Axis Securities recommends a buy on Hero MotoCorp, targeting Rs 5,285 from its current price of Rs 3,690. Hero s 2030 strategy focuses on core business, premium segment, EVs, and revenue diversification. Recent product launches and a richer product mix have boosted EBITDA. Promoters hold 34.74% stake as of December 2024, while FIIs own 27.95%.

RBL Bank share price: RBL Bank has reshuffled its leadership team, appointing Narendra Agrawal as President & Head of Branch Banking and Retail Liabilities, and T.S. Pari as Chief Operations Officer (COO). This restructuring aims to bolster its retail banking business and streamline operations.

Our disciplined stock selection—prioritizing management strength, strong balance sheets and sustainable earnings—helped generate substantial alpha

Ashish Gupta of Axis Mutual Fund emphasizes the need for confidence in order book to revenue conversion for select companies. He mentions increased allocation to financial services and healthcare and highlights attractive valuations in PSU utilities while advising caution on sectors affected by potential tariff changes.

Titan share price: Macquarie maintains Titan as its top pick in the consumer sector, expecting rising gold lease costs for smaller players to enhance Titan s competitiveness. The brokerage also views concerns over lab-grown diamonds as insignificant.

Gold prices remained steady as investors worried that President Trump s tariffs on Canada and Mexico could spur inflation and impede economic growth. Markets are now focused on upcoming U.S. economic data, including the ADP employment report and the non-farm payrolls report, for clues on the Federal Reserve s interest rate trajectory.

President Trump announced that 25% tariffs on goods from Mexico and Canada will take effect, causing market instability and sharp declines in stocks. Automaker shares fell due to the expected disruption in supply chains and increased vehicle prices. Mexico and Canada plan to respond to these tariffs with countermeasures.

U.S. President Donald Trump has accused Japan and China of reducing the value of their currencies, calling it unfair to the United States. Trump suggests that tariffs could counteract this disadvantage. Japan denies taking direct actions to weaken the yen, emphasizing its adherence to agreements on currency policy with G7 and G20 countries.