Connect with us

Business

Narrow market sees select stocks shine as broader earnings remain muted: Rohit Srivastava

Published

on

Narrow market sees select stocks shine as broader earnings remain muted: Rohit Srivastava
The ongoing earnings season is underscoring the increasingly selective nature of the Indian equity market, with only a handful of stocks delivering standout performances while broader indices struggle to gain meaningful traction.

Speaking on ET Now, Rohit Srivastava, Founder, Strike Money Analytics & Indiacharts pointed out that the current phase is marked by a narrow leadership, where isolated pockets of strength are driving gains rather than a broad-based rally.

“So, this is a very-very narrow market. We are seeing few pockets where you are getting growth. If you look at the total earning season for the quarter, it has not been that great for the Nifty 50, but M&M and earlier State Bank have been the ones that have surprised or at least done better and that is why you are seeing these stocks make new highs. But it is not an across the board event that we are seeing, so therefore it is very-very stock specific and it is not even like the entire sector doing that, so yes, M&M has done fine, but we will watch the next few days how it aligns with the sector.”

Mahindra & Mahindra’s performance, along with earlier strength in State Bank of India, has helped these counters touch new highs, even as much of the market remains under pressure. However, Srivastava cautioned that such moves should not be mistaken for a broader sectoral or market-wide uptrend.

Advertisement

On the outlook for other opportunities, Srivastava said the current environment calls for a more cautious and tactical approach, with investors needing to be highly selective.


“So, we are playing it very-very cautiously. If I have to look for value, it will come in very-very vague segments of the market. For example, sugar is one of them where there is deep value but it has been an underperforming segment. But if somebody has to look for value, then I would have to look at places like that where nothing is happening.”
At the same time, he flagged continued weakness in certain areas, particularly technology stocks, where pressure may persist.“At the same time there are some very-very weak parts of the market that are still getting hammered, for example, technology, so that is where we have to completely avoid trying to buy the dip. In fact, there may be more opportunities for traders on the short side of the IT sector. So, very-very different approach that we are having to take in the type of market that we are in. We cannot always be bottom fishing. There are now a lot of opportunities on the short side as well.”

Overall, the message from the charts and earnings commentary is clear: the market is rewarding select stock-specific stories, while broad-based participation remains limited. For investors and traders alike, this environment may demand sharper stock selection, greater discipline, and a willingness to adapt strategies to both long and short opportunities.

Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Business

Kraft Heinz to Pause Work on Separation, Boost Investments in Food Business

Published

on

Kraft Heinz to Pause Work on Separation, Boost Investments in Food Business

Kraft Heinz

KHC

1.30%

Advertisement

increase; green up pointing triangle is pumping the breaks on its breakup plan.

The company said Wednesday that it is pausing work on a planned split between its condiment and grocery staples businesses.

Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

Advertisement
Continue Reading

Business

El Paso airport closed for 10 days over ‘special security reasons’

Published

on

El Paso airport closed for 10 days over 'special security reasons'

The Federal Aviation Administration has grounded all flights to and from El Paso International Airport in Texas for the next 10 days, the agency announced Wednesday, warning that the U.S. government “may use deadly force” against an aircraft in violation, if it is deemed to pose “an imminent security threat.”

All flights to and from El Paso are grounded, including commercial, cargo and general aviation. The restriction is effective from February 10 at 11:30 p.m. MST to February 20 at 11:30 p.m. MST. The FAA cited “special security reasons” for the closure, but did not elaborate.

Advertisement

The no-fly restriction applies to airspace over El Paso as well as nearby Santa Teresa, New Mexico.

TRUMP DECLARES NATIONAL EMERGENCY OVER CUBA, THREATENS TARIFFS ON NATIONS THAT SUPPLY OIL TO COMMUNIST REGIME

El Paso airport

A sign at the El Paso International Airport (ELP) on December 25, 2025, in El Paso, Texas. (Photo by Kirby Lee/Getty Images / Getty Images)

El Paso airport issued a statement confirming the closure on Wednesday.

“Travelers should contact their airlines to get the most up-to-date flight status information,” it said in a statement.

Advertisement

TRUMP SAYS CUBA IS ‘READY TO FALL’ AFTER CAPTURE OF VENEZUELA’S MADURO

Planes parked at Toronto airport

A person watches an Air Canada airplane being towed away from a gate at Terminal 1 at Pearson International Airport on February 6, 2024, in Toronto, Canada. (Gary Hershorn/Getty Images / Getty Images)

Former FAA safety team member Kyle Bailey told Fox News on Wednesday that a 10-day restriction like this is “unprecedented.” He also noted the airport’s proximity to the Fort Bliss Army post.

