Gurmeet Chadha, CIO of Complete Circle Consultants, emphasizes on the importance of considering valuations in market investments. Highlighting sectors like defence, consumer discretionary, and recycling themes, Chadha suggests a balanced portfolio with exposure to both equities and fixed income. Also, watch for rate cuts and liquidity infusion by RBI to potentially benefit the market.

In June 2024, HAL secured an order for 156 Light Combat Helicopters, with 90 set to be delivered to the Indian Army and 60 to the Indian Air Force. These helicopters are produced at HAL s Tumakuru plant in Karnataka.

IREDA reported a 27% year-on-year increase in loan sanctions, reaching Rs 47,453 crore for the year ended March 31, 2025, compared to Rs 37,354 crore in FY24. Loan disbursements also saw a healthy 20% YoY growth, rising to Rs 30,168 crore from Rs 25,089 crore.

Aditya Birla Real Estate Ltd (ABREL) approved the sale of its pulp and paper business in Lalkuan, Uttarakhand, to ITC Ltd for Rs 3,498 crore. The divestment aims to unlock value and enhance focus on real estate. MD R.K. Dalmia called it a strategic move to drive sustained growth and shareholder value.

With gold having outpaced equities over the past year, Gubbi suggests that now may be the time to rebalance—reducing gold exposure and increasing equities, provided initial allocations were aligned with long-term goals.

We’re seeing that consolidation now, with the market stabilizing after the earlier turbulence. However, while there has been some upward movement recently, I wouldn’t classify it as a confirmed reversal just yet.

March has seen a bounce back in the equity markets after almost 5 months of negative returns for the benchmark indices. The NIFTY50 has turned positive for CYTD.

Paytm shares are under scrutiny after the company received cautionary emails from NSE and BSE regarding a delay in disclosing its earnings call schedule. Paytm also announced the sale of its 12.75% stake in Socomo Technologies for Rs 3 crore. The stock’s target price is Rs 870, reflecting an 11% upside, with analysts recommending a Hold .

Trading below the 200 DMA is considered a negative signal, as it indicates that the stock’s price is below its long-term trend line.