In an interaction with Sandipan Roy, Chief Investment Officer (CIO), at Motilal Oswal Private Wealth, he explains why India’s next real estate cycle could be driven by retail participation and REIT-led institutionalisation, while highlighting the emerging opportunities across commercial offices, hospitality, healthcare, warehousing, and data centres. Edited Excerpts -
Indian equity benchmarks closed modestly higher on Friday, with financial stocks leading the gains. The Nifty and Sensex edged up, though pharma and healthcare weakness capped the rise. Analysts noted the market's indecisive range-bound movement, awaiting a decisive breakout above 23,800 for further upward momentum or a fall towards 23,600.
In an interview with PTI, KRT Chief Executive Officer (CEO) Shirish Godbole said the company is looking for the acquisition of prime office assets to grow business organically.
Aggarwal said the ban on construction activities delayed the completion of some of its projects, and hence, the revenue recognition also got impacted.
Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI boom is reshaping global markets. South Korea's Kospi and Taiwan's stock market have seen significant gains, surpassing established Western exchanges. This shift highlights a new global market order driven by AI.
This comes as markets continue to witness sharp downswings and muted recoveries, with oil prices remaining elevated amid the seesaw political game in the Middle East.
Analyst predictions point to significant opportunities in the Indian stock market. Several top Sensex companies are expected to deliver strong returns over the next twelve months. Investors can look at stocks with projected gains of up to 40%. These include Eternal, HDFC Bank, Mahindra & Mahindra, and ICICI Bank, among others, showing promising upside potential.
Last week, LIC reported a 23 per cent jump in net profit to record Rs 23,420 crore in the just concluded March quarter as compared to Rs 19,013 crore in the corresponding period of the previous year..
MF Performance
Major Indices