“It’s definitely something like a national security event, a high-level VIP,” Bailey speculated, “but the interesting thing is that on the Mexican side of the border there is no flight restriction.”

President Donald Trump

President Donald Trump speaks to journalists after signing an executive order in the Oval Office of the White House. (Anna Moneymaker/Getty Images / Getty Images)

GET FOX BUSINESS ON THE GO BY CLICKING HERE

Advertisement

“I think it’s safe to say that it’s something very big, either from a national security standpoint or perhaps testing something — equipment or something going into the air around the vicinity of those bases,” he added.

FOX Business’ Bonny Chu contributed to this report.

Continue Reading

Business

Kraft Heinz pauses work to split the company as new CEO says ‘challenges are fixable’

Published

on

Kraft Heinz pauses work to split the company as new CEO says 'challenges are fixable'

Kraft Heinz in September 2025 announced plans to split into two separately traded companies, reversing its 2015 megamerger, which was orchestrated by billionaire investor Warren Buffett.

Justin Sullivan | Getty Images News | Getty Images

Kraft Heinz on Wednesday said that it is pausing work on its previously announced plans to split the company.

Advertisement

Shares of the company fell 6% in premarket trading.

CEO Steve Cahillane, who joined Kraft Heinz in January, said in a statement that many of the company’s issues are “fixable and within our control.”

“My number one priority is returning the business to profitable growth, which will require ensuring all resources are fully focused on the execution of our operating plan,” he said. “As a result, we believe it is prudent to pause work related to the separation and we will no longer incur related dis-synergies this year.”

Kraft Heinz also plans to invest $600 million to fuel a turnaround of its U.S. business. The company plans to spend the money on its marketing, sales, and research and development. The investment will also go towards “product superiority and select pricing,” according to Cahillane.

Advertisement

In September, the company announced plans to split, reversing much of the blockbuster $46 billion merger from a decade ago that created one of the biggest food companies in the world.

Warren Buffett, who helped mastermind the deal, said that he was disappointed in the decision. Berkshire Hathaway has since taken a formal step toward unwinding its 28% stake in Kraft Heinz.

In December, Kraft Heinz announced Cahillane’s hiring. He previously led Kellogg through its own breakup and then headed spinoff Kellanova until its sale to Mars.

This is breaking news. Please refresh for updates.

Advertisement
Continue Reading

Business

A Timeline of Shinawatra Clan in Thai Politics

Published

on

A Timeline of Shinawatra Clan in Thai Politics

The Shinawatra family’s impact on Thai politics stands out as one of the most significant—and divisive—elements of the country’s 21st-century history, marked by a pattern of sweeping election victories repeatedly disrupted by judicial or military interventions.

However, the “Shin clan” political movement, which includes Thai Rak Thai, the People Power Party, and Pheu Thai, has faced a significant decline, now only third in the 2026 general election—its lowest standing since its formation. Once a dominant force with a track record of landslide victories, the movement is now struggling with diminished political influence and the emergence of formidable new competitors.

A timeline of the “Shinawatra Era” in Thai politics.

The Rise of Thaksin (1998–2006)

Thaksin Shinawatra, a telecommunications tycoon, disrupted the traditional political establishment with a platform of “pro-poor” policies known as Thaksinomics.

  • 1998: Thaksin founds the Thai Rak Thai (TRT) party.
  • 2001: TRT wins a landslide victory. Thaksin becomes Prime Minister, introducing universal healthcare and rural microcredit.
  • 2005: Thaksin becomes the first PM in Thai history to serve a full term and win a consecutive absolute majority.
  • 2006 (The Turning Point): Mass “Yellow Shirt” protests erupt over allegations of corruption and tax evasion regarding the sale of his company, Shin Corp.
  • September 2006: While Thaksin is at the UN in New York, the military ousts him in a coup.

Proxy Battles and the Red Shirts (2007–2010)

Despite Thaksin being in exile, his political machine remained dominant under new names.

  • 2007: The People’s Power Party (PPP), a TRT successor, wins the election. Samak Sundaravej becomes PM.
  • 2008: Courts remove Samak for accepting payment for a TV cooking show. His successor (and Thaksin’s brother-in-law) Somchai Wongsawat is also removed by the court shortly after.
  • 2010: Pro-Thaksin “Red Shirt” protesters occupy central Bangkok. A military crackdown leads to over 90 deaths.

The Yingluck Era (2011–2014)

The family returned to direct power with Thaksin’s youngest sister, Yingluck, leading the new Pheu Thai Party.

