Latest news with #Ghose
Mint
6 days ago
- Business
- Mint
Expert view: Rahul Ghose of Hedged.in on key triggers for Indian stock market, top stocks to buy and more
Expert view: Rahul Ghose, the founder and CEO of Octanom Tech and Hedged In, believes tariff clarity and healthy Q1 earnings are key to a sustained rally in the Indian stock market. In an interview with Mint, Ghose shared his views on a potential India-US trade deal and its impact on the Indian stock market and different sectors and his top stock picks. Here are edited excerpts of the interview: The Indian equity market has been subdued recently, largely due to tariff uncertainties and global trade tensions. The sell-off has been broad-based, with sectors like IT, auto, and metals underperforming, and major indices such as the Nifty 50 and the Sensex closing lower for several sessions. For bulls to regain strength, the following catalysts will be crucial: (I) Clarity on tariffs: A resolution or positive progress on tariff negotiations, especially with the US, could eliminate a major overhang and restore investor confidence. (ii) Strong domestic flows: Continued inflows from the domestic institutional investors (DIIs) have provided some support, and a pickup in retail participation could further stabilise markets. (iii) Robust corporate earnings: Positive surprises in the ongoing Q1 earnings season, especially from large-cap names, could trigger a reversal in sentiment. (iv) Global stability: Easing of global uncertainties, including US monetary policy clarity and a reduction in geopolitical tensions, would also help risk appetite return. The anticipation around an India-US trade deal has been high, with markets closely tracking negotiations ahead of recent tariff deadlines. While some optimism has already been priced in, a concrete, favourable deal—especially one that reduces or eliminates tariffs on key Indian exports—could provide a meaningful boost to market sentiment. However, much depends on the scope and depth of the agreement: (I) If the deal is comprehensive and covers sensitive sectors, it could trigger a strong rally. (ii) If it is a phased or limited deal, the impact may be more muted, as markets have partially discounted such an outcome. A successful trade deal with the US is expected to benefit several export-oriented and globally competitive sectors in India: (i) Pharma – Lower US tariffs would boost exports if regulatory hurdles are eased. (ii) Textiles and apparel – Direct beneficiaries of reduced tariffs. (iii) Auto components – Could see improved access and competitiveness in US markets. (iv) IT services – stability and clarity on digital trade rules would help. (v) Renewable energy – Possible boost from increased US-India collaboration. As of July 2025, Indian equities are trading at elevated valuations, with the Nifty and Sensex having seen a sharp run-up over the past year. The market capitalisation stood at $4.39 trillion in February 2025, down from a peak of $5.66 trillion in September 2024, reflecting some recent correction. Current valuations remain above historical averages, driven by strong domestic flows and high expectations for structural growth. However, the sustainability of these levels will depend on: (I)The pace of earnings growth in FY26 and beyond. (ii)Stability in global risk factors. (iii)The ability of the market to absorb any negative surprises in policy or earnings. If earnings growth disappoints or global headwinds intensify, there is a risk of further correction. Early indications suggest that the Q1FY26 earnings season will be modest, with consensus estimates pointing to 2.5–6 per cent year-on-year topline growth for India Inc., and margin improvement in select sectors like auto, consumer durables, FMCG, pharma, and power. However, revenue growth is expected to be lower than in previous quarters, and margin pressures persist in banks and rate-sensitive sectors. Unless there are significant positive surprises, the earnings season is unlikely to drive the market to new record highs in the near term. Most brokerages are hoping for a more sustained rally in the second half of FY26 (H2FY26). If I were to invest ₹ 1 lakh in the current market, I would focus on sectors with a combination of structural growth drivers, export potential, and relative valuation comfort: (i)Pharmaceuticals: Benefiting from global demand and potential tariff relief. (ii) Textiles and apparel: Gaining from US tariff changes and export competitiveness. (iii) Renewable energy: Supported by policy tailwinds and global collaboration. (iv) Select financials (banks/NBFCs): Benefiting from domestic consumption and credit growth. (v) Consumer durables: Riding on urban demand and margin recovery. (i) CEAT: Quality and earnings upgrades. Technically strong with no near-term resistance. (ii) Union Bank of India: Improving financials and positive momentum. Revival in rural demand and improved earnings. Positive momentum due to the new CEO. Read all market-related news here Read more stories by Nishant Kumar Disclaimer: This story is for educational purposes only. The views and recommendations expressed are those of individual analysts or broking firms, not Mint. We advise investors to consult with certified experts before making any investment decisions, as market conditions can change rapidly and circumstances may vary.
