@t.me/MonePlan : BNP Cardif is said to near deal for Warburg’s stake in IndiaFirst Life Insurance
🚩 Warburg Pincus holds 26% stake in IndiaFirst Life Insurance
🚩 Alert: Bank Of Baroda (BoB) holds 65% stake in IndiaFirst Life Insurance
🚩 Alert | Union Bank holds 9% stake in IndiaFirst Life Insurance

@t.me/MonePlan | Sources on Fino Payments Bank | Arrest of CEO Rishi Gupta under GST act unlikely to impact banking licence, Govt sources say, no reason to believe any systemic issue at the bank.
🚩 Alert: In Dec ‘25 RBI gave Fino Payments Bk in-principle nod for transition to a SFB
🚩 Arrest of Fino Payments Bank CEO, Rishi Gupta under GST Act is unlikely to impact its banking licence, say sources
🚩 Banking sources suggest industry believes that Gupta is innocent. Also Govt sources have told CNBC-TV18 that, there is no reason to believe any systemic issue at the Bank, Media Reports

@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🎙 Management Views & Voices | Anuj Khandelwal, of JK Cement Talks
✔️ Higher raw material costs to impact Company from mid-May to June; as of today, overall fuel & bag cost impact is around ₹ 250 per/ton, says Anuj Khandelwal, of JK Cement.
✔️ Non-trade prices increased around ₹ 10-15 per/bag, while trade prices rose ₹ 5 per/bag in Q4 vs Q3, Q4 demand expected to drive 7-8% growth vs last year, he further adds.

@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🎙 Market Experts Views & Voices | Jyoti Gupta, Nirmal Bang Institutional Equities Talks
✔️ Defence sector attractive in the long-term, but valuations are high, cement sector is significantly impacted by pet coke & coal prices. Expecting a 2-3% increase in cement realisations per tonne says Jyoti Gupta, Nirmal Bang Institutional Equities.

@t.me/MonePlan | Dixon Tech, Kaynes Tech No Longer EMS Darlings?
▪️The recent underperformance of Dixon Technologies & Kaynes Technology has cast a shadow over India's EMS space, raising questions around whether the sector's high-growth phase is behind it.
▪️Both stocks have lagged meaningfully in recent months-down sharply versus the broader market-disrupting what was, until recently, a widely favoured investment theme.
▪️But according to JPMorgan, this divergence is less about structural fatigue & more about a transition underway within the sector.
▪️The brokerage points out that none of the key EMS names have actually outperformed the market recently, reinforcing the perception that momentum has faded.
▪️However, it pushes back on the idea that the growth story is over. Instead, what's unfolding is a gradual pivot-from finished goods (FG) assembly to higher-value component & PCB manufacturing.
▪️This shift, while still in its early stages, is expected to reshape earnings quality & margin profiles across the sector.
▪️Companies such as Amber Enterprises & Cyient DLM have been upgraded, reflecting growing confidence in their positioning within this evolving opportunity.
▪️The past four months have been difficult for EMS stocks, with declines ranging from 8% to as much as 35%.
▪️Much of this weakness has been attributed to disappointment in erstwhile leaders like Dixon and Kaynes, which had previously anchored investor expectations.

Syrma Stays Ahead Of The Pack
1. Within this shifting landscape, Syrma continues to stand out as the preferred play.
2. Its ongoing investments in multi-layer PCB manufacturing, relatively lower dependence on regulatory approvals & exposure across industrial, automotive & consumer segments position it as a more stable bet.
3. JPMorgan's pecking order reflects this tilt: Syrma leads, followed by Dixon, Amber, Kaynes, Cyient DLM & Avalon.

