Brokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on ...More

Brokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC Securities upgraded Stylam Industries citing improved governance and growth visibility, while Motilal Oswal reiterated a buy on PNB Housing Finance, driven by strong fundamentals and expansion in higher-yield segments. ...Less

HDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surfac ...More

HDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially compressing consumer wallets and eroding pricing power. He highlights monsoon and the Ukraine war as key risks that could lead to single-digit earnings growth, revising the firm's full-year estimate to 10-11%. ...Less

Investors must purchase Wipro shares by today, June 4th, to be eligible for the company's Rs 15,000 crore ...More

Investors must purchase Wipro shares by today, June 4th, to be eligible for the company's Rs 15,000 crore share buyback, as Friday, June 5th, is the record date. The buyback offers Rs 250 per share, a 22.5% premium, with analysts projecting potential short-term returns of 8-14% for retail investors. ...Less

The government is considering selling up to a 2% stake in Hindustan Zinc Ltd., a move that could raise ar ...More

The government is considering selling up to a 2% stake in Hindustan Zinc Ltd., a move that could raise around Rs 5,000 crore. The stake sale, likely this month or in July, is part of a broader divestment drive aimed at boosting revenue through public asset sales. Several investment banks have been appointed to advise on the transaction. ...Less

Wipro's Rs 15,000 crore share buyback, priced at a premium, is nearing its June 5 record date. Retail inv ...More

Wipro's Rs 15,000 crore share buyback, priced at a premium, is nearing its June 5 record date. Retail investors can potentially achieve double-digit returns over 2-3 months, with brokerages projecting high acceptance ratios based on past trends and lean retail shareholding. ...Less

Indian stock markets are cautious. The Nifty is losing support levels, indicating a bearish trend. Midcap ...More

Indian stock markets are cautious. The Nifty is losing support levels, indicating a bearish trend. Midcap and smallcap stocks are also seeing profit booking. IT and metals sectors show relative strength. Analysts suggest selective long opportunities in IT, like LTIMindtree, and shorting PSU banks such as Bank of India. ...Less

JioHotstar is launching Dhurandhar The Revenge on June 4. Fifty brands, including eleven major sponsors, ...More

JioHotstar is launching Dhurandhar The Revenge on June 4. Fifty brands, including eleven major sponsors, have partnered for the digital premiere. This reflects increasing advertiser interest in major OTT film releases. The film will stream in multiple languages. JioHotstar anticipates a large audience for this high-engagement entertainment property. ...Less

Major brokers are set to launch algorithmic trading tools for retail investors in the coming months, foll ...More

Major brokers are set to launch algorithmic trading tools for retail investors in the coming months, following enhanced regulatory clarity. This move aims to expand broker revenue streams and help fintech firms scale by offering accessible algo strategies, potentially for as low as ₹5,000 per strategy. ...Less

Hindustan Zinc shares fell sharply on Friday after a report said the government may sell up to a 2% stake ...More

Hindustan Zinc shares fell sharply on Friday after a report said the government may sell up to a 2% stake in the company to raise around Rs 5,000 crore. The proposed divestment comes amid broader disinvestment efforts, with recent stake sales in Coal India and NHPC. ...Less

Indian stock markets experienced a mixed trading session as investors awaited the upcoming monetary polic ...More

Indian stock markets experienced a mixed trading session as investors awaited the upcoming monetary policy. The Nifty is facing resistance near 23,450. Federal Bank shows promise above 301. The auto sector is gaining momentum with opportunities in Mahindra & Mahindra, Bajaj Auto, and Jamna Auto. Investors are watching macro events and sector-specific plays. ...Less

Oil Marketing Companies are facing substantial losses on petrol and diesel. Despite recent price increase ...More

Oil Marketing Companies are facing substantial losses on petrol and diesel. Despite recent price increases, these companies are still losing money on every litre sold. Experts predict further price hikes are likely to avoid significant financial strain. This situation could impact the profitability and book value of major state-run oil companies. The current pricing environment suggests continued under-recoveries for OMCs. ...Less

Domestic institutional investors (DIIs) have remained strong buyers of Indian equities in 2026, with net ...More

Domestic institutional investors (DIIs) have remained strong buyers of Indian equities in 2026, with net purchases crossing Rs 4.16 lakh crore in just over five months. In contrast, foreign institutional investors (FIIs) have stayed bearish, selling around Rs 2.7 lakh crore worth of stocks. ...Less

Global capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This ...More

Global capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opportunity for India. Foreign investors may return to Indian markets, which are seen as a diversified domestic-economy-led alternative. This shift could lead to an explosive rally for Indian stocks. ...Less

Apollo Micro Systems shares continued their strong rally, rising nearly 40% in seven trading sessions aft ...More