News18
15-07-2025
- News18
Odisha Student Suicide: Principal Ignored Internal Committee's Sexual Harassment Report
Fakir Mohan College Principal Dillip Ghose is accused of having deliberately ignored the Internal Committee report based on a 22-year-old student's complaint of sexual harassment. Odisha Student Suicide: In a new twist in the case of an Odisha student, who died after self-immolating due to a lack of action on her sexual harassment complaint, it has now been revealed that the principal of her college had ignored a report which warned of inappropriate behaviour by the Head of Department (HoD). The 22-year-old student from Balasore, who studied at Fakir Mohan (Autonomous) College, attempted self-immolation over inaction by the college administration on her sexual harassment complaint against the head of her department. She was admitted to AIIMS Delhi after being referred from the Balasore District Headquarters, but succumbed to her injuries on Tuesday. The principal of the college, Dillip Ghose, was arrested on Monday in connection with the case. According to reports, Ghose deliberately ignored a report by the college's Internal Complaint Committee (ICC), which conducted an inquiry after the student's complaint and found that the conduct of the HOD, Sameer Sahoo, was inappropriate. The committee had recommended Sahoo's immediate removal from the HoD position, suggesting that such action could have prevented the tragic outcome. The report was submitted to Ghose, but no action was taken. Instead, the principal allegedly tried to shield the accused and even attempted to reinstate him. would be forced to die by suicide if the college failed to respond to her plea for justice. Despite the gravity of the allegation and the student's desperate warning, no action was reportedly taken against the accused, and the student set herself on fire outside the principal's office. The inaction by college authorities raised serious questions on the principal's role in the case, as he allegedly influenced the investigation in favour of the accused. ICC member Minati Siri said that the victim would have been satisfied had proper action been taken. Meanwhile, Odisha Chief Minister Mohan Charan Majhi announced an ex gratia of Rs 20 lakh for the family of the college student and directed officers concerned to conduct a proper investigation into the incident. view comments First Published: July 15, 2025, 22:05 IST Disclaimer: Comments reflect users' views, not News18's. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use and Privacy Policy.
Time of India
14-06-2025
- Politics
- Time of India
Chamala defends Kaleshwaram probe, slams KTR's rhetoric
Hyderabad: Congress MP Chamala Kiran Kumar Reddy on Saturday said there would have been no need for the PC Ghose Commission if the previous BRS govt, led by K Chandrasekhar Rao, had executed the Kaleshwaram project following proper norms and quality standards. He dismissed BRS allegations of political vendetta, stating the inquiry was ordered only after the collapse of key components in the project and allegations surfaced regarding site and design changes, and substandard execution. "Everyone is equal before the law. Those involved in altering project designs and approving poor quality work must face the Ghose commission, no matter their political status," he said. Targeting BRS working president KT Rama Rao, Kiran Reddy accused him of avoiding accountability and hiding behind theatrics. "KTR speaks fluent English, but his arguments lack substance. His politics exist largely on social media," he said. He also questioned KTR's call for a lie detector test for himself and CM Revanth Reddy. "Why didn't KTR agree to a drug test when Revanth dared him earlier? If lie detector tests solve everything, what are courts for?" he asked. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Giao dịch vàng CFDs với sàn môi giới tin cậy IC Markets Tìm hiểu thêm Undo Defending the ongoing investigation into the Telangana Formula E case, Kiran Reddy said agencies have every right to question KTR over the alleged ₹44 crore moved without approval. "The ACB is doing its job. Calling it vendetta politics is just a tactic to deflect attention," he added. Follow more information on Air India plane crash in Ahmedabad here . Get real-time live updates on rescue operations and check full list of passengers onboard AI 171 .
