Page 21 - Markets News
First time in 26 years, India Inc out of MSCI EM top 10 as AI stocks surge
AI giants dominate, evoke concentration risk concerns
 "First time in 26 years, India Inc out of MSCI EM top 10 as AI stocks surge")
Bank of India launches Mumbai hub for partnership-led financing businesses
The Strategic Business Branch will house co-lending, pool buyouts, TReDS and supply chain finance operations under one roof to improve efficiency and risk oversight
 "Bank of India launches Mumbai hub for partnership-led financing businesses")
HG Infra surges 10% on receiving completion certificate for UP project
HG Infra Engineering is a leading infrastructure development company.
 "HG Infra surges 10% on receiving completion certificate for UP project")
Reliance Infra shares hit 5% upper circuit, up 33% in 6 days; here's why
Reliance Infrastructure has submitted a formal representation to the Sebi and BSE, seeking a review of the ASM linked to Insolvency and Bankruptcy Code (IBC) and the related trading restrictions.
 "Reliance Infra shares hit 5% upper circuit, up 33% in 6 days; here's why")
Stocks to watch today: Oil India, ixigo, ZEEL, GE Vernova, Amber Ent
Stocks to watch today: Oil India, ixigo, ZEEL, GE Vernova, Amber Enterprises, HCLTech, RailTel, Andhra Cement, Tata Steel, Tata Motors, among others, will be in focus today.
 "Stocks to watch today: Oil India, ixigo, ZEEL, GE Vernova, Amber Ent")
RBI's external sector reforms to boost rupee, forex reserves: JM Fin AMC
The classical conundrum faced by RBI as it navigates through a complex set of variables appears to be of managing the currency, economic growth, and inflation, said Killol Pandya
 "RBI's external sector reforms to boost rupee, forex reserves: JM Fin AMC")
'Vigilance & flexibility: RBI's message as inflation, crude risks loom'
Looking ahead, investors will continue to track crude oil prices, inflation trends, monsoon developments, and geopolitical events, said Somil Mehta of Mirae Asset Sharekhan
 "'Vigilance & flexibility: RBI's message as inflation, crude risks loom'")
Central bank preparing for external stress, a theme to prevail in FY27
It is the behaviour of a central bank preparing for a period of external stress, said Sujan Hajra, chief economist and executive director, Anand Rathi Group
 "Central bank preparing for external stress, a theme to prevail in FY27")
Go Digit shares climb 10% as institutional investors pick up stake
According to NSE, Aditya Birla Sunlife Mutual Fund has purchased 2.1 million shares of Digit General Insurance, while JPMorgan (Taiwan) Eastern Technology Fund also acquired 1.1 million shares.
 "Go Digit shares climb 10% as institutional investors pick up stake")
CLSA bullish on Bharti Airtel as Airtel Money IPO nears; sees 27% upside
At $10 billion valuation, the listing could would put Airtel Money among the largest IPOs on a European exchange in recent years. London is the most likely location for the listing of Airtel Money.
 "CLSA bullish on Bharti Airtel as Airtel Money IPO nears; sees 27% upside")
India gold ETFs post first net outflow in a year as investors lock in gains
The outflow could reduce import demand in the world's second-largest gold consumer, helping narrow the trade deficit and support the rupee, one of Asia's worst-performing currencies
 "India gold ETFs post first net outflow in a year as investors lock in gains")
Rajesh Exports shockwave hits LIC stock post Sebi crackdown; analyst weighs
LIC stake in Rajesh Exports: LIC shares traded under pressure today following developments related to Rajesh Exports, in which the insurer holds a 10.8 per cent stake.
 "Rajesh Exports shockwave hits LIC stock post Sebi crackdown; analyst weighs")
MSTC share price zooms 17% as Cabinet clears vehicle scrappage scheme
MSTC Ltd auctions ferrous and non-ferrous scrap, end-of-life vehicles and surplus assets for government departments, defence establishments and public sector undertakings.
 "MSTC share price zooms 17% as Cabinet clears vehicle scrappage scheme")
Citi bets on electric equipment makers; picks Hitachi, GE Vernova, CG Power
Citi estimates that HVDC-related investments represent an opportunity of around ₹1.6 trillion as India works toward integrating 900 GW of renewable energy capacity by FY36.
 "Citi bets on electric equipment makers; picks Hitachi, GE Vernova, CG Power")
Tenneco Clean Air up 4%; JM Fin sees 19% upside, bets on strong order book
JM Financial has reiterated its 'Buy' rating on Tenneco Clean Air India, saying a strong order book gives earnings visibility. The brokerage maintained its target price of ₹680 per share.
 "Tenneco Clean Air up 4%; JM Fin sees 19% upside, bets on strong order book")
Trading ideas today: South Indian Bank, Suryoday SFB, Apollo Hospitals
Kunal Kamble of Bonanza has recommended three stocks to buy today - Suryoday Small Finance Bank, South Indian Bank and Apollo Hospitals.
 "Trading ideas today: South Indian Bank, Suryoday SFB, Apollo Hospitals")
Analyst shares Nifty strategy; recommends Apollo Hospitals, Federal Bank
Stocks to buy today: Ajit Mishra of Religare Broking has recommended buying three stocks today - Apollo Hospitals, Federal Bank, and Varun Beverages.
 "Analyst shares Nifty strategy; recommends Apollo Hospitals, Federal Bank")
Stocks to buy today: J&K Bank, DMart among top picks by analyst
Stocks to buy today: Jatin Gedia of Teji Mandi Investment has recommended three stocks to buy today - J&K Bank, DMart and Jindal SAW.
 "Stocks to buy today: J&K Bank, DMart among top picks by analyst")
Sebi bars Rajesh Exports, flags ₹15.15 trn revenue inflation scam
The Securities and Exchange Board of India (SEBI) has barred the company and its owner from the securities markets till it completes its investigation
 "Sebi bars Rajesh Exports, flags ₹15.15 trn revenue inflation scam")
Epack Prefab Technologies share price zooms 16% on ₹165 crore order win
Incorporated in 1999, EPack Prefab Technologies provides PEB solutions, covering design, fabrication, and installation for industries across commercial, industrial, and institutional sectors.