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«If one is a long-term investor, this is also a domestic-focused, our own domestic-focused consumption story and there is definitely scope there to build on to a portfolio if you are seeing some correction and consolidation started to happen, then one can be looking at real estate also,» says Neeraj Dewan, Market Expert. What is your take? Are you watching this space very closely because Chris Wood is of the opinion that the real estate cycle is not over as yet. He is still bullish on it, though the market commentary or the sentiment is pretty negative on the real estate space. What is your view on the real estate space? Neeraj Dewan: What we have seen here is that stock markets, real estate, they all move in tandem. So, we have seen a good correction in the markets. So, a lot of money which is going into real estate is not going to that extent. Though the prices have not corrected, like I am in North, so I can say about NCR region, the prices have not corrected, though maybe what we are hearing that some deals, so some negotiations are happening, so you get some discount.

KIOCL Ltd.(up 3.93%), Pokarna Ltd.(up 3.27%), Gujarat Mineral Development Corporation Ltd.(up 3.11%), 20 Microns Ltd.(up 3.08%), Madhav Marbles & Granites Ltd.(up 2.24%), The Orissa Minerals Development Company Ltd.(up 1.86%), Sandur Manganese & Iron Ores Ltd.(up 1.81%), Aro Granite Industries Ltd.(up 1.58%), MOIL Ltd.(up 1.57%) and Ashapura Minechem Ltd.(up 0.93%) were among the top gainers.

Raymond Ltd.(up 3.51 per cent), Godrej Properties Ltd.(up 2.11 per cent), Mahindra Lifespace Developers Ltd.(up 1.39 per cent), Brigade Enterprises Ltd.(up 1.04 per cent) and Sobha Ltd.(up 0.75 per cent) were among the top gainers.

buy call on Jubilant Foodworks with a target price of Rs 780. The current market price of Jubilant Foodworks Ltd. is Rs 607.3. Jubilant Foodworks, incorporated in 1995, is a Large Cap company with a market cap of Rs 40174.68 crore) operating in Tourism & Hospitality sector. Jubilant Foodworks' key products/revenue segments include Beverages, Other Operating Revenue for the year ending 31-Mar-2024.

Sona BLW fell by up to 3% on the BSE on March 4, after U.S. President Donald Trump said on Monday, «there is no room left for Mexico or Canada,» confirming that a 25% tariff on imports will take effect from Tuesday. The shares of Sona BLW Precision Forgings fell by 2.7% to a low of Rs 472.80 in early trade, while Samvardhana Motherson International shares slipped 2.4% to their day's low of Rs 116.55.

The Nifty futures closed negatively with losses of 0.06% at 22,267 levels on Monday. India VIX fell by more than 1% to close at 13.76 in the previous trading session.

Coforge shares will be in focus on Tuesday, March 4, as the company’s board meets to evaluate a proposal for altering its share capital through a stock split or subdivision of its existing equity shares with a face value of Rs 10 each. «The meeting of the Board of Directors of the company is scheduled to be held on Tuesday, March 04, 2025, inter alia, to consider the proposal for altering the share capital of the company by subdivision/split of the existing equity shares of face value Rs 10/- each, fully paid-up, in such a manner as may be determined by the Board of Directors, subject to the approval of the shareholders and any approvals, as may be required under applicable law,» the company said in an exchange filing.

Axis Securities has a buy call on Hero MotoCorp with a target price of Rs 5,285. The current market price of Hero MotoCorp is Rs 3,690. Hero, incorporated in 1984, is a Large Cap company with a market cap of Rs 73499.83 crore, operating in the Auto sector. Hero MotoCorp's key products/revenue segments include Motorised Two Wheelers Upto 350cc Engine Capacity, Spares (Two Wheelers), Sale of services, Other Operating Revenue and Duty Drawback for the year ending 31-Mar-2024.

RBL Bank shares will be in focus on Tuesday after the private sector lender confirmed that Maharashtra State GST officials conducted searches at three of its offices under Section 67 of the Maharashtra Goods and Services Tax (MGST) Act, 2017. The bank stated that the proceedings are ongoing and that it is fully cooperating with authorities by providing the requested data.

