PORTFOLIO CONSTRUCTION
India’s service economy powers over 55% of GDP, and it's just getting started. Are you invested in this next wave of wealth creation?
India's service sector is experiencing a megashift, contributing significantly to GDP and employment. The Axis Services Opportunities Fund is launched to capitalize on this growth, focusing on diverse service-led businesses. With strong fundamentals and attractive valuations, this fund offers investors a chance to participate in India's evolving economic landscape.
Time to shed fear and bias & make them a part of a long-term portfolio? 5 NBFC stocks with an upside potential of up to 28%
Seven years back, the NBFC crisis hit the ceiling causing an across the board de-rating of the sector. But, over the last seven years, the regulator (RBI) has taken many steps to ensure a much cleaner, better, and stronger sector. Now, why does the NBFC sector produce both heroes and villains? It has to do with the basic nature of the business. At one level, there is no dearth of demand for credit. But there is good credit and there is bad credit. Thanks to the RBI clean-up, a set of companies has emerged and grown despite the tough times. So it is time to shed bias and make them a part of your long-term portfolio.
Keystone Realtors secures rights for Rs 3,000-cr cluster redevelopment in Mumbai’s Andheri
Keystone Realtors, operating under the Rustomjee brand, will redevelop eight housing societies in Andheri West, Mumbai. The project covers 4.75 acres with 548 members. Keystone Realtors anticipates a saleable area of 10.6 lakh square feet. The Gross Development Value is expected to be around Rs 3,000 crore. This redevelopment aligns with the company's expansion strategy in prime suburban markets.
Wealth creation is about holding the right stocks and ignoring the noise. 13 ‘right stocks’ with an upside potential of up to 34%
Here’s an exercise for investors who entered the markets post-March 2020 (or, even post-2014): Google search (or ask ChatGPT) to list events in the last 25 years that had a negative impact on the economy and corporate sector. It will throw up a list of some 18 events divided into different categories (from global and local events, to scams, to corporate bankruptcies). Literally, more than one every second year. Yet, probably the best wealth creation has also happened in the last 25 years. So, events will happen, noise will be made, solutions will be found. But wealth will continue to be generated. The bottom line: Buy a good quality stock and hold on to it.
Insurers step up their hedge game amid 2025 volatility
Amidst global volatility and India's economic growth, IRDAI's allowance of equity derivatives for hedging is timely. Indian insurers, with increasing equity exposure, need robust risk management systems. Real-time MTM capture, hedge effectiveness testing, and automated documentation are crucial for governance and capital efficiency. Embracing this change signals institutional readiness and fosters stakeholder trust in a volatile market.
Bajaj Allianz Life launches Nifty 500 Multifactor 50 Index Fund
Bajaj Allianz Life launches a ULIP-based NFO—Nifty 500 Multifactor 50 Index Fund—tracking a rules-based index using Momentum, Quality, Value, and Low Volatility factors. Open till July 14, it offers systematic equity exposure with life cover for long-term wealth creation.
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Shell completes acquisition of Raj Petro Specialities to strengthen its lubricant portfolio
Shell Lubricants has completed the acquisition of Raj Petro Specialities. This move will enhance Shell's lubricants business in India. The acquisition includes Raj Petro's manufacturing plants in Chennai and Silvassa. Raj Petro offers products for various sectors like power, personal care, and pharmaceuticals. This deal will create synergies and economies of scale for Shell.
Add qualitative & quantitative checks for wealth creation. 7 small-cap stocks from different sectors with upside potential of over 25%
When it comes to the market, there are phases where managing risk is the key. We are in such a phase. Managing risk does not just mean staying away from volatile stocks. It is also about choosing the right business underlying the right stock. Because, if you pick the right business and right management, it will automatically become the right stock over time. To find the right business and management, especially among small-cap stocks, use both qualitative and quantitative tools. Together they will help you make better decisions and reduce anxiety in a volatile market. And don’t for a moment think there will be no volatility or corrections, because they are part of any stock market.
NFO Update: ICICI Prudential Mutual Fund launches Nifty Private Bank Index Fund
ICICI Prudential launches a Nifty Private Bank Index Fund, offering low-cost exposure to top private banks driving India’s growth. The passive fund, open till July 14, suits investors seeking SIP/STP flexibility, strong fundamentals, and long-term potential in banking.
