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Zohran Mamdani's socialist agenda could actually spur faster growth in NYC

Mr Mamdani's campaign focussed on making NYC an affordable place to live

Better policy mix drives the growth for the private life insurers

However, private insurers reported premium growth, indicating a mix of higher-value policies

Strong mkt leadership, robust demand should help IndiGo stock gain altitude

India is expected to see close to 10 per cent CAGR in passenger volumes over next two-three years and it is among the lowest penetrated markets per capita despite being the third-largest

Dixon Technologies stock weighed down by the competition concerns

Dixon's revenue growth was led by mobiles & EMS (194 per cent), offset by 23 per cent fall in consumer electronics. Home appliances and lighting were flat

Amazon's entry into healthcare a headwind but diagnostic stocks attractive

The differential between the common tests offered by incumbents and new entrants is just about 5-10 per cent which isn't going to move the needle much in this business

Sustained high crude oil prices to hurt downstream players

The fears centre around the possibility of supply routes being interdicted and hence, supply being disrupted, rather than Iranian oil being taken off the market

Final RBI norms on project financing positive trigger for the PFC

Additional provisions forDate of Commencement of Commercial Operations deferred standard assets are reduced to 0.375 per cent-0.5625 per cent per quarter vs. 2.5 per cent for cumulative deferments

Siemens Energy: The power play that doesn't overload on valuations

Siemens Energy India offers a wide range of services and solutions to power generation utilities and IPPs

Expansion positives factored into the valuations of Hindustan Zinc

The company expects revenues to rise from Rs 34,100 crore in FY25 to Rs 40,000-42,000 crore with phase-I expansion, and further rise to Rs 62,000 to Rs 65,000 crore upon completion of plan

Zee Entertainment gains depend on advertising revenue recovery, fund usage

While 25 per cent of the warrant price is to be paid upfront, the balance 75 per cent is to be paid on conversion

Higher crude oil prices, production gains positive for upstream players

Even if Iranian production is curtailed, the OPEC+ decision to ramp up production implies other supply would compensate

CIL earnings may stay under pressure amid weak volumes, market share loss

CIL earnings may stay under pressure in FY26 due to weak volumes, lower e-auction prices, rising costs, and growing market share of captive and commercial miners

Needed: A war on accidents after crash, stampedes, and derailments

Running more trains during peak hours on a system already running at over-capacity is difficult

Increased fresh order inflows key to the growth of construction companies

Some of the key award recipients in May included DR Agrawal Infracon (₹4,100 crore), Larsen&Toubro (₹ 3,800 crore), NCC (₹2,500 crore) among others

Pickup in digital margins could help Tata Communications stock rerate

Analysts calculate that data revenue of ₹27,300 crore in FY28 is possible, given growth in digital portfolio due to megatrends like cloud, AI, IoT etc

Power utilities: Valuations down on likely dim show in first half of FY26

NTPC Green's acquisition of Ayana (2.1 GW) and JSW Energy's KSK Mahanadi buy (1.8 GW) helped meet capacity addition targets

Cement industry eyes demand revival amid looming capacity surplus

The lagged impact of fuel price increases of Rs 50-100 per ton during January-April'25 will be seen in H1FY26 given inventory, with higher exposure to petcoke usage impacted more

Margins likely to improve for city gas distribution majors on price cuts

LNG prices may remain muted over the next 3-4 years due to new LNG capacity and bearish crude oil trends

Strong order visibility likely to help shipyard stocks sail faster

The DAC plans to order three Kalvari-class submarines with Mazagon Docks (MDL) on a nominated basis in FY26 at an order value of Rs 36,000 crore

Nykaa's growth prospects are adequately captured in its stock price

Nykaa posted strong BPC performance in Q4 FY25, but regulatory risks and intense competition may slow margin expansion, with analysts seeing limited upside in its stock