Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growth

Taiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intelligence infrastructure continues to fuel advanced semiconductor orders. Analysts anticipate a significant year-on-year jump in net profit for the April-June quarter. This sustained momentum underscores the ongoing strength in AI-driven semiconductor demand. TSMC’s market value has surged, making…

Cybersecurity: How Vijay Kedia’s new-age thematic play handed him 3 multibagger stocks

Veteran investor Vijay Kedia has identified a cybersecurity theme in his portfolio. He holds stakes in TechD Cybersecurity, Sattrix Information Security, and TAC Infosec. These small listed companies have delivered significant stock returns for investors. The growing demand for cybersecurity services fuels this market opportunity. This trend highlights a new pocket of investment in India’s…

Sensex rises 200 points, Nifty above 24,100 amid Middle East jitters. What lies ahead?

Indian stock markets showed resilience on Thursday, with Sensex and Nifty gaining slightly. Geopolitical worries from the Middle East conflict did not significantly impact trading. IT stocks led the gains, while some banking shares experienced minor declines. The Indian Rupee remained stable against the US dollar, with oil prices showing muted movement. Analysts anticipate a…

Motilal Oswal picks 9 bank stocks with up to 36% upside potential ahead of Q1 results. Do you own any?

Motilal Oswal has selected nine bank stocks with significant upside potential. Analysts anticipate bank credit growth to remain strong in the near term. Large private sector banks are expected to benefit from favorable economic conditions. ICICI Bank and HDFC Bank show considerable upside potential according to the report. Other banks like Bandhan Bank and RBL…

Dual engines to fuel bull market? Mutual fund cash hits multi-year low of 4% as FIIs turn buyers after 4 months

Domestic mutual funds reduced cash holdings to a multi-year low of four percent. Foreign institutional investors have returned as buyers after a significant selling period. This dual liquidity boost signals increased institutional risk appetite in Indian equities. Fund managers are selectively deploying capital into reasonably valued segments. Large-cap stocks and banks are expected to benefit…

HDB Financial shares jump 5% on Q1 profit cheer. What are Nomura, Motilal Oswal saying?

HDB Financial Services reported a strong June quarter with profit rising 38%. Net interest income increased 20%, and asset quality showed improvement. Assets under management grew 11%, reflecting steady lending business expansion. Experts maintained neutral ratings, citing steady earnings and margin expansion. The company’s stock saw a notable jump following the positive financial results.