15 Top Picks for June 2025 with up to 37% upside. Top Picks Basket delivered 15.3% in last 3 months against 11.9% return posted by Nifty 50. Since inception, the Basket has delivered an impressive return of 321% vs 167% return delivered by the NIFTY 50 rakesh-jhunjhunwala.in/15-top-picks-f…

List of 50 stocks with high Dividend Yield of up to 9% as of 2nd June 2025. Yield is computed based on closing price of 30th May 2025. Only cos that have consistently paid dividend in the last 3 years – i.e FY24/CY23, FY23/CY22 and FY22/CY21 are considered rakesh-jhunjhunwala.in/list-of-50-sto…

Market is holding firm because RBI may go for "jumbo rate cut" of 50 bps on Friday to reinvigorate credit cycle & counterbalance uncertainties, as per SBI. RBI has reduced repo by 25 bps each in Feb & April, bringing it to 6%. Stance changed from neutral to accommodative in April

Raamdeo says market is compounding machine. In last 45 yrs, it has grown at 15% CAGR & doubled every 5 yrs. Sensex will rise from 80000 to 150000 by 2030 & 300000 by 2035. “While picking stocks look at 2035. You will not be able to recognise market in 2035. It will become so big”

Lumax had a fabulous quarter. It is outperforming industry with higher content per vehicle. M&M, its largest client, is a key growth driver. Outlook for M&M is strong for FY26 which should drive substantial earnings growth for Lumax too. TP ₹1220 (+25.8%) rakesh-jhunjhunwala.in/lumax-auto-tec…

Sunil Singhania's Abakkus PMS Fund, Premji Invest's PI Opportunities & others have bought 4.42% of Indegene for ₹627 Cr at ₹591 per share. Carlyle was seller. Indegene helps biopharmaceutical, biotech & medical device cos develop products. M-Cap is ₹14,200 Cr. Co is debt-free

ITC Hotels' revenue expected to grow at 15% CAGR over next 3 to 4 yrs. By FY28 top line will be ₹5300–5400 Cr, Ebitda ₹2000–2100 Cr & margin of 38%. Cash position is strong with cash of ₹1500–1600 Cr. Pipeline of 400 to 500 keys in owned portfolio will start in next 2 to 3 yrs

Raamdeo & Motilal Oswal have invested $100 million in Zepto. Raamdeo says the Quick Commerce opportunity is worth $1 trillion. “Quick commerce is taking India by storm as everyone wants groceries and all other products home delivered. Who wants to carry a bag to buy stuff?”

Hi-Tech pipes has strong growth prospects in the structural steel tubes space given its Capacity expansion, Transition from generic products to value added products, Product portfolio enhancement & Healthy demand for structural steel tube. TP ₹138 (44.2%) rakesh-jhunjhunwala.in/hi-tech-pipes-…

Top Conviction Stock Ideas of Q4FY25 from Cement, Metals and Mining, Pharma, BFSI, Infra, Chemical, FMCG, Retail, Auto and Auto Ancillaries and Real Estate rakesh-jhunjhunwala.in/top-conviction…

Gokaldas Exports is well-placed amidst tariff uncertainty given higher tariffs to be faced by Vietnam, China, Bangladesh. if India-US BTA comes through, it can be a big boost to margins for the whole sector. Buy for target price of ₹1265 (33.9% upside) rakesh-jhunjhunwala.in/gokaldas-expor…

RBI's rate cut is a powerful technical trigger. Nifty has closed above 25000 & is above all Moving Averages. RSI is above 60 affirming bullish strength. ViX is down 9% implying lack of fear. FII long-short ratio is 20.87%, implying heavy short bias which may compel short-covering

Gulf Oil could benefit from the potential sale by BP Plc of Castrol, valuing Castrol at USD8-10bn. HPCL lube carve-out & Veedol promoter offer are also events which could firm up valuation for the sector. Gulf is attractive valuation-wise. TP ₹1800 (54%) rakesh-jhunjhunwala.in/gulf-oil-lubri…

Cos in West Bengal are badly hit because State Govt has revoked incentive schemes given to set up industries within the State. Cement Cos like Dalmia Bharat, Nuvoco, Star Cement are adversely affected. Opposition says the decision will move industry further away from the State

Raamdeo says the formula for spotting multibaggers is surprisingly simple but understood by very few. Even brilliant IIT grads miss it. “No one really understands compounding because they cannot see the future”. "Multibagger formula is combination of good management & tailwind".

Raj Shamani, who is popularly known as the "Podcast King", has a media empire of 3.77 million YouTube subscribers & 2.6 million Instagram followers. His monthly income exceeds ₹1 crore, with an estimated annual income of ₹15 crore. His Net Worth is ₹91 crore (US$11 million)

Rapido is entering into direct competition with Zomato & Swiggy by offering to deliver food for a flat fee of ₹25 for orders upto ₹400 & ₹50 for orders above that. Swiggy & Zomato charge fees ranging from 10% to 28%. Many restaurants are fed up of Zomato & Swiggy price-gouging

Jane Street, which raked in $2.34 Bn from High-frequency Algo trades in India's F&O market, is being probed whether its trades show a repeated pattern of taking one position in derivatives and the opposite position in spot. If so, it may be held guilty of manipulating the market

Doyen Anil Agarwal says there will be a severe shortage of copper as demand will outstrip supply. There is heavy demand from EVs, renewables & AI data centers. India is already heavily import dependent. He has called for the privatisation of Hind Copper whose share is languishing

PNB's strategic focus on retail, agricultural & small business lending is poised to fuel expansion. Improving asset quality ratios, strengthening recovery, robust deposit growth & reduced costs expected to support overall performance. TP ₹126 (+16%) rakesh-jhunjhunwala.in/punjab-nationa…