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Adani Group stocks fell 21% in FY25, losing Rs 3.4 lakh crore in market value due to investor caution, regulatory issues, and FII sell-offs. Adani Green, Adani Enterprises, and NDTV saw steep declines, while broader market volatility and policy uncertainties also impacted valuations. The group denies all allegations.

JM Financial maintains a Buy recommendation on Bajaj Finserv with a revised target price of Rs 2,100. Bajaj Finserv, a prominent player in the NBFC sector, has reported a net profit of Rs 4,408.79 crore in the latest quarter. Promoters hold 60.64% stake, while FIIs and DIIs hold 7.16% and 8.9% respectively.

India is highlighted as a key growth opportunity among emerging markets, with renewed interest in its equities. Strong pro-market economic policies and themes such as increased female workforce participation and manufacturing absorption are driving this optimistic outlook. Valuations remain at a premium, but recent market corrections have made investments more appealing.

JM Financial recommends buying JK Cement with a target price of Rs 5,300, up from the current Rs 4,824.85. The company aims to double grey cement capacity by FY30, promising significant volume growth. Strong market mix and cost improvements are expected, despite planned capex. JK Cement remains a preferred mid-cap pick, with promoters holding a 45.68% stake.

Chirag Doshi, CIO-Fixed Income at LGT Wealth India, suggests investing in medium to long-duration government bonds due to expected RBI rate cuts. He recommends a diversified portfolio with a mix of government, state development, and high-rated corporate bonds for balanced yield stability. Doshi advises flexibility to capitalize on capital appreciation opportunities presented by the current market conditions.

Indian equities saw a sharp rebound this week, led by strong performances in the midcap and smallcap segments. Experts predict further outperformance in these areas, noting technical strengths and broad-based buying interest across sectors like defence, railway, oil marketing, and power.

The rupee appreciated 12 paise to 85.86 against the US dollar supported by strong domestic inflows, despite risks from crude oil prices and liquidity constraints. Foreign institutional investors purchased equities worth Rs 7,470.36 crore, while state-run enterprises and NBFCs raised significant funds through debt sales and bonds.

Many of them are now sitting on cash and markets have rallied. So, fundamentally also if you see, the triple move which we have seen is very rare. Stock markets moving up, bonds moving up, i.e., bonds yield moving down and the rupee moving up, all three happening together, that by itself is a good macroeconomic indicator.

​Havells would be more diversified with some positives coming from the rest of the durables growth. AC growth is expected to be strong and on wires and cables, obviously, they will also get impacted.

Rajeev Agrawal of DoorDarshi India Fund emphasizes the need for company-level tariff adjustments due to varying export percentages, especially in sectors like pharma which may be significantly impacted by US tariffs. He highlights a shift in investment focus towards domestic companies and undervalued lending firms, while maintaining overall sector allocations.