Apollo Micro Systems shares continued their strong rally, rising nearly 40% in seven trading sessions after the company announced its Q4 FY2026 results. ...Less

Nifty is set to climb towards 24,400. Financial and rate-sensitive sectors are leading the market. Broade ...More

Nifty is set to climb towards 24,400. Financial and rate-sensitive sectors are leading the market. Broader market indices are also showing strong uptrends. Analysts see this as a healthy sign of widespread buying. Traders can use dips to 23,800 as a buying opportunity. Two stock picks, Power Finance Corporation and L&T Finance, are recommended with defined risk. ...Less

Tata Sons board meeting saw constructive discussions. Chairman N Chandrasekaran presented business review ...More

Tata Sons board meeting saw constructive discussions. Chairman N Chandrasekaran presented business reviews. Noel Tata focused on Air India and BigBasket. Tata Electronics impressed the board with its growth. The meeting reflected a calmer atmosphere. CEOs presented performance and future strategies. This review addresses concerns over capital discipline and business outcomes. ...Less

Brokerages offer mixed outlooks on midcap stocks, with Citi maintaining a 'Buy' on Endurance Technologies ...More

Brokerages offer mixed outlooks on midcap stocks, with Citi maintaining a 'Buy' on Endurance Technologies due to strong Q4 results and HDFC Securities downgrading Data Patterns to 'Add' citing rich valuations. Elara Capital reiterates 'Buy' on ITC Hotels, impressed by expansion despite geopolitical concerns. ...Less

As the precious metals rally matures, market attention is shifting towards industrial commodities like co ...More

As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts believe structural supply shortages, booming AI and energy-transition demand, geopolitical disruptions and low inventories could drive a multi-year commodity upcycle, with MCX metals increasingly emerging as a key opportunity for Indian investors. ...Less

GE Vernova T&D India has emerged as the top multibagger in the BSE Power index, with its shares surging 1 ...More

GE Vernova T&D India has emerged as the top multibagger in the BSE Power index, with its shares surging 164% over the past year amid strong summer demand and robust earnings. The stock is trading near its 52-week high after the company reported an 89% YoY rise in Q4 net profit to Rs 352 crore. ...Less

Two Indian defence stocks, MTAR Tech and Apollo Micro Systems, have delivered spectacular returns. MTAR T ...More

Two Indian defence stocks, MTAR Tech and Apollo Micro Systems, have delivered spectacular returns. MTAR Tech surged 395% and Apollo Micro Systems climbed 185% in a year. Analysts are now evaluating which stock offers better future prospects. Both companies operate in a booming defence sector with strong order books and growth potential. ...Less

Leading analyst Devarsh Vakil suggests Indian markets offer compelling buying opportunities now, with val ...More

Leading analyst Devarsh Vakil suggests Indian markets offer compelling buying opportunities now, with valuations correcting to attractive levels and earnings growth expected. He highlights power and renewables, banks, pharmaceuticals, IT, and cables/wires as key sectors. Vakil urges investors with cash and conviction to act, emphasizing that those deploying capital during uncertainty will benefit. ...Less

Rising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy cost ...More

Rising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemicals index shows resilience, outperforming the broader market. Analysts remain constructive on the long-term outlook, favoring specialty chemicals and companies with strong fundamentals and clear revenue visibility. ...Less

Amidst market volatility, Indian stock exchanges BSE and MCX have seen significant rallies, driven by inc ...More

Amidst market volatility, Indian stock exchanges BSE and MCX have seen significant rallies, driven by increased trading activity. Both reported strong Q4 earnings. While Jefferies and ICICI Securities remain cautious on BSE, citing stagnant market share, brokerages like HDFC Securities and Morgan Stanley are more optimistic about MCX, highlighting its growth drivers in commodity trading. ...Less

The rupee fell to a new closing low of 96.83 against the dollar as persistent foreign institutional inves ...More

The rupee fell to a new closing low of 96.83 against the dollar as persistent foreign institutional investor outflows, rising crude oil prices, and global risk aversion weighed heavily on sentiment. Market experts warn of further weakness amid geopolitical tensions and continued capital flight. ...Less

The Indian Rupee reached a new record low against the US Dollar on Tuesday. Elevated crude oil prices and ...More

The Indian Rupee reached a new record low against the US Dollar on Tuesday. Elevated crude oil prices and the ongoing conflict between the US and Iran impacted the currency. Concerns over India's rising import bill and potential inflation fueled demand for dollars. The Reserve Bank of India intervened to curb further losses. ...Less

Laurus Labs has significantly boosted investor wealth, adding over Rs 40,000 crore in a year with a 120% ...More

