Stocks like Bharti Airtel, LIC of India, Tata Steel, HCL Tech, ICICI Bank, IRFC, Vedanta, NLC India, Bharat Forge, Sterlite Tech and more will be in the spotlight on Thursday, June 25.
India's defence sector remains a key area of interest for investors as rising geopolitical tensions and increasing focus on indigenous manufacturing continue to support growth prospects. Gaurav Sharma, Associate VP & Head of Research, Globe Capital, said that Bharat Forge remains a fundamentally strong company with a solid track record, improving defence order inflows and stable financial performance. He noted that the company has been steadily expanding its presence in niche defence segments and remains a positive long-term bet despite broader market volatility. Sharma also highlighted that defence is a multi-year growth story driven by global security concerns and higher spending on military capabilities. Among his preferred picks in the sector are HAL, Bharat Electronics (BEL) and Mazagon Dock Shipbuilders.
India’s markets are back in action in a holiday-shortened week, but the spotlight is firmly on two mega IPOs that could reshape Dalal Street - NSE and Reliance Jio. In this episode of What’s Hot, Business Today’s Sakshi Batra speaks with Gaurav Sharma of Globe Capital Markets on market trends, the impact of these blockbuster public issues, Reliance Industries’ value-unlocking story, and whether investors should prepare for a shift in liquidity from secondary to primary markets. The discussion also covers key stock ideas including Tata Motors, Bajaj Auto, Voltas, Kirloskar Oil Engines, Bharat Forge, Ashok Leyland, defence plays, oil marketing companies, and the outlook on crude oil, monsoons, AI, data centres and emerging investment themes. Catch all the insights and actionable market views.
Stocks like Reliance Industries, Sun Pharma, TMCV, Nestle, RVNL, Voltas, GRSE, Bharat Forge, Power Mech, Patanjali Foods and more will be in the spotlight on Monday, June 22.
Stocks like DOMS Industries, Wipro, HDFC Bank, Power Grid, Tata Motors PV, Cyient, GIC RE, Brigade, KIMS, NHPC and more will be in the spotlight on Wednesday, June 17.
The move comes as India steps up efforts to build a domestic semiconductor ecosystem.
In this episode of Market Guru, we speak with Satish Ramanathan, CIO–Equity at JM Financial AMC, to take a deep dive into the JM Midcap Fund and understand the investment philosophy driving its performance. Launched in November 2022, the fund has delivered a strong return since inception, backed by a diversified portfolio of 63 stocks. Satish Ramanathan discusses the fund's stock selection process, sector allocation strategy, risk management framework and the opportunities he sees in India's mid-cap space. We also examine key holdings including Godfrey Phillips India, Bharat Forge, Tube Investments of India, Marico, Glenmark Pharmaceuticals, and other portfolio favourites. The conversation covers the outlook for Indian equities, valuations in the mid-cap segment, emerging investment themes, and what investors should keep in mind while building long-term wealth through mutual funds. If you're looking to understand whether mid-cap funds deserve a place in your portfolio, this discussion offers valuable insights from one of the industry's leading fund managers. Watch Market Guru for expert market insights, fund analysis and actionable investment ideas.
Shares of Bharat Forge shed 0.18 per cent to close at Rs 1,932 on Thursday. At this level, the stock has rallied 38.64 per cent over the last six months.
Master Capital Services has shared eight F&O trading ideas with investors, which includes four long and four short trading views with entry levels, targets, stop loss and margins required.
Stocks like Groww, Adani Ports, LTM, JSW Energy, Premier Energies, Indian Hotels, Syrma SGS, Anant Raj will be in the spotlight on Monday, May 12.
Answering the viewers/investors queries at Daily Calls on Business Today Television (BTTV), Nishit Bipin Doshi, Founder of Vidyasagar Investments shared his views on select stocks.




