PSU banks offer highest alpha potential over medium term: Omniscience Capital
PSU banks stand out for strong balance sheets, double-digit growth and valuations below intrinsic value, while expensive consumer and hotel stocks remain less attractive.
Top News
Indian REITs remain resilient amid geopolitical uncertainty: CareEdge Ratings
Long-term leases, stable rental cash flows and diversified tenants are helping India’s listed REITs withstand geopolitical uncertainty, while strong GCC demand and rising office occupancy support the sector’s medium-term outlook.
Indian real estate to remain resilient despite West Asia crisis: CareEdge Ratings
Residential sales in top six cities are projected at around 3.55 lakh units in CY2026, with premium housing, office leasing and industrial demand supporting the sector despite rising costs and geopolitical uncertainty.
India GDP growth seen at 6.8% in FY27; El Niño, West Asia risks weigh on outlook
India Ratings and Research expects India’s GDP growth to moderate from 7.6% in FY26, with higher food and energy inflation, currency depreciation and fiscal pressures likely to weigh on the economy.
India’s senior living market set to cross ₹1 trillion by 2030: Colliers
Organised senior living inventory is expected to quadruple to nearly 1 lakh units by 2030, while over ₹13,000 crore of investments announced since 2025 are likely to support new supply.
NBCC seeks SC nod to bypass RERA hurdles in completing 16 Supertech projects
NBCC has approached the Supreme Court seeking exemption from certain RERA requirements to expedite the completion of 16 stalled Supertech housing projects covering nearly 50,000 homes.
Lodha Developers plans 21 housing launches worth Rs 24,000 cr by March 2027
The company plans seven new projects and 14 new phases across MMR, Delhi-NCR, Pune and Bengaluru as it targets Rs 24,000 crore in sales bookings in FY27.
Sensex, Nifty gain over 2% in July; large caps offer better risk-reward: Axis MF
Some of the key global risks that weighed on markets earlier in the year have begun to moderate, although uncertainty remains elevated.
CPI inflation rises to 20-month high of 4.5% in July; food prices drive uptick
Food inflation accelerated to 5.5% in July, while onion and meat prices surged; Bank of Baroda expects CPI inflation at 5-5.2% in FY27.
Top 11 developers target Rs 1.82 lakh crore pre-sales in FY27, up 22%
ANAROCK Research’s analysis of investor presentations of 11 leading listed developers reveals that the combined pre-sales of these developers are estimated to increase from INR 1.49 lakh crore in FY26 to INR 1.82 lakh crore in FY27.
