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Market Outlook: Market expectations will rise as the budget approaches with Rahul Arora seeing BSFI as the most reliable – market outlook market expectations will rise as the budget approaches with Rahul Arora seeing BSFI as the most reliable

Experts View on Market: Talking about further market movements and outlook Market Expert Rahul Arora Said that the absence of FIIs from the Indian market, many mid-smallcap stocks staying away from their life time highs, pressure on the rupee, US trade deal all are a bit worried in the market. However, as the budget day approaches, expectations regarding the market will increase. If the budget lives up to the market’s expectations, the market will not only touch its previous high but may also surpass it.

BSFI is a more reliable sector, it will also see a growth of 13-25%.

Rahul Arora finds BSFI a more reliable sector. He says that the credit growth of the sector is around 12-12.30 percent. Continuous growth is being seen in the results of companies. ICICI Bank, HDFC Bank, Axis Bank, Kotak Mahindra Bank all these big banks have ROE between 14-16. NIMs of banks have improved and NPAs have decreased in Q2. Many banks are under asset quality control.

He further said that not only banks but also auto, insurance, housing finance, there is an overweight view on all these sectors because good growth can be expected in these sectors in the coming 1-2 years. Big players in this sector can show growth of 13-15 percent from the current level. Whereas midcap players can show growth of 15-25 percent.

Dixon Technology and Amber Ent are preferred in EMS space

Speaking on EMS space, Rahul Arora said that my advice would be to buy Dixon Technology shares every dip. At the same time, Amber Ent’s share in this space is also quite good because the impact of the capacity added in the PLI scheme will be visible till the financial year 2027-2028. This space is very good. Therefore, it would be advisable to buy these 2 stocks in this space on dips.

(Disclaimer: The views expressed on Moneycontrol.com are the personal views of the experts. The website or its management is not responsible for the same. Money Control advises users to seek the advice of certified experts before taking any investment decision.

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Adani Green Energy Case: One phone call, the entire case of Adani Green’s insider trading ended – adani green energy case sebi clears insider trading charges against pranav adani his relatives

Adani Green Energy Case: Adani Group has got a big relief. Market regulator SEBI (Securities and Exchange Board of India) on Friday acquitted Pranab Adani, director of several Adani Group companies and nephew of veteran businessman Gautam Adani, of the charges of sharing sensitive information related to prices and violation of rules related to inside trading. SEBI has acquitted not only Pranab Adani but also his two other relatives from these charges. In this case, SEBI had sent notice to Pranab Adani as well as his sister’s husband Nirupal Dhanpalbhai Shah and cousin’s husband Kunal Dhanpalbhai Shah.

What was the whole matter?

The case in which SEBI has given clean chit to Pranab Adani and his relatives was whether Pranab Adani had shared confidential and price-sensitive information related to the acquisition of SB Energy to anyone before it became public. SB Energy was acquired by Adani Green. To investigate this, SEBI examined the transactions of shares of Adani Green Energy between 28 January 2021 and 20 August 2021. After reviewing the investigation report in November 2023, SEBI felt that there could be a violation of rules related to inside trading in the case and hence issued a show cause notice to Pranab Adani, Kunal Dhanpal Bhai Shah and Nirupal Dhanpal Bhai Shah on 10 November 2023.

What came to light in the investigation?

SEBI investigated the matter in detail. In this, SEBI did not find any evidence that Pranab Adani had shared any kind of confidential information or that the Shah brothers had transacted shares on the basis of inside information. SEBI has said in its 50-page order that the call of May 16, 2021 was not made for Pranav to share any confidential information. Kunal and Nirupal transacted the shares as per their understanding rather than being influenced by any confidential information.

An important part of this case was a phone call. This call was made by Kunal to Pranav Adani on 16 May 2021, which SEBI was assuming that confidential information was shared in it. However, during investigation, SEBI came to know that the information about the acquisition of SB Energy had already appeared in the news on the same day before this call. Let us tell you that on May 19, 2021, Adani Green Energy had announced at 08:20:21 am that it has entered into share purchase agreements with SoftBank Group and Bharti Global for the acquisition of SB Energy.

Now since SEBI has found that no inside information was used in the share transactions, no penalty has been imposed nor any direction has been issued. With this, SEBI disposed of the show cause notice issued in November 2023 and the matter came to an end.

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Is the stock good or bad? Check in these 4 ways – mofsl chairman raamdeo agrawal tells 4 ways to know whether the stock is good or not for investment watch video to know what more he said

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Stock Filters: Usually, when investors include a stock in their portfolio, they consider many factors and some make aggressive purchases in a bullish environment. Ramdev Aggarwal of Motilal Oswal has explained his method. He mentions four important factors on how he selects stocks and also looks at what the price is right. With these methods you can also choose better stocks

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These stocks made the most money in the last 5 years! – defense and capital goods companies lead motilal oswals wealth creation study with banking and finance also topping the list

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Defense and capital goods companies have been at the forefront in Motilal Oswal’s Wealth Creation Study. Banking and finance companies have also been included in the top list. Many of the companies which have performed well during this period are expected to generate considerable wealth creation in the coming years also.

