India

IT valuations back to Pre-Covid levels, long-term case strengthens: Karthikraj Lakshmanan

Attractive valuations in the IT sector are drawing investor attention despite patchy short-term fundamentals, with outsourcing opportunities remaining intact. Consumer durables and retail stocks show continued potential driven by urbanization and a growing middle class. Private banks are also appealing due to attractive valuations and stable asset quality, with earnings expected to recover. Source link

India

New labour laws may put India on a pro-business growth path: Karthikraj Lakshmanan

New labour reforms are reshaping India’s economic outlook. Manufacturing is seen as a key growth area, benefiting sectors like pharma and autos. Global markets, especially the US, present risks, but emerging markets, including India, offer better entry points. Investors are advised to be selective, focusing on fundamentals and avoiding overvalued sectors like FMCG and power utilities. Source link

India

Planning your portfolio for 2026? Here’s how to think about gold, equity, and debt allocation

2025 has defied conventional market trends, with safe assets outperforming riskier ones. Gold surged nearly 50%, while equities remained volatile following a three-year bull run. After peaking in September 2024, markets corrected multiple times, including during the Indo-Pak skirmish. With the Sensex up just 7% over one year, investors now face crucial decisions on short-term asset allocation. Source link

India

Jignanshu Gor sees limited long-term risk from new gig worker regulations

India’s food delivery and quick commerce sectors face cost adjustments due to new gig worker regulations. Analysts anticipate a modest financial impact, unlikely to derail long-term investment theses for major platforms like Zomato and Swiggy. Companies have largely prepared for these changes, with costs potentially shared across customers, restaurants, and operational efficiencies. Source link