The Economic Times

Better to bet on PSU banks, realty and infra stocks; FMCG, railways good for short-medium term: Neeraj Dewan

• The Economic Times

Better to bet on PSU banks, realty and infra stocks; FMCG, railways good for short-medium term: Neeraj Dewan

Aris June 3, 2025

Market expert Neeraj Dewan is optimistic about PSU banks due to anticipated interest rate cuts and strong...

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India a top growth market but still underowned globally: Matt Orton

• The Economic Times

India a top growth market but still underowned globally: Matt Orton

Aris June 3, 2025

Matt Orton from Raymond James Investment visited India for an investor conference. He finds Indian infrastructure development...

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Crypto Prices Today: Bitcoin holds above $105,000; Ethereum surges 5% on institutional buying

• The Economic Times

Crypto Prices Today: Bitcoin holds above $105,000; Ethereum surges 5% on institutional buying

Aris June 3, 2025

Bitcoin is stable above $105,000, while Ethereum jumps 5% amid positive altcoin sentiment. Market capitalization increases to...

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Stocks to Buy | Ridham Desai’s Take: India’s Macro Strength and Market Opportunities

• The Economic Times

Stocks to Buy | Ridham Desai’s Take: India’s Macro Strength and Market Opportunities

Aris June 3, 2025

Ridham Desai asserts India is not a global consensus trade, citing underweight FPI positions, stable macros, supportive...

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Aequs files IPO papers via confidential filing route; seeks to raise up to $200 million

• The Economic Times

Aequs files IPO papers via confidential filing route; seeks to raise up to $200 million

Aris June 3, 2025

Aequs, an Indian contract manufacturer for aerospace and consumer goods, has confidentially filed draft papers with SEBI...

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United Spirits shares jump 4% after JP Morgan upgrades to ‘Overweight’; target raised to Rs 1,760

• The Economic Times

United Spirits shares jump 4% after JP Morgan upgrades to ‘Overweight’; target raised to Rs 1,760

Aris June 3, 2025

United Spirits shares: JP Morgan upgraded United Spirits due to increased confidence in the company’s earnings growth...

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Private lenders disappoint in Q4FY25, but small and PSU banks impress. HDFC Bank, SBI among 16 stocks to buy

• The Economic Times

Private lenders disappoint in Q4FY25, but small and PSU banks impress. HDFC Bank, SBI among 16 stocks to buy

Aris June 3, 2025

India’s banking sector saw a mixed Q4FY25, with private banks lagging and small/mid-sized banks outperforming. ICICI and...

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US yields are America’s headache, but DXY may be world’s concern: Kotak Equities

• The Economic Times

US yields are America’s headache, but DXY may be world’s concern: Kotak Equities

Aris June 3, 2025

Kotak Institutional Equities suggests rising US bond yields reflect domestic fiscal concerns rather than growth optimism. A...

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Europe doubling down on defence spending after being snubbed during US-Russia talks: Benjamin Heelan

• The Economic Times

Europe doubling down on defence spending after being snubbed during US-Russia talks: Benjamin Heelan

Aris June 3, 2025

Europe is significantly increasing defence spending due to exclusion from US-Russia peace talks, potentially adding $370 billion...

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Ridham Desai sees India outperforming global markets despite uncertain global economic environment

• The Economic Times

Ridham Desai sees India outperforming global markets despite uncertain global economic environment

Aris June 3, 2025

Morgan Stanley’s Ridham Desai highlights that while US tariffs are a concern, the slowdown in US immigration...

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