SANDEEP RAINA OF NUVAMA PROFESSIONAL CLIENTS GROUP

The markets are reacting positively in anticipation of a good budget with a focus on infrastructure spending and the reappointment of key ministers has been perceived positively.

The Indian rupee closed slightly down on Monday, unable to build on recent gains as local dollar demand pressured the currency even as most of its Asian peers rose.

The Indian rupee closed higher on Friday after rising to its highest in two weeks, aided by likely intervention from the Reserve Bank of India (RBI) and broad-based interbank dollar sales in the latter half of the session.

Sandeep Raina of Nuvama projects Nifty50 levels at 24,000 to 25,000 based on expected EPS, influenced by Indian Elections and Middle East tensions. Market trends may align with US Fed’s policies, impacting inflation and equity performance. Raina fur...

​The rupee ended at 83.5075 against the U.S. dollar, barely changed from its previous close at 83.5175. The currency had risen to a high of 83.4475 early in the session, before shedding some of the gains.

Sandeep Raina is not worried about the market crash. Further small cuts are possible, but it's not a bloodbath. Stay invested, the market will revive. Quality midcaps, smallcaps, and largecaps with 20% growth, good ROCE, and cash flows are worth inv...

Piramal Pharma has a diversified business encompassing contract development and manufacturing business (CDMO), complex hospital generics (CHG), and India consumer healthcare (ICH). The CDMO business is grossly undervalued considering its potential i...

Major paper companies have entered the next phase of expansion due to high-capacity utilization and strong balance sheet position, which provides good upside potential to the stock from FY26-27 perspective, says Sandeep Raina of Nuvama Professional ...

The medium-to-long term growth prospects for Hindware Home Innovation remains positive given its strong positioning in bath ware, greater presence in pipes and fittings and consumer appliances, comprehensive product portfolio, strong brand recall, a...

Arvind Fashions, which runs brands like USPA, Arrow, Tommy Hilfiger TH, Calvin Klein, and Flying Machine, has focused on rationalisation of portfolio and exited multiple loss-making brands, besides raising capital to strengthen its balance sheet ove...

Aditya Vision is an emerging consumer durables retailer, with strong focus on customer service and shopping experience helping the company create a strong brand equity. Its aim to densify store networks in existing clusters and selectively enter new...

Allcargo Gati has emerged as one of India’s leading multi-modal express logistics players. Efficiency, service, and capacity enhancement is likely to drive 14.4%/13.8% volume/revenue CAGR over FY23-26, says Sandeep Raina of Nuvama Professional Clien...

Beta Drugs is well placed to capitalise on the growth opportunities in the oncology drugs segment, aided by its comprehensive product portfolio, focus on product development, and improving export prospects with the receipt of accreditations and appr...

Beta Drugs is one of the leading players in the domestic oncology space in India. The company is well placed to capitalise on the growth opportunities in the oncology drugs segment due to its comprehensive product portfolio, focus on product develop...

City Union Bank has been one the fastest growing small-sized banks in India with a rare status of being one of the most consistent in terms of growth and operating metrics. Despite being a smaller sized bank and having a concentrated presence in sou...

The company finds its niche in its radiology play, which contributes 36% to the overall revenue, and high B2C share and investments in latest technologies. After establishing a strong foothold in Telangana and Andhra regions, the company is set to e...

Federal Bank has seen a notable increase in sales of its products in both organic and fintech channels, indicating a growing interest in these products.In the last few years, accelerated focus for retail advances has taken the share of retail loans ...

Federal Bank is the largest bank in south India, with an asset size of Rs 2.87 lakh crore. In the last six quarters, the bank’s credit growth has outpaced that of industry, and Sandeep Raina of Nuvama Professional Clients Group sees the bank growing...

CARYSIL is well-placed to deliver strong growth, aided by industry tailwinds, greater spending on home improvement, and demand for aesthetically appealing products globally, says Sandeep Raina, executive vice president - research, Nuvama Professiona...