 "Kumar Gaurav")
Kumar Gaurav
Kumar Gaurav
Kumar Gaurav is a chronicler of the modern financial realm, where fortunes are built, challenged, and reshaped with every market turn. He follows the ceaseless contest between bulls and bears, tracking the forces that move equities, IPOs, cryptocurrencies, and the regulatory landscapes that govern them. With a keen eye for detail and a storyteller’s instinct, Gaurav transforms complex financial developments into clear, insightful narratives that help readers understand the currents driving markets and the economy. A graduate of the Delhi School of Journalism at the University of Delhi, where he earned his Master’s degree in Journalism, he has honed his craft through his work with ET Now, and Financial Express, covering both primary and secondary markets. His pursuit remains simple: to decode the language of finance and make the world of markets accessible to those who seek to understand it.
Kumar Gaurav is a chronicler of the modern financial realm, where fortunes are built, challenged, and reshaped with every market turn. He follows the ceaseless contest between bulls and bears, tracking the forces that move equities, IPOs, cryptocurrencies, and the regulatory landscapes that govern them. With a keen eye for detail and a storyteller’s instinct, Gaurav transforms complex financial developments into clear, insightful narratives that help readers understand the currents driving markets and the economy. A graduate of the Delhi School of Journalism at the University of Delhi, where he earned his Master’s degree in Journalism, he has honed his craft through his work with ET Now, and Financial Express, covering both primary and secondary markets. His pursuit remains simple: to decode the language of finance and make the world of markets accessible to those who seek to understand it.
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Choice recommends these 3 stocks to have in your portfolio in 2026
Analysts at Choice remain bullish on Mahindra & Mahindra, Marico, and Hindustan Petroleum, assigning 'Buy' ratings to these stocks based on their strong long-term uptrend & solid technical indicators
 "Choice recommends these 3 stocks to have in your portfolio in 2026")
Portfolio reset drives IP-led growth for Nazara, says Choice; retains 'Buy'
With its portfolio clean-up largely completed and execution improving across mobile, PC/console, ad-tech, and offline gaming, Choice believes Nazara is positioned for a more durable growth cycle
 "Portfolio reset drives IP-led growth for Nazara, says Choice; retains 'Buy'")
India's crypto market in 2025: Adoption grows while regulations stay vague
As digital assets continue to operate in a tightly regulated environment, the sector, analysts said, has displayed significant resilience, innovation, and growing integration into the broader system
 "India's crypto market in 2025: Adoption grows while regulations stay vague")
Bitcoin's 2025 ride: Record highs, sharp corrections, ceaseless volatility
While volatility is expected to persist, it may be less extreme than in previous cycles, with institutional adoption and infrastructure development paving the way for a more stable market
 "Bitcoin's 2025 ride: Record highs, sharp corrections, ceaseless volatility")
Axis Securities keeps 'Buy' on Arvind Smartspaces post management overhaul
Axis Securities has set a target price of ₹740 per share, reflecting a potential upside of 21 per cent from the current market price
 "Axis Securities keeps 'Buy' on Arvind Smartspaces post management overhaul")
Equirus starts 'Long' on M&B Engineering; expects solid multi-year growth
Post-IPO, M&B Engineering, analysts believe, is set to remain debt-free, with all planned capex fully funded
 "Equirus starts 'Long' on M&B Engineering; expects solid multi-year growth")
Antique reaffirms 'Buy' on Jindal Steel; expects expansions to fuel profit
The brokerage believes that cost efficiencies from increased captive coal, a slurry pipeline, and higher captive power generation will support margins
 "Antique reaffirms 'Buy' on Jindal Steel; expects expansions to fuel profit")
Cholamandalam Inv refutes Cobrapost claims; Analysts retain 'Buy' call
The Cobrapost report had alleged large-scale related-party transactions, cash-handling irregularities, governance lapses, and regulatory non-compliance at CIFC
 "Cholamandalam Inv refutes Cobrapost claims; Analysts retain 'Buy' call")
Angel One sees value in Welspun Corp on pipe leadership; assigns 'Buy'
Angel One has set a target price of ₹1,050 based on a sum-of-the-parts valuation, implying an upside of 29 per cent from its previous close of ₹813.65 per share on the NSE.
 "Angel One sees value in Welspun Corp on pipe leadership; assigns 'Buy'")
Cavendish merger lifts JK Tyre shares to 52-week high; Emkay retains 'Buy'
Emkay believes JK Tyre is entering a phase of accelerating revenue growth, supported by margin expansion, balance-sheet deleveraging, premiumisation, and a favourable commercial vehicle (CV) cycle
 "Cavendish merger lifts JK Tyre shares to 52-week high; Emkay retains 'Buy'")
ICICI Securities sees strong outlook for Aditya Infotech; retains 'Buy'
The brokerage believes Aditya Infotech will continue to gain market share, supported by rising brand equity, manufacturing expansion, and favourable regulatory norms
 "ICICI Securities sees strong outlook for Aditya Infotech; retains 'Buy'")
Tata Motors CV set for growth, says Nomura; starts coverage with 'Buy'
Nomura believes Tata Motors' commercial vehicle (TMCV) division is positioned to benefit despite its high overseas exposure, as the acquisition of IVECO's CV business is expected to be value accretive
 "Tata Motors CV set for growth, says Nomura; starts coverage with 'Buy'")
HDFC Securities sees delayed growth recovery at Voltas; retains 'Add' call
HDFC Securities has maintained its Add rating on Voltas, valuing the company using a sum of the parts (SOTP) approach, implying 40 times March 2028 EPS, to arrive at a target price of ₹1,430 per share
 "HDFC Securities sees delayed growth recovery at Voltas; retains 'Add' call")
Energy stocks to gain from SHANTI Bill, says Elara Capital; top bets here
The reforms introduced under SHANTI, passed by Parliament on December 17, Elara believes, address critical investment barriers and align India with global standards
 "Energy stocks to gain from SHANTI Bill, says Elara Capital; top bets here")
Anchor lock-in expiry to unlock $24 billion worth shares by March 2026
The expiry of anchor lock-ins is closely tracked by market participants as it can influence post-IPO stock performance
Motilal Oswal backs SBI as preferred pick; 7 reasons behind bullish call
The public sector lender, the analysts said, has delivered a strong performance in recent years, supported by steady business and revenue growth alongside well-contained credit costs
 "Motilal Oswal backs SBI as preferred pick; 7 reasons behind bullish call")
Nuvama calls Saregama a 'recession-proof' pick; bets on strategic tie-up
Nuvama believes the company's growth trajectory remains well positioned, supported by a diversified mix of revenue streams including music licensing, video content, artist management and live events
Steel cos to face near-term headwinds, warns Elara Capital; flags 4 reasons
Elara expects steel companies to face near-term headwinds, driven by softer steel prices alongside rising raw material costs, which are likely to result in margin compression in Q3FY26
 "Steel cos to face near-term headwinds, warns Elara Capital; flags 4 reasons")
Astra Microwave set for growth; Motilal Oswal initiates coverage with 'Buy'
The brokerage views the company as a long-term investment in defense electronics, expecting its revenue growth to accelerate between FY27 and FY30
 "Astra Microwave set for growth; Motilal Oswal initiates coverage with 'Buy'")
Growth guidance firm for Amber Ent, says BNP Paribas; retains 'Outperform'
The brokerage believes Amber Enterprises is on track to deliver its USD 1 billion electronics revenue guidance by FY29, with significant margin upside driven by recent acquisitions