Kotak Securities estimates ITC’s tobacco business is valued at just 11X forward earnings, suggesting pote ...More

Kotak Securities estimates ITC’s tobacco business is valued at just 11X forward earnings, suggesting potential undervaluation. The brokerage sees stronger growth in non-tobacco businesses and believes splitting ITC’s tobacco and non-tobacco operations could unlock significant shareholder value. ...Less

The views/recommendations mentioned in the articles, wherever applicable, are those of the respective SEB ...More

The views/recommendations mentioned in the articles, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The EconomicTimes Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Here are the independent disclaimers by the respective analysts/brokerage firms. ...Less

India’s festive season is expected to drive a strong consumption boost, with analysts identifying sectors ...More

India’s festive season is expected to drive a strong consumption boost, with analysts identifying sectors and stocks that could benefit. The period from Ganesh Chaturthi through Navratri, Dussehra, Dhanteras, Diwali and the wedding season typically brings higher footfalls, orders, ticket sizes and margins. ...Less

The Nifty IT index experienced its largest single-day drop in three months on Wednesday. Several IT stock ...More

The Nifty IT index experienced its largest single-day drop in three months on Wednesday. Several IT stocks saw significant declines, reversing recent gains in the market. Renewed risk-off sentiment and US interest rate hike worries triggered the broad sell-off. Geopolitical tensions and rising oil prices also contributed to the pressure on IT firms. Concerns over H-1B visa costs and generative AI disruption added to the challenges. ...Less

The rupee faced a decline against the US dollar in early Friday trading, greatly influenced by soaring cr ...More

The rupee faced a decline against the US dollar in early Friday trading, greatly influenced by soaring crude oil prices and persistent foreign portfolio withdrawals. Despite having substantial foreign exchange reserves and support from the RBI, the currency remains under pressure. Increasing global yields and expensive oil are further complicating the import bill. ...Less

The Indian rupee slipped by 38 paise, settling at 95.46 against the US dollar on Thursday, influenced by ...More

The Indian rupee slipped by 38 paise, settling at 95.46 against the US dollar on Thursday, influenced by Brent crude oil prices rising above USD 102 per barrel. Forex traders highlighted conflicting factors affecting the currency, such as portfolio outflows alongside costly crude prices. While the dollar index weakened, Brent crude futures climbed. Meanwhile, domestic equities thrived with the Sensex and Nifty trending upward. ...Less

Indian equities experienced a decline on Friday, mirroring Asian markets' downward trend. Both Nifty and ...More

Indian equities experienced a decline on Friday, mirroring Asian markets' downward trend. Both Nifty and Sensex indices closed lower for a fifth consecutive week. Rising crude oil prices and US bond yields kept investors on edge throughout the trading session. Broader market indices also saw a dip, reflecting the overall market sentiment. Despite some recovery, the market's fear gauge, VIX, increased significantly. ...Less

The landscape of Indian brokerage firms is changing as smaller platforms enjoy a boom in clientele, leavi ...More

The landscape of Indian brokerage firms is changing as smaller platforms enjoy a boom in clientele, leaving larger firms in a state of flux. Experienced traders are gravitating toward these nimble, innovative platforms that emphasize robust trading capabilities rather than just competitive pricing. In contrast, giants such as Groww, Zerodha, and Angel One are seeing a notable decline in user growth. ...Less

Legendary investor Peter Lynch believes successful stock-picking is more about logic than complex mathema ...More

Legendary investor Peter Lynch believes successful stock-picking is more about logic than complex mathematics. In One Up on Wall Street, he explains why investors should ignore Wall Street noise, focus on company fundamentals and look for potential tenbaggers. Lynch also warns against relying on market predictions and investing without proper research. ...Less

Oil prices soared on Tuesday due to escalating fears surrounding conflicts in the Middle East. Iran's thr ...More

Oil prices soared on Tuesday due to escalating fears surrounding conflicts in the Middle East. Iran's threats of retaliation have raised alarms over potential disruptions in crude supplies. With projections indicating substantial price hikes if the Strait of Hormuz sees blockages, JPMorgan predicts increased Brent prices, while Goldman Sachs alerts to the possibility of Brent hitting $120 if shipping lanes are disrupted. ...Less

Goldman Sachs warned Brent crude could rise to $120 a barrel if Middle East shipping disruptions intensif ...More

Goldman Sachs warned Brent crude could rise to $120 a barrel if Middle East shipping disruptions intensify, while JPMorgan sees further upside with prolonged disruption. Rising geopolitical risks, Strait of Hormuz tensions and supply concerns are keeping oil prices elevated. ...Less

ICICI Bank shares will be in focus after RBI approved LIC to acquire up to 9.99% in the lender within one ...More

