The Union government and Life Insurance Corporation of India (LIC) together hold around 90 per cent stake in IDBI Bank. As part of the transaction, the government is divesting its 30.48 per cent stake, while LIC is offloading 30.24 per cent.
Stocks including Bharti Airtel, Tata Motors PV, UltraTech Cement, Hero Moto, LIC, Mazagon Dock, Nykaa, RVNL, Federal Bank and more will be in the spotlight on Friday, February 06.
Ahead of the union budget 2026-26, market participants will have a sharp focus on expectations around disinvestment and asset monetisation to fund higher capital expenditure. =
Mid-week on Wednesday, February 4, focus would be on Tata Group’s retail powerhouse, Trent and utility major Tata Power. The Bajaj Group would also report its earnings, with Bajaj Finserv and Bajaj Holdings declaring numbers.
Union Budget 2026: Emkay Global has 'Buy' rating on HDFC Life and SBI Life and 'Add' rating on ICICI Prudential Life, Max Financial Services and LIC.
Narayana Murthy, his wife Sudha N Murty, son Rohan Murty, daughter Akshata Murty and his grandson Ekagrah Rohan Murty together held 4.06 per cent stake in Infosys.
MOFSL said it sees a clear prioritisation of capex, which should grow at 10.3 per cent YoY and remain close to 3.1 per cent of GDP, with higher allocations for defence and allied industries.
Market Guru Yogesh Patil, CIO-Equity at LIC Mutual Fund, shares his outlook for calendar year 2026, Q3 earnings expectations, sectoral trends, and asset allocation strategies. Patil highlights improving credit growth, potential interest rate cuts, normalization in Q3 earnings, and selective opportunities across BFSI, specialty chemicals, defence, and capex-led sectors. He also discusses the structural bull case for gold and silver amid global uncertainty and central bank buying. While challenges remain, Patil believes the next 15 months could be better than the previous phase, supported by policy reforms, easing liquidity, and improving economic momentum.
Emkay sees the possibility of draft commission regulations being released this month with some emphatic provisions toward curbing the predatory commission practices by dominant distributors.
Protection Plus is designed as a unit-linked life insurance plan that combines insurance cover with investment opportunities. In contrast, Bima Kavach focuses entirely on risk protection. It is a non-linked, non-participating individual life insurance plan.
LIC's holding value in ITC fell to Rs 69,578.06 crore from Rs 80,079.84 crore on Wednesday, a fall of Rs 10,501 crore in two days.
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