Aabha Bakaya

Banking stocks have remained under pressure despite a broader market rally. In this conversation, market expert Ajay Bagga shares his outlook on private sector banks, FPI flows, the U.S. Federal Reserve, interest rates, and how FCNR(B) inflows could support credit growth and improve sentiment. Ajay bagga explains what could drive the next phase of the banking sector's performance and whether bank stocks are poised for a recovery.

Energy security has emerged as a key investment theme amid rising geopolitical tensions and growing demand for reliable power. In this conversation, market expert Ajay Bagga explains why sectors such as renewables, EVs, battery storage, power infrastructure and even coal could remain in focus. He also discusses the government's push towards energy security and the long-term opportunities investors should watch in India's evolving energy landscape.

Leadership uncertainty continues at Air India as the appointment of the airline’s next CEO is expected to be delayed by a few months. In response, Tata Sons has formed an interim management committee, led by Chairman N. Chandrasekaran, to oversee operations and ongoing transformation efforts. The delay comes as the airline faces financial challenges, including reported FY26 losses of around ₹26,000 crore, while the search for a permanent CEO remains unresolved. Names such as Nipun Agarwal and former Vistara CEO Vinod Kannan have been discussed, but no final decision has been announced. Here's what this means for Air India.

As TCS kicks off the Q1 earnings season, all eyes are on India's largest IT company for cues on the sector's outlook. In this video, Gaurang Shah, Sr. VP, Geojit Investments, shares what investors should watch in the company's results and management commentary. He highlights three key focus areas—constant currency growth, the impact of wage hikes on margins, and updates on AI-led transformation. With expectations of a largely flat quarter, the management's outlook could be the biggest trigger for IT stocks and broader market sentiment.

The earnings season is throwing up fresh investment opportunities across sectors as companies prepare to announce their June quarter results. Avinash Gorakshakar, Founder, Avinash Mentor Research, shares his preferred ideas for the current market, explaining why he remains positive on select auto, healthcare, and PSU banking stocks. He believes strong earnings expectations, business expansion, and improving fundamentals could support these companies in the near to medium term. The discussion also covers the broader market sentiment following HCLTech's results and how investors can position themselves as the Q1 earnings season gathers pace.

The Q1 earnings season is gaining momentum, and stock-specific opportunities are beginning to emerge across sectors. Market expert Avinash Gorakshkar believes investors should focus on individual companies rather than betting on the broader indices during this results season. He remains positive on the I.T. sector after HCL Technologies reported a strong set of quarterly numbers, backed by healthy deal wins and encouraging management commentary. Mid-tier I.T. firms such as Coforge and Persistent are also on his radar due to improving business trends. In the auto space, he highlights Mahindra & Mahindra and Ashok Leyland, citing robust June sales performance. Watch the full discussion to understand which stocks could potentially outperform and why careful stock selection may be the key to generating alpha in the current market environment.

HAL has received the seventh GE engine for the Tejas Mk1A fighter jet program, marking a key milestone in the delayed project. Shivani Sharma, India Today, highlighted that the latest engine delivery is expected to support the first Tejas Mk1A deliveries by the end of the year. Avinash Gorakshakar, Founder, Avinash Mentor Research, said the development is a positive trigger for HAL and could improve investor sentiment as execution gathers pace. Watch this video to understand why this update matters, what it means for HAL's order book, and the outlook for India's defence manufacturing sector.

According to government sources, the Union Cabinet is likely to approve a new investment policy for the urea sector along with the continuation of the urea subsidy for FY27. The proposed reforms aim to boost domestic urea production, reduce import dependence, and generate annual subsidy savings of nearly ₹9,000 crore over the coming years. Chetan Bhutani, Business Today, explains that the policy could encourage fresh investments through new brownfield and greenfield projects, while offering an eight-year government buyback guarantee for producers. If approved, the reforms could strengthen fertilizer security, reduce imports, and improve India's long-term self-reliance in urea production.

India and the UK have signed a landmark Free Trade Agreement (FTA), marking a major step in strengthening bilateral economic ties. The deal is expected to provide a significant boost to sectors such as textiles, footwear, garments, and marine products by improving export opportunities. Karishma Asoodani, Business Today explains that Indian consumers could also benefit as tariffs on British Scotch whisky will be reduced in phases over the next decade. However, challenges remain around steel exports and the EU's Carbon Border Adjustment Mechanism (CBAM), which could create hurdles. Watch this video for a complete breakdown of the agreement and its impact.

Ather Energy is emerging as a strong long-term play in India's fast-growing electric two-wheeler market. With EV adoption accelerating across India, the company is well-positioned to benefit from rising demand and expanding market penetration. Vinit Bolinjkar, Head of Research, Ventura Securities, believes Ather stands out because of its dedicated EV portfolio and expects the company to witness strong growth over the next three to five years. He also highlights that traditional automakers could face pressure as the transition from internal combustion engine (ICE) vehicles to EVs gathers pace. Watch this video for the complete analysis and key investment insights.