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Do you know this dark history of silver? – silver prices soars again know its dark history just 3 big surges in last 50 years the devil s metal watch video to know more

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Silver Price: Silver prices are making new records every day. In the international market, on Friday, December 12, silver prices reached a new all-time high of $ 64.31 an ounce. Even in India, silver prices have crossed the level of Rs 2 lakh per kg in many cities, which is a record in itself. The price of silver has increased by 100 percent since the beginning of 2025.

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Smallcap-midcap weak performance may continue in FY27 also in spite of 6 percent correction these stocks are not cheap

The performance of Indian markets has been much weaker than other emerging markets in the last one year. Valuations are still high. Amish Shah, India Research Head, Bank of America (BofA) Global Research has said these things. However, he said earnings downgrades now appear to be in decline. FY27 may see improvement in earnings growth on a relatively low base. While talking to Moneycontrol, he told many things about the market and investment.

Valuation of Indian markets still high

He said that the valuation of Indian markets remains high. Indian markets have given very low returns in the last one year. The truth is that growth has also been very low during this period. Nifty’s earnings growth in FY2025 was only 5.5 percent. We expect 7 percent earnings growth in FY26. Therefore, the market has given returns according to an average growth of 6 percent. This also means that the valuations of Nifty have not decreased.

Smallcap-midcap stocks remain expensive even after the fall

Shah said that after 4-6 percent decline this year, there has been a decline in the valuations of smallcap and midcap. But, these are still expensive. For this reason, BofA Research believes that the performance we have seen from small and midcap stocks in FY25 may continue in FY27 as well. The long term average valuation of Nifty has been 16 times. However, I believe that it is not right to consider 16 times as the valuation of Nifty, because the companies included in Nifty keep changing.

Earnings downgrade appears to be in short supply

Regarding reduction in earnings estimates, he said that it will come down because growth is likely to increase. When this year started, we had estimated Nifty earnings growth of 7 per cent for FY26, while the consensus was in favor of 22 per cent earnings growth. We still maintain our estimate of 7 percent. But, the general opinion has come down from 22 percent to 8 percent.

Improvement may be seen in earnings growth

He said that in some cases, growth is going to be weak in FY27 also. But it may be slightly better than FY26. The earnings growth of some Nifty companies has been 5-6 percent so far in FY26. Further it can increase to 8-9 percent, which is not very much. But, there is improvement compared to last year. Similarly, the earnings growth of largecap IT firms has been 2-3 percent. This can increase to 5-8 percent. This is not much, but more than last year.

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Defense and capital goods companies lead Motilal Oswal’s wealth creation study with banking and finance also topping the list – defense and capital goods companies lead Motilal Oswal’s wealth creation study with banking and finance also topping the list

In Motilal Oswal’s 30th Annual Wealth Creation Study, defense and capital goods companies have been the best performing companies among wealth creating companies in 2020-25. The banking and finance sector has also maintained its position as the largest contributor to wealth creation. A report released in Mumbai on December 11 said that the total wealth created by the top 100 companies during this period reached an all-time high of Rs 148 lakh crore.

Defense remained at the forefront in many performance categories

Hindustan Aeronautics Limited (HAL) has led the ranking in two categories. The stock has emerged as a consistent wealth creator (outperforming the Nifty Total Return index every year over the last five years) and the best all-round wealth creator. During this period it has given 75 percent annual returns. Other well-known defense PSUs include Bharat Dynamics Limited (BDL) and Bharat Electronics Limited (BEL). They have given 70% and 66% annual returns in the last five consecutive periods.

Adani Power, BSE, Persistent Systems and Rail Vikas Nigam made huge profits

Outside the defense sector, the top performers list of all-round wealth creators includes Adani Power, BSE, Persistent Systems, Rail Vikas Nigam, Indian Bank, Varun Beverages, Trent and Jindal Steel. This indicates that there has been strong wealth creation in sectors such as energy, financial services, technology, infrastructure and consumer goods. This report states that wealth creation continues to be challenging, only 13 out of the top 100 companies have been able to perform better every year in the five-year time frame.

Larsen & Toubro among top 10 wealth creators

Capital goods companies have also made good earnings. Larsen & Toubro has been among the top 10 wealth creators. Its market capitalization has increased by Rs 3.97 lakh crore during 2020-25. This sector was also included in the list of fastest wealth creators. In this sector, GE Vernova T&D has given 85 percent annual return and Dixon Technologies has given 79 percent annual return. The study said that cyclical sectors like capital goods/engineering “have been significantly ahead in wealth creation compared to five years ago. The capital goods/engineering sector created wealth of Rs 13,974 billion during 2020-25.

