Several market leaders have delivered exceptional returns, raising questions about whether valuations have become stretched. Stocks linked to power transmission, electrification and infrastructure themes have seen significant re-rating amid expectations of long-term capital expenditure growth. Ashish Chaturmohta, Managing Director, PMS - JM Financial, explains why valuation concerns need to be balanced against earnings visibility, strong order books and multi-year growth opportunities. He highlights how global and domestic investment cycles continue to support revenue and profit growth for select companies despite elevated valuations. Chaturmohta also discusses the importance of combining fundamental analysis with quantitative signals, risk management and profit-booking strategies while staying invested in long-term structural themes that continue to show strong momentum.
The AI and data centre investment theme continues to create opportunities across multiple sectors as global hyperscalers ramp up capital expenditure. Companies linked to optic fibre, power cables, wires, cooling solutions and supporting infrastructure have delivered strong returns, prompting selective profit-booking after sharp rallies. Ashish Chaturmohta, Managing Director, PMS - JM Financial, explains why his team remains positive on the broader AI and data centre story despite trimming exposure in some names. He also highlights a growing preference for pharma and CDMO-focused companies, citing strong structural growth prospects driven by rising outsourcing demand and robust earnings potential. Watch this detailed discussion on portfolio changes, emerging investment themes and sectors that could benefit from long-term global trends.
Indian IT stocks have seen bouts of buying interest after a prolonged period of underperformance, but fresh selling pressure continues to raise concerns about the sector’s outlook. Market Expert Sudip Bandyopadhyay believes the ongoing AI revolution could pose significant challenges for Indian IT companies, particularly those that rely heavily on services rather than proprietary AI products. While he remains confident about the long-term strength of the sector, he cautions that revenue growth, margins, and profitability may remain under pressure during the transition phase. According to him, Indian IT firms are likely to adapt successfully to the evolving technology landscape, but the process could take up to two years. Investors may need to remain patient as the sector navigates this transformation.
India's ethanol blending programme has entered a new phase with the Centre removing excise duty on petrol containing higher ethanol blends between 22% and 30%. The move follows the notification of standards for E22, E25, E27 and E30 fuels, along with the launch of E85 petrol in select markets. However, the government has clarified that this is not an immediate rollout of higher-blend ethanol fuel. Instead, it is a preparatory step aimed at facilitating future testing and implementation. Speaking on the development, CHETAN BHUTANI, BUSINESS TODAY, highlighted that the Ministry of Petroleum and Natural Gas views the decision as a prerequisite for future expansion rather than a formal launch announcement. The move supports India's long-term goals of reducing crude oil imports and boosting cleaner fuel adoption.
The Indian pharmaceutical sector continues to attract investor attention amid global uncertainties, tariff concerns, and geopolitical tensions. According to Sudip Bandyopadhyay, Market Expert, the pharma and healthcare space remains one of the most resilient sectors in the market. He highlights several growth drivers, including the rise of branded products, expanding opportunities in CDMO businesses, increasing global efforts to diversify supply chains away from China, and strong growth in the domestic healthcare market. Bandyopadhyay believes Indian pharma companies are steadily moving up the value chain and could be on the verge of a significant transformation. Drawing a parallel with the IT sector's growth journey two decades ago, he sees long-term potential emerging across the pharma and healthcare ecosystem.
The Trinamool Congress has plunged into its gravest structural crisis following the high-profile resignation of Rajya Sabha MP Sushmita Dev, marking the second major exit in a week after Sukhendu Sekhar Roy. Tensions peaked as Dev immediately met Assam CM Himanta Biswa Sarma, fueling intense speculation of a BJP switch. Meanwhile, the rebellion has widened across both state and national lines; West Bengal LoP Ritabrata Banerjee claims his rebel camp has surged to 64 MLAs, while nearly 20 rebel MPs including names like Saayoni Ghosh and Mala Roy are reportedly uniting in Delhi to cross the anti-defection threshold, triggering frantic crisis talks between Abhishek Banerjee and Rahul Gandhi.
Markets are navigating a volatile phase as geopolitical tensions, FII flows, bond market action, and sector-specific triggers dominate investor sentiment. Join us LIVE for expert analysis on the biggest developments shaping Dalal Street today. From the latest outlook on Nifty and Bank Nifty to the impact of crude prices, rupee movement, and global uncertainty, we decode what matters most for your portfolio. We'll also discuss key stocks in focus, emerging opportunities, sector rotation trends, and what investors should watch out for in the trading session ahead. Whether you're a trader, long-term investor, or market enthusiast, stay tuned as we break down the day's top stories and provide actionable insights to help you stay ahead of the curve.
