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Contrary to the popular "Sell in May and go away" adage, data suggests Indian stock markets perform better from May to October, averaging 7.6% returns compared to November-April s 4%. Analyzing a decade of trends reveals May, June, and July historically show strong probabilities of positive returns.

India s aerospace and defense sector shows significant growth. A major deal with France for Rafale-M jets strengthens national security and domestic manufacturing. The defense budget is increasing, creating opportunities for Indian companies. Defense exports are rising, with ambitious targets set for 2047. Hindustan Aeronautics and Bharat Electronics are well-positioned for growth. The sector presents a long-term investment opportunity.

In 2025 s turbulent market, Warren Buffett s Berkshire Hathaway thrived by holding substantial cash reserves. While tech giants suffered losses, Buffett s strategy of exiting the 2024 bull market and investing in safe US Treasury Bills yielded significant returns. His approach, characterized by patience and a focus on value, contrasts sharply with chasing fleeting trends.

Kotak Mahindra Bank Q4 results: Private lender Kotak Mahindra Bank on Saturday reported its March quarter results for the financial year 2025, posting a 14% YoY dip in its standalone profit after tax (PAT) at Rs 3,551.74 crore. However, the net interest income (NII) grew by 4.5% YoY to Rs 7,283.57 crore.

SBI Q4 results: The bank posted an operating profit of Rs 31,286 crore in Q4FY25, marking an 8.83% increase over Rs 28,748 crore a year ago. However, the loan loss provisions surged 20.35% YoY to Rs 3,964 crore from Rs 3,294 crore in Q4FY24.

Despite geopolitical tensions, the markets closed the week positively, with the Nifty consolidating above its 200-DMA. Volatility increased, and the index saw a weekly gain. Caution is advised for the coming week, focusing on low-beta stocks and sectors poised for fresh moves, as the index faces key resistance levels. Relative Rotation Graphs indicate varied sector performance against the broader markets.

Despite geopolitical tensions, Nifty demonstrated resilience with a 3.46% gain in April, supported by FII inflows and strong domestic fundamentals. Analyst Sudeep Shah anticipates near-term consolidation between 23,800-24,600. Bank Nifty outperformed, hitting record highs, while Reliance showed strength. Defense stocks like Paras Defense and BEL are poised for further gains amid ongoing tensions.

SEBI Chairman Tuhin Kanta Pandey announced the regulator s commitment to resolving issues hindering the National Stock Exchange s IPO launch, focusing on governance, technology, clearing corporation matters, and ongoing litigations. NSE aims for transparency and accountability through the IPO, potentially exceeding Hyundai s record for the largest public issue, with an expected size of Rs 30,000 crore if 10% equity is sold.

Corona Remedies, an Indian pharmaceutical company, has filed preliminary documents with SEBI to launch an Rs 800-crore IPO. The IPO consists entirely of an offer for sale by promoters and existing investors like Sepia Investments, Anchor Partners and Sage Investment Trust. The company focuses on developing, manufacturing, and marketing pharmaceutical formulations across various therapeutic areas, including women s healthcare and cardio-diabeto.

Despite the RBI s 50 bps repo rate cut and liquidity infusion, a significant portion of borrowers haven t benefited due to reliance on MCLR-linked loans. MCLR remained unchanged at 9% in April, particularly affecting public sector borrowers. Banks deposit costs and competition for funds are hindering faster transmission of rate cuts, impacting net interest margins.