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Bloomberg Quint

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Image Credit: Bloomberg Quint

Heard On The Street: Dealers Spot Action In Varun Beverages, Aarti, BSE, Muthoot, Divi’s, GMR

  • Foreign institutional investors were active buyers in Varun Beverages Ltd. Dealers said the perceived threat from Campa Cola has softened, with expectations of limited impact on the company’s market share.
  • Large high net-worth investors were seen accumulating Aarti Industries Ltd. shares. Dealers cited optimism around upcoming earnings and minimal exposure to sectors likely to be hit by Trump’s tariff push.
  • Domestic institutional desks were active buyers in BSE Ltd. Volumes held steady despite broader market volatility, which dealers believe reflects steady retail participation on the exchange.
  • Positional buy trades were spotted from large high net worth individuals in Muthoot Finance Ltd. Dealers noted that the RBI’s draft proposals on gold loans are likely to have a limited adverse impact on the company.

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