Address: 2209 N. Seminary Ave., Chicago Listed: June 19, 2025 Price: $4,050,000 Listing agent: Suzanne Gignilliat, @properties, 773-394-4717 This five-bedroom home in Lincoln Park has four full bathrooms and three half-baths. The home’s owners bought the lot next door and expanded to add a family room, an office and outdoor space that was professionally designed […]
The Jhunjhunwala family invested 195 crore in the Knowledge Realty Trust REIT IPO, set to earn 13.65 crore annually at a 7% projected yield, surpassing prevailing bank FD rates. Investor response has been strong, with the IPO subscribed 6.91 times.
Sandeep Tandon of Quant Mutual Fund believes India is decoupling from developed economies, particularly within the Asia-centric emerging market. He highlights the pharma sector as a key beneficiary in the current economic climate, dismissing concerns about significant US tariffs on Indian generics. Tandon advocates investing in pharma funds, viewing it as a straightforward and promising strategy.
Ashwini Agarwal of Demeter Advisors suggests focusing on individual stocks rather than broad sectors. Domestic healthcare and consumption names appear promising. Textile exports might offer buying opportunities if tariffs impact them negatively. India's manufacturing cost advantage remains strong long-term. Agarwal is currently tracking companies improving their earnings profile. Companies recovering from a downcycle are also worth watching.
Ashwini Agarwal of Demeter Advisors advises Indian investors to ignore short-term market noise, including potential tariff impacts and IPO market activity. Despite current headwinds like weak earnings, he anticipates lower interest rates boosting domestic demand. Agarwal suggests a long-term view, highlighting opportunities in sectors like non-banking financial services, particularly MFIs, where valuations are attractive.
Lupin shares jumped 5% after reporting a 52% YoY rise in Q1 FY26 net profit to Rs 1,221 crore, driven by strong US and India sales. Revenue rose to Rs 6,164 crore. While Choice Broking upgraded the stock to 'Buy' with a Rs 2,375 target, Motilal Oswal maintained a Neutral view citing limited upside despite earnings surprise.
Indian export-oriented stocks fell sharply after Trump announced a 50% tariff on Indian goods like textiles, jewellery, shrimp, and chemicals. Analysts warn of sector-specific pain and stalling investments as trade tensions rise.
NSDL shares jumped 6.6% to 997.65 on Thursday, extending their post-listing rally to 13.4% from the opening price of 880. Listed a day earlier at a 10% premium over the 800 IPO price, the stock has shown strong early gains but still trails the grey market premium, prompting investors to reassess holding vs. booking profits.
Rajeev Agrawal of DoorDarshi India Fund suggests Trump's new tariffs are opening moves in a broader geopolitical strategy, not just a trade dispute. He emphasizes the strong democratic and economic alignment between India and the US, viewing the situation as an opportunity for high-level negotiations.
