Dinshaw Irani’s top sectoral picks for next market cycle

​And obviously the US facing pharma, if you take a Trump call, there is definitely going to be a pressure going forward as such, so that is why we do not like the US focused pharma companies much and we do not have much exposure there, rather no exposure there as such. We are more […]

Hindalco shares fall 7% as bad news from Paris makes it top Nifty loser

Hindalco Share Price: Hindalco Industries’ shares dropped 7% to Rs 666.80 on BSE after Constellium’s weak Q3 revenue report. Constellium experienced reduced demand in automotive and industrial markets, impacting Hindalco’s subsidiary Novellis, which contributes significantly to the company’s volumes and EBITDA.

Largecaps holding steady amid midcap and smallcap froth: Dinshaw Irani

​He was always concentrating on his quality of assets and that is what played out for him totally and that is why HDFC Bank is doing what it is right now against the whole pack. So, these are the kind of names that we are always looking out for and we are fairly comfortable with […]

India can benefit from current geopolitical complexity, if it plays the game skillfully: Ben Powell, BlackRock

Ben Powell, BlackRock’s Chief Investment Strategist, highlights emerging partnerships between governments and private capital due to limited fiscal power in the West. He also points out India’s significant role in global geopolitics, emphasizing its strategic positioning within both BRICS and Quad alliances amidst complex international dynamics. Powell praises AI’s potential and India’s promising investment landscape.

Go overweight on pharma; buy midcap IT basket, tier II PSU banks now: Dipan Mehta

Pharma stocks are currently seen as a strong investment due to robust earnings potential. Midcap IT stocks are outperforming their largecap counterparts. L&T’s entry into the power equipment sector might increase competition. FMCG sector growth appears slow, but niche categories may offer opportunities. Tier II PSU banks are also showing potential despite higher valuations.

What to do with stocks like KPIT, Paytm now? Dipan Mehta answers

Dipan Mehta, Director at Elixir Equities, suggests caution for investments in KPIT, Paytm, Hyundai, Reliance Industries, and TVS Motors. He recommends careful consideration due to current market trends and specific company challenges. Existing investors in KPIT may hold, but new investments should be avoided. Reliance’s value unlocking and TVS Motors’ earnings are areas to watch […]