Laurus Labs has significantly boosted investor wealth, adding over Rs 40,000 crore in a year with a 120% stock rally. Driven by business improvements, better margins, and strong earnings, the pharma major's market cap surged. Analysts see further upside but advise caution with stop losses due to the steep rise. ...Less

Equity margin funding rebounded in April, with the average MTF book reaching ₹1.14 lakh crore, signaling ...More

Equity margin funding rebounded in April, with the average MTF book reaching ₹1.14 lakh crore, signaling renewed investor confidence after March's sell-off. This surge was driven by a strong recovery in mid- and small-cap stocks, encouraging leveraged bets as markets showed signs of a short-term bottom. Regulatory shifts in derivatives may have also redirected traders towards margin funding. ...Less

Jaguar Land Rover is implementing a three-part recovery plan following its worst annual net loss in five ...More

Jaguar Land Rover is implementing a three-part recovery plan following its worst annual net loss in five years. The strategy targets reducing procurement and warranty expenses while enhancing digital systems. The company aims to restore its cash break-even point and achieve significant savings. New electric vehicle launches are expected to drive future growth. ...Less

Benchmark Nifty closed lower last week. Analysts anticipate continued range-bound trading for Nifty this ...More

Benchmark Nifty closed lower last week. Analysts anticipate continued range-bound trading for Nifty this week. Trading strategies suggest buying on dips and selling on rallies within the 23,800-23,200 range. Specific stock recommendations include Indus Towers, Samvardhana Motherson International, Aditya Birla Capital, Sun Pharmaceutical Industries, and Arvind Limited. Investors are advised to consider these opportunities. ...Less

India is scrambling to salvage a sinking rupee as surging oil prices linked to the Middle East conflict t ...More

India is scrambling to salvage a sinking rupee as surging oil prices linked to the Middle East conflict threaten to disrupt the world's fastest-growing major economy. The depreciation has punctured India's ambition to become the world's third-largest economy. ...Less

SBI shares have fallen over 20% from their peak after Q4 earnings revealed margin contraction and a seque ...More

SBI shares have fallen over 20% from their peak after Q4 earnings revealed margin contraction and a sequential drop in net interest income. Despite this, brokerages maintain a positive outlook, citing strong fundamentals and recommending a 'Buy' rating with revised price targets. ...Less

India's Nifty 50 index is trading in a narrow range. However, midcap and smallcap indices are reaching ne ...More

India's Nifty 50 index is trading in a narrow range. However, midcap and smallcap indices are reaching new highs. Foreign institutional investors are not actively participating in large-cap stocks. This is causing the Nifty to underperform global markets. Analysts see a credible breakout in the Nifty. Support is seen at 24,000. ...Less

The Indian rupee surged over a rupee against the US dollar in two days, gaining 36 paise on Thursday. Thi ...More

The Indian rupee surged over a rupee against the US dollar in two days, gaining 36 paise on Thursday. This rebound was driven by a significant retreat in crude oil prices below $100 a barrel, prompting traders to unwind short-rupee positions. State-run banks were observed selling dollars, likely on behalf of exporters, as the rupee moved to 94. ...Less

The Indian rupee hit fresh record lows, breaching 95 to a dollar, as firm oil prices above $110 a barrel ...More

The Indian rupee hit fresh record lows, breaching 95 to a dollar, as firm oil prices above $110 a barrel fueled concerns about inflation and the balance of payments. The Reserve Bank of India intervened to support the currency, but limited inflows and increased risk aversion continue to pressure the rupee. ...Less

Mahindra & Mahindra is expected to post strong YoY growth in Q4FY25, with PAT rising up to 48% and revenu ...More

Mahindra & Mahindra is expected to post strong YoY growth in Q4FY25, with PAT rising up to 48% and revenue growing up to 24% on robust volumes. However, margin pressures and sequential decline in profitability remain concerns, as rising costs and EV mix weigh on performance across brokerages’ estimates. ...Less

Indian benchmark indices are in a cautious phase, with technical signals gaining prominence. Market exper ...More

Indian benchmark indices are in a cautious phase, with technical signals gaining prominence. Market expert Ajit Nayak suggests a potential upside despite near-term uncertainty, citing a 'liquidity sweep' pattern. He advises watching key levels for Nifty and India VIX, recommending a hedged approach with specific stock picks. ...Less

The rupee’s slide to fresh record lows and oil above $100 has prompted the RBI to revisit crisis-era tool ...More

The rupee’s slide to fresh record lows and oil above $100 has prompted the RBI to revisit crisis-era tools from 2013, including a special NRI dollar deposit window and possible tax relief for foreign bond investors. With reserves dipping and outflows rising, the central bank is exploring ways to attract fresh dollar inflows. ...Less