  • 2011: Yingluck Shinawatra becomes Thailand’s first female Prime Minister after another landslide win.
  • 2013: Her government attempts to pass an amnesty bill that would allow Thaksin to return without jail time. This sparks massive “Blue Sky” protests.
  • May 2014: After months of deadlock, the Constitutional Court removes Yingluck for abuse of power. Days later, General Prayut Chan-o-cha leads a military coup.

The Paetongtarn Era (2023–2025)

After nearly a decade of military-aligned rule, the Shinawatras made a dramatic comeback in a shifted political landscape.

  • May 2023: Pheu Thai loses to the Move Forward Party (MFP) in the general election but eventually forms a coalition with former rivals (pro-military parties) to secure the premiership.
  • August 2023: Thaksin Shinawatra returns to Thailand after 15 years in exile. He is sentenced to prison but immediately moved to a hospital and later paroled.
  • August 2024: Following the court-ordered removal of PM Srettha Thavisin, Paetongtarn “Ung Ing” Shinawatra (Thaksin’s daughter) is elected Prime Minister.

Summary of Shinawatra Prime Ministers

Name Relation Term Reason for Leaving
Thaksin Shinawatra Patriarch 2001–2006 Military Coup
Somchai Wongsawat Brother-in-law 2008 Court Order
Yingluck Shinawatra Sister 2011–2014 Court Order / Military Coup
Paetongtarn Shinawatra Daughter 2024–2025 Court Order

The 2026 Election: A Historic Low

  • Campaign and Outcome:
    • Pheu Thai, seeking to restore its popularity, fielded “Dr Shane” Yodchanan Wongsawat (a Shinawatra family member) as its prime ministerial candidate, campaigning with the slogan “Overhaul Thailand—Pheu Thai can do it.”
    • Unofficial results from the February 8, 2026, election indicate Pheu Thai has fallen to third place, signaling it is no longer the dominant party capable of forming a government.
  • Key Factors Contributing to the Decline:
    • Rise of New Parties: The emergence of new progressive parties, such as the People’s Party, with liberal branding and strong appeal to new voters, directly challenged Pheu Thai’s base.
    • Strong Rivals: Bhumjaithai has established a solid voter base and local political power-brokers, positioning it to form a second-term government.
    • Loss of Strongholds: A major upset occurred in Chiang Mai, a long-standing Shinawatra stronghold, where Pheu Thai failed to win a single seat. The People’s Party swept six constituencies, while Kla Tham secured four in remote areas, demonstrating a significant shift in voter allegiances across urban and rural/border regions.
    • Political Instability: The repeated removal of prime ministers through legal and ethical challenges further damaged the party’s image and stability.

Pheu Thai must reflect on these successive electoral defeats, as the “Shinawatra clan” experiences a decline in political influence, while opposing parties strengthen and gain momentum. This shift in the political landscape signals a need for Pheu Thai to reassess its strategies, rebuild its grassroots support, and adapt to the changing demands of the electorate. Failure to address these challenges could further erode its standing, allowing rival parties to consolidate their power and reshape the nation’s political dynamics.

Advertisement
Continue Reading

Business

More than 180 survivors engaged in Harrods abuse redress scheme

Published

on

More than 180 survivors engaged in Harrods abuse redress scheme

The late Mohamed Al Fayed has been accused of sexual harassment during his time as owner.

Continue Reading

Business

Paramount Tries to Outbid Netflix for Warner Bros With Extra Cash Incentives

Published

on

Top 10 Best SEO Companies in Sydney, Australia 2026

Paramount Skydance has boosted its bid for Warner Bros Discovery by offering shareholders extra cash if the deal drags beyond 2026 and agreeing to cover Netflix’s breakup fee if Warner Bros walks away.

The move is the latest in Paramount’s ongoing battle with Netflix for the Hollywood studio’s prized film and TV assets.

The new incentives include a 25-cent-per-share “ticking fee,” worth about $650 million per quarter from early 2027 until the deal closes.

According to CNA, Paramount has not increased its $30-per-share offer, totaling $108.4 billion including debt, but pledged to fund the $2.8 billion termination fee Warner Bros would owe Netflix if their $82.7 billion merger collapses.

Advertisement

Both Netflix and Paramount covet Warner Bros for its blockbuster franchises, including “Game of Thrones,” “Harry Potter,” and DC Comics superheroes like Batman and Superman.

Paramount, which owns CBS, would also acquire Warner Bros’ television networks, including CNN and TNT, which are expected to spin off into a separately traded company, Discovery Global.

