Daily trending news …
Motilal Oswal Financial Services has issued Buy recommendations for three stocks: Astro Microvo, Vishal Mega Mart, and Lodha Developers, citing improving margins, revenue growth, and strong order books. The targets imply meaningful upside with long-term growth supported by sector dynamics and execution.
RBI’s Handbook of Statistics on Indian States 2024-25, showing Tamil Nadu’s lead in factories (40,121), workers (2.48 million), exports ($52.07 billion), and foreign tourists (11.61 lakhs) in 2024. This reflects manufacturing-driven growth in autos, electronics, and engineering, with 16% GSDP growth in 2024-25
Despite India posting robust 8%+ real GDP growth, SAMCO Group CEO Jimeet Modi warns that sky-high real interest rates of 5.25% – the highest in over a decade – are strangling nominal growth. This is hurting tax revenue, corporate profits and debt sustainability. With inflation near zero, keeping rates elevated risks deflation and stalls investment.
SBI’s dominant market position, steady loan growth, and improving net interest margin support a positive earnings trajectory. Analysts highlight healthy fee income, solid asset quality, and macro tailwinds from GST cuts and GDP growth. The stock remains a key long term consideration for investors seeking stability in Indian banking.
Morgan Stanley forecasts Indian stocks roaring back in 2026, setting a bull-case Sensex target of 107,000 (27% upside) by December if oil stays below $65/barrel, tariffs ease, reflation continues and growth accelerates. Analysts assign 30% probability, expecting 19% annual earnings growth FY25-28. Base case (50% probability) sees Sensex at 95,000 (+13%), while bear case warns of 76,000 on oil abov
