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.