“At Wallfort PMS, our investment objective is to maximise returns through long-term investment in small and midcap stocks along with prudent risk management and investment allocation strategy,” says Bhavya Shah, Head of Research, Wallfort PMS. In an interview with ETMarkets, Shah said: “Following the Four P Investment Approach, we focus on companies with great leadership and top management, strong products or services, business profitability, growth drivers etc.,” Edited excerpts: Please take us through the recent performance of the fund and for the year 2024?

Chakri Lokapriya, Chief Investment Officer (CIO) for Equities at LGT Wealth India , says most defence stocks have corrected 40-50%. In Europe, NATO is in a flux and with Trump threatening to pull out, major European powers are increasing their defence Budget. This should help the exporting Indian defence companies and Lokapriya is ready to buy Bharat Electronics (BEL) and Hindustan Aeronautics Ltd (HAL). Lokapriya also says among banks, he would go first into the PSU banks, SBI, Canara Bank and then into large private banks like ICICI and Axis. What is your take on the defence pack because we are seeing a lot of these stocks participating and globally we are getting to hear that European markets are definitely looking to up their game with respect to defence spending. Within the Indian markets, some of these companies have exposure to the European markets, a case in point being BEL, which is one of the top gainers. After the correction, are you spotting any opportunities there? Chakri Lokapriya: Basically the defence stocks have all corrected a good 40-50% on the back of lower Indian government spending and there was some amount of re-rating downwards of earnings expectations for the stocks. Fast forward to a few months later, the world is a slightly different place with NATO itself is in a major flux and that is leading to a number of individual European countries increasing their percentage of GDP budget on defence, the UK is a case in point and that will be followed by other countries.

Titan shares will be in focus on Tuesday after global brokerage firm Macquarie lowered its target price on the stock to Rs 4,000 from Rs 4,150 while maintaining an 'Outperform' rating. Macquarie continues to view Titan as the preferred pick in the consumer space. The brokerage expects rising gold lease costs for smaller players to strengthen Titan’s competitiveness, while concerns over lab-grown diamonds are seen as immaterial. It has also cut FY25-27 EPS estimates by 3-4% due to higher lease costs, partly attributed to Trump’s tariff, and the near-term impact of rising gold prices on jewelry demand.

Subscribe to enjoy similar stories. Actively managed foreign funds have sold more Indian stocks than passive funds in the ongoing correction, according to a Mint analysis.

The note dated Sunday was the latest from analyst Adam Jonas, a longtime Tesla bull who has praised the company's push beyond autos as sales face pressure from high U.S. borrowing costs and fierce Chinese competition including from BYD.

Sebi on Monday extended the deadline by a month to March-end for reporting differential rights issues by Alternative Investment Funds (AIFs). A one-time reporting requirement was set for AIFs that filed their Private Placement Memorandum (PPM) with SEBI on or after March 1, 2020, and issued differential rights outside the standard guidelines. This report was initially due by February 28, 2025. Following the requests for more time from the AIF industry, the deadline has been extended to March 31, 2025, the Securities and Exchange Board of India (Sebi) said in a circular.

As Congress debates how to handle trillions of dollars in expiring tax breaks, lawmakers on both sides have been lobbing claims about which consumers will see the biggest benefits from extending them. Economists and tax experts say the answer isn't so straightforward.

Benchmark NSE Nifty closed 5.41 points down at 22119.3 amid selling in frontline bluechip counters.

Sikko Industries Ltd.(up 4.77%), Bohra Industries Ltd.(up 4.12%), Paradeep Phosphates Ltd.(up 3.66%), Madhya Bharat Agro Products Ltd.(up 2.41%), Chambal Fertilisers & Chemicals Ltd.(up 2.19%), National Fertilizers Ltd.(up 1.14%), Southern Petrochemicals Industries Corporation Ltd.(up 0.62%) and Gujarat Narmada Valley Fertilizers & Chemicals Ltd.(up 0.37%) stood among the top gainers.

currency's moves will depend on the news flow regarding U.S. tariffs and economic data, and the local central bank's reaction. The rupee ended at 87.3700 against 87.4950 in the previous session. The Indian currency dropped 1% in February, logging its fifth straight monthly loss.

Subscribe to enjoy similar stories. Last week’s Trump-Vance-Zelensky train wreck proved that the North Atlantic Treaty Organization is on increasingly shaky ground. Starting with Donald Trump’s Feb.