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Latest posts, stock views and market insights from Kulneet singh on StockGro.
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MSCI Exit Adds Fresh Technical Pressure on Swiggy
SWIGGY is facing a different kind of pressure right now, and this has more to do with index eligibility and foreign ownership limits than any immediate change in its underlying business.
MSCI has decided to remove Swiggy from its Global…
Rising Gold Imports Put Focus Back on Trade Deficit
KALYANKJIL Gold has again come into focus after Prime Minister Narendra Modi urged Indians to avoid unnecessary purchases as rising imports put pressure on India’s trade deficit and the rupee.
What caught my attention is the scale of the…
Banks Cut FCNR Rates as RBI Swap Window Ends
HDFCBANK Banks have started sharply reducing FCNR(B) deposit rates after the RBI’s special swap window came to an end, and I think this shows how quickly deposit pricing can change once a temporary liquidity incentive disappears.
During t…
Festive Demand Keeps Price Hikes Under Control
HYUNDAI The festive season is approaching, and one thing that caught my attention is how automobile and electronics companies are handling rising costs. Input costs are going up, but companies are trying to avoid aggressive price hikes bec…
Blackstone REIT Stake Sale Draws Strong Demand
360ONE The strong response to Blackstone’s stake sale in Knowledge Realty Trust caught my attention because it shows that institutional interest in India’s commercial real estate space remains healthy.
Blackstone is selling a 25.03% stake…
Maruti Lines Up ₹77,500 Crore for Next Growth Phase
MARUTI is preparing for a major expansion cycle, and the scale of the planned investment is what caught my attention. The company plans to invest around ₹77,500 crore over the next five years, covering areas such as capacity expansion, ne…
Investors Pour Fresh Capital Into India’s F&B Sector
DEVYANI India’s food and beverage space is attracting serious investor interest, and what stands out to me is that the money is not limited to one category. Coffee, restaurants, cloud kitchens, snacks and packaged food businesses are all s…
Tata Motors Sees Strong Demand for Electric CVs
TMCV Electric commercial vehicles are one segment where I feel the shift towards EVs is becoming more practical rather than just being a future story.
Tata Motors has indicated that demand for its electric commercial vehicles remains stro…
Deposit Growth Becomes Key Test for Indian Banks
BANKBARODA Indian banks are in a fairly comfortable position today when we look at asset quality, capital levels and liquidity. But one thing I feel we need to track closely from here is whether deposits can keep pace with the strong growt…
HDFC Bank Faces a Crucial Growth and Margin Test
HDFCBANK is entering an important phase as it prepares for a leadership transition, and I feel the bigger story here is not just about who becomes the next CEO. The real challenge will be how the bank brings back stronger growth without co…
Home Loan Rates Turn Competitive After Rate Cuts
SBIN Home loan rates are becoming more attractive, and I think this is something both borrowers and investors should keep an eye on. Several large banks are now offering starting rates around the 7%–7.5% range, although the final rate will…
Textile Stocks Regain Momentum on Export Revival
KPRMILL The textile sector is starting to look interesting again after going through a difficult phase of weak demand, volatile raw material prices and pressure on margins.
What has changed now is the global sourcing environment. India’s…
Airtel Leads July Mobile Subscriber Additions
BHARTIARTL Airtel continued to add subscribers at a healthy pace in July, and for me the important part is that it remained ahead of Reliance Jio in monthly net additions.
Airtel added around 26.8 lakh mobile subscribers during the month,…
ITC Infotech Bets Big on Happiest Minds Stake
HAPPSTMNDS The proposed deal between ITC Infotech and Happiest Minds is interesting to me because this is not just a financial investment. It shows how consolidation is gradually picking up in the mid-sized IT services space.
ITC Infotech…
Lower NPAs Give Banks More Cushion for a Slowdown
SBIN The banking cycle will eventually see another slowdown, but what I found interesting in SBI Chairman CS Setty’s comments is how differently banks are positioned today compared with earlier cycles.
SBI’s gross NPA is currently around…
Oberoi Hotels Faces Legal Dispute Over Dividend
EIHOTEL A legal dispute involving Oberoi Hotels caught my attention because it relates to the late PRS Oberoi’s dividend entitlement and highlights how succession-related matters can create complications even in established business famili…
SBI Sees ₹5 Lakh Crore Corporate Loan Pipeline
SBIN corporate loan pipeline is something I find worth tracking because it gives us a good indication of where private and public sector capex could be heading.
SBI currently has a corporate loan pipeline of around ₹5 lakh crore. What I…
Reliance-Disney JV Shows Improving Financials
RIIL The latest numbers from the Reliance-Disney joint venture caught my attention because the direction of the business seems to be improving.
Walt Disney’s loss from its investment in the JV narrowed to $44 million in the June quarter f…
Gabriel India Makes a Strategic Move Beyond Suspension
GABRIEL joint venture with South Korea-based HL Klemove is an interesting step because it takes the company beyond its traditional suspension business and into advanced mobility solutions.
The JV will manufacture, develop and sell product…
Food Labelling Rules May Reshape FMCG Strategies
NESTLEIND Front-of-pack labelling is becoming an important discussion for India’s packaged food industry. Nestlé’s global CEO Philipp Navratil has supported mandatory labelling for products high in salt, sugar or fat, while also suggesting…
