Krishnan VR of Marcellus Investment Managers advises investors to focus on bottoms-up stock analysis, particularly in the mid and small-cap segments, due to current market uncertainty. Emphasis should be on identifying companies with strong, consistent earnings growth, as growth is becoming increasingly scarce. Extended valuations suggest some uncertainties haven’t been priced in.
Markets likely to trend and hit new highs in H2; 3 themes to deliver multi-year returns: Nitin Raheja
Nitin Raheja anticipates a consumption revival driven by factors like falling inflation, interest rate cuts, and a strong monsoon, benefiting rural-focused sectors and FMCG. He remains optimistic about premium consumption, manufacturing, and EMS, expecting markets to hit new highs in the second half, fueled by domestic consumption and a good festival season.
Awfis Space Solutions shares in focus after nine-fold jump in Q4 profit; revenue up 46%
Awfis Space Solutions reported a sharp jump in Q4FY25 profit to Rs 11.3 crore, up over nine times YoY, while revenue rose 46% to Rs 339 crore, driven by strong growth in coworking and allied services. FY25 revenue grew 42% to Rs 1,207 crore.
Negative Breakout on May 26: These 7 stocks drop below their 200 DMAs
Paytm shares in focus after Supreme Court stays Rs 5,712-crore GST notice against First Games
The interim relief granted to Paytm’s gaming arm, First Games, is part of a wider legal challenge to GST demands on real-money gaming platforms. The case centres on the classification and taxation of such platforms under the GST regime—an issue impacting several players in the online gaming industry
Positive Breakout: These 6 stocks rose above their 200 DMAs
RBI’s Rs 2.69 lakh crore dividend may not impress markets in the short term. Here’s why
RBI has announced a record Rs 2.69 lakh crore dividend for FY25, a 27% rise from last year but below market expectations of nearly Rs 3 lakh crore. The higher contingency reserve under the Economic Capital Framework limited the payout. While markets may react cautiously, this dividend strengthens government finances and supports fiscal deficit reduction and increased spending.
NTPC Q4 Results: Cons PAT jumps 22% YoY to Rs 7,897 crore; Rs 3.35 per share dividend announced
NTPC Q4 Results: NTPC’s consolidated net profit surged 22% YoY to Rs 7,897 crore in Q4FY25, with revenue up 3.2% to Rs 49,834 crore. The company recommended a final dividend of Rs 3.35 per share. For the full fiscal year, PAT rose 9% to Rs 19,649 crore, and revenue increased 5% to Rs 1,70,037 crore.
FIIs withdraw Rs 11,591 crore from domestic markets this week. May purchases narrow to Rs 13,835 crore
FIIs bought ₹13,835 crore in Indian equities this May despite weekly sell-offs worth ₹11,591 crore. While short-term global headwinds persist, India’s growth outlook keeps long-term FPI sentiment positive, especially if earnings align with market valuations.
Corporate actions: Infosys, ITC and Bajaj Finance among 12 stocks with record dates next week. Do you own any?
Twelve companies, including Infosys, ITC, and Bajaj Finance, have scheduled dividend record dates in the upcoming trading week.