 "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.
Page 14 - Kumar Gaurav
Hero MotoCorp accelerates on EV surge, rural push, says Nirmal Bang; 'Buy'
The brokerage turn incrementally constructive on Hero given improving domestic share trends, rural demand tailwinds, strengthening EV ramp-up, and strong export momentum
 "Hero MotoCorp accelerates on EV surge, rural push, says Nirmal Bang; 'Buy'")
Motilal Oswal retains 'Buy' on Aurobindo Pharma as FY26-28 prospects shine
Tushar Manudhane, Vipul Mehta, and Eshita Jain, research analysts at MOFSL, value Aurobindo Pharma at 16 times 12-month forward earnings, assigning a target price of ₹1,430
 "Motilal Oswal retains 'Buy' on Aurobindo Pharma as FY26-28 prospects shine")
Nuvama reiterates 'Buy' on Embassy REIT; here's why growth looks strong
Parvez Qazi and Vasudev Ganatra, research analysts at Nuvama, expect Embassy REIT to clock a DPU compound annual growth rate (CAGR) of 13 per cent over FY25-28E on the back of strong office demand
 "Nuvama reiterates 'Buy' on Embassy REIT; here's why growth looks strong")
Stocks to Watch today: RIL, IEX, Cipla, JSW Steel, IndiGo, RailTel Corp
Stocks to Watch Today, December 4, 2025: Infosys, Pine Labs, ONGC, Bank of Maharashtra, Tata Capital, Lemon Tree Hotels, Vintage Coffee are among the top stocks to watch today
 "Stocks to Watch today: RIL, IEX, Cipla, JSW Steel, IndiGo, RailTel Corp")
Auto sector rides on GST 2.0, festive demand; Nirmal Bang names top picks
The brokerage said most major OEMs reported double-digit year-on-year volume growth, aided by festive spillover, GST 2.0-led affordability, improved rural sentiment and robust export demand
 "Auto sector rides on GST 2.0, festive demand; Nirmal Bang names top picks")
Stocks to Watch today: SBI, Adani Enterprises, Sun Pharma, Hudco, LIC, IRFC
Stocks to Watch today, December 03: Shares of SBI, HDFC Bank, and ICICI Bank will remain in focus today as RBI has announced that they will continue to be classified as systemically important banks
 "Stocks to Watch today: SBI, Adani Enterprises, Sun Pharma, Hudco, LIC, IRFC")
Bitcoin attempts modest recovery, yet macro headwinds persist, say analysts
Analysts remain cautiously optimistic but note that liquidity conditions and global macro developments will shape the near-term trajectory
 "Bitcoin attempts modest recovery, yet macro headwinds persist, say analysts")
Nomura backs Indian AMCs amid retail surge; Nippon Life, HDFC AMC top picks
Nomura expects healthy net inflows to continue as AMCs roll out new offerings such as specialised investment funds (SIFs) and extend their reach deeper into tier-II and tier-III markets
 "Nomura backs Indian AMCs amid retail surge; Nippon Life, HDFC AMC top picks")
Mindspace REIT's acquisition value-accretive, says Nuvama; retains 'Buy'
Terming the transaction value-accretive, Nuvama analysts Parvez Qazi and Vasudev Ganatra have reiterated their 'Buy' rating on the REIT, with a DCF-based target price of ₹507
 "Mindspace REIT's acquisition value-accretive, says Nuvama; retains 'Buy'")
Stocks to Watch today: RIL, Hero MotoCorp, Tech Mahindra, LIC, HUL, NMDC
Stocks to Watch Today, December 2, 2025: Hindalco Industries, Hindustan Unilever, NMDC, Vedant Fashions, AU Small Finance Bank, and Fineotex Chemical are among the top stocks to watch today
Choice initiates Smartworks with 'Buy'; cites favourable leasing economics
Smartworks' long-term agreements with landlords (around 15 years) and enterprise clients (around four years) reinforce revenue stability, supported by a 2.0x revenue-to-rent ratio.
 "Choice initiates Smartworks with 'Buy'; cites favourable leasing economics")
Stocks to Watch today: Lenskart, Groww, Waaree Energies, MTNL, HG Infra
Stocks to Watch Today, December 1, 2025: Shares of automobile-related companies will remain in focus as November automobile sales data is due to be released today
 "Stocks to Watch today: Lenskart, Groww, Waaree Energies, MTNL, HG Infra")
'Employee attrition a concern' flags ICICI Pru AMC in DRHP ahead of IPO
The IPO is expected to hit the market in the second half of December and will comprise a complete offer for sale by promoter Prudential Corporation Holdings, which currently holds a 49 per cent stake
 "'Employee attrition a concern' flags ICICI Pru AMC in DRHP ahead of IPO")
Nomura maintains 'Buy' on M&M, identifies the automaker as its top OEM pick
M&M, Nomura believes, is well-positioned to take electric vehicles (EVs) mainstream in the 7-seater segment
 "Nomura maintains 'Buy' on M&M, identifies the automaker as its top OEM pick")
Buy Eternal, hold Swiggy: Elara Capital weighs India internet sector
Eternal, with its category leadership and Blinkit's rapid horizontal expansion, is well-positioned to replicate this trend in India, providing high visibility for sustained growth
Noida facility to fuel Medanta's profitability, say analysts; retain 'Buy'
Analysts see nearly 17 per cent upside at current levels and have valued Medanta at a 30x12M EV/Ebitda multiple, arriving at a target price of ₹1,480 per share
 "Noida facility to fuel Medanta's profitability, say analysts; retain 'Buy'")
Buffett would own all Bitcoin in zero-volatility world, says Michael Saylor
Calling volatility "vitality," Saylor argued that Bitcoin's sharp price swings are essential to its long-term performance and the opportunity it creates for investors
 "Buffett would own all Bitcoin in zero-volatility world, says Michael Saylor")
Tejas fighter jet mishap doesn't shake HAL's long-term prospects: Choice
While export sentiment may see a temporary setback, brokerage believes the near- to medium-term focus remains firmly on domestic deliveries, particularly the production ramp-up of the Tejas Mk-1A
 "Tejas fighter jet mishap doesn't shake HAL's long-term prospects: Choice")
Groww snaps two-day loss; will it follow Ola Electric's rollercoaster path?
Despite the rebound, the stock remains around 13 per cent below its November 18 peak of ₹193.80, achieved less than a week after listing
 "Groww snaps two-day loss; will it follow Ola Electric's rollercoaster path?")
Crypto market losses mount, yet analysts warn against panic; here's why
Crypto Market Crash: Analysts say the pullback reflects a consolidation phase rather than market capitulation, as participants digest recent selling pressure and await clearer macroeconomic signals
 "Crypto market losses mount, yet analysts warn against panic; here's why")