HDFC Securities sees opportunity in India's recovering equity markets. The firm favors power and energy s ...More

HDFC Securities sees opportunity in India's recovering equity markets. The firm favors power and energy sectors, citing infrastructure growth. Financials, including banks and NBFCs, are also preferred. However, the IT sector faces an underweight stance due to uncertain earnings. Sun Pharma's growth strategy and Varun Beverages' expansion are noted positively. ...Less

Retail investors are showing confidence in Eternal, a food delivery and quick commerce firm. They are buy ...More

Retail investors are showing confidence in Eternal, a food delivery and quick commerce firm. They are buying its shares on price dips, undeterred by a high valuation. This trend continues for the second quarter. Meanwhile, mutual funds are increasing their holdings, while foreign institutional investors are reducing theirs. The company has reported strong revenue growth and improved profitability. ...Less

Vinay Rajani of HDFC Securities highlights Nifty's resilience, noting a healthy correction followed by a ...More

Vinay Rajani of HDFC Securities highlights Nifty's resilience, noting a healthy correction followed by a resumption of its upward trend. He observes exceptional broader market participation, with micro and small-cap indices showing significant gains. Rajani favors Nifty over Bank Nifty and recommends Oil India and Reliance Industries for traders, citing strong technical indicators for both. ...Less

IT services major Wipro announced a Rs 15,000 crore share buyback at Rs 250 per share, a premium of over ...More

IT services major Wipro announced a Rs 15,000 crore share buyback at Rs 250 per share, a premium of over 25% to its previous closing price. Brokerages recommend participation, projecting potential net returns of 8-14% for retail investors within 2-3 months, citing high acceptance ratios based on past trends. ...Less

Maruti Suzuki India Limited is expected to post strong Q4FY26 revenue growth of up to 30% YoY, driven by ...More

Maruti Suzuki India Limited is expected to post strong Q4FY26 revenue growth of up to 30% YoY, driven by higher volumes and improved realisations. However, brokerages remain divided on profitability, with estimates for net profit varying widely due to cost pressures and higher depreciation impacting margins. ...Less

Indian equities are showing renewed strength, with Nifty poised for further gains towards 24,800 after a ...More

Indian equities are showing renewed strength, with Nifty poised for further gains towards 24,800 after a healthy one-third retracement. Analysts highlight broad-based buying and a firm market structure. The steel and metals sector is particularly attractive, with Jindal Steel & Power and NMDC identified as promising investment opportunities for traders. ...Less

Brokerages are selectively optimistic on cement, real estate, and banking sectors, highlighting UltraTech ...More

Brokerages are selectively optimistic on cement, real estate, and banking sectors, highlighting UltraTech Cement for cost efficiencies, Lodha Developers for its robust pipeline, and AU Small Finance Bank for strong earnings visibility. Analysts foresee significant upside potential driven by operational strengths and strategic expansion. ...Less

We have collated a list of recommendations from top brokerage firms from ETNow and other sources. ...More

We have collated a list of recommendations from top brokerage firms from ETNow and other sources. ...Less

Brokerages show selective optimism for midcap IT, financials, and capital market stocks. HDFC Securities ...More

Brokerages show selective optimism for midcap IT, financials, and capital market stocks. HDFC Securities is positive on Mastek and Bank of Maharashtra, citing strong pipelines and asset quality. Elara Capital is cautious on Indian Energy Exchange due to regulatory risks. Analysts are adopting a stock-specific approach, focusing on earnings visibility and structural strengths amidst evolving market dynamics. ...Less

India's economy is set for robust growth. Real GDP is projected at 6.5 percent for FY26-FY27. Nominal GDP ...More

India's economy is set for robust growth. Real GDP is projected at 6.5 percent for FY26-FY27. Nominal GDP will expand between 10 to 11 percent. Inflation is expected to ease to 4.5 percent. Fiscal deficit targets are set at 4.3 percent. Retail investor participation remains strong. Markets may be nearing the bottom of the current correction cycle. ...Less

Infosys, once a market leader, has lost significant value and exited India's top 10 companies. Investors ...More

Infosys, once a market leader, has lost significant value and exited India's top 10 companies. Investors are concerned about future growth and client spending. Artificial intelligence presents both opportunities and challenges. The IT sector is undergoing a transformation, impacting established players. Infosys is adapting to these evolving market dynamics. ...Less

Trent Ltd, a high-valuation Indian retailer, is poised to announce March quarter earnings, with investors ...More

Trent Ltd, a high-valuation Indian retailer, is poised to announce March quarter earnings, with investors keenly observing growth sustainability and profit margins. Despite aggressive store expansion, recent growth has slowed. Brokerages anticipate healthy revenue but mixed margin performance, with potential profit pressure due to cost dynamics and sales events. ...Less