Paramount CEO David Ellison said, “We are making meaningful enhancements – backing this offer with billions of dollars, providing shareholders with certainty in value, a clear regulatory path, and protection against market volatility.”

The company has also raised Ellison’s personal guarantee to $43.3 billion and secured $54 billion in debt financing from Bank of America, Citigroup, and Apollo.

Advertisement

Warner Bros Board Reviews Paramount Offer

Despite the sweetened offer, analysts say Paramount may struggle to win over Warner Bros shareholders.

Advertisement

Ross Benes, senior analyst at Emarketer, called the move “throwing spaghetti at the wall and hoping something sticks,” noting that Paramount’s best chance may come from regulatory hurdles blocking Netflix.

Activist investor Ancora Holdings, which owns roughly $200 million in Warner Bros shares, has expressed opposition to the Netflix deal and could push for Paramount if the board fails to secure a better offer, Reuters reported.

Warner Bros said its board will review the updated offer but maintains support for Netflix’s merger.

Paramount has also addressed other concerns by offering to backstop Warner Bros’ planned debt exchange and certifying compliance with US antitrust regulators.

Advertisement

It is in talks with regulators in the US, EU, and UK and has secured foreign investment approval in Germany.

Netflix’s $82.7 billion all-cash offer remains in place. Gaining Warner Bros’ assets could give Netflix cultural and streaming power, with nearly half a billion subscribers worldwide. A Warner Bros shareholder vote on the Netflix deal is expected by April.

Originally published on vcpost.com

Advertisement
Continue Reading

Business

Banca Generali stock falls despite beating Q4 profit expectations

Published

on


Banca Generali stock falls despite beating Q4 profit expectations

Continue Reading

Business

Riskified: Pivoting Toward Profitability Amidst Upcoming Macro Headwinds

Published

on

Riskified: Pivoting Toward Profitability Amidst Upcoming Macro Headwinds

Riskified: Pivoting Toward Profitability Amidst Upcoming Macro Headwinds

Continue Reading

Business

Opinion: ‘Job ready’ comes with an asterisk

Published

on

Opinion: ‘Job ready’ comes with an asterisk

OPINION: Getting the best out of graduates in the workplace requires patience.

Continue Reading

Business

Thailand’s Transit Trade Reaches Record High of 1.04 Trillion Baht in 2025

Published

on

Thailand's Transit Trade Reaches Record High of 1.04 Trillion Baht in 2025

In 2025, Thailand’s border and transit trade reached 1.93 trillion baht, growing 6.7%. Transit trade surged 24.4%, driven by exports like durian and hard drives, despite slower border trade. Six trade fairs are planned for 2026.


Key Points

  • In 2025, border and transit trade reached 1.93 trillion baht, a 6.7% rise from the previous year, aiding the growth of the border economy. Trade with neighboring countries amounted to 894.19 billion baht, while transit trade soared by 24.4% to 1.04 trillion baht, with China as the top destination.
  • Major exports included fresh durian, hard disk drives, and rubber. However, border trade slowed in the latter half of the year due to issues at the Thai-Cambodian border and Myanmar’s import restrictions. Nonetheless, robust transit trade sustained overall growth.
  • Looking forward, the Department of Foreign Trade plans to host six border trade fairs across different provinces in fiscal year 2026. These events will enable entrepreneurs to showcase products, engage in business matching, and expand trade channels, further supporting border economic activity.

The Department of Foreign Trade reported that border and transit trade in 2025 totaled 1.93 trillion baht, a 6.7 percent increase from the previous year and supporting continued growth in the border economy.

The department reported that trade with four neighboring countries reached 894.19 billion baht, while transit trade to third countries totaled 1.04 trillion baht. Transit trade grew by 24.4 percent, the highest on record.

China remained Thailand’s largest transit trade destination at 608 billion baht, followed by Singapore and Vietnam. Major exports included fresh durian, hard disk drives, and rubber.

The department noted that border trade slowed in the second half of the year due to the Thai–Cambodian border situation and Myanmar’s import controls. However, strong transit trade remained a key driver, allowing overall trade to maintain solid growth.

Advertisement

Looking ahead, the Department of Foreign Trade will organize six border trade fairs in six provinces during fiscal year 2026. These events will provide entrepreneurs with free opportunities to showcase products, participate in business matching, and expand trade channels, supporting border economic activity and strengthening alternative markets.

Source : Thailand’s Transit Trade Hits Record 1.04 Trillion Baht in 2025

Advertisement
Continue Reading

Trending

Copyright © 2025