Kshitij Anand

Brokerages remain bullish on Cipla and Reliance Industries, citing strong growth drivers and attractive valuations. Citi highlights regulatory catalysts and respiratory recovery for Cipla, while Motilal Oswal sees Jio IPO-led value unlocking and digital growth supporting RIL. Both stocks carry ‘Buy’ ratings with over 25% upside potential.

Indian Hotels Company Ltd has broken out of a prolonged falling channel on weekly charts, signalling a potential uptrend. Analysts see the stock heading towards Rs 785 over the next 3-4 weeks, backed by strong momentum indicators, bullish moving average positioning, and a buy signal from the Supertrend indicator.

Wright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her firm's Factor Fund has significantly outperformed benchmarks, delivering nearly 20% CAGR. Srivastava highlights dynamic allocation across sectors like data centers and power transmission, emphasizing a quantitative strategy that adapts to market regimes and volatility for superior returns.

Brokerages are selectively backing consumer, logistics, and e-commerce firms with strong growth prospects. Citi initiates coverage on Meesho with a 'Buy' rating, citing user growth and monetization potential. Elara Capital sees Mahindra Logistics as a turnaround success story poised for profit-driven compounding. However, HDFC Securities remains cautious on Nykaa, deeming its long-term growth and margin targets overly ambitious.

Datamatics Global Services Ltd. is showing strong bullish signals after forming a double bottom pattern and breaking a downward trendline. Experts suggest this IT stock could climb above 1000 in the coming months. The stock has recovered significantly from its lows, with technical indicators like moving averages and RSI pointing towards a potential upward trend reversal, making it an attractive buy for medium-term traders.

Brokerages are bullish on select retail, defence, and auto stocks, citing strong growth prospects. Morgan Stanley backs Trent's aggressive expansion, while Citi favors Bharat Electronics for its defence prowess and export potential. Tata Motors' passenger vehicle business also garners a balanced view, with plans for market share gains and an expanding EV lineup, aiming for debt-free status.

Torrent Power shares are showing signs of a comeback after a significant dip, with bulls attempting to regain control. Experts suggest a buying opportunity for short-term traders targeting Rs 1,565, citing strong support levels and positive technical indicators. The stock has recently recovered over 3% in a week, indicating renewed investor interest and a potentially constructive outlook.

Brokerages remain divided on two stocks. Goldman Sachs retained its 'Sell' rating on Bharat Dynamics, raising the target price marginally to Rs 1,275 after fresh defence orders improved revenue visibility, but it continues to flag valuation concerns and margin risks.

Areion Assets Management has launched a $60 million Category III AIF from GIFT City targeting Indias special situations market. The fund will invest in distressed assets, structured credit and IBC opportunities, focusing on recovery-led value creation across sectors, amid increasing institutionalisation of alternative investments in India.

As fixed deposit rates dip, investors are turning to high-rated PSU and corporate bonds for better returns. Improved retail access and regulatory reforms are making these instruments more appealing. Experts highlight that while yields are attractive, understanding credit ratings, security, cash flows, and liquidity is crucial for investors to differentiate between genuine opportunities and potential risks. This marks a significant shift towards the financialization of fixed income in India.