Tata Capital reported a robust 43% year-on-year surge in net profit to Rs 1,502 crore for Q4 FY26, alongs ...More

Tata Capital reported a robust 43% year-on-year surge in net profit to Rs 1,502 crore for Q4 FY26, alongside a 9% revenue growth. The company highlighted significant AI integration across its operations, enhancing risk management and operational efficiency, leading to improved cost-to-income ratios and reduced credit costs. ...Less

In the wake of Tata Elxsi's Q4FY26 performance, shares tumbled by 4%. While the company boasted a healthy ...More

In the wake of Tata Elxsi's Q4FY26 performance, shares tumbled by 4%. While the company boasted a healthy 28% increase in net profit paired with a 9% revenue growth, the market reacted cautiously. Analysts are divided; some predict subdued growth spurred by delayed contracts, whereas others identify untapped opportunities in niche markets. The stock’s current valuation continues to spark debate. ...Less

SBI Life Insurance shares dipped 3% after reporting a 1% net profit decline in Q4 FY26, despite a 16% ris ...More

SBI Life Insurance shares dipped 3% after reporting a 1% net profit decline in Q4 FY26, despite a 16% rise in net premium income. Brokerages remain bullish, maintaining 'Buy' ratings with targets around Rs 2,400, citing stable performance and strong distribution networks. Management targets 14% APE growth and improved VNB margins. ...Less

Two prominent IPOs from Tata Technologies and Bajaj Housing Finance have seen significant investor wealth ...More

Two prominent IPOs from Tata Technologies and Bajaj Housing Finance have seen significant investor wealth erosion, losing nearly 50% from their listing highs. Tata Technologies faced challenges due to client concentration, while Bajaj Housing Finance experienced a valuation correction amidst a tougher financial environment. Both companies' initial strong performances have been tempered by evolving market realities and operational factors. ...Less

Infosys shares dipped following a 21% profit rise, as a weaker-than-expected FY27 revenue growth forecast ...More

Infosys shares dipped following a 21% profit rise, as a weaker-than-expected FY27 revenue growth forecast of 1.5% to 3.5% disappointed experts. Concerns also include a headcount drop and fewer new deals. Analysts are divided, with some maintaining 'Hold' and others 'Buy', but most have lowered price targets, citing macro uncertainties and AI's impact. ...Less

Persistent Systems shares fell up to 4% after Q4 results despite reporting strong earnings growth. Net pr ...More

Persistent Systems shares fell up to 4% after Q4 results despite reporting strong earnings growth. Net profit rose nearly 34% YoY to Rs 529 crore for the March quarter, while FY26 profit climbed over 33% to Rs 1,865 crore. However, some brokerages cut estimates, weighing on sentiment and dragging the stock lower. ...Less

Tech Mahindra shares slipped after reporting a 16% rise in quarterly profit, with revenue growth supporti ...More

Tech Mahindra shares slipped after reporting a 16% rise in quarterly profit, with revenue growth supporting sentiment despite cautious outlooks. The stock remained under pressure as brokerages flagged valuation concerns, even as strong deal wins and AI-led momentum provided some support, keeping short-term price action mixed amid uneven market response. ...Less

The Indian market is recovering with broad participation. Technical analyst Vinay Rajani sees the Nifty m ...More

The Indian market is recovering with broad participation. Technical analyst Vinay Rajani sees the Nifty moving towards 24,800. He highlights JSW Steel for a breakout, Jubilant FoodWorks for a reversal pattern, and Marico for its resilience. Traders are advised to stay invested and trail their stop losses as the market advances. ...Less

Equity markets fell for a second session as IT, auto and financial stocks weighed on sentiment. Nifty and ...More

Equity markets fell for a second session as IT, auto and financial stocks weighed on sentiment. Nifty and Sensex declined, volatility rose, and analysts highlighted key technical levels amid mixed global cues and selective stock buying interest ...Less

Trent Q4 Results FY26: Trent Ltd shares slipped despite strong Q4 results, where net profit rose 26% year ...More

Trent Q4 Results FY26: Trent Ltd shares slipped despite strong Q4 results, where net profit rose 26% year-on-year to Rs 400 crore. Revenue also grew 19% to Rs 5,028 crore, reflecting solid operational performance even as the stock saw mild profit booking. ...Less

Vinay Rajani of HDFC Securities believes the Indian market rally has further to go, identifying 24,000-24 ...More

Vinay Rajani of HDFC Securities believes the Indian market rally has further to go, identifying 24,000-24,100 as a buying opportunity on dips, with 24,800 as the next target. He highlights broad market participation and sector rotation as key strengths. Rajani also recommends CG Power for its power sector breakout and Pidilite Industries for its FMCG reversal pattern. ...Less