ICICI Bank shares will be in focus after RBI approved LIC to acquire up to 9.99% in the lender within one year. LIC already holds over 4%. Despite recent weakness, ICICI Bank has gained 6% in 2026, with strong long-term returns. Major brokerages remain bullish on the stock. ...Less

Gold has already established itself as a strategic asset for Indian investors, but the opportunity is inc ...More

Gold has already established itself as a strategic asset for Indian investors, but the opportunity is increasingly extending to silver, copper and other critical commodities. At the same time, the traditional equity-debt portfolio may not always offer adequate diversification during inflationary or geopolitical shocks, making commodities an increasingly relevant portfolio sleeve rather than simply a trading opportunity. ...Less

India’s festive gold demand is likely to be stronger in value but weaker in volume this year as record pr ...More

India’s festive gold demand is likely to be stronger in value but weaker in volume this year as record prices, higher import duties and Prime Minister Narendra Modi’s call for restraint weigh on purchases. IBJA expects Modi’s appeal to curb gold buying to potentially reduce festive sales and imports by 10–12%. ...Less

Gold and silver prices remained under pressure as stronger US jobs data raised expectations of higher int ...More

Gold and silver prices remained under pressure as stronger US jobs data raised expectations of higher interest rates. Analysts see both metals in a sideways trend, with key support and resistance levels identified for gold and silver. Investors now await US inflation data and the Federal Reserve’s September meeting for cues on the interest-rate outlook and bullion prices. ...Less

India's youngest generation now leads consumption spending with unique preferences. Gen Z's influence is ...More

India's youngest generation now leads consumption spending with unique preferences. Gen Z's influence is reshaping brand strategies and investment patterns significantly. This demographic is embracing early credit access and design-led purchases. Their spending power is projected to grow substantially in the coming years. Brands must adapt to evolving consumer behaviors and wider reach. ...Less

The FCNR(B) scheme’s $127 billion inflows should boost banking sector earnings by Rs 10,000–11,000 crore ...More

The FCNR(B) scheme’s $127 billion inflows should boost banking sector earnings by Rs 10,000–11,000 crore annually, despite potential near-term margin pressure. Analysts highlight significant benefits for small private banks and NBFCs, while providing the RBI with increased foreign exchange reserves. ...Less

Over 150 companies including Kalyan Jewellers, IREDA, Zee Entertainment, and NSDL are turning ex-record d ...More

Over 150 companies including Kalyan Jewellers, IREDA, Zee Entertainment, and NSDL are turning ex-record date for dividends between September 7 and September 11. Check out the complete day-wise breakdown of share payouts, special dividends, and corporate actions scheduled throughout the week to know if your stock holdings qualify. ...Less

Exchange-traded funds for gold and silver experienced marked declines on Thursday, even as global preciou ...More

Exchange-traded funds for gold and silver experienced marked declines on Thursday, even as global precious metal prices held steady. Anticipation surrounding a potential cut in government import duties on these commodities has emerged, which could lower their costs in India. This speculation is driving increased selling activity in domestic ETFs. ...Less

Lenskart Solutions shares fell 3% after Alpha Wave Ventures sold up to 2.1 crore shares, or a 1.2% stake, ...More

Lenskart Solutions shares fell 3% after Alpha Wave Ventures sold up to 2.1 crore shares, or a 1.2% stake, worth Rs 1,313 crore through a block deal. The transaction comes days after SoftBank sold a 2.6% stake worth about Rs 2,888 crore in the eyewear retailer. Spark Institutional Equities and Kotak Securities are handling the Alpha Wave transaction. ...Less

Alpha Wave Ventures II plans to sell up to 20.8 million Lenskart shares worth ₹1,313 crore at ₹630 apiece ...More

Alpha Wave Ventures II plans to sell up to 20.8 million Lenskart shares worth ₹1,313 crore at ₹630 apiece, a 1.7% discount. The secondary transaction represents about 1.2% stake, with Lenskart receiving no proceeds from the sale. ...Less

Y Combinator-linked entities sold 4.85 crore Meesho shares worth Rs 970 crore through block deals at Rs 2 ...More

Y Combinator-linked entities sold 4.85 crore Meesho shares worth Rs 970 crore through block deals at Rs 200.01 apiece. Institutional buyers including Nippon India Mutual Fund, HDFC Life, Morgan Stanley, Goldman Sachs and Citigroup acquired significant stakes. ...Less

Despite a weak Q1 and recent market fluctuations, analysts remain bullish on real estate stocks. Driven b ...More

Despite a weak Q1 and recent market fluctuations, analysts remain bullish on real estate stocks. Driven by low inventory, robust pre-sales guidance, and strong REIT leasing momentum, brokerages like Kotak Securities and Ambit Capital recommend top picks including DLF, Sobha, Lodha, and key commercial REITs for long-term gains. ...Less

