In conversation with business today’s Riddhima Bhatnagar, Niranjan Hiranandani Chairman and MD of Hiranandani Group talks about the biggest trends in the real estate sector. He explains why the affordable housing hasn't picked up and what can be done to improve traction in that sector. He also talks about the steps government can take to improve the real estate sector and how has RERA transformed the real estate sector. Lastly, he also talks about when should one buy a house and the upcoming cities where real estate sector could potentially boom and gives his life advice to the young people .
The Nifty has fallen 350 points, giving up the 24,600 level after yesterday's strong rally. An analyst views this as a breather rather than profit booking, with 24,500 seen as a key support level. The market is expected to head towards 25,500 in the near term. Factors contributing to the nervousness include India-US tariff concerns and rising crude oil prices.
Defence stocks surge following a four-day military engagement between India and Pakistan. BEL hits a fresh record high, up 4% at 336, as maker of Akash Teer defence system. ZENTECH, producer of drones for Indian armed forces, sees a 5% circuit for the third consecutive day. Other defence-related stocks like BDL, HAL, and Midhani also show significant gains. The market reflects strong performance of Indian military equipment during the conflict.
In this episode of Market Masters, Nilesh Shah, MD & CEO of Kotak Mahindra Asset Management Company, talks about his experience navigating both bull and bear markets over the past 32 years and offers his insights on the current market scenario. He discusses the recent India-Pakistan conflict and its impact on market sentiment, highlighting the resilience shown by Indian markets and Foreign Institutional Investors (FII) during this period of geopolitical tension. Nilesh also shares his views on the evolving Indian defence sector, the potential for re-rating in India’s markets, and the impact of Operation Sindoor. He provides key insights on the consumption theme, the outlook for interest rates and petrol prices, and suggests that long-term investors continue to hold gold. With a focus on market dynamics, Nilesh offers valuable guidance on how investors should navigate the current economic climate, especially in light of the country's improving macroeconomic fundamentals.
BTTV brings you a new market show - 'Daily Calls,' where you can gain invaluable insights and clarity on your market queries through our live sessions featuring expert analysts. Whether you're confused about where to invest, how to invest, or how to build and structure your portfolio.
Bank of India Q4 Results: The Company reported a Net Profit Of ₹2,602 crore Vs ₹1,574 crore (YoY). EBIDT up 22% at ₹12,429 crore Vs ₹10,209 crore. EPS up 65% At ₹5.72 Vs ₹3.46. Sales up 14% At ₹18,479 crore Vs ₹16,250 crore. GNPA stood at ₹217,490 Mn, reduced by 171 BPS. NNPA stood at ₹53,590 Mn, reduced by 40 BPS. Catch Shailendra Bhatnagar in conversation with Rajneesh Karnatak, MD & CEO, Bank of India decoding the Q4 results of FY26.
Looking to build a solid stock portfolio for the next 5 years but don’t quite understand the complexities of the market? Market expert Kush Ghodasara shares five beginner-friendly stock recommendations that are perfect for long-term investors who want to stay calm amid global noise like trade wars and economic shifts. Tata Motors leads the list, with a strong outlook as it stands to benefit from easing trade tensions — suggested stop loss is ₹640 with a 5-year target of ₹1,100. Bharti Airtel, another top pick, has a promising growth trajectory with a target of ₹2,200. Tata Consumer, while a slower mover, is expected to become a multibagger, with a stop loss around ₹980 and a long-term target of ₹1,600. As the hospitality sector gears up for a boom, Lemon Tree Hotels is also on the watchlist, with a stop loss of ₹110 and a potential target of ₹240. Lastly, IREDA is seen as a high-potential pick in the green energy space, with a 5-year target of ₹240 and stop loss at ₹140.
The Indian Market opened in red after witnessing a sharp rally in yesterday’s trade. Sensex opened at 82,249, nearly 200 points behind from its previous close. The stoppage of military actions between India and Pakistan and the 'de-escalation of the US-China trade war' resulted in major gains for markets. All the indices in red, barring Pharma, Healthcare and broader markets. Catch Shailendra Bhatnagar decoding the profit-booking market moves
Multiplex firm PVR Inox Ltd. on Monday, May 12, reported a net loss of ₹125 crore for the quarter ending March 2025. The company reported a net loss of ₹130 crore in the year-ago period.Revenue for the quarter was marginally down 0.5% year-on-year to ₹1,250 crore, compared to ₹1,256 crore in the corresponding quarter of last year. PVR Inox's operating profit or EBITDA rose 1.5% on-year to ₹283 crore as against ₹279 crore in the corresponding quarter of last year. Margin expanded by 50 basis points to 22.70% in the quarter under review from last year's 22.20%.PVR Inox has opened 77 new screen across 11 properties during the 12 month period that ended on March 31, 2025. The company operates 352 cinemas with 1,743 screens across 111 cities as on date, it said in a regulatory filing.
