Amidst economic uncertainties, gold has surpassed Rs 1,00,000, outperforming traditional investments. Fueled by geopolitical tensions and central bank buying, experts suggest a 'buy on dips' strategy, anticipating further gains. However, caution is advised, recommending a limited allocation for diversification rather than an all-in approach, considering potential shifts in market dynamics.
The Nifty Bank index has surged nearly 10% in a month, reaching a 52-week high, prompting experts to suggest considering Nifty Bank index funds and ETFs for diversified exposure to both private and public sector banks.
Robert Kiyosaki, the author of Rich Dad Poor Dad, is increasing his silver holdings, calling it the "biggest investment bargain today." He predicts silver could double in price this year, even as gold reaches record highs. Kiyosaki advises investors to pivot away from traditional financial products, warning that inflation and excessive money printing would erode the value of fiat currencies.
President Trump asserted that immigrants without permanent legal status shouldn't have trials, advocating for deportation without judicial review. He falsely claimed other countries emptied prisons into the U.S., necessitating bypassing due process.
Havells India shares: The company reported net revenue of 6,532 crore for the quarter, marking a 20.2% year-on-year rise from 5,434 crore in the corresponding quarter last year, driven by strong demand across product categories. Revenue also showed a notable sequential increase from 4,883 crore in Q3 FY25.
Equity markets always come along with their fair share of excitement and volatility. For a long-term investor, these events provide a clear opportunity to add quality stocks to their portfolio and be part of businesses that will show growth when the tide turns over.
I think on fundamentals alone the broader financial services sector presents attractive opportunities in insurance, wealth management etc. where we are seeing the structural trend in financialization playing out. Our investing style remains sector agnostic though.
Waaree Energies reported a robust Q4, with net profit surging 34.1% YoY to Rs 618.9 crore, driven by a 36.4% rise in revenue to Rs 4,003.9 crore. EBITDA more than doubled, and module production increased significantly. The company's board approved capacity expansions in Texas and Pune to support future growth, while analysts suggest a 'Hold' rating on the stock.
The Q4 earnings season is gaining traction, with LTIMindtree, Bajaj Housing Finance, and Tata Tele Services among 28 companies set to announce results. Bajaj Housing is expected to report strong profit growth, potentially up 61% to 613 crore. However, LTIMindtree anticipates flat revenues due to weakness in travel and hi-tech sectors, impacting margins despite cost-cutting efforts.