Gujarat-based German Green Steel and Power files DRHP with Sebi for Rs 450 crore IPO
German Green Steel and Power filed for a Rs 450 crore IPO to fund expansion, repay debt, and support operations. The Gujarat-based firm focuses on TMT bars and renewable energy integration, with strong financial growth and brand presence.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 25% in 1 year
If the volatility the street is witnessing today is bothering you, just remember: Market breadth is looking good. Volatility is part of every market run thanks to periodic profit-booking. Can it continue? Probably yes. It will depend on how this year’s Q1 earnings season, which kicks off in another two weeks, pans out. The Q4 season was better than expected. Will the coming earnings season give another surprise? Maybe, in some sectors. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
ETMarkets Smart Talk: SBI Securities cautions against value traps; growth visibility key to attracting premium valuations
SBI Securities' Sunny Agrawal anticipates a constructive second half for equity markets in 2025, driven by rate cuts, tax benefits, and revived capex. He suggests focusing on rate-sensitive sectors and themes like steel tubes and railway wagons. While geopolitical tensions may cause short-term crude oil volatility, overall, prices are expected to remain benign, benefiting various domestic sectors.
Beyond the one-number mirage: 7 stocks from different sectors with an upside potential of up to 24%
Investors crave shortcuts, and in the market the PE ratio feels like the ultimate cheat-code: Current share price divided by per-share earnings. A low PE is considered “cheap”, a high PE “expensive”. Simple, seductive and often way wrong. There are enough examples where a low PE stock has remained a lower PE stock for ages, and a high PE stock continued to rise higher even as it created wealth. If you have any doubt, look at the PE history of stocks like Nestle, Page Industries and many more with some moat which no one is able to beat. Price is meaningless without context, and context is what the PE ratio strips away.
Mazagon Dock to acquire controlling stake in Sri Lanka’s Colombo Dockyard
The Mazagon Dock Shipbuilders Limited (MDL), India's Public Sector Shipyard, has announced a "proposed acquisition" of a controlling stake in Sri Lanka's largest and most established shipyard, Colombo Dockyard PLC (CDPLC) valued at up to USD 52.96 million, a statement said on Friday.
Are short-term headwinds from China an opportunity? 8 auto stocks: Time to be contrarian?
A shortage of rare earth magnets used in EVs is in the news. This no doubt underlines a risk the EV segment faces. But the question is: Is the correction sparked by this news an opportunity for those interested in long-term investments? Or is it something that will dog the industry for long? The answer is not simple, because it has two moving parts. One: It is a problem created by China, so it has a diplomatic angle. Second, yes, while it will take time, moves to find substitutes will gather pace. Already, Tesla has launched a model without rare earth magnets, and reports suggest another global giant will soon do the same. So, it is a problem for which a solution might take time, but it will surely come.
NFO Alert: SBI Mutual Fund launches Nifty200 Momentum 30 Index Fund
SBI Mutual Fund has launched the SBI Nifty200 Momentum 30 Index Fund, targeting top 30 high-momentum stocks from the Nifty200. The NFO closes on July 3, with a Rs 5,000 minimum investment. The fund aims to enhance portfolio returns through trend-based investing.
Top 10 things to know about $500mn fractional real estate market in India
India’s $500 million fractional real estate market is witnessing rapid growth, fueled by regulatory clarity, digital innovation, and growing investor demand. With SEBI’s new SM REIT framework, enhanced transparency, and lower entry barriers, fractional ownership is opening doors for retail and HNI investors to access premium commercial real estate with as little as Rs5–10 lakh.
Market to perform well in mid-long term; small & midcaps attractive post dips: Harshad Patwardhan
Harshad Patwardhan of Union MF anticipates positive market performance in the medium to long run. Near-term, Middle East events and the expiration of President Trump's exemption require attention. Mid and small caps now offer attractive risk-reward. Investors should consider flexicap schemes via SIPs. India's macroeconomic fundamentals are strong. Focus should be on increased consumption and private capex.