Indian markets faced pressure as the Nifty declined for a sixth consecutive trading session. Rising oil p ...More

Indian markets faced pressure as the Nifty declined for a sixth consecutive trading session. Rising oil prices and ongoing West Asia conflict kept traders cautious throughout the day. The Nifty closed lower, reflecting broader market weakness and investor concerns. Domestic institutional investors provided some buying support, while FPIs also bought shares. Technical indicators suggest a period of consolidation for the indices in the near term. ...Less

The Reserve Bank of India is defending the rupee at 95.45 against the dollar. Traders are closely watchin ...More

The Reserve Bank of India is defending the rupee at 95.45 against the dollar. Traders are closely watching crude oil prices amid West Asia crisis concerns. Dollar demand from importers and oil companies is expected to increase significantly. The FCNR(B) deposit drive's final stretch may offer some rupee support. The rupee's movement depends on RBI intervention and cooling oil prices. ...Less

Tata Group company shares declined significantly on Wednesday after the chairman's decision. Several grou ...More

Tata Group company shares declined significantly on Wednesday after the chairman's decision. Several group stocks experienced drops of up to four percent following the announcement. Analysts suggest businesses remain fundamentally strong despite the leadership transition. Most of the twenty-six listed Tata Group companies saw their stock prices fall. Market sentiment reacted negatively, though some recovery is anticipated in coming days. ...Less

The Organisation of Petroleum Exporting Countries cut its forecast for global oil demand growth in 2026 t ...More

The Organisation of Petroleum Exporting Countries cut its forecast for global oil demand growth in 2026 to 580,000 barrels per day in its monthly oil market report released on Wednesday. The International Energy Agency also lowered its outlook on Wednesday, saying it now expects oil consumption to contract by 1.6 million barrels per day this year, compared with its previous forecast of a 1 million bpd decline. ...Less

Brent crude futures were up 72 cents, or 0.81%, at $89.63, while US West Texas Intermediate (WTI) crude g ...More

Brent crude futures were up 72 cents, or 0.81%, at $89.63, while US West Texas Intermediate (WTI) crude gained 71 cents, or 0.85%, to $83.91. ...Less

Brent crude futures were flat at $88 a barrel or 0.35%, while US West Texas Intermediate crude futures st ...More

Brent crude futures were flat at $88 a barrel or 0.35%, while US West Texas Intermediate crude futures stood at $83.50, up 0.40% a barrel. Both benchmarks had jumped more than 5% on Monday, hitting their highest levels since July 31. ...Less

Over the past year, foreign investors have unloaded $5.2 billion worth of FMCG stocks, largely due to the ...More

Over the past year, foreign investors have unloaded $5.2 billion worth of FMCG stocks, largely due to the challenges stemming from inflated valuations and rising input costs. Companies are now transferring these increased costs to customers, resulting in weak volume growth and declining margins. For a recovery to take shape, analysts emphasize the need for enhanced consumer spending and stable commodity prices. ...Less

Oil prices climbed Monday as Strait of Hormuz reopening remained uncertain. Iran stated a deal with Oman ...More

Oil prices climbed Monday as Strait of Hormuz reopening remained uncertain. Iran stated a deal with Oman was nearing completion for new shipping lanes. Attacks on Saudi and UAE facilities heightened supply concerns over the weekend. Analysts predict significant price increases if disruptions continue for months. Oil is expected to cool as supply expands and demand moderates. ...Less

India plans to revamp its Gold Monetisation Scheme by involving jewellers, aiming to unlock household gol ...More

India plans to revamp its Gold Monetisation Scheme by involving jewellers, aiming to unlock household gold holdings estimated at 25,000-50,000 tonnes. Jewellers may get 0.75%-1% incentives, while cheaper domestic gold could lower financing costs. The scheme could reduce imports, which hit $71.9 billion in FY26. Trust, transparency and efficient gold tracking remain key challenges. ...Less

India's economy shows resilience against US sanctions on Russian crude oil. Potential tariffs on nations ...More

India's economy shows resilience against US sanctions on Russian crude oil. Potential tariffs on nations buying Russian oil will minimally impact India's economy. Shifting away from Russian supplies offers limited financial benefits now. India has strengthened non-dollar payment channels to mitigate risks. Global price shocks pose a greater threat than changing oil suppliers. ...Less

Oil prices climbed for a second session on Friday due to renewed Hormuz Strait concerns. Iran proposed re ...More

Oil prices climbed for a second session on Friday due to renewed Hormuz Strait concerns. Iran proposed restricting hostile vessels and imposing penalties for violations. Crude oil prices saw increases on Thursday and Friday. Analysts warn of significant price hikes if disruptions continue for months. Supply outside the conflict zone is expected to expand, cooling prices later. ...Less