One year after the Pahalgam terror attack, India’s defence sector has entered a major upcycle, adding Rs ...More

One year after the Pahalgam terror attack, India’s defence sector has entered a major upcycle, adding Rs 2.9 lakh crore in market cap as the Nifty India Defence Index gained 37%. Stocks like MTAR Technologies, Apollo Micro Systems, and Data Patterns turned multibaggers, supported by record FY26 procurement approvals worth Rs 9.3 lakh crore. ...Less

Shares of Bank of Maharashtra surged up to 6% after reporting a strong Q4 FY26, with net profit rising 35 ...More

Shares of Bank of Maharashtra surged up to 6% after reporting a strong Q4 FY26, with net profit rising 35% YoY to Rs 2,014 crore. Growth was driven by an 18.8% jump in net interest income and a 13% increase in overall revenues, reflecting robust operational performance. ...Less

Nifty 50 and BSE Sensex declined, snapping a three-day rally due to IT and FMCG losses. Rising India VIX ...More

Nifty 50 and BSE Sensex declined, snapping a three-day rally due to IT and FMCG losses. Rising India VIX signaled caution, though broader trends remain positive with key support and resistance levels in focus. ...Less

HCL Tech shares fell sharply after the March quarter results and FY27 guidance disappointed D-Street expe ...More

HCL Tech shares fell sharply after the March quarter results and FY27 guidance disappointed D-Street expectations. While Q4 profit and revenue grew YoY, sequential weakness and constant currency decline weighed on sentiment. The company guided for muted growth of 1–4% in FY27, citing weak discretionary demand and client-specific headwinds, prompting brokerages to trim targets. ...Less

In its quarterly Trade Watch Report for the quarter to December 2026, released on Monday, it said the ins ...More

In its quarterly Trade Watch Report for the quarter to December 2026, released on Monday, it said the instability in West Asia has slowed the India-Gulf Cooperation Council Free Trade Agreement (FTA), affecting trade diversification and market access. "FTAs are not a one way street, nor should they be, which is to say that in the way that we are seeing them as a tool for market access, others are seeing it as a tool for market access too," said NITI Aayog vice chairman Suman Bery. ...Less

The Indian pharmaceutical and healthcare sector is expected to see moderate revenue growth, with EBITDA m ...More

The Indian pharmaceutical and healthcare sector is expected to see moderate revenue growth, with EBITDA margins remaining flat, in the March quarter, according to a brokerage report by HDFC Securities. "We project sales/EBITDA growth of 11%/6% YoY for our coverage universe," the brokerage added. ...Less

Shares of ICICI Lombard General Insurance Company are likely to be in focus after reporting stable Q4 FY2 ...More

Shares of ICICI Lombard General Insurance Company are likely to be in focus after reporting stable Q4 FY26 performance, with profit after tax rising 7.3% year-on-year to Rs 547 crore. The company saw improved combined ratio, strong premium growth, and maintained a robust solvency position, while brokerages remained mixed on ratings and target prices. ...Less

Consumer discretionary companies anticipate robust revenue and earnings growth in the March quarter of FY ...More

Consumer discretionary companies anticipate robust revenue and earnings growth in the March quarter of FY26. Demand is recovering across various segments, with jewellery leading the charge. Apparel and paints sectors also show improvement. Margins are set to expand gradually. Valuations are moderating, presenting a reasonable risk-reward ratio for investors. ...Less

Active client numbers across India’s top brokerages fell in FY26, indicating a slowdown in retail trading ...More

Active client numbers across India’s top brokerages fell in FY26, indicating a slowdown in retail trading activity amid volatile markets. Six of the top 10 brokers reported a year-on-year decline, with Upstox seeing the steepest drop at 27.64%, followed by Zerodha and Motilal Oswal. Angel One, HDFC Securities, and Kotak Securities also posted declines. ...Less

The Indian consumer durables sector is expected to remain under near-term pressure amid weak demand trend ...More

The Indian consumer durables sector is expected to remain under near-term pressure amid weak demand trends and rising input costs, even as select categories and structural drivers support a gradual recovery over the medium to long term, according to a report by HDFC Securities. ...Less

Nifty's Monday pullback is a technical dip, not a trend reversal, says HDFC Securities analyst Nagaraj Sh ...More

Nifty's Monday pullback is a technical dip, not a trend reversal, says HDFC Securities analyst Nagaraj Shetti. After forming a higher bottom, the index finds strong support at 23,400-23,500, with 24,500 the near-term target once it clears 24,100. Shetti recommends buying Glenmark Pharmaceuticals (target Rs 2,310, stop Rs 2,150) and Oberoi Realty (target Rs 1,800, stop Rs 1,630). ...Less