Adani, Vedanta, Dalmia, JSPL among six bidders for Jaypee Associates
Jaiprakash Associates Ltd. (JAL), facing substantial debt, has received six resolution plans from prominent suitors including Adani Group and Vedanta. These bids aim for the complete acquisition of the company, encompassing assets like Jaypee Greens and hotel properties. The Committee of Creditors will evaluate these proposals, with National Asset Reconstruction Company Ltd. being the principal claimant.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
The way market breadth has panned out, the chances are that select mid-cap stocks are on the comeback track. This does not mean periodic corrections due to profit-booking will not happen. But the fact is that the bias continues to be turning toward the bulls when it comes to mid-cap stocks. One explanation for this: Interest rates are likely to remain soft and that augurs well for a majority of the mid-cap companies.
Building a better future: How Planedge Consultants is changing Indian real estate
The winner of the ET MSME Awards 2024 is helping micro, small, and medium enterprises compete globally with its construction expertise
InSolare completes 16 years: A journey of innovation, leadership, and sustainability
InSolare Energy commemorates its Founders' Day, marking a 16-year journey from a Bengaluru office to a leading renewable energy company with a pan-India presence. Founded by IIT Bombay alumni, the company boasts an EPC portfolio exceeding 1 GW, serving diverse sectors. Guided by CEO Navashil Sharma, InSolare embraces green hydrogen and energy storage, aligning with India's sustainability goals.
Raymond Realty aims 30 pc growth in sales bookings in FY26 at Rs 3,000 cr on strong housing demand
Raymond Realty, set to list on stock exchanges post-demerger on July 1st, aims for a 30% sales booking increase this fiscal year, targeting Rs 3,000 crore. The company plans to launch six residential projects in the Mumbai Metropolitan Region, anticipating a revenue potential of Rs 14,000 crore, driven by strong housing demand.
Fund Manager Talk | How DSP's 70:30 formula turned Rs 10,000 into Rs 6 lakh in 25 years
DSP Large & Midcap Fund's ₹10,000 investment at launch has impressively grown to over ₹6 lakh in 25 years. Their disciplined 70:30 portfolio strategy, blending steady compounders with high-growth bets, navigated market volatility effectively. The fund currently favors financials, healthcare, IT, and telecom, while maintaining a balanced approach between large and mid-cap stocks.
Indian market not sneezing at every global event any more; 5 sectors to bet on now: Shiv Chanani
Shiv Chanani of Baroda BNP Paribas Mutual Fund observes the Indian market's maturity. Domestic players are more prominent now. This reduces volatility. He suggests focusing on domestic plays over global ones due to global uncertainty. Consumption may rise from lower taxes and good monsoons. Pharma and healthcare are strong. Capital goods and power need careful stock picking.
Real estate stocks: Time to sell/ reduce/ be selective? 8 real estate stocks, some with projected negative returns in 1 year
This might sound strange, but history tells us that, after a real estate stock rally and a rise in home and commercial property prices, many economies witness a slowdown. Now, it may have been cyclical, but still a slowdown. Unfortunately, in India, the history of the real estate market is not very well documented as this is a most non-transparent asset class. But in other parts of the world, there is enough data to prove this. And that is why there is this saying on the street: You may ignore economists when they say anything about the market, but don’t ignore them when they say anything about housing bubbles.
Sensex, Nifty take a hit, but 5 reasons why smallcaps, midcaps remain bulletproof
Despite a sharp crash in the Sensex and Nifty dipping below 25,000, smallcaps and midcaps held strong, buoyed by stock-specific momentum, domestic liquidity, and minimal FII exposure. Experts suggest the geopolitical selloff may be short-lived and advise staying invested in quality broader market names.
Embassy Developments signs JDA for Rs 1,600 crore premium residential project in Bengaluru
Embassy Developments Ltd. has entered a Joint Development Agreement for a 17.9-acre land parcel in Whitefield, Bengaluru, planning a premium residential community with a ₹1,600 crore gross development value. The project, targeting a FY2027 launch, will feature 1,000 apartments catering to IT professionals. Following a merger, Embassy Group now holds a 42.44% controlling stake in EDL.
ED seizes Delhi govt files, over 300 passbooks in classroom 'scam' case searches
The Enforcement Directorate (ED) has seized over 300 passbooks linked to mule bank accounts, allegedly used to divert Delhi government funds from a classroom construction "scam" during the AAP's previous tenure. The ED's investigation, triggered by an ACB FIR, revealed financial misappropriation exceeding Rs 2,000 crore in the construction of additional classrooms, with cost escalations and irregularities in project execution.
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