Kumar Gaurav
 "Kumar Gaurav")
Kumar Gaurav
Kumar Gaurav is a business journalist driven by a profound passion for the economy, culture, and human rights. He covers market movements, IPOs, regulatory updates, and major developments in equity markets. Having earned a Master's degree in Journalism from the University of Delhi's Delhi School of Journalism, Kumar previously worked with ET Now and Financial Express, focusing on primary and secondary markets. His dedication lies in uncovering the connections between the markets and the human experience, offering a nuanced perspective on the world of business.
Kumar Gaurav is a business journalist driven by a profound passion for the economy, culture, and human rights. He covers market movements, IPOs, regulatory updates, and major developments in equity markets. Having earned a Master's degree in Journalism from the University of Delhi's Delhi School of Journalism, Kumar previously worked with ET Now and Financial Express, focusing on primary and secondary markets. His dedication lies in uncovering the connections between the markets and the human experience, offering a nuanced perspective on the world of business.
Page 2 - Kumar Gaurav
Elara bets on NTPC, Power Grid; sees hydro sector on strong long-term path
Elara prefers regulated public-sector utilities such as NTPC and Power Grid Corporation, citing assured returns from regulated assets and a strong capacity-addition pipeline
 "Elara bets on NTPC, Power Grid; sees hydro sector on strong long-term path")
Insurance sector on upswing; brokerages forecast 9-10% FY26 retail APE rise
MOFSL has named Max Financial Services Ltd (MFSL), the parent of Max Life Insurance, as its preferred pick in the sector
 "Insurance sector on upswing; brokerages forecast 9-10% FY26 retail APE rise")
Biocon-BBL merger positioned to add value, says Nuvama; retains 'Buy' call
The optimism stems from the company's plan to increase its stake in Biocon Biologics (BBL), the expected consolidation of the Biologics arm, and improving fundamentals
 "Biocon-BBL merger positioned to add value, says Nuvama; retains 'Buy' call")
Phillip Capital sees brighter colours for paints sector; check top picks
According to Phillip Capital, the risk reward is now favourable for market leaders that are well positioned to navigate near-term volatility and benefit from the revival in India's paint demand
 "Phillip Capital sees brighter colours for paints sector; check top picks")
Auto ancillaries to outpace OEMs, says Elara; check key drivers, top picks
Elara identified four factors critical for auto ancillary companies to outperform OEMs: product expansion, segment expansion, geographic expansion and inorganic initiatives
 "Auto ancillaries to outpace OEMs, says Elara; check key drivers, top picks")
Stocks to Watch today: Adani Enterprises, ICICI Bank, Biocon, Ola Electric
Stocks to Watch today, December 8, 2025: Bajaj Finserv, ONGC, AU Small Finance Bank, P N Gadgil Jewellers, Cochin Shipyard, Delhivery, and TVS Motor Company are among the top stock to remain in focus
 "Stocks to Watch today: Adani Enterprises, ICICI Bank, Biocon, Ola Electric")
Motilal Oswal retains 'Buy' on JSW Infra as FY30 growth roadmap strengthens
With a balanced east-west coast presence and expanding inland logistics capabilities, JSWINFRA, analysts believe, is well-placed to benefit from India's push for multimodal integration
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
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
'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")