Early Signs of a Reset
1. There are signs that the narrative is beginning to rebalance.
2. Stocks such as Syrma SGS Technology, Amber & Avalon Technologies have started to outperform modestly on a year-to-date basis, suggesting that markets are rewarding companies better aligned with the next phase of growth.
3. JP Morgan also sees evidence of a bottoming-out, noting that none of the stocks are currently underperforming on a YTD basis.
4. Looking ahead, the brokerage expects most EMS companies-excluding Dixon-to deliver over 20% revenue growth through FY26-28.
5. The confidence stems from visible project pipelines, government support for component manufacturing & approvals already secured by several players for expansion into bare PCB & component segments.

That said, valuations remain a sticking point. Even after the correction, multiples for some companies still factor in strong execution, leaving limited room for earnings misses.

@t.me/MonePlan | PVC stocks are in focus as prices rise sharply
▪️PVC prices have been hiked by Rs 6/kg from March 17, taking the cumulative increase to Rs 30 per/kg this month.

@t.me/MonePlan | Manipal Hospitals IPO Alert | The issue size is expected to be around $1 billion.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
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@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
GIFT Nifty Morning Opening Updates | GIFT Nifty higher, trading at a premium of nearly 40 points from Nifty Futures Tuesday close, indicates a start in the green for the Indian market.

@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
FII's Vs DII's Daily Activity Track for 17th March 2026
✔️ Foreign Investors (FIIs/FPIs) net sold ₹ 4,741.22 Crore worth of Indian Equities on March 17, 2026, according to provisional exchange data. In contrast, Domestic Institutional Investors (DIIs) net bought shares worth ₹ 5,225.32 Crore.

✔️ During the session, DIIs purchased shares worth ₹ 16,762.65 Crore & sold ₹ 11,537.33 Crore. Meanwhile, FIIs bought shares worth ₹ 11,903.71 Crore but sold ₹ 16,644.93 Crore.
✔️ For the year so far, FII/FPIs have net sold worth ₹ 1,21,682 Crore of Indian Equities while DIIs have net bought ₹ 1,86,783 Crore.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Asian Markets Morning Opening Updates | Asian markets trade Mixed in Morning Trade.
▪️Asia-Pacific markets opened on a mixed note on Wednesday, March 18, 2026, with investor sentiment influenced by ongoing geopolitical tensions in the Middle East & strong performance in tech & auto sectors driven by Nvidia’s latest developments.
▪️Japan’s Nikkei 225 was flat at 53,700.39, following a quiet session after Tuesday’s close.
▪️In Japan, BOJ Governor Kazuo Ueda reiterated that inflation is gradually approaching the 2% target, supporting expectations of a steady policy rate at 0.75% during the upcoming meeting.
▪️South Korea’s Kospi rose 1.63% to 5,640.48, supported by gains in tech & automotive stocks after Nvidia confirmed new partnerships with regional automakers.
▪️Hong Kong’s Hang Seng Index edged up 0.13% to 25,868.54, while mainland China’s CSI 300 dipped 0.73% to 4,637.44.
▪️Australia’s S&P/ASX 200 added 0.36% to close at 8,614.3, boosted by a rate hike & strong domestic economic data.
▪️The Reserve Bank of Australia (RBA) raised its cash rate by 25 basis points to 4.1% in a narrow 5–4 split decision, citing persistent inflation risks exacerbated by rising fuel prices.
▪️The Australian dollar initially weakened despite the hike, reflecting uncertainty over economic growth
▪️Despite positive sectoral moves, markets remained cautious due to elevated oil prices, Brent crude closed above $103 per barrel, amid fears of prolonged conflict in the Middle East & potential supply disruptions through the Strait of Hormuz.
▪️Semiconductor stocks surged | Samsung Electronics rose 2.76%, TSMC gained 1.36%, while SK Hynix dipped slightly by 0.41% despite earlier gains.
▪️Automotive partnerships drove gains | Hyundai Motor advanced 3.16%, Nissan Motor & Isuzu rose over 1.19% & 1.43%, respectively. Chinese EV makers also benefited BYD added 1.18% & Geely jumped 4.61% following confirmed collaborations with Nvidia on autonomous vehicle development.
▪️U.S. President Donald Trump reportedly asked China to postpone his planned meeting with Xi Jinping by a month, citing focus on the Middle East conflict, signaling expectations of prolonged hostilities.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
U.S. Markets Closing Updates | S&P 500 closes higher as oil price gains temper rebound from Iran conflict turmoil
🇺🇸 The S&P 500 rose on Tuesday as Wall Street built on the momentum seen in the previous session amid developments in the Iran war.
🇺🇸 The broad market index closed up 0.25% at 6,716.09 & the Nasdaq Composite climbed 0.47% to finish at 22,479.53.
🇺🇸 The Dow Jones Industrial Average added 46.85 points, or 0.1%, to end at 46,993.26.
🇺🇸 Volatile oil prices & the fallout of the Iran war continue to influence investor sentiment. On Tuesday, oil prices resumed their ascent, with Global benchmark Brent crude rising 3% — solidly above the $100 mark.

