All in Business Online

Check out the latest video - https://youtu.be/Skszc-w-rUY

2 weeks ago | [YT] | 3

All in Business Online

Check out the latest video short on New Age Leadership. #leadershipskill - https://youtu.be/Skszc-w-rUY

2 weeks ago (edited) | [YT] | 3

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2 weeks ago | [YT] | 3

All in Business Online

Brokerage Update –


Nomura on ITC Maintains Buy with Target Price of ₹340 as cigarette volume decline was better than expected, despite a weak Q1 EBIT, with calibrated price hikes, EBIT recovery by Q4FY27, attractive 17x FY28 EPS valuation, and favourable risk-reward after the correction.

Jefferies on ITC Upgrades to Buy with Target Price of ₹350 as resilient cigarette volumes, gradual price hikes, improving pricing power, and attractive 18x P/E valuation outweigh the Q1 earnings miss.

CLSA on ITC Maintains Outperform with Target Price of ₹388 as staggered price hikes, resilient FMCG growth, and measures to protect market share position the cigarette business for recovery despite tax-led earnings pressure.

Kotak Institutional Equities on ITC Maintains Buy with Target Price of ₹360 as better-than-expected cigarette volumes, encouraging consumer spending, calibrated price hikes, and portfolio strategy support gradual EBIT recovery despite trimming FY27 EPS.

JPMorgan on ITC Maintains Neutral with Target Price of ₹310 as tax-led cigarette EBIT pressure should gradually ease through calibrated price hikes, new product launches, and margin recovery towards Q4FY27.

HSBC on ITC Maintains Hold with Target Price of ₹320 as cigarette EBIT is expected to normalize by Q4FY27 while strong FMCG growth offsets near-term earnings pressure despite lower EPS estimates.

Macquarie on ITC Maintains Neutral with Target Price of ₹300 as tax hikes and agri weakness hurt Q1 earnings, although efforts to defend cigarette volumes are positive despite FY27–29 EPS cuts.

Bernstein on Muthoot Finance Maintains Outperform with Target Price of ₹4,500 as strong gold loan AUM growth and stable asset quality are offset by sharp NIM compression and yield normalization weighing on profitability.

CLSA on Muthoot Finance Maintains Outperform with Target Price of ₹4,000 as customer additions, strong AUM growth, and improving growth focus offset a 16% PAT miss driven by yield compression.

Jefferies on Muthoot Finance Downgrades to Hold with Target Price of ₹3,300 as PAT missed estimates due to sharp NIM compression, competition and range-bound gold prices are likely to weigh on earnings despite healthy AUM growth.

Kotak Institutional Equities on ZEE Entertainment Upgrades to ADD with Target Price of ₹130 as higher promoter ownership through warrant conversion improves governance, alignment, and risk-reward despite core business headwinds.

CLSA on ZEE Entertainment Maintains Outperform with Target Price of ₹125 as promoter stake will rise to 23.8%, strengthening confidence alongside a strong balance sheet, Z5 breakeven, and attractive valuations.

Citi on Divi's Laboratories Maintains Buy with Target Price of ₹11,700 as strong custom synthesis growth, 72% EBITDA growth, expanding margins, peptide opportunities, and commercialization pipeline support sustained earnings momentum.

Jefferies on Divi's Laboratories Maintains Buy with Target Price of ₹10,200 as robust custom synthesis growth, 40%+ EBITDA margins, contrast media commercialization, and a strong project pipeline drove a broad Q1 beat.

2 weeks ago | [YT] | 2

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 BULK DEALS

ASHIKAG
-5 LK @ 485.86 PRAGYA MERCANTILE PVT LTD


CSM Technologies Limited
-3 LK @ 96.6 SSPL SECURITIES PRIVATE LIMITED


GODIGIT
+57.21 LK @ 243 ICICI PRUDENTIAL MUTUAL FUND
-57.21 LK @ 243 PEAK XV PARTNERS GROWTH INVESTMENTS III

INTENTECH
+1.27 LK @ 88 RARITY AGENCIES LIMITED

JETFREIGHT
-3.38 LK @ 21.65 RIYA ANSH PATEL

KPITTECH
-40 LK @ 609.09 MASSACHUSETTS INSTITUTE OF TECHNOLOGY


LASERPOWER
+11.50 LK @ 306.97 YUGA STOCKS AND COMMODITIES PRIVATE LIMITED
-1.49 LK @ 313.89 YUGA STOCKS AND COMMODITIES PRIVATE LIMITED

MIT
+20.75 LK @ 144 INVESTEC INDIA FUND MANAGEMENT PRIVATE LIMITED
-20.75 LK @ 144 FAMY STERI PRIVATE LIMITED

SCANSTL
+3.15 LK @ 56.66 KIFS  ENTERPRISE

SHANKARA
+3.86 LK @ 140.98 RAJASTHAN GLOBAL SECURITIES PVT LTD
-5 LK @ 140.79 DEVARAJULU SATHYAMOORTHI

TIL Ltd
+5.26 LK @ 223.72 SINGULARITY EQUITY FUND I
-10.98 LK @ 215.82 SALGURN MERCHANTS PRIVATE LIMITED
-4.35 LK @ 216.18 MAHAN EXIMP PRIVATE LIMITED

