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When it comes to elephant volunteering, Thailand’s Elephant Nature Park

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“You have to remain active, sit down, and just do nothing that is bad for your health,” Dr Mahathir told The Straits Times. The advice may sound simple, but the

When it comes to elephant volunteering, Thailand’s Elephant Nature Park is one of the best places to start with. Located near Chiang Mai, this sanctuary rescues elephants from logging camps,

Antioxidant power: Every drink above has antioxidants in different forms – green tea, barley tea, fruit bioflavonoids, which help reduce oxidative stress, a major cause of ageing. Gut-health support: Many

In a move aimed at boosting low-cost fundraising for the renewable energy sector, the central government has accorded tax-saving status to bonds issued by the Indian Renewable Energy Development Agency

Oil India Ltd, entered in a long term agreement with Gail, under which it would be selling natural gas from its Rajasthan field for the next 15 years. The deal

On July 10, 2025, the sacred full moon of Ashadha, celebrated as Guru Purnima, offers a special moment to reflect on the role of a Guru in one’s life. In

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India had previously suggested retaliatory tariffs against US automotive duties last week. (AI image) Amidst ongoing trade deal talks, India has proposed retaliatory tariffs on Wednesday against the United States

Asian stock markets mostly advanced on Thursday, supported by hopes that global leaders will reach agreements to ease the impact of US President Donald Trump’s new wave of tariffs. Despite

Bitcoin surged to a new all-time high on Wednesday, driven by growing investor appetite and strong institutional demand as more traditional financial firms adopt the cryptocurrency.Bitcoin touched $111,988.90 before settling

MUMBAI: Another large-size IPO is being planned in the current year. Prudential Corp of UK, the joint venture partner of ICICI Bank in ICICI Prudential Asset Management, is selling 10%

Image used for representative purposes NEW DELHI: Manipal Hospitals announced on Wednesday that it signed definitive agreements to acquire Sahyadri Hospitals from Ontario Teachers’ Pension Plan (Ontario Teachers’), a global

Top stocks to buy: Stock recommendations for the week starting April 1, 2025

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Top stocks to buy: Stock recommendations for the week starting April 1, 2025
Top stocks to buy (AI image)

Stock market recommendations: According to Motilal Oswal Financial Services Ltd, the top stock picks for the week (starting April 1, 2025) are DLF and HDFC AMC. Let’s take a look:

Stock NameCMP (Rs)Target (Rs)Upside (%)
DLF68095440%
HDFC AMC4009480020%

DLF
DLF has a strong portfolio of luxury residential projects that have received an extraordinary response at launches like Privana South, Privana West, and Dhalias. Gurugram is emerging as a destination for uber-luxury residences, where DLF holds an absolute monopoly. Over the past 10-15 years, DLF’s projects have delivered strong returns, with Super-Luxury/Luxury/Premium categories achieving 18%/12%/10% CAGR. It has maintained dividends for 17 years, with recent increases highlighting its focus on shareholder value. With pre-sales projected to grow at 20% CAGR over FY24-27, strong collections visibility, robust land bank for long-term growth, a cash-positive balance sheet, increasing rental income, and declining debt, our confidence in DLF remains strong. We estimate Adj. PAT to grow at a 26% CAGR over FY24-26.
HDFC AMC
HDFC AMC is India’s third-largest mutual fund house, with QAAUM of ₹7.9t. It holds overall mkt. share of 12% and 13% share in actively managed equity QAAUM, underpinned by strong reputation, consistent fund performance & an extensive distribution network. As of Dec’24, HDFC AMC’s high-margin equity segment makes up 65% of QAAUM, above the ind. avg of 57%. Its total AUM constitutes 27% of HDFC Bank’s mutual fund AUM, compared to ICICI MF’s 60% and SBI MF’s 98%. This suggests significant potential for deeper penetration through HDFC Bank’s branch network. With an improved market position, a well-diversified product portfolio, and digital expansion efforts, HDFC AMC is well-positioned to sustain growth and deliver value to its stakeholders. We expect equity AUM growth of 55%/12% over FY25/26. We estimate an earnings CAGR of 14% over FY25-27.
Disclaimer: The opinions, analyses and recommendations expressed herein are those of brokerage and do not reflect the views of The Times of India. Always consult with a qualified investment advisor or financial planner before making any investment decisions.





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