Warren Buffett often recalls Benjamin Grahams parable of oil discovered in hell to illustrate herd-driven investing. The tale highlights how fear of missing out and crowd psychology can overpower rational analysis, reminding investors to resist speculation and focus on intrinsic value.
Indian equities opened the week cautiously optimistic, with analysts highlighting five stocks showing technical strength and near-term upside potential. Datamatics, Graphite India, RailTel, Cochin Shipyard, and Bajaj Finance have been identified with specific buy calls, target prices, and stop-loss levels, offering trading opportunities amid resilient market momentum.
The International Finance Corporation is set to pocket hefty returns from Tata Capital's upcoming USD 2 billion (Rs 17,000 crore) initial public offering, as the World Bank Group arm looks to trim its stake in the non-banking finance company.
Share buybacks boost earnings per share and make companies look leaner, but high taxes often reduce gains for Indian retail investors. Experts advise evaluating post-tax returns carefully, as selling shares in the market may offer better after-tax outcomes.
iValue Infosolutions, backed by Creador, will launch IPO via an offer-for-sale of 1.87 crore shares from September 1822. The Bengaluru-based tech solutions integrator serves large enterprises with cybersecurity, cloud, and digital infrastructure services. Listing is planned on BSE and NSE.
Indian markets closed higher on Friday, with Nifty 50 rising for an eighth consecutive session, supported by softer U.S. labor data, potential Fed rate cuts, and progress in U.S.-India trade talks. Domestic buying interest was seen in JBM Auto, Hindustan Copper, and Gujarat Mineral Development, while global markets showed mixed trends.
Ather Energy shares have surged 66% post-IPO, while Ola Electric has lost 22.5% since debut. Analysts highlight Athers strong revenue growth and momentum, versus Olas larger scale and policy advantages, leaving investors to weigh high-risk, high-growth EV bets carefully for portfolio inclusion.
Defence stocks surged Rs 43,000 crore on Friday, lifting the Nifty Defence index to an eight-week high. Gains were driven by new submarine orders, a 15-year MoD modernisation roadmap, and strong order books. Analysts see long-term potential but caution that near-term upside may be limited by valuations and execution capacity.
Indian real estate developers posted stronger profitability in FY25 with cash EBITDA margins improving to 42%. However, cash flows weakened as working capital needs rose and free cash flow shrank. Nuvama flagged steady margins but warned of rising capital intensity ahead.
