Indias defence shipbuilding sector is entering a long-term growth phase driven by policy support and manufacturing focus. Prabhudas Lilladher sees strong rerating potential in Mazagon Dock, Cochin Shipyard and GRSE after recent corrections.
More than 300 BSE 500 stocks ended 2025 in deep losses, with names like Ola Electric, FirstCry and Aditya Birla Fashion plunging as much as 70% amid volatility and sectoral churn.
ICICI Prudential AMC's listing sparks debate on valuation premiums over HDFC AMC, with both managing similar assets. While ICICI Prudential shows stronger operating profits due to a higher equity and alternate asset mix, retail participation in its IPO was muted. Experts believe the long-term outlook for Indian AMCs remains positive, driven by shifting investor behavior and industry growth potential.
Japan's central bank has raised interest rates to their highest in three decades, prompting global markets to reassess the yen, carry trades, and risk assets. With inflation projected to remain above the BOJ's target, further tightening is a possibility, potentially altering Japan's monetary policy and impacting global markets.
