Jefferies has turned more cautious on India’s travel universe as the Iran–Middle East war dents international traffic, lifts fuel costs and weakens inbound tourism. It has trimmed earnings for airlines and hotels but continues to prefer airport stocks. The brokerage says the Middle East conflict has created downside risk from softer international traffic and higher […]
PC Jeweller shares rise 3% on strong Q4 performance, expansion plans
Shares of PC Jeweller rose 2.72% to Rs 8.69 on the BSE on Tuesday after the company posted a strong Q4 update and upbeat business outlook. Standalone revenue grew about 32% YoY in Q4FY26, capping a consistent performance across all quarters. For the full fiscal year FY2026, revenue rose approximately 49% YoY, signalling meaningful progress […]
Trent’s worst over after Rs 1.6 lakh crore shock? Why brokerages aren’t convinced yet
Trent Limited, Tata Group’s retail crown jewel, emerged as a standout wealth creator and a clear investor favourite during the bull run that lasted until September 2024. Over the past five years, it has delivered exceptional returns, including gains of 126% in 2023 and a further 133% in 2024. However, this strong momentum has come […]
RBI pause now, tightening later: A delicate trade-off with rising tail risks
Considered in a proper historical and comparative perspective, the Indian economy hasn’t weakened dramatically, but what was earlier described as “resilient” is now being quietly tested by rising oil prices and persistent geopolitical uncertainty. These pressures are not new, but their intensity and timing make them harder to ignore. Growth remains solid but is uneven, […]
Motilal Oswal trims HDFC Bank, increases weight in SBI amid latest reshuffle. Here’s the full list
Domestic brokerage firm Motilal Oswal has reshuffled its model portfolio, raising its weight in SBI by 100 basis points, funded by trimming exposure to HDFC Bank. SBI continues to be its top banking idea and part of its top five India picks, supported by strong loan growth prospects, robust liability franchise, benign CD ratio, and […]
Should investors buy TCS, Infosys ahead of Q4 results or AI risk too big to ignore?
Indian IT stocks are heading into the March quarter earnings season under pressure, with the Nifty IT index down nearly 20% this year. The key question for investors is whether the correction offers a buying opportunity ahead of the results or if structural concerns around demand and artificial intelligence (AI) are still too large to […]
Ahead of Market: 10 things that will decide stock market action on Wednesday
Indian benchmark indices extended their rally on Tuesday, marking a fourth consecutive session of gains, led by buying in IT, metal and FMCG stocks. The Nifty rose 155.40 points, or 0.68%, to close at 23,123.65, while the Sensex advanced 509.73 points, or 0.69%, to settle at 74,616.58. Meanwhile, the volatility gauge India VIX ended at […]
Goldman Sachs fund sells Cello World shares worth Rs 55 crore via bulk deals
Goldman Sachs on Tuesday sold over 13.82 lakh equity shares in Cello World Limited via a bulk deal worth Rs 55 crore. The shares were sold at a price of Rs 401 apiece by its affiliate Goldman Sachs Funds. Goldman Sachs Funds – Goldman Sachs India Equity Portfolio held over 29.51 lakh equity shares in […]
Sebi grants relief in minimum public shareholding compliance norms, waives penalties amid Middle East conflict
Market regulator Securities and Exchange Board of India (Sebi) has announced a one-time relaxation for listed companies struggling to meet Minimum Public Shareholding (MPS) norms, citing challenging market conditions driven by ongoing geopolitical tensions in the Middle East. Sebi’s relief comes following representations from industry bodies highlighting the difficulties in achieving compliance amid volatile markets. […]
Market Trading Guide: Buy Ramco Systems, Natco Pharma and 2 more stocks on Wednesday for gains up to 14%
Nifty extended gains for a fourth session, confirming a breakout and positive near-term trend above key moving averages. Analysts highlight resistance at 23,200 and volatility risks from Middle East tensions, while recommending four stocks showing bullish patterns, momentum strength, and upside potential in coming weeks. Source link