In the latest episode of Market Guru, Shailendra Bhatnagar speaks with Mahesh Patil, CIO of Aditya Birla Sun Life AMC, about the bull rally in the IT sector following the U.S.-China agreement to slash tariffs for 90 days. Speaking on the trade deal, he said that higher tariffs could have impacted the U.S. economy and pushed it into a recession. Patil noted that uncertainty around local IT stocks has eased after the U.S.-China trade deal, and the earlier negative outlook on U.S. growth has now softened. Nifty IT is now more attractive, having significantly underperformed earlier. Valuations are more reasonable, and companies are generating healthy cash flows and dividends. Listen in Speaking on the trade deal, he said that higher tariffs could have impacted the U.S. economy and pushed it into a recession. Patil noted that uncertainty around local IT stocks has eased after the U.S.-China trade deal, and the earlier negative outlook on U.S. growth has now softened. Nifty IT is now more attractive, having significantly underperformed earlier. Valuations are more reasonable, and companies are generating healthy cash flows and dividends. Listen in
In the latest episode of Market Guru, Shailendra Bhatnagar speaks with Mahesh Patil, CIO of Aditya Birla Sun Life AMC discusses about the defence stocks that are on bull run, post operation Sindoor. He asserts that the sector is going through transformation and will soon cater to global markets. He also suggests that defence sector is a good buy for long term, as its valuation are at a reasonable levels. Listen in
In the latest episode of Market Guru, Shailendra Bhatnagar speaks with Mahesh Patil, CIO of Aditya Birla Sun Life AMC, about the ongoing market rally. Markets surged post India’s military victory in Operation Sindoor. Speaking on geopolitical trade concerns, Mahesh Patil says that Trump was able to strike deals with various countries, including the UK and China. He believes that the removal of tariffs has eased concerns regarding supply chain issues. On India’s growth outlook, he highlighted that the country is recovering from a slowdown. Last year, due to a stricter monetary policy, there was a slowdown in both the economy and corporate earnings. Now, financial conditions are more accommodative and supportive of growth. Additionally, liquidity is improving and has turned positive compared to the past three months. Listen in Speaking on geopolitical trade concerns, Mahesh Patil says that Trump was able to strike deals with various countries, including the UK and China. He believes that the removal of tariffs has eased concerns regarding supply chain issues. On India’s growth outlook, he highlighted that the country is recovering from a slowdown. Last year, due to a stricter monetary policy, there was a slowdown in both the economy and corporate earnings. Now, financial conditions are more accommodative and supportive of growth. Additionally, liquidity is improving and has turned positive compared to the past three months. Listen in
In this edition of Market Guru, Mahesh Patil, CIO of Aditya Birla Sun Life AMC, shares his market outlook amid global uncertainty and Indo-Pak tensions. Patil highlights the RBI’s accommodative stance, expects strong double-digit earnings growth, and sees transformative potential in India’s defence sector. He believes Indian defence companies are poised to tap into global markets, with defence stocks currently at reasonable valuations. He also shares insights on the improved outlook for BFSI from a regulatory lens, rising investments in the power sector—especially renewables—and reduced uncertainty around Indian IT stocks following the US-China trade deal.
Markets hit a seven-month high, and Kunal Rambhia, Founder of The Streets, shares his bullish view on the Nifty and Bank Nifty. Speaking to BTTV, he says the Nifty has confirmed a breakout above 23,900 and is now heading toward the 25,500 level. Rambhia advises a “buy on dips” strategy and highlights stocks like Infosys, TCS, and Adani Green for their strong momentum. Infosys is targeting ₹1,720, while TCS may head toward ₹3,900 on breakout. Adani Green is also poised for a breakout above ₹975. Rambhia adds Bank Nifty support lies at 55,000 with targets near 56,500.
Shares of Reliance power jumped over 12.50%, after the firm posted a consolidated net profit of Rs 126 crore in January-March quarter of FY25. Should you invest in this bull run or wait? Here’s what market expert Raghvendra Singh says.
BTTV brings you a new market show - 'Daily Calls,' where you can gain invaluable insights and clarity on your market queries through our live sessions featuring expert analysts. Whether you're confused about where to invest, how to invest, or how to build and structure your portfolio.
Indian equity markets reacted positively to the Indian Army’s victory and a series of major developments since Friday evening. The announcement of a ceasefire between India and Pakistan eased geopolitical tensions, while progress in U.S.-China trade talks in Geneva boosted global sentiment. These factors supported market resilience, leading to a rise in U.S. futures and oil prices, along with a decline in gold rates. Catch Shailendra Bhatnagar in market commentary with Kunal Shah, Head of Commodity Research, Nirmal Bang what should be the investment strategy for commodities. Tune in
Investors ignored the Monday blues on Dalal Street with the benchmark indices opening ‘gap up’ after the ceasefire announcement and developments over the weekend. The only index under pressure was pharma after US President Donald Trump announced last night that he will sign an executive order reducing prices of drugs and pharmaceutical products by 60-80%.
In this episode of Market Commentary by Business Today, Punita Kumar Sinha, Managing Partner at Pacific Paradigm Advisors, shares a sobering perspective on the current geopolitical tensions and their muted impact on Indian financial markets. She explains that most market participants and average investors remain unaware of the full extent of the evolving war situation, largely due to the fluid nature of events and limited dissemination of intelligence by governments seeking to avoid public panic. With rising risks and the potential for rapid escalation—especially considering the unpredictable actions of Pakistan—Sinha emphasises the need for caution. Despite these uncertainties, Indian markets have shown little reaction, as retail investors continue their SIPs without fully grasping the gravity of the situation. This episode delves into why the markets appear calm in the face of mounting geopolitical threats.
Lt Col JS Sodhi (Retd), a seasoned defence analyst, dissects the long-standing ideological and strategic divide between India and Pakistan. He explains how Pakistan's foundation on two core principles—anti-India sentiment and anti-Hindu religious ideology—continues to shape its policies and military mindset. Drawing attention to the recent comments made by General Naseem Munir, the Chief of Staff of the Pakistani Army, Sodhi highlights how these deeply ingrained beliefs remain entrenched in Pakistan’s military and civilian psyche, even decades after its formation. Despite being economically ahead of India in 1950, Pakistan now faces a grim future, with its economy on the brink of collapse while India has emerged as the world’s fourth-largest economy. The discussion sheds light on Pakistan’s ongoing provocations and its failure to shift its confrontational approach, which, according to Sodhi, lacks the necessary military strength and resources to succeed. This episode offers crucial insights into the geopolitical dynamics shaping the region and why Pakistan’s continued reliance on rhetoric and ideology, rather than military capability, is unsustainable.
Foreign affairs expert Robinder Sachdev provides a sobering analysis of the rapidly escalating conflict between India and Pakistan. Following India's targeted strikes on terror infrastructure across the border, Pakistan has chosen to escalate the situation rather than de-escalate. Sachdev explains that while India positioned its initial response as a tactical and measured retaliation, Pakistan's decision to respond with drone and missile attacks on Indian military installations marks a deliberate upward spiral in hostilities. Unlike India, which has targeted identified terror bases, Pakistan lacks equivalent targets within India and has instead focused on military positions. According to reports, most incoming drones and missiles from Pakistan have been intercepted, while Indian strikes have successfully hit military assets, including an air defence radar system near Lahore. The conflict is also intensifying along the Line of Control (LoC), with heavy artillery exchanges resulting in civilian casualties and strategic losses on both sides. Attempts at cross-border infiltration have also been thwarted by the BSF. As the situation remains volatile, Sachdev warns of the fog of war and the potential for further escalation.
TATA Aims High, Premium And Global Growth
India’s Big Blow To Turkiye-Pak Nexus: Drone Operators Killed, TRT Blocked, Public Anger Erupts
INS Vikrant Leads India’s Naval Blitz: How The Navy Cornered Pakistan During Operation Sindoor
Celebi – A Turkish Company Has A Grip On Indian Airports: Under Fire After Operation Sindoor
Trump’s Bold Ceasefire Claim Vs PM Modi’s Hard Truth On Kashmir And Terror Talks
