Investors are turning to bond platforms like bondbazaar and indiabonds for higher yields amid equity risks and elevated valuations. These platforms offer a variety of bonds, including PSUs, tax-free bonds, and NBFC instruments, allowing investors to earn returns of 7-20% based on their risk appetite.
India’s largest IPO, Hyundai Motor gets Sebi green light for Rs 25,000-cr issue (26-09-2024)
Hyundai Motor India has received approval from Sebi for its ₹25,000-crore IPO, set to be the largest in India’s history. The offering will consist entirely of an offer-for-sale by Hyundai Motor Co. The IPO is expected to launch by November and could surpass previous records held by LIC and Paytm.
Stock Market Today: Nifty expiry, Israel conflict & Kalana Ispat IPO debut (26-09-2024)
The uptrend was signalled by GIFT Nifty futures that were trading about 50 points higher than Nifty futures’ last close, at 26,047.50, around 7:30 AM.
GIFT Nifty signals a positive start for D-Street. Here’s the trading setup for today’s session (26-09-2024)
Nifty reached a new all-time high for the sixth consecutive session, driven by positive global cues and strong domestic flows. Analysts expect continued upward movement with potential volatility due to monthly derivative expiry. Global markets showed mixed trends, while oil prices remained stable. The rupee appreciated against the US dollar.
Sensex at 85K, Nifty at 26K: Analysts expect some correction from higher levels (26-09-2024)
Indian equity indices hit all-time highs with Sensex closing above 85,000 and Nifty above 26,000. Analysts caution about potential short-term hurdles but do not foresee a sharp sell-off. Broader market indices ended weak. Foreign portfolio investors net sold shares, while domestic counterparts bought significantly.
Promoters cash in on market rally, offload stocks worth Rs 40,000 crore in Q2 (26-09-2024)
Promoters of around 180 companies have sold stock worth over ₹40,000 crore in the September quarter, capitalizing on the market rally. This trend is driven by high valuations and various strategic reasons. Prominent sales include those by InterGlobe Aviation, Ambuja Cements, and Patanjali Foods.
Tata Motors – DVR (26-09-2024)
Received the confirmation mail today. 200 is the deemed dividend.
House Condemns Biden and Harris Over Afghanistan Withdrawal (26-09-2024)
Ten Democrats joined the G.O.P.-led effort to rebuke 15 senior members of the Biden administration for the failures of the Afghanistan withdrawal in a symbolic vote.
Who is going to be the winners in 2 wheeler industry? Is it TVS, Bajaj Auto, Hero Motors , Eicher, or Ola ? Or is it going to be someone else -“Who moved my cheese”⁰ (26-09-2024)
Thanks for initiating a healthy debate 
Every company may have its own marketing strategy in place with respect to its product portfolio. All of us can make a guess what we feel and our views could vary from person to person depending upon what products or companies each one of us like. However, Ultimately, it is the customers who decides the winners and losers. we need to see who finally wins. which time only could say.
If I go by last 6 months cumulative sales data from 1st link 2nd slide, Honda is leading the pack with overall 29.8% market share with a gain of massive 4.65% wrt previous year at the cost of all other players.
Segment wise :
100 CC category from slide 3, Honda gains at the cost of others by 2.44%
125 CC – from slide 4, Honda gains by a massive 7.72% at the cost of others.
125-250 CC – from slide 5, Honda gains by 7.11% at the cost of all other players
250 CC & above -from slide 6, Honda loses by 0.65%
What would be the future ? None of us can predict accurately , customer preference could change.
However , every one of us can make a qualified guess.
India is a mass market with 1400 million people and 75% are poor or lower middle class. How many of these people can buy a 250 CC plus premium motorcycle ??? If the mass market grows due to rural demand, It is the entry level which should grow logically.
And in Energy transition , the 250 CC plus bike after EV transition would further go up by 2 times Every player has a iconic brand in 250CC and above catagory- and strong competition for fewer volumes!
That is why entry level would see massive growth as rural consumption grows.
My submission is that we are in the verge of energy transition – where EV is coming in a big way to replace conventional petrol diesel vehicles- carbon foot print reduction is the main goal world over. Added to this India has another problem – we import 85% of Petroleum, we have to depend upon other nations. Crude price is highly volatile. So for us EV is a sure-way forward. on both count – to reduce carbon and to reduce import bill.
That is the reason why entry level EV 2 wheeler is the pocket where the buck lies where every player is focussing.
With my 37 years of professional work experience in Auto Industry and with my limited knowledge on current /emerging trends , I may be wrong in my assessment.