3 weeks ago | [YT] | 2

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SUMMARY OF FED DECISION (7/29/2026):

1. Fed leaves rates unchanged for the 5th straight meeting

2. Fed votes 9-3 to hold benchmark rate in 3.50%-3.75% zone

3. Hammack, Kashkari, and Logan dissent in favor of rate hike

4. Fed says economic activity is expanding at a "solid pace" despite uncertainty

5. Fed says job gains have "kept pace with the workforce"

6. Fed says it remains committed to its 2% inflation goal

The longest Fed pause since the 2008 cycle continues.

3 weeks ago | [YT] | 1

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Data watch Nifty 23963

Fiis added 206 cr in nifty .

1.Fiis net long is @ 9.5 % .

2.Vix is @ 13.36 ( -8.99 %) .

3.Pcr is @ 0.79.

4.Fiis sold 532.86 cr in cash segment , Fiis added 380.64 cr in index fut & Fiis added 1279.74 cr in stock fut .

Diis added 2057.79 in cash segment .

5.Open interest position .

A. Fiis covered 1105 lots & added 1230 lots in long side .

B. Diis covered 1549 lots in long side .

C. Clients added 544 lots in short side & covered 6995 lots in short side .

D. Pro added 4233 lots in long side & covered shorts in 2520 lots .

Note : Fiis net long is @ 9.5 % high oversold zone , Vix has reduced 8.99 % & no major short positions have been created only 544 lots shorts have been created . New 5463 lots longs were created .

Highly over sold fiis net long & vix has reduced 8.99 % & Pcr is @ 0.79 % . All data will support the market ( Buildup of data will not allow nifty to drift ) .

1 month ago | [YT] | 1

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📌*Morning Business News Update,18th June 2026*

📌*Yesterday,Markets extend winning streak for 4th day; Nifty +96.55 pts (+0.40%) to 24,085.70, Sensex +347.14 pts (+0.45%) to 79,155.62. Softer crude, firmer rupee and lower bond yields lifted sentiment.*

Why? • Brent crude remained below $78/barrel, easing inflation worries and supporting earnings.

• Lower bond yields and a stronger rupee improved liquidity and macro stability, boosting defence, PSU banks and metal stocks.

📌 *India's remittance inflows rose to $144.79 bn FY 26,124.56 bn in FY25, despite West Asia tensions.*

📌*10Y G-Sec yield eased to 6.8644% as Brent crude hit a 3-month low; benchmark bond price rose to ₹100.53 from ₹100.49.*

Why: • Lower crude improves inflation outlook, supporting bond prices.

Why:
• Precautionary transfers by NRIs lifted inflows during uncertainty.
• Strong Gulf remittances and diversified source countries kept flows resilient.

📌*Banking liquidity surplus fell to ₹23,881 Cr from ₹15 lakh Cr, lowest in FY27; WACR rose to 5.35%.*

Why: • Advance tax payments sharply drained liquidity from banks.
• RBI measures may add ₹4.5 lakh Cr by Q2 FY27-end (Sep'26), improving liquidity and easing money market rates.

📌*India's defence production hits ₹1.78 lakh Cr in FY26, up 15.6%; private sector share reaches ₹42,000 Cr. Output nearly 4x from ₹43,746 Cr in FY14.*

Why: • Private sector contribution rose to 24%, driving record production.
• Defence exports hit ₹38,424 Cr, reflecting stronger indigenous capabilities.

📌*India's stock market value crossed ₹431 lakh cr ($5.03 tn), reclaiming the $5 tn mark after 40 days; Sensex is 10.1% below its all-time high*

Why • Market cap rose from $4.91 tn to $5.03 tn, reflecting broad-based equity strength.
• Falling Brent crude to $79.32 and easing West Asia concerns boosted sentiment.

📌*MFs deployed ₹24,202 cr into ICICI Bank (₹9,861 cr), HDFC Bank (₹7,433 cr) and Reliance (₹6,908 cr) in May.*

Why: • Volatility made bluechips attractive. • Strong liquidity favored market leaders.

📌*Rupee closes at ₹94.53/$, near 6-week high of ₹94.29; Brent crude stays below $80/barrel as markets await Fed outcome.*

Why: • Lower crude prices supported the rupee and eased import-cost pressure.
• Investor focus shifted to the FOMC meeting, expected to influence the dollar's near-term direction.

📌*FIIs FY26-27 in ₹*
MTD: (−46,877.96 Cr)

*DIIs FY26-27 in ₹*
MTD: +62,698.24 Cr.

