 "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 9 - Kumar Gaurav
Nifty50 earnings revision indicator slips back into negative territory: NSE
After remaining firmly in negative territory through much of last year and into June 2025, the ERI improved gradually, though it has softened again in recent months
 "Nifty50 earnings revision indicator slips back into negative territory: NSE")
Antique says 'Buy' again on Nalco; check key drivers behind bullish call
Antique expects Nalco to benefit from the domestic aluminum market, projected to grow at a CAGR of 7.2 per cent through 2030
 "Antique says 'Buy' again on Nalco; check key drivers behind bullish call")
Markets rebound: Sensex reclaims 80,000, Nifty at 24,765; key reasons
The broader market mirrored the gains in the frontline indices as both Nifty Midcap 100 and Nifty Smallcap 100 surged more than 1.5 per cent each
 "Markets rebound: Sensex reclaims 80,000, Nifty at 24,765; key reasons")
Granules poised for stronger earnings cycle, says Elara; starts with 'Buy'
Over the past decade, Granules India, the brokerage said, has transitioned from a bulk API-led model to a US-focused formulations platform, with rising exposure to complex and differentiated products
 "Granules poised for stronger earnings cycle, says Elara; starts with 'Buy'")
Antique retains 'Buy' on Arvind Fashions, flags growth from brand overhaul
According to Antique, margin expansion is expected to be supported by a favourable channel mix and higher full-price sell-through
 "Antique retains 'Buy' on Arvind Fashions, flags growth from brand overhaul")
Rajputana Stainless IPO: Top growth points, risks every investor must know
As investors await the opening of the public issue, here are the key strengths and risks of Rajputana Stainless as outlined in its red herring prospectus (RHP)
 "Rajputana Stainless IPO: Top growth points, risks every investor must know")
Ashok Leyland gets 'Outperform' from BNP Paribas; CV cycle tailwinds seen
Improving macro conditions, coupled with the start of replacement demand, BNP Paribas said, should trigger the next upcycle
 "Ashok Leyland gets 'Outperform' from BNP Paribas; CV cycle tailwinds seen")
High multiples, long-term pitch: Does SEDEMAC IPO justify its price tag?
SEDEMAC Mechatronics IPO opens today: Check price band, lot size, latest GMP, reviews, allotment date, listing date, and other key details here
 "High multiples, long-term pitch: Does SEDEMAC IPO justify its price tag?")
RMIL deal, policy support keep Gravita India in Mirae Asset's bullish lens
Among key developments, the brokerage highlighted the acquisition of Rashtriya Metals Industries Limited (RMIL), the Mundra project expansion, and the launch of lithium-ion recycling operations
 "RMIL deal, policy support keep Gravita India in Mirae Asset's bullish lens")
HDFC Securities keeps 'Add' on Tata Elxsi; sees calibrated recovery in FY27
Analysts believe the company is well placed for a growth recovery in FY27E, as against a 3 per cent decline estimated for FY26E
 "HDFC Securities keeps 'Add' on Tata Elxsi; sees calibrated recovery in FY27")
India equity derivatives mkt trails US; shrinks more after Sebi curbs: NSE
A single S&P 500 (SPX) options contract has a notional value more than 31 times that of a Nifty 50 options contract
 "India equity derivatives mkt trails US; shrinks more after Sebi curbs: NSE")
Crypto markets await clearer macro catalysts, says Bitget's CEO Gracy Chen
Globally, investor sentiment has shifted to extreme fear, leading to reduced risk appetite and capital rotation into safer assets such as precious metals, says Gracy Chen, CEO, Bitget
 "Crypto markets await clearer macro catalysts, says Bitget's CEO Gracy Chen")
Summer demand, capacity additions underpin Geojit's bullish call on Amber
With rising demand for consumer durables and improving penetration, alongside margin expansion, Geojit expects the company's earnings to grow at a 35 per cent CAGR over FY26E-FY28E
 "Summer demand, capacity additions underpin Geojit's bullish call on Amber")
Autos on firm footing for long-term upcycle; Axis Sec reveals top 5 picks
Among OEMs under coverage, it has identified Eicher Motors, and Bajaj Auto as its top conviction ideas in 2Ws, and Ashok Leyland in the CV segment
 "Autos on firm footing for long-term upcycle; Axis Sec reveals top 5 picks")
Regulatory clarity key to long-term faith in crypto: Sumit Gupta, CoinDCX
India, to truly excel in Web3, Sumit Gupta of CoinDCX said, must move beyond reactive policies and craft regulations that foster innovation, protect consumers, address risks, and provide clarity
 "Regulatory clarity key to long-term faith in crypto: Sumit Gupta, CoinDCX")
Clean Max Enviro IPO: Long-term growth eyed, but valuation raises eyebrows
Clean Max Enviro IPO comprises a fresh issue of 11.4 million equity shares worth up to ₹1,200 crore, and an offer for sale (OFS) of 18 million shares worth ₹1,900 crore
 "Clean Max Enviro IPO: Long-term growth eyed, but valuation raises eyebrows")
Axis Sec sees upside in pharma, hospitals; Lupin, Aurobindo among top bets
Axis Securities has named Lupin, Aurobindo Pharma, Max, and Fortis as top picks, citing strong fundamentals, resilient growth drivers, and robust operational execution
 "Axis Sec sees upside in pharma, hospitals; Lupin, Aurobindo among top bets")
Bitcoin to hit $1 mn? Eric Trump stays optimistic despite crypto turmoil
Commenting on the ongoing volatility in Bitcoin, Eric acknowledged the sharp price swings but remained optimistic about its long-term potential
 "Bitcoin to hit $1 mn? Eric Trump stays optimistic despite crypto turmoil")
Analysts reaffirm positive stance on Navin Fluorine, eye near-term growth
Analysts remain upbeat on Navin Fluorine's outlook, citing strong growth in the CDMO business, robust demand for R32 and HFC-32, and a solid pipeline in specialty chemicals
 "Analysts reaffirm positive stance on Navin Fluorine, eye near-term growth")
Axis Sec reaffirms 'Buy' as Signature Global expands into commercial realty
The brokerage views the development as a strategic diversification into annuity-generating assets, while retaining focus on the residential segment
 "Axis Sec reaffirms 'Buy' as Signature Global expands into commercial realty")