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Aniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, IT, and FMCG due to valuation excesses, margin pressures, and structural fatigue. He emphasizes the importance of monitoring earnings support for valuations, using the PEG ratio as a key metric for timing exits, and suggests exploring under-the-radar sectors for new opportunities.
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News and Media
Titagarh Rail Systems is set to expand its Uttarpara facility after acquiring 40 acres from the West Bengal government for 126 crore. This expansion will boost Vande Bharat coach and metro car production, increasing capacity to 850 cars annually by FY28. A test track will also be established for performance validation.
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News and Media
Ola Electric is set to announce its Q1FY26 earnings. The report indicates a weak quarter. Losses are expected to increase year-on-year. Sales may fall due to lower volumes. Kotak Institutional Equities predicts a net loss of Rs 459 crore. Revenue is estimated at Rs 685 crore. Volumes are projected to decline to 60,000 units.
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News and Media
Asian stocks declined due to Wall Street futures losses. U.S. tariff threats kept investors cautious. Trump considered tariffs on EU and Mexico. The EU planned to extend countermeasures. Investors seemed unfazed by Trump's policies. Earnings season began with major banks reporting. Trump pressured Fed Chair Jerome Powell for stimulus. U.S. consumer price data is expected.
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News and Media
Nomura suggests the RBI might replace the unsecured WACR with a secured rate like TREPS or SORR to enhance monetary policy transmission, aligning with global practices. Secured repo markets have grown significantly, while call money market volumes remain stagnant. This shift would necessitate more active liquidity management by the RBI, especially concerning mutual funds' access to standing facilities.
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News and Media
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