Bajaj Powers International Growth
- 16th May 2025
Aaj Ka Bazaar
Wall Street indices ended mixed on Thursday, influenced by optimism over a temporary reduction in tariff rates between the US and China. The S&P 500 gained 0.41% to close at 5,916.93, while the Dow Jones Industrial Average advanced 0.65% to 42,322.75. In contrast, the Nasdaq slipped 0.18% to 19,112.32. Asian markets mostly traded lower as investors assessed Japan’s latest GDP figures and awaited further economic data from the region. Indian benchmark indices are expected to open on a positive note, as indicated by GIFT Nifty trading higher. Investor sentiment is likely to be driven by US President Donald Trump’s comments on the India-US trade deal, ongoing corporate earnings announcements, and foreign investor inflows. On the stock-specific front, Biocon’s subsidiary, Biocon Pharma, has received approval for Rivaroxaban tablets, a drug used to reduce the risk of stroke and systemic embolism in patients with nonvalvular atrial fibrillation.
Markets Around Us
BSE Sensex – 82,462.38 (-0.08%)
Nifty 50 – 25,015.65 (-0.19%)
Bank Nifty – 55,234.60 (-0.22%)
Dow Jones – 42,342.16 (0.05%)
Nasdaq – 19,112.32 (-0.18%)
FTSE – 8,633.75 (0.56%)
Nikkei 225 – 37,689.03 (-0.18%)
Hang Seng – 23,276.23 (-0.75%)
Sector: Automobiles
Bajaj Boosts Global Presence With Investment
Bajaj Auto International Holdings BV (BAIH BV), a wholly owned subsidiary of Bajaj Auto Ltd, has received board approval for an additional capital infusion of €125 million (₹1,199.92 crore) to support investment opportunities. The Netherlands-based entity plays a key role in Bajaj Auto’s global expansion strategy, and this funding reinforces its commitment to international growth. With a turnover of ₹19.09 crore and a net worth of ₹5,487.75 crore, BAIH BV is integral to Bajaj Auto’s international expansion. The Netherlands-based unit has been instrumental in extending the company’s global reach beyond its core Indian market. As Bajaj Auto navigates evolving market dynamics, the capital infusion into BAIH BV underscores its strategy to strengthen investment capabilities and drive growth in international markets.
Why it Matters:
This capital infusion signals Bajaj Auto’s strong commitment to global growth, enabling its international arm BAIH BV to explore new investment opportunities. It reinforces the company’s strategy of expanding beyond India and deepening its presence in key overseas markets. Backed by solid financials, BAIH BV remains a crucial lever for Bajaj’s long-term international ambitions.
NIFTY 50 GAINERS
BEL – 358.40 (2.28%)
EICHERMOT – 5535.00 (1.26%)
ETERNAL – 245.53 (1.21%)
NIFTY 50 LOSERS
BHARTIARTL – 1819.40 (-2.56%)
INDUSINDBK – 763.10 (-2.23%)
HCLTECH – 1676.30 (-1.16)
Sector : Telecom
Bharti Airtel Stake Sale by promoters
Bharti Airtel Ltd. promoter entity Singtel is set to sell shares worth Rs 8,568 crore through open market transactions on Friday, according to sources. The Singaporean telecommunications conglomerate, which owns Airtel shares via its arm Pastel Ltd., plans to float around 4.76 crore shares. The floor price for the block deal is set at Rs 1,800 apiece, a 3.6% discount to the last closing. Multinational investment bank JPMorgan is the broker to the deal. Singtel owned 9.49% equity in Bharti Airtel as of March 2025. The company has been a strategic investor in India’s major telecom giant since 2000. It divested a 3.3% stake in 2022 for Rs 12,895 crore to Bharti Telecom, Airtel’s holding company, as per media reports. Last year, it sold a 0.8% stake for Rs 5,850 crore to Rajiv Jain’s GQG Partners.
Why it Matters:
Singtel’s ₹8,568 crore share sale signals a strategic trimming of its long-held stake in Bharti Airtel, potentially altering the stock’s ownership dynamics. As a major promoter since 2000, its gradual exit raises questions on future involvement. The block deal may impact Airtel’s stock price and investor sentiment in the short term.
Around the World
Asian markets were mostly flat to negative on Friday. Japan’s Nikkei dropped after its Q1 GDP shrank 0.7%—much worse than expected—mainly due to weak exports and low local spending. This raised hopes that the Bank of Japan might pause rate hikes. Meanwhile, Hong Kong’s Hang Seng fell over 1% as Alibaba shares tumbled 5% after missing Q4 revenue and cloud earnings estimates. JD.com also declined, showing weak consumer demand in China. However, Netease surged over 15% on strong results. Chinese indices fell slightly, but still ended the week higher due to a temporary trade tariff cut between the U.S. and China. Investors, however, remain cautious as no permanent trade deal is in sight. Australian stocks outperformed, with the ASX 200 hitting a two-month high on hopes of a rate cut. U.S. futures traded mildly lower, while Gift Nifty hinted at a soft opening in India after a strong rally earlier this week.
Option Traders Corner
Max Pain
Nifty 50 – 25000
Bank Nifty – 55000
Nifty 50 – 24890 (Pivot)
Support – 24,665, 24,269, 24,043
Resistance – 25,287, 25,512, 25,909
Bank Nifty – 55096 (Pivot)
Support – 54,701, 54,047, 53,653
Resistance – 55,750, 56,144, 56,798
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