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What we look at generally as a template when we evaluate some of these new-age technology companies, not talking about any particular company, is whether the company has established a kind of a competitive leadership over there, whether they have got the unit economics in place and whether they have enough strong balance sheet to be able to continue and make the investments in that business.
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Thousands of Bangladeshi Nationalist Party members marched towards the Indian border on Wednesday, protesting an attack on a Bangladeshi diplomatic mission in India and alleged flag desecration. The protest follows recent bilateral talks between the two countries aimed at easing tensions.
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Market expert Hemang Jani sees strong potential in select PSUs like Bharat Electronics and HAL, along with power companies such as NTPC, particularly after its recent demerger. He also favors Bajaj Finance and cement companies, citing improving pricing and consolidation. Steel counters are also viewed positively due to anticipated stimulus from China and potential rate cuts.
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