Sponsored by MATA – Mana American Telugu Association
Sponsored by MATA – Mana American Telugu Association
Sponsored by MATA – Mana American Telugu Association
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Goldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may persist. Foreign investors have already pulled out more than last year’s total, marking one of the sharpest equity outflows in over two decades amid continued global risk-off sentiment.
Benjamin Graham, Warren Buffett's mentor, identified investors themselves as their worst market enemies, attributing disaster to Wall Street's enthusiasm. He emphasized that temperament, not just knowledge, is key to investment success, advocating for a strong-minded approach based on the margin-of-safety principle. Graham also distinguished between speculation and investment, advising a separate, smaller fund for speculative ventures.
It is important to note here that the the prime minister was not making an address to the nation as he urged people to conserve fuel and save forex reserves.
Bajaj Auto is undertaking its largest share buyback at Rs 5,633 crore. The offer price of Rs 12,000 per share presents a premium for shareholders. Retail investors may benefit due to a reserved portion and promoter non-participation. This move signals management confidence and strong cash generation. Investors should await the record date and letter of offer for participation decisions.
Swiggy shares plunged 7% after the company reported a Q4 FY26 net loss of Rs 800 crore. Despite narrowing losses and strong growth in food delivery and Instamart, brokerages flagged rising competition in quick commerce. Nuvama, Nomura and Citi retained bullish ratings, citing improving margins, strong execution and long-term growth potential in both delivery business.
Japan is stepping up efforts to slow the yen’s decline through a coordinated push involving the Bank of Japan, the Finance Ministry and support from the U.S., with policymakers adopting a more hawkish stance and intervening aggressively in currency markets. Authorities are estimated to have spent nearly 10 trillion yen on yen-buying interventions after concerns grew over inflation risks linked to the weak currency.
Markets are watching key inflation data and consumer spending trends. Developments in the Iran conflict and a meeting between Presidents Trump and Xi are also crucial. Strong corporate earnings have boosted stocks. Investors await crucial economic indicators that could influence interest rate decisions. Rising energy prices are a significant concern.
Indian stock markets experienced a significant downturn on Monday. The Sensex and Nifty saw substantial drops, wiping out considerable market capitalization. This decline was triggered by Prime Minister Narendra Modi's appeal for energy conservation and diminishing prospects for an Iran-US peace deal.
The investment adviser's post praising Rahul Gandhi caught his attention, prompting him to respond with a witty remark. Rahul Gandhi said, ‘Muthu ji, your political views are your own - but please do speed up the returns on my investments.’
The Federal Reserve's latest report identifies the Iran conflict and resulting oil price shock as the primary threats to financial stability, surpassing other macroeconomic risks. Concerns are high that prolonged geopolitical tensions could reignite inflation and slow global economic growth, potentially forcing tighter monetary policy.
Titan Company shares fell despite reporting a 35% net profit growth in Q4FY26. While the jewellery business saw exceptional 50% growth, international business losses impacted overall earnings. Analysts remain largely positive, with multiple brokerages maintaining 'Buy' or 'Overweight' ratings and raising price targets, citing strong jewellery outlook and long-term growth prospects.
Gold and silver prices traded mixed on MCX on Monday as fading hopes of a quick US-Iran peace deal pushed oil prices higher, stoking inflation worries and reinforcing expectations that central banks may keep interest rates elevated for longer.
Assembly elections were held in Kerala along with West Bengal, Assam, Tamil Nadu and Puducherry. West Bengal, Puducherry and Tamil Nadu have got their CMs. Himanta Biswa Sarma is all set to be the CM of Assam. However, the Congress party hasn't finalised its chief ministerial choice in Kerala yet.
Biocon's Executive Chairperson, Kiran Mazumdar-Shaw, outlined a five-year leadership transition with her niece, Claire Mazumdar, as successor. The company anticipates a strong FY27 launch calendar, particularly in the second half, with a focus on its "diabesity franchise." Significant debt reduction has been achieved, with further operational cash flow prioritized for additional deleveraging.
Indian markets face caution as Nifty's recent breakout fails. The VIX remains high, and Bank Nifty shows bearish signals. Traders are advised to be watchful. Specific stock ideas like Senco and Moschip present bullish opportunities. Vedanta's demerger volatility continues. Investors should monitor key support and resistance levels for strategic trading.
Jewellery stocks like Titan, Senco Gold, and Kalyan Jewellers saw significant drops of up to 9% following Prime Minister Modi's appeal to reduce gold purchases for weddings. This, combined with March quarter earnings, impacted the sector. Despite strong financial results from Titan and Kalyan Jewellers, the market reacted negatively to the government's conservation efforts.
Urban Company reported a wider Q4FY26 net loss of Rs 161 crore despite strong revenue growth and record net transacting value. Revenue rose 43% year-on-year, while international operations and core consumer services remained profitable. InstaHelp also saw sharp growth in orders and NTV during the quarter.
