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Time to be selective in NBFCs as earnings premium shrinks: Viral Shah
Investors are advised to be selective with NBFCs. Valuations are high, and earnings growth premiums over banks are shrinking. Margin pressures are a key risk.
Cement sector poised for gains as South India leads the way
South India’s cement sector is witnessing a promising price recovery, with sustained hikes and a shift towards value over volume. Experts anticipate significant price increases
Earnings revival set to lift Indian markets in FY27: Manish Gunwani
Corporate earnings in India are poised for a stronger FY27, driven by nominal GDP growth and rupee depreciation, according to Manish Gunwani. While AI disruption
Market volatility to persist amid geopolitical and tariff uncertainty: Amnish Aggarwal
Indian markets face uncertainty driven by US tariff concerns and geopolitical factors, leading to cautious sentiment. AI’s impact on IT services remains unclear, while digital
Waaree Energies shares rise 2% on 500MW solar module supply order. Check details
Waaree Energies shares saw a rise after securing a significant order. The company will supply 500 MW of solar modules to a domestic solar power
Nifty correction over? Alchemy Capital’s Alok Agarwal sees metals, PSU banks leading rally
Following a significant 1.5-year consolidation, Indian equities show signs of a reset with compressed valuations and policy support. Alok Agarwal believes the bulk of the
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