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Showing posts from August, 2025

Ather Energy shares surge 5% to 52-week high after launch of Next-Gen EL platform

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[hfe_template id='11223'] [ad_1] Shares of Ather Energy surged 5.1% on Monday, hitting a 52-week high of Rs 476 on the NSE, following the unveiling of its next-generation scooter platform, EL, during Ather Community Day 2025 held on Saturday. The stock was trading at Rs 473, reflecting strong investor enthusiasm around the company’s innovation-led growth strategy. It has already risen nearly 35% over the past month, highlighting strong bullish momentum. The EL platform is designed with a focus on versatility, scalability, and cost optimisation, and is expected to be a key driver of Ather’s next phase of expansion. In its official release, Ather Energy announced that the all-new EL platform will serve as the foundation for the company’s next phase of growth, enabling greater scalability and efficiency in product development. The updated AtherStack™ 7.0 will introduce voice-based interaction as a new mode of communication with scooters, along with several advanced features...

Ajay Bagga says GST tax cuts could spark market rebound, boost demand

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[hfe_template id='11223'] [ad_1] Market expert Ajay Bagga believes Indian markets may have already bottomed out and could be poised for recovery despite recent weakness. He noted that Q1 downgrades were among the lowest in eight quarters, suggesting resilience. While the March quarter was initially expected to mark the cycle’s bottom, fresh signals indicate green shoots are emerging. The key catalyst, he emphasized, could be the upcoming GST Council meeting. “See, if you look at the overall Indian economy, about 180 lakh crores is our consumption basket, out of which about 150 lakh crores is the taxable part. Now, if we get a 4-5% consumption tax cut on that by end of this month and that leaves about six months in the year, you could see a boost of about one lakh crores in consumption and that sets off a virtuous cycle because as people have more money in their pocket, they can either save, invest, or they can consume. Mostly it will go into consumption,” he told ET Now ...

BSE Capital Markets Index: BSE gets a new index to track sector performance

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[hfe_template id='11223'] [ad_1] BSE Index Services, a wholly owned subsidiary of the BSE, has launched a new benchmark — the BSE Capital Markets Index, aimed at capturing the performance of companies operating in India’s capital markets industry. The index is designed to measure the returns of all companies classified under the Capital Markets segment, as per the exchange’s third-level industry classification. Its components are drawn from the BSE 1000 Index, ensuring representation across a wide universe of listed entities. According to a release, the index is computed using the float-adjusted market capitalization method, a globally accepted approach that assigns weights to companies based on their free-float market cap rather than total market capitalization. The base value of the index has been set at 1000, with the first value date fixed as June 18, 2018. Reconstitution of the index will take place semi-annually, in June and December, in line with global best pract...

Large-cap stocks: For long-term investors: Trump or tariffs are problems with shelf life; focus on business. 10 large-caps with upside potential of up to 24%

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[hfe_template id='11223'] [ad_1] Synopsis Volatility is back on the front page, and you may hear more about it next week. Fresh tariff headlines from the US, a bout of valuation anxiety at home, and the usual chorus of “this time is different” have turned the screens red and the mood bearish. If you’ve been investing in the stock market for more than a few monsoons, though, you’ve watched this movie before. But investing is not like movies which get over in three hours max. Investing is about the underlying value of good businesses which do not get distorted by statements or headline hoggers. The Indian stock market has been facing its own set of challenges. On top of it, the US market corrected sharply on Friday, especially the selloff in Nasdaq. So there is a high probability that the bearish bias of the market may continue next week. Now ask yourself this question: Are the headlines signal or noise? One reliable way of separating signals from noise is another question...

GST meeting, expiry shift and auto sales data among 11 factors that’ll steer D-Street this week

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[hfe_template id='11223'] [ad_1] Indian benchmark indices ended the holiday-truncated week 1.8% lower on concerns over US tariffs. A host of important domestic and global events lined up during the week are likely to impact stock markets when they resume trading on Monday. On Friday, the Nifty closed 74.05 points, or 0.3%, lower to end the day at 24,426.85. Commenting on Friday's session and the start of the September series, Ajit Mishra, Senior Vice President – Research at Religare Broking, said that the new derivatives series started on a muted note, extending the prevailing corrective phase. "The ongoing decline appears to be more sentiment-driven in the absence of fresh positive triggers, and the Nifty is now approaching a critical support zone at 24,250–24,350. Meanwhile, the banking index has almost tested its major support around the 200 DEMA at 53,600, which could prompt some pause or even a rebound," he said. "Mishra recommends a cautious appr...