🇺🇸 Despite the rise in oil prices, the S&P 500′s consumer discretionary group was notably up 1% on the day, led by gains in Expedia Group & Booking Holdings. Strong revenue guidance from airlines Delta & American boosted those names. The sector is down more than 2% this month, however.
🇺🇸 Energy was the index’s leading sector, adding just above 1%. The move puts its month-to-date gains at more than 4%.
🇺🇸 Oil’s bounce came after President Donald Trump suggested on Monday that a coalition to protect shipping along the Strait of Hormuz is still in the works. Then, on Tuesday, Trump said in a Truth Social post that the U.S. did not need help from NATO or other countries to carry out the escort plans.
🇺🇸 Stocks eased from their highs following the post while crude ticked higher, suggesting investors hoped a coalition would take place.
🇺🇸 Oil prices have surged since the start of the U.S.-Israel attacks on Iran on worries that a prolonged closure of the Strait of Hormuz could lead to a global disruption of energy supplies.

🇺🇸 Fed looks set to hold rates on Wednesday, predicts Apollo’s Slok
▪️Apollo Global Management’s Chief Economist Torsten Slok said the Federal Reserve will likely be concerned about the inflation side of its dual mandate as the Federal Open Market Committee’s March meeting gets underway Tuesday.
▪️In an appearance on CNBC’s “Squawk on the Street,” Slok explained that with core PCE inflation up 3.1% annually in January, prices were already moving in the wrong direction of the Fed’s 2% inflation target. Now, with higher oil prices joining that picture along with an expected boost to growth from stimulus in President Donald Trump’s “Big Beautiful Bill,” the case for holding rates steady is stronger.
▪️“We just had 10 members out of the 12 voting members on the FOMC vote that they thought that interest rates should not go down,” referencing the vote in the committee’s January meeting, “it’s likely that they will also come to this meeting & say, ’if anything, the risk to inflation after last meeting have actually gone more to the upside,” Slok said.
▪️He added he believes the stalling labor market is still more due to reduced immigration on the supply side, rather than weaker demand for workers. The Fed will deliver a decision on interest rates on Wednesday.

@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Indian Indices Closing Updates | Day 2 of gains pushes Nifty above 23,550, Sensex up 568 points led by Auto, Metal, Realty
▪️Indian benchmark Indices ended higher on the second consecutive session on March 17 with Nifty above 23550 as investors returned to buying after the recent sharp fall, mainly picking quality stocks available at lower valuations.
▪️At close, Sensex was up 567.99 points or 0.75% at 76,070.84 & Nifty was up 172.35 points or 0.74% at 23,581.15.
▪️Nifty midcap index rose 1%, while smallcap index added 0.65%.
▪️Eternal, Tata Steel, M&M, HDFC Life and Bharat Electronics were among top gainers on the Nifty, while losers were Wipro, Tata Consumer, Infosys, Cipla, ITC.
▪️Among sectors, except FMCG (down 0.7%) & IT (down 1%), all other indices ended in the green with capital goods, telecom, auto, infra, media, metal, realty, private bank up 1-2%.

@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
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