HDFC Securities faced a technical glitch on April 8 that prevented users from placing orders or viewing p ...More

HDFC Securities faced a technical glitch on April 8 that prevented users from placing orders or viewing positions, triggering widespread outrage on social media. The issue came during a crucial market rebound, intensifying user frustration. While the company acknowledged the issue, it has not yet disclosed the cause or provided a timeline for resolution. ...Less

Cement companies are poised for a strong performance in the January-March quarter. Profits are expected t ...More

Cement companies are poised for a strong performance in the January-March quarter. Profits are expected to surge significantly compared to the previous quarter. This improvement is driven by better profit margins and robust volume growth. Analysts anticipate a healthy conclusion to the fiscal year. ...Less

The Nifty 50 and BSE Sensex surged over 1.6% after US–Iran talks optimism boosted sentiment, driving broa ...More

The Nifty 50 and BSE Sensex surged over 1.6% after US–Iran talks optimism boosted sentiment, driving broad-based buying. Falling volatility, strong technical signals, and sectoral strength supported bullish momentum despite key resistance levels ahead. ...Less

The March quarter earnings season arrives at an inflection point, with stable numbers masking underlying ...More

The March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the Gulf conflict introduced external shocks, with first-order impacts visible in rising input costs. Investors should focus on forward-looking signals as second-order effects are expected to unfold in Q1 FY27. ...Less

Dhiraj Relli warns elevated crude prices may impact inflation, rates and earnings amid global uncertainty ...More

Dhiraj Relli warns elevated crude prices may impact inflation, rates and earnings amid global uncertainty. However, India’s macro remains stable with steady growth, improving valuations and favourable risk-reward, as markets shift toward stock-specific opportunities and broader earnings participation. ...Less

Indian markets ended lower as stalled US-Iran talks triggered broad selling across sectors. Nifty and Sen ...More

Indian markets ended lower as stalled US-Iran talks triggered broad selling across sectors. Nifty and Sensex declined sharply, though technical indicators suggest near-term uptrend remains intact, with key support at 23,500 and resistance near 24,100 amid cautious investor sentiment. ...Less

Dalal Street's technical outlook improved with a market rebound, but US-Iran tensions introduce uncertain ...More

Dalal Street's technical outlook improved with a market rebound, but US-Iran tensions introduce uncertainty. Analysts suggest buying Nifty futures around 24,106 with upside targets at 24,500-24,600. Top stock picks include Jamna Auto Industries, Dhampur Sugar Mills, Birlasoft, Gujarat Ambuja Exports, Olectra Greentech, and Eicher Motors, all showing bullish technical indicators. ...Less

HDFC Securities report highlights India’s macro stability despite global risks, with steady growth, moder ...More

HDFC Securities report highlights India’s macro stability despite global risks, with steady growth, moderating inflation and controlled fiscal trends. Earnings may grow modestly, valuations are cooling, and markets near a bottom, offering selective opportunities supported by domestic liquidity and retail participation. ...Less

HDFC Securities expects a muted Q4 for Indian IT stocks, with tier-1 growth at -1.1 to +0.9% QoQ CC. It r ...More

HDFC Securities expects a muted Q4 for Indian IT stocks, with tier-1 growth at -1.1 to +0.9% QoQ CC. It recommends seven stocks, including Infosys, HCL, LTIMindtree, and Mastek, with potential gains from 12% to 57%. Valuations are attractive post-correction, but growth depends on execution in outcome-driven deals. ...Less

Nifty 50 and BSE Sensex ended lower, dragged by financial, auto, and FMCG stocks, while India VIX rose. A ...More

Nifty 50 and BSE Sensex ended lower, dragged by financial, auto, and FMCG stocks, while India VIX rose. Analysts see near-term consolidation, maintaining a positive outlook with key resistance at 24,000 and support around 23,500 levels. ...Less

Indian markets extended gains for a fourth session, led by IT, metal and FMCG stocks, with Nifty crossing ...More

Indian markets extended gains for a fourth session, led by IT, metal and FMCG stocks, with Nifty crossing 23,100. Technical indicators signal bullish momentum and breakout above key levels, though Middle East tensions may drive volatility near resistance at 23,200 in the near term. ...Less

A spokesperson from HDFC Securities said the issue has now been resolved. ...More

A spokesperson from HDFC Securities said the issue has now been resolved. ...Less

Indian markets face turmoil from geopolitical conflict, surging oil prices, and a weakening rupee. HDFC S ...More

Indian markets face turmoil from geopolitical conflict, surging oil prices, and a weakening rupee. HDFC Securities' Devarsh Vakil advises a defensive short-term approach, followed by methodical capital deployment. He highlights crude oil as the key variable, warning of earning downgrades if prices remain elevated, but sees opportunities for long-term investors amidst current gloom. ...Less

