 "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 3 - Kumar Gaurav
Battle of bourses: Listed BSE vs IPO-bound NSE; which is a better bet?
As NSE moves closer to its long-awaited IPO, investors are weighing its valuation and growth prospects against listed rival BSE
 "Battle of bourses: Listed BSE vs IPO-bound NSE; which is a better bet?")
Bulls charge! Sensex jumps 1293pts intraday, Nifty tops 24,000; key reasons
The primary trigger for Monday's rally was news that the United States and Iran had reached an agreement to end the conflict and reopen the Strait of Hormuz, a critical artery for global oil shipments
 "Bulls charge! Sensex jumps 1293pts intraday, Nifty tops 24,000; key reasons")
UBS sees MOFSL entering structural growth phase; starts coverage with 'Buy'
Improving revenue mix, along with higher capital efficiency, UBS believes, could support a structural re-rating of the stock towards premium asset management and wealth management multiples
 "UBS sees MOFSL entering structural growth phase; starts coverage with 'Buy'")
Suzlon sizzles: Stock gains 3%, up 49% from 52-week low; more steam left?
Analysts view Suzlon's transition from a wind turbine manufacturer to a broader renewable energy solutions provider as a key growth driver, although successful execution remains critical.
 "Suzlon sizzles: Stock gains 3%, up 49% from 52-week low; more steam left?")
Stocks to Watch today: RIL, Vedanta, ONGC, Suzlon Energy, Meesho, SEPC
Stock to Watch today, June 15, 2026: NLC India, Aurobindo Pharma, Dr Reddy's Labs, Ashoka Buildcon, JSW Energy, and Ather Energy are among the top stocks to watch during today's trading session
 "Stocks to Watch today: RIL, Vedanta, ONGC, Suzlon Energy, Meesho, SEPC")
Macquarie sees power upcycle; prefers NTPC, JSW Energy amid demand boom
Macquarie has picked NTPC as its top bet in the sector, followed by JSW Energy and Power Grid, while Adani Green, Adani Power, and Adani Energy Solutions are placed lower in its pecking order
 "Macquarie sees power upcycle; prefers NTPC, JSW Energy amid demand boom")
IT rout deepens: Nifty IT falls 3%, down 9% in 6 days on risk-off sentiment
Analysts attributed the sustained weakness in the Nifty IT index to broad-based pressure in global technology stocks, cautious sentiment over slower US tech spending, and rising geopolitical tensions
 "IT rout deepens: Nifty IT falls 3%, down 9% in 6 days on risk-off sentiment")
JSW Infra well placed to ride port-led growth; MOFSL says Buy for 40% gain
With a balanced east-west coast presence and expanding inland logistics, analysts believe it is well placed to benefit from India's push for multimodal integration and port-led industrial growth
 "JSW Infra well placed to ride port-led growth; MOFSL says Buy for 40% gain")
Jefferies favours defence, power equipment plays; L&T, HAL among top bets
Jefferies' top picks include Siemens Energy (SE), Hitachi Energy (Hitachi), Hindustan Aeronautics (HAL), Bharat Electronics (BEL), KEI Industries, and Larsen & Toubro (L&T)
 "Jefferies favours defence, power equipment plays; L&T, HAL among top bets")
SpaceX IPO frenzy: Can Indian investors tap $75-bn blockbuster offering?
At the proposed offer price, the space exploration company could command a valuation of nearly $1.75 trillion
 "SpaceX IPO frenzy: Can Indian investors tap $75-bn blockbuster offering?")
ICICI Securities bullish on defence sector; bets on HAL, Solar, ASTM, BEL
The geopolitical backdrop, analysts believe, continues to provide a structural tailwind, as the conflict in the Middle East has reinforced defence budget urgency across GCCs
 "ICICI Securities bullish on defence sector; bets on HAL, Solar, ASTM, BEL")
Market canvas widens; NSE's investor base swells past 26-cr on retail rush
As of March 31, 2026, individual investors, directly and indirectly through mutual funds, held 18.7 per cent of the market capitalisation of NSE-listed companies
 "Market canvas widens; NSE's investor base swells past 26-cr on retail rush")
Jefferies assigns Buy to Poonawalla Fincorp, says NBFC set for solid growth
Bhaskar Basu, Kamal Mulchandani, and Prakhar Sharma, equity analysts at Jefferies, expect PFL to deliver a 33 per cent AUM CAGR - the fastest among major NBFCs
 "Jefferies assigns Buy to Poonawalla Fincorp, says NBFC set for solid growth")
Adani Total Gas rallies 40% amid West Asia crisis; what's fueling gains?
Analysts attributed the sharp outperformance in Adani Total Gas to favourable government policies, strategic price hikes, and improving sentiment around the broader Adani Group
 "Adani Total Gas rallies 40% amid West Asia crisis; what's fueling gains?")
Markets mayhem: Sensex dips 1157pts intraday; Nifty near 23,150; here's why
The Sensex settled with a cut of 303.67 points, or 0.41 per cent, at 74,346.17. The Nifty50 ended at 23,405.60, down 77.95 points, or 0.33 per cent.
 "Markets mayhem: Sensex dips 1157pts intraday; Nifty near 23,150; here's why")
Crypto markets shaken; Bitcoin slips below $70k support amid macro stress
Analysts noted that the scale of the unwind indicates that the downturn was driven not just by spot selling but also by aggressive deleveraging in derivatives markets
 "Crypto markets shaken; Bitcoin slips below $70k support amid macro stress")
Analysts split on Cyient after $218-mn TAO Digital acquisition; stock up 2%
While Emkay Global retained its 'Reduce' rating on Cyient, Choice Institutional Equities maintained a 'Buy' call, reflecting contrasting views on the strategic and financial implications of the deal
 "Analysts split on Cyient after $218-mn TAO Digital acquisition; stock up 2%")
NSE tweaks F&O market timing: Here's what changes from August 3, 2026
The exchange said the changes are aimed at ensuring a smoother and more consistent end-of-day transition between cash and derivatives markets
 "NSE tweaks F&O market timing: Here's what changes from August 3, 2026")
BofA sees structural growth opportunity in Lenskart; initiates with 'Buy'
According to analysts Aditya Mathur, Pritesh Sonar and Arashi Nishizawa, Lenskart's scalable and integrated operating model-underpinned by technology-differentiates it from peers
 "BofA sees structural growth opportunity in Lenskart; initiates with 'Buy'")
Textile stocks rally on import duty relief; Arvind up 6%, hits 52-week high
The move is expected to offer much-needed relief to the textile industry, with investors betting that the duty suspension will ease input cost pressures for manufacturers
 "Textile stocks rally on import duty relief; Arvind up 6%, hits 52-week high")