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Raamdeo Agrawal of Motilal Oswal Group anticipates a shift towards tangible assets for wealth creation. He highlights infrastructure projects as a key opportunity. Agrawal notes Berkshire Hathaway's potential move into hard assets under new leadership. He suggests they might invest in cross-country infrastructure. He also observes Berkshire Hathaway's large cash reserves.
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News and Media
Among the PSU bank basket, on one hand we have seen a very good set of number from Indian Bank, so there again, we feel there is a value that lies there trading at 0.9 times one year forward price to book. So, we feel the fair value of Indian Bank is close to Rs 650.
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News and Media
Paytm's parent company, One97 Communications, saw shares rise after reporting a narrower consolidated net loss of Rs 540 crore for Q4FY25, despite exceptional items. Revenue declined 16% year-on-year but increased sequentially. The company anticipates potential policy clarity around merchant discount rates on UPI, which could offer incremental monetization opportunities.
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News and Media
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