Time of India
11-06-2025
- Politics
- Time of India
Everyone is equal before law irrespective of stature, Congress tells BRS working president KTR
Hyderabad: The Congress on Wednesday strongly hit back at BRS working president KT Rama Rao for questioning summons issued to his father and former chief minister K Chandrasekhar Rao by the PC Ghose commission inquiring into the alleged irregularities in the Kaleshwaram irrigation project. Tired of too many ads? go ad free now Revenue minister Ponguleti Srinivas Reddy said that anyone who committed a mistake warranting action as per the law must face legal consequences, irrespective of their stature. 'The previous BRS govt misused projects such as Kaleshwaram, Dharani and Mission Bhagiratha to financially strengthen the BRS party. KCR, the self-proclaimed father of Telangana, is also not above the law and will have to face action if he has committed any wrongdoing in the project,' Ponguleti alleged. Congress MP Chamala Kiran Kumar Reddy said that all those who appeared before the Ghose commission had agreed to an open court hearing, except KCR. 'Why did KCR ask for a one-on-one questioning by the Ghose commission? KTR is unable to digest that his father was required to appear before the commission. The Congress govt does not believe in vendetta politics. It is the Congress that gave statehood to Telangana, and without it, neither KCR nor KTR could have become the CM and minister, respectively. It is the previous BRS govt that plunged the state into a debt trap and inflated the Kaleshwaram project cost from Rs 35,000 crore to Rs one lakh crore,' he alleged. 'If KCR had constructed the Kaleshwaram project in China with such inferior quality, he would have faced the death sentence,' Kiran Kumar Reddy alleged. Earlier in the day, in an informal chat with reporters in New Delhi, chief minister A Revanth Reddy said the Congress never indulged in vendetta politics since it came to power in Telangana.
Time of India
11-06-2025
- Politics
- Time of India
K Chandrasekhar Rao faces Medigadda barrage probe: First ex-CM to depose before judicial commission; in-camera hearing held due to health
K Chandrasekar Rao HYDERABAD: BRS president and ex-CM K Chandrasekhar Rao appeared before Justice (Retd) Pinaki Chandra Ghose's one-man commission of inquiry on Wednesday. The commission summoned him as part of the ongoing probe into the sinking of some piers of Block 7 of Medigadda and damages in Annaram and Sundilla barrages, part of the Kaleshwaram Lift Irrigation Scheme (KLIS). KCR is the first ex-CM to appear before any judicial commission of inquiry both in Telangana and in erstwhile AP. He was asked to depose before the commission as the Kaleshwaram project was constructed during the BRS rule and KCR was CM. The commission allowed an in-camera examination of KCR as he said he was unwell and didn't want people around him. PC Ghose accepted his request and conducted the in-camera hearing. The commission reportedly asked him about issues such as the shifting of the Kaleshwaram project's main source from Thummdihatti to Medigadda, cabinet approvals for every decision taken by the govt pertaining to Kaleshwaram, storing the water to the full capacity of barrages and other issues. Judge Ghose also asked him about floating a special purpose vehicle (SPV), Kaleshwaram Lift Irrigation Corporation, to raise loans for the project, etc. Meanwhile, hundreds of BRS leaders and party workers came to BRKR Bhavan, where the commission's office is located. Former ministers T Harish Rao, Vemula Prashant Reddy, Mohd Mahmood Ali , MPs Vaddiraju Ravichandra, Joginapally Santosh Kumar, and others accompanied KCR to the commission.
