2025-07-17Niranjan Ghatule
HDFC Flexi Cap Fund’s June 2025 portfolio reveals key shifts in holdings, with fresh entries into Sundram Fasteners and Hindalco, increased exposure to large caps like Bank of Baroda and TCS, and complete exits from Tech Mahindra, ITC, and Prestige Estates. The fund’s top holdings remain in financial giants like ICICI Bank, HDFC, and SBI Life. Cash holding is at 10.38%, reflecting a cautious inves
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2025-06-25Niranjan Ghatule
Hindalco Industries is set to acquire US-based specialty alumina manufacturer Elkem for $125 million through its step-down subsidiary Aditya Holding. This strategic acquisition marks India's first entry into the premium alumina segment used in EVs, semiconductors, and ceramics.
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2025-05-31Niranjan Ghatule
President Trump has announced a 50% tariff on steel and aluminum imports to curb Chinese exports. This move could trigger global market shifts, with China likely to divert excess supply to India and Europe. Indian metal companies like Tata Steel, JSW Steel, and Hindalco may face pricing pressure and seek anti-dumping measures. This article explores the potential impact on the Indian metal sector.
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