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Christy Mathai of Quantum MF highlights private sector banks as his top investment due to historically low valuations and potential growth. He also sees opportunities in the two-wheeler segment and health insurance, while expressing caution towards capex-driven sectors and financial market plays amid potential corrections.

Bitcoin fell below $80,000, hitting a 3.5-month low due to uncertainties over U.S. tariff plans, crypto regulations, and weak investor sentiment after an Ethereum hack. Despite the dip, institutional optimism remains with targets set at $500K by the end of Trump s term. Major cryptocurrencies also saw losses, including Ethereum and XRP.

Ashi Anand, CEO of IME Capital, suggests focusing on large and midcaps in banks, consumer, IT, and pharma for near-term value. He sees potential in the banking sector despite short-term challenges and suggests a defensive posture. Long-term opportunities may arise in digital, capital markets, real estate, and capital goods as valuations correct.

As per a notification from the Appointments Committee of the Cabinet (ACC) on Thursday, February 27, the Cabinet has approved the appointment of Pandey, IAS (OR: 1987), currently the Finance Secretary and Secretary of the Department of Revenue, to the position of SEBI Chairman.

Kernex Microsystems shares are in focus after South Eastern Railway awarded a Rs 325.33-crore contract to the Kernex-MRT consortium for the supply, installation, and commissioning of the Kavach safety system across 688 RKM in the Kharagpur and Chakradharpur divisions. The project, valued at Rs 325.33 crore, is to be completed within 1,000 days. The company also reported strong Q3 FY25 results.

ICICI Securities recommends buying Havells India with a target price of Rs 1,800, up from its current Rs 1,420. Havells India, a large-cap company in the Consumer Durables sector, has shown strong financials with revenue and profit growth. Established competitive advantages and growth opportunities in white goods and durables support the positive outlook.

HCL Technologies share price: The partnership, announced after market hours on Thursday, will have HCL Tech implement its AI-powered platform, HCLTech AI Force, to modernize the operational systems of Children’s Minnesota, one of the largest pediatric healthcare providers in the United States.

Overvaluation, especially in mid and small caps, and weak corporate earnings have weighed on sentiment. A slowdown in rural and urban consumption, along with tightening credit, has added to the pressure.