📌*Sources: Business Newspaper*

2 months ago | [YT] | 1

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📌*Morning Business News Update,19th May 2026*

📌*Yesterday,Nifty rebounds sharply from 23,317 low; closes at 23,649.95 (+6.45 pts | +0.03%) while Sensex ended at 75,315.04 (+77.05 pts | +0.10%)* amid strong short covering and FPI buying of ₹2,814 cr.
Why:
• IT stocks surged on weaker rupee support
• Aggressive buying emerged near lower levels

📌 *Bharti Airtel inches closer to HDFC Bank in market-cap race, with Airtel m-cap at ₹11,80,328 cr versus HDFC Bank’s ₹11,82,223 cr* after Airtel stock gained 1.72%.
Why:
• Strong Q4 earnings and improving ARPU
• HDFC Bank under pressure due to leadership uncertainty.

📌*RBI may transfer ₹2.7–3 lakh cr surplus to Government in FY27* vs ₹2.68 lakh cr transferred last year, supporting fiscal position and non-tax revenues.

Why:

1. Higher forex & investment earnings boosted RBI profitability.
2. Lower contingency buffer expectations could enable bigger dividend payout.

📌*OMCs’ daily losses reduced from ₹1,000 cr to ₹750 cr after ₹3/litre fuel price hike.* Govt says under-recovery still remains high amid elevated crude oil prices.

Why:

1. Improves pressure on PSU oil companies’ balance sheets
2. Signals fuel price sensitivity to global crude movement

📌*FIIs FY26-27 in ₹*
MTD: (−21,842.13Cr)

*DIIs FY26-27 in ₹*
MTD: +42,599.50Cr

📌*Sources: Business Newspaper*

2 months ago | [YT] | 0

All in Business Online

📌*Morning Business News Update,2nd June, 2026*

📌*Yesterday,Markets Extend Losing Streak; Nifty & Sensex Fall for 4th Session*

Sensex: 74,267.34 (▼508.40 pts | ▼0.68%)
Nifty: 23,382.60 (▼165.15 pts | ▼0.70%)

Why? • Crude oil surged to $94.16/barrel, raising inflation and earnings concerns.
• Fresh West Asia tensions (US-Iran conflict) triggered risk-off sentiment and selling in FMCG, financial and auto stocks.

📌*Centre meets FY26 fiscal deficit target at 4.4% of GDP; deficit at ₹15.19 lakh cr. FY27 begins with April fiscal gap already at 21.4% of annual target.*

Why?

1. Net tax receipts reached ₹26.23 lakh cr and expenditure remained controlled at 98.8% of target.

2. Higher small-savings inflows and expenditure discipline helped maintain the 4.4% fiscal deficit goal despite revenue pressures.

📌*India’s Manufacturing PMI rises to 55.0 in May, a 3-month high, from 54.7 in April.* Strong domestic demand, faster output growth and robust new orders boosted manufacturing activity.

Why: • Fastest growth in new orders and production since February.
• PMI above 50 signals expansion and stronger economic momentum.

📌*MFs invested ₹48,247 Cr in equities in May, up 58% from ₹30,594 Cr in April,* as market corrections attracted fresh buying despite global uncertainties.

Why: • Strong retail SIP inflows kept cash flows steady.
• Fund managers used market dips to accumulate equities.

📌*UPI hit ₹29.90 lakh cr in May, with 23.20 bn transactions, reflecting India's accelerating shift toward digital payments.*

📌*Passenger vehicle sales jump 27% YoY to 4.40 lakh units in May.*
Why:
• Strong demand in auto sector
• Reflects improving consumer sentiment.

📌*India's power consumption surged 11.5% YoY to 164.98 BU in May; peak demand hit record 270.82 GW.*

Why: • Reflects strong economic and industrial activity. • Creates opportunities across power, utilities and energy infrastructure sectors.

📌*Small-town direct SIP accounts fell by 3.5 lakh amid market volatility; DIY investors showed higher nervousness than advised investors.*

Why: • Direct B-30 SIP accounts dropped 3.54 lakh.
• Volatility hit first-time, self-managed investors harder.

📌*Gold falls ₹2,500 to ₹1,60,400/10gm; Silver drops ₹5,000 to ₹2,69,700/kg.*

Why: • US-Iran tensions strengthened dollar and bond yields
• Global investors reduced exposure to precious metals amid market pressure.

📌*FY26: Rupee fall and narrowing India-US bond yield gap reduce India's bond market appeal for FPIs.*

Why: • FPIs were net sellers of $836 mn in debt during FY26.
• Rupee weakened 3.4% against the dollar, reducing foreign investors' effective returns.

📌*FIIs FY26-27 in ₹*
MTD: (−3,911.68Cr)

*DIIs FY26-27 in ₹*
MTD: +5,109.13Cr

📌*NIFTY....*

*JUNE 2024➖ 23,536*
*JUNE 2026➖ 23,536*

*"Broad Market is Not performing Since Last Two Years...."*

But,

_*SIPs & STPs in NIFTY INDEX FUNDs are Generating Reasonable Returns !!!*_

That's the Power of SIP...

📌*Sources: Business Newspaper*

2 months ago | [YT] | 1