Oil prices experienced a minor decline on Thursday amid advancing negotiations. Market watchers are close ...More

Oil prices experienced a minor decline on Thursday amid advancing negotiations. Market watchers are closely monitoring the prospective US-Iran peace treaty, which could enable access to the key Strait of Hormuz. While experts expect oil prices to stabilize with an uptick in supply, ongoing disruptions in essential shipping routes present potential risks for upward price fluctuations. ...Less

Order books, exports and government spending driving the sector, but valuations are no longer cheap. Nuva ...More

Order books, exports and government spending driving the sector, but valuations are no longer cheap. Nuvama argues that the industry is now moving into its next phase of development. The initial focus was on building domestic manufacturing capabilities and reducing import dependence. The next phase is expected to be characterised by large-scale deployment of advanced indigenous systems across the armed forces. ...Less

Oil prices dipped again on Wednesday following as discussions aimed at reopening the Strait of Hormuz pro ...More

Oil prices dipped again on Wednesday following as discussions aimed at reopening the Strait of Hormuz progressed. Traders are keenly watching the U.S.-Iran negotiations, knowing that an agreement could ensure the unhindered passage of commercial ships. Analysts warn that sustained disruptions could lead to significant hikes in oil prices, although some experts anticipate a decline by 2027. ...Less

Indian promoters significantly boosted their company ownership, reaching a two-year peak. Foreign institu ...More

Indian promoters significantly boosted their company ownership, reaching a two-year peak. Foreign institutional investors reduced their stakes to a fourteen-year low during this period. Promoters invested heavily, signaling confidence in business valuations and market conditions. Domestic investors absorbed much of the foreign sell-off, showing market strength. This trend occurred amidst rising oil prices and global uncertainties. ...Less

Oil prices saw a slight increase on Tuesday after significant Monday losses. Supply risks in the Middle E ...More

Oil prices saw a slight increase on Tuesday after significant Monday losses. Supply risks in the Middle East resurfaced as diplomatic hopes faded. Shipping activity through the Strait of Hormuz has slowed following reported attacks. Experts predict higher crude prices if disruptions persist for extended periods. Analysts anticipate oil prices to cool down as supply outside conflict zones expands. ...Less

Brent crude futures fell $4.37, or 5%, to $83.56 a barrel, while U.S. West Texas Intermediate crude decli ...More

Brent crude futures fell $4.37, or 5%, to $83.56 a barrel, while U.S. West Texas Intermediate crude declined $4.63, or 5.5%, to $80 a barrel. ...Less

Saudi Arabia is seeking to spearhead a coalition to enhance defense cooperation in the Bab El-Mandeb Stra ...More

Saudi Arabia is seeking to spearhead a coalition to enhance defense cooperation in the Bab El-Mandeb Strait, the Red Sea and the Gulf of Aden. The Saudi defense ministry said 14 countries, including Turkey, Pakistan, Egypt, Sudan and Djibouti, had issued a joint statement backing the proposed maritime security alliance. ...Less

Brent crude futures were down $1.29, or 1.42%, at $89.45 a barrel. U.S. West Texas Intermediate (WTI) cru ...More

Brent crude futures were down $1.29, or 1.42%, at $89.45 a barrel. U.S. West Texas Intermediate (WTI) crude slipped 56 cents, or 0.66%, to $83.90 a barrel. ...Less

Brent crude jumped 5% to around $88 a barrel, recovering after its biggest three-day decline since April ...More

Brent crude jumped 5% to around $88 a barrel, recovering after its biggest three-day decline since April 2020. The U.S. West Texas Intermediate (WTI) crude advanced $.67, or .47%, to $83. ...Less

Most listed brokers saw earnings pressure in the June quarter. Trading activity in equity derivatives slo ...More

Most listed brokers saw earnings pressure in the June quarter. Trading activity in equity derivatives slowed, and gold and silver rallies reversed. Motilal Oswal Financial Services revenue surged eighty-eight percent during this period. Angel One and Anand Rathi Share & Stock Brokers reported profit declines. Investor participation remained healthy, but trading volumes were volatile. ...Less

Brent crude futures were down $0.78, or 1%, at $88 a barrel, while US West Texas Intermediate crude fell ...More

Brent crude futures were down $0.78, or 1%, at $88 a barrel, while US West Texas Intermediate crude fell $0.88, or 1.1%, to $82. Both benchmarks had dropped 1% earlier in the session, touching their lowest levels in more than a week. ...Less

Indian equities experienced a decline on Friday, influenced by rising crude oil prices. The depreciation ...More

Indian equities experienced a decline on Friday, influenced by rising crude oil prices. The depreciation of the Indian rupee also contributed to investor apprehension during the