
In the midst of a stream of headlines on GST, global rates, RBI movements and the upcoming US Fed Meeting, Devina Mehra, founder and CMD of First Global, says investors have to coordinate the noise and concentrate on Fundamentals. Speaking with et now, Mehra said that although some developments such as GST reform or global […]
Fitch Ratings recently revised the FY26 GDP growth -forecast of India to 6.9%, with reference to resilient domestic demand, GST restructuring and the possibility of another interest rate that has been reduced by the reserve Bank of India (RBI). However, according to Indranil Pan, Chief Economist at YES Bank, the prospects strongly depend on assumptions, […]
The recent GST rationalization can offer a timely pillow to the Indian economy, because it is confronted with the headwind of steep American rates, according to Suvoepep Rakshit, chief economist at Kotak Institutional Equits. Rakshit now said to Et, said that the GST movement had been in the making for more than a year and […]
While the GST reforms of India are praised as a catalyst to stimulate growth and reward investors of shares, not all shares have emerged as winners. The GST on coal was raised to 18% compared to the earlier 5%, with the influence of assets. On Thursday, Coal India remained flat, while NLC India, Tata Power […]
The GST reforms remain in Focus, with the council meeting, which started earlier today in the midst of global trade tensions and weak returns for shares. With investors who are already recovering portfolios for cars, sustainable consumers and discretionary consumption, the reforms could arise as a game changer for markets damaged by Trump’s rates and […]
Srinivas Rao Ravuri, Cio van Bajaj Allianz Life Insurance, sees the chance in an unlikely corner of the Markt – Quick Service Restaurant (QSR) shares. After several neighborhoods of weak growth and sharp underperformance, he believes that the segment is ready for a change in the next 12-18 months, which offers a strong long-term potential. […]
