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Several midcap stocks are delivering strong returns on equity above 50%, reflecting efficient management and solid business models. High RoE indicates financial health and growth potential.

Indian benchmark indices Sensex and Nifty closed higher Monday, lifted by IT shares after Federal Reserve Chair Jerome Powell signaled the U.S. central bank could cut interest rates as soon as next month.

TMC MP Mahua Moitra accused Rekha Jhunjhunwala of insider trading after her Rs 334 crore Nazara exit ahead of the Online Gaming Bill. The sharp selloff hurt investors, while ICICI Securities downgraded the stock citing regulatory overhang.

State-owned NBCC Ltd has secured a contract to develop and market a 95-acre mixed-use project in Rajasthan with an estimated investment of around Rs 3,700 crore.

Housing and Urban Development Corporation Limited (HUDCO) plans to raise up to Rs 3,000 crore by issuing non-convertible debentures.

A $300 million trading error by Avendus Capital in Clean Science shares exposed flaws in India’s block deal system. SEBI has proposed rule changes, including tripling discount limits and raising trade size thresholds, to prevent future mishaps.

Nvidia, valued at $4.3 trillion, could surpass India’s Rs 5.21 trillion equity market if shares hit $240. Driven by AI chip dominance, the stock has surged 1,400% since 2022. Analysts remain bullish ahead of Q2 earnings, with China growth and AI demand in focus.

The Sensex rose 329 points to close at 81,635 on Monday, with seven BSE Midcap stocks — including Paytm, UNO Minda, Jindal Stainless, and Delhivery — touching 52-week highs, signaling bullish market sentiment and strong upward momentum.

Indian investors are increasingly drawn to bonds due to market volatility and the need for stable income. Government securities offer safety, while corporate bonds provide higher yields, reflecting improved corporate balance sheets and credit ratings. A balanced portfolio combining both can optimize risk-adjusted returns, offering stability and outperforming traditional fixed deposits.

The banking sector remains attractive despite moderation in net interest margins, supported by benign asset quality and credit growth prospects. Quantum AMC favors private banks, large-cap IT, and consumer discretionary plays, guided by a valuation-conscious strategy emphasizing liquidity and governance.