Jefferies likes plays on power sector such as Coal India Ltd and JSW Energy; two-wheeler makers such as TVS Motor Ltd and Eicher Motors, telecom operator Bharti Airtel and capital goods firms namely Adani Ports and Kajaria Ceramics.
If Jio Financial is included, the stock could see $66 million in passive inflows. IRFC ($15 million inflows), PFC ($45 million inflows), Polycab India ($20 million inflows, Adani Power ($33 million inflows) are other likely Nifty Next 50 entrants.
Macrotech Developers: For the quarter, collections came in at Rs 2,750 crore. The developer added two new projects totalling 1.2 million square feet of saleable area and Rs 2300 crore gross development value (GDV).