A user told ETMarkets.com that he has not been able to log in to the app since morning despite repeated a ...More

A user told ETMarkets.com that he has not been able to log in to the app since morning despite repeated attempts. ...Less

HDFC Securities reported an 18% YoY rise in FY25 profit to ₹1,125 crore, backed by strong income growth a ...More

HDFC Securities reported an 18% YoY rise in FY25 profit to ₹1,125 crore, backed by strong income growth and tech upgrades. Equity volumes surged 24%, while the MTF portfolio grew 50%, reflecting digital transformation and operational efficiency. ...Less

Indian markets face continued downward pressure as technical signals suggest a bearish trend. Analysts hi ...More

Indian markets face continued downward pressure as technical signals suggest a bearish trend. Analysts highlight that every rise is being sold, with Nifty potentially breaking 22,450 and heading towards 22,000. Global factors and currency concerns are weighing heavily. However, select stocks like Coal India show relative strength, while Ather Energy presents a buying opportunity and BDL is flagged for shorting. ...Less

HDFC SKY, has introduced a one-price slab of Rs 20 for both intraday and delivery across segments, MTF at ...More

HDFC SKY, has introduced a one-price slab of Rs 20 for both intraday and delivery across segments, MTF at 12%, coupled with zero account opening and maintenance charges for the first year ...Less

Silver prices surged by Rs 9,000 to Rs 2.46 lakh per kg, while gold jumped by Rs 3,500 to Rs 1.55 lakh pe ...More

Silver prices surged by Rs 9,000 to Rs 2.46 lakh per kg, while gold jumped by Rs 3,500 to Rs 1.55 lakh per 10 grams on Wednesday, following firm global trends. ...Less

HDFC Securities is of the view that the initial public offering of SKS Microfinance is expensive but stil ...More

HDFC Securities is of the view that the initial public offering of SKS Microfinance is expensive but still can give listing gains. ...Less

"We want to clarify that our decision to pause partnerships was a strategic move made earlier this year," ...More

"We want to clarify that our decision to pause partnerships was a strategic move made earlier this year," said a HDFC Securities' spokesperson. ...Less

HDFC Securities, has launched a daily ‘SIP’ in partnership with Bombay Stock Exchange (BSE). ...More

HDFC Securities, has launched a daily ‘SIP’ in partnership with Bombay Stock Exchange (BSE). ...Less

Equity derivatives trading faces higher costs from April 1. New government taxes on futures and options w ...More

Equity derivatives trading faces higher costs from April 1. New government taxes on futures and options will increase trading expenses. The Reserve Bank of India's stricter lending rules for brokers also take effect. These measures aim to moderate speculation. Trading volumes are expected to decrease, particularly for retail traders. Costs for trading, arbitrage, and hedging will rise. ...Less

Nifty50 has delivered zero returns over the past two years and is now at a critical juncture amid rising ...More

Nifty50 has delivered zero returns over the past two years and is now at a critical juncture amid rising geopolitical tensions, a weakening rupee, and surging crude prices. While domestic investors continue to buy, foreign investors have pulled out a record $13 billion in March, signaling a shift to safer assets. Adding to concerns, Goldman Sachs has downgraded Indian equities to “marketweight” and cut its Nifty target. ...Less

In a chat with ET Now, VK Sharma of HDFC Securities, gives his views on the Nifty rally. ...More

In a chat with ET Now, VK Sharma of HDFC Securities, gives his views on the Nifty rally. ...Less

HDFC Securities customers have been complaining of a mismatch between stock quotes displayed by the mobil ...More

HDFC Securities customers have been complaining of a mismatch between stock quotes displayed by the mobile application and those available online. There have also been instances of distorted portfolio valuation numbers experienced by the stock broker’s customers. ...Less

"The app will provide access to a wide range of investment and trading offerings, including Indian stocks ...More

"The app will provide access to a wide range of investment and trading offerings, including Indian stocks, ETFs, mutual funds, futures and options, currencies, commodities, IPOs, and global equities on a single Fintech platform," said the firm in a release. "What sets HDFC Sky apart is its cutting-edge technology," said Dhiraj Relli, managing director, HDFC Securities ...Less

HDFC securities believes that commodity derivatives trading will scale new highs in the near future. ...More

HDFC securities believes that commodity derivatives trading will scale new highs in the near future. ...Less

Preparing a Will is just a click away as brokerage firm HDFC Securities has launched 'e-Will' writing ser ...More

Preparing a Will is just a click away as brokerage firm HDFC Securities has launched 'e-Will' writing service. ...Less