Strong growth in public sector companies

Motilal Oswal’s 30th annual Wealth Creation Study has also highlighted the strong growth in public sector companies. It states that the share of PSUs in the total wealth created in 2020-25 was 25%. The profit turnaround in 7 government companies helped a lot in this. Notably, four of the top 10 all-round wealth creators were PSU companies (including Bharat Electronics and HAL).

Banking and finance remain the highest money making sectors for the second consecutive study

Talking about other sectors, banking and finance remained the highest money making sectors for the second consecutive study. In a period of 5 years, these sectors have created wealth of Rs 36,534 billion, which is more than any other sector. This is due to strong credit growth and better profits (especially in PSU banks).

Multi-Trillion Dollar (MTD) Earning Opportunities in India

Motilal Oswal is of the opinion that India is moving into a “multi-trillion dollar (MTD) opportunity”. Its report said that there is a possibility of strong growth in the long run in sectors like financials, consumer discretionary and industries related to capital spending. Many companies performing well during this period are expected to earn good profits in the coming years also. The MTD theme emphasizes that India’s economic and corporate growth can drive wealth creation in the coming decades. The market will benefit from structural factors such as increasing financialization, rising equity ownership and strong corporate profitability.

Disclaimer: The views expressed on Moneycontrol.com are the personal views of the experts. The website or management is not responsible for this. Money Control advises users to seek the advice of a certified expert before taking any investment decision.

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Stock Market Live Update: Sensex-Nifty rise in pre-opening, Rupee at new record low – live stock market today december 12 updates bse nse sensex nifty latest news crude vedanta piramal pharma nbcc cyient honasa consumer kansai nerolac share price

Stock Market Live Update: Dollar fell for the third consecutive week as investors pondered the Fed’s outlook.

The US dollar fell for a third straight week on Friday, hit by expectations of a rate cut next year as the Federal Reserve pushed back on the market’s dovish stance, sending the euro and sterling to their highest levels since October.

The euro was steady at $1.1741 in early Asian hours, after gaining 0.37% in the previous session, while the pound was slightly firmer at $1.33955. Both are set to rise for the third consecutive week as the dollar remains under pressure.

The dollar index, which measures the US currency against six major competitors, was at 98.34, with a weekly decline of 0.7% expected. The index is down more than 9% this year, its biggest annual decline since 2017.

The Japanese Yen took advantage of a weaker dollar and is set to break a two-week losing streak and post a slight gain this week. It reached 155.61 per dollar ahead of the Bank of Japan meeting next week, where the rate is expected to rise.

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Spring returned in the stock market due to these 6 reasons – which 6 factors led to the stock market rally on thursday 11th December 2025 watch video to know more

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Share Market Rise: Tremendous fluctuations were seen in the Indian stock markets on Thursday 11th. But after the initial fall, the stock market made a strong recovery and broke the three-day losing streak. Sensex jumped by 450 points during trading. Whereas Nifty increased to beyond 25,900. Shopping also returned in Broader Market. BSE Midcap and Smallcap indices jumped up to 0.79 per cent during trade

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The company has told the stock exchanges that the dividend will be paid to eligible shareholders on or before January 11, 2026. The record date for the dividend has been fixed as December 18, 2025.

Shareholders whose names appear in the records of the Register of Members of the Company or the Depositories as beneficial owners of shares as on the record date will be entitled to receive the dividend.

Indian Oil had given a final dividend of Rs 3 per share to the shareholders for the financial year 2025. The face value of the share is Rs 10. The company was listed in the stock exchange in July 1996.

On December 12, the stock closed at Rs 163.95 on the BSE with a gain of 1.4 per cent. The market cap of the company is more than Rs 2.31 lakh crore. The stock has risen 15 percent in 3 months.

The government held 51.50 percent stake in Indian Oil by the end of September 2025. The company’s standalone revenue in the September 2025 quarter stood at Rs 2,02,992.34 crore and net profit at Rs 7,610.45 crore.

In FY 2025, the company’s revenue on standalone basis was recorded at Rs 8,45,512.61 crore. Meanwhile, net profit stood at Rs 12,961.57 crore.

MK Global Financial Services with ‘buy’ rating on Indian Oil shares in the month of October.A target price of Rs 190 per share was given. Motilal Oswal had given a target of Rs 152 with ‘Hold’ rating.

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MK Global Financial Services with ‘buy’ rating on Indian Oil shares in the month of October.
A target price of Rs 190 per share was given. Motilal Oswal had given a target of Rs 152 with ‘Hold’ rating.