Ola Electric shares rally 14% this week. Analysts see Rs 70 on the horizon despite risks. Should you buy now?

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[hfe_template id='11223'] [ad_1] Ola Electric shares rose 14% this week after the company secured Production Linked Incentive (PLI) certification for its Gen 3 scooters. This achievement management says will bolster margins and accelerate its path to profitability. However, the rally comes against the backdrop of steep losses over the past year and intensifying competition, prompting investors to question whether the rebound has staying power. The Automotive Research Association of India approved the Ministry of Heavy Industries’ PLI scheme, making Ola eligible for incentives ranging from 13% to 18% of sales value until 2028. The certification covers all seven models in its Gen 3 range, which accounts for more than half of the company’s sales volume. “Securing PLI certification for our Gen 3 scooters, which form the bulk of our sales, is a critical step towards profitability. This will directly strengthen our cost structure and margins, enabling us to deliver sustainable...

Rs 2.24 lakh crore wiped off from 8 of top-10 most valued firms; Reliance, HDFC Bank lead losses

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[hfe_template id='11223'] [ad_1] The combined market valuation of eight of the top-10 most valued firms eroded by Rs 2,24,630.45 crore last week, with Reliance Industries and HDFC Bank taking the biggest hit, in-line with a bearish trend in equities. Last week, the BSE benchmark dropped 1,497.2 points, or 1.84 per cent. From the top-10 pack, Reliance Industries, HDFC Bank, Bharti Airtel, ICICI Bank, State Bank of India, Infosys, Bajaj Finance and Life Insurance Corporation of India (LIC) faced erosion from their market valuation, while Tata Consultancy Services (TCS) and Hindustan Unilever were the gainers. The market capitalisation (mcap) of Reliance Industries tumbled Rs 70,707.17 crore to Rs 18,36,424.20 crore. HDFC Bank's valuation eroded Rs 47,482.49 crore to Rs 14,60,863.90 crore. Live Events The mcap of ICICI Bank tanked Rs 27,135.23 crore to Rs 9,98,290.96 crore and that of Bharti Airtel dropped Rs 24,946.71 crore to Rs 10,77,213.23 crore. The valuation o...

Dollar confidence shaken: Jobs, politics and deficits test its core

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[hfe_template id='11223'] [ad_1] Since the tariff drama erupted earlier this year, the Federal Reserve has walked a fine line. Through spring and early summer, Chair Jerome Powell struck a cautious stance—first holding rates steady to gauge the fallout, then stressing patience as inflation cooled but trade policy uncertainty clouded the outlook. The Fed’s message was clear: it would not overreact, instead waiting for the data to show whether tariffs were a passing headwind or a deeper drag. But at Jackson Hole this year, Powell’s tone shifted. A slowing economy, weakening job creation, and fragile consumer spending prompted him to hint strongly that rate cuts could arrive as soon as September. For the dollar—once propped up by higher interest rates and Fed confidence—this shift could signal the start of a longer period of weakness. Here’s why the greenback could soon face serious pressure. 1. Powell’s Pivot: A Cautious Step Toward Cuts Live Events Powell acknowledged tha...

India Playbook 2025: Proposed tariff imposition from US punishes Indian market despite resilient economy

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[hfe_template id='11223'] [ad_1] Despite Global equity markets cheering to talks between US & Russia & moving up 3% in the last month(Mid Jul-Mid Aug), Indian markets have underperformed the world with large cap being flat & Mid & Small cap falling 3% & 5% respectively. FIIs too who had put in almost $4bn (Apr-Jun) became net sellers in the month of Jul-Mid Aug. The key risk investors have perceived about India has been 2: 1) The proposed tariff imposition of 50% from US due to India’s nexus with Russia. 2) The quarterly results of Q1F26 depicted a topline growth of 6-7% for the broader index, one of the slowest topline growths in the last 12 quarters. This suggests a possible continued slowdown in B2C consumption as depicted by the country’s loan book growth of 10-11% down from a peak of 18-20%. The Indian Government has announced radical changes in the GST after 8 years which should lead to lower prices for mass goods for consumers & propel cons...