Gold and silver prices have corrected sharply from their recent highs, raising questions about whether investors should buy, hold or wait for further declines. In this special discussion with Navneet Damani, Senior Group Vice President - Head Research, MOFSL decode the key factors behind the recent sell-off in precious metals, including changing US interest-rate expectations, global economic trends, currency movements and ETF outflows. Damani shares his outlook on gold and silver prices, discusses accumulation strategies at current levels, and explains the pros and cons of investing through physical gold, bars and coins, ETFs and EGRs. He also highlights the impact of wedding-season demand and monsoon trends on precious metals consumption, while outlining potential price targets and investment opportunities in the months ahead.
Markets are navigating another volatile session as geopolitical tensions in West Asia keep investors on edge. While benchmark indices remain under pressure, sectoral trends continue to throw up selective opportunities. In this edition of What's Hot, we decode the sharp weakness in IT stocks, the resilience in private banks and pharma, and the broader impact of global developments on Indian equities. What should investors do in a risk-off environment? Are defensive sectors becoming the new safe haven? Can domestic fundamentals offset external shocks? Join us as market expert Sandip Banerjee shares his outlook on the Nifty, sectoral positioning, and key strategies to navigate uncertainty. Stay tuned for actionable insights and the biggest market cues shaping Dalal Street today.
India has taken another significant step in its ethanol blending roadmap by exempting petrol blended with 22% to 30% ethanol from multiple central excise duties. The move extends tax incentives beyond the E20 program and aims to accelerate the adoption of higher ethanol blends while reducing dependence on crude oil imports. Business Today, Aishwarya Patil highlighted that the Finance Ministry's notification covers E22, E25, E27 and E30 blends, making their excise duty nil. The development is being viewed as a major push for ethanol producers, whose installed capacity now significantly exceeds current demand. Markets will closely monitor the impact on Oil Marketing Companies (OMCs), fuel pricing dynamics, and ethanol-related stocks as India advances its long-term biofuel and energy security goals.
Fitch has revised India’s FY27 growth forecast downward to 6.4%, cutting it by 30 basis points amid rising global uncertainties and geopolitical tensions, including the US-Iran conflict impact on oil prices and trade flows. The agency, however, slightly upgraded FY28 growth expectations to 6.7%, signaling a medium-term recovery outlook. It also projected that the Reserve Bank of India could hike the repo rate to 5.5% from the current 5.25%, reflecting inflationary pressures and external risks. According to Complete Circle CEO Kshitiz Mahajan, markets may be reacting to short-term shocks, while India’s structural drivers like tax reforms, GST benefits, and potential rate cuts could support growth recovery. He noted that the current downgrade may be a knee-jerk reaction, with conditions likely to stabilize if global tensions ease.
Serious allegations have emerged against Air India ahead of the first anniversary of the Ahmedabad plane crash. According to India Today’s Amit Bhardwaj, Radhika Mishra, daughter of former Gujarat Chief Minister Vijay Rupani, who died in the crash, has raised concerns over the compensation settlement process. She claims families of victims are being pressured to sign full and final settlement documents, seeking faster closure instead of waiting for the final investigation report. However, Air India has strongly denied any coercion, stating that its compensation process follows standard international airline practices and that families are free to choose between interim financial support and waiting for final outcomes. The Aircraft Accident Investigation Bureau continues its probe into the crash, with questions remaining over final report timelines.
India’s government has cleared a price revision for key chemotherapy drugs amid reported shortages of cisplatin and carboplatin across hospitals. According to Business Today’s Neetu Chandra Sharma, doctors flagged supply constraints affecting first-line cancer treatments for lung, ovarian, cervical, head and neck, and testicular cancers. The shortage is linked to a sharp rise in platinum, a key raw material, which has nearly doubled over the past year, increasing production costs for manufacturers of price-controlled medicines. Pharmaceutical companies have approached regulators seeking ceiling price revisions and relief on import duties. National Pharmaceutical Pricing Authority is expected to rework prices under the Drug Price Control Order. May ease supply pressures but could raise patient costs, raising affordability and access concerns in India.
India’s proposed jet fuel harmonisation scheme is drawing attention as policymakers debate its practicality and impact on the aviation sector. According to Narendran Taneja, Energy Expert, the move comes at a time when India’s airline industry remains highly concentrated, with one dominant carrier holding a major share of the market while facing financial stress. He highlights that aviation turbine fuel, like other energy commodities, is largely import-dependent, making market-linked pricing increasingly important. With India’s overall oil demand expected to rise significantly over the next two decades, from around 5.5 million barrels per day to nearly 8 million, energy costs will remain a critical challenge. The discussion centers on balancing consumer protection with allowing market forces greater freedom in pricing and resource allocation.
Global oil markets are undergoing a major structural shift as supply disruptions and geopolitical tensions force countries to rethink their energy security strategies. According to Narendran Taneja, Energy Expert, the Strait of Hormuz disruption has pushed major economies like India and Japan into aggressive diversification of crude sourcing. While current screen prices may suggest stability near 92 dollars per barrel, actual procurement costs are significantly higher due to supply competition and risk premiums. He highlights that supply security has now overtaken pure economics in importance. Over the next 10–12 months, markets expect potential easing of tensions, but countries are unlikely to revert to old dependencies. Instead, a long-term energy doctrine is emerging, focusing on reducing reliance on any single geography and strengthening diversified global supply chains.
Oil markets are witnessing a sharp correction as geopolitical tensions around Iran and the United States ease following diplomatic signals. Brent crude has fallen from recent highs near 91 dollars, while WTI has also softened, reflecting reduced risk premium. According to Narendran Taneja, Energy Expert, the current price levels are still above fundamental demand-supply estimates, which suggest a fair value closer to 70–72 dollars per barrel. He notes that the recent decline is largely due to expectations of a possible Iran-US agreement and reduced fears over the Strait of Hormuz disruption. However, volatility remains high as markets react quickly to statements from global leaders, particularly President Trump. Markets remain volatile as diplomacy shifts keep traders cautious and uncertain overall outlook.
Deven Choksey, MD, DR Choksey FinServ Private Limited, highlights the growing strength of mid-cap IT companies within the technology sector. According to him, many mid-cap firms are benefiting from their ability to provide specialized, customized solutions and become deeply integrated into their clients' business operations. This approach helps create long-term partnerships, stronger revenue visibility, and differentiated growth opportunities. As enterprises increasingly demand end-to-end technology and engineering solutions, several mid-cap IT companies are positioning themselves as critical partners in their customers' digital transformation journeys. These evolving business models and specialized capabilities continue to attract investor attention and underscore the changing dynamics within the broader IT sector.
Could Ixigo be India's next global travel giant? Market expert Ashish Kila believes the company deserves a closer look. From strategic acquisitions in international markets to investing aggressively in AI capabilities, Ixigo is positioning itself as more than just a travel booking platform. Kila highlights how the company first focused on solving customer problems before scaling its business model—much like global leaders such as Booking.com and Expedia. Backed by marquee investors and a proven execution track record, Ixigo continues to deliver consistent growth despite broader market concerns around travel demand. While the "blue sky" scenario depends on flawless execution, experts say the stock remains one to watch for investors seeking long-term opportunities in India's digital travel ecosystem.
CMR Green Technologies made a strong stock market debut, listing at a significant premium over its IPO price. But should investors hold on for further gains or book profits after the listing pop? In this discussion, Anshul Jain, Head of Research, Lakshmishree Investments, shares his technical view on the newly listed stock. He highlights the bearish first 15-minute candle and explains why newly listed IPOs often require 8 to 10 weeks, and sometimes up to three months, to build a stable trading base before delivering meaningful upside. Drawing comparisons with recent IPOs that struggled before base formation, he suggests a disciplined approach toward profit booking and waiting for a stronger setup before considering fresh investments.
FMCG stocks have emerged as one of the strongest moving sectors after a long period of underperformance, but can this rally sustain? In this market discussion, Anshul Jain, Head of Research, Lakshmishree Investments, shares his outlook on the FMCG sector and whether investors should participate in the current move. He highlights that while the FMCG Index may witness a short-term pullback toward the 50,700 level, the broader long-term opportunity could remain limited. Stocks such as Colgate-Palmolive and Marico are showing near-term strength with potential upside targets. However, for investors seeking alpha generation over the next three to four months, Bank Nifty may continue to offer stronger opportunities. Watch this analysis for key levels, targets, and sector strategy.
Indian stock markets are showing renewed strength as Nifty and Bank Nifty approach crucial breakout zones. In this detailed market analysis, Anshul Jain, Head of Research, Lakshmishree Investments, explains the key technical levels traders should monitor. Bank Nifty is nearing an important breakout around 54,865, while resistance remains in the 55,400–55,536 zone. If momentum sustains, the next upside target could be 56,334. On the Nifty front, short covering after reclaiming 23,265 has improved sentiment, with 23,450 emerging as the next target. The discussion also covers banking stocks including ICICI Bank, Axis Bank, and Edelweiss, highlighting profit-booking opportunities and trading strategies. Watch for actionable insights on support, resistance, and market direction.
Power Stocks Too Expensive? Ashish Chaturmohta Explains Wire And T&D Stocks
Ashish Chaturmohta Talks About The Top 2 Themes That Could Boost Your Portfolio
Ram Mandir, Mathura & Bhojshala: Minister Gajendra Shekhawat Outlines Modi Govt's Cultural Roadmap!
Chandrababu Naidu Praises Modi's Leadership, Says Viksit Bharat Goal Is Achievable
Indian I.T. Stocks Crash Again: AI Disruption Sparks Fresh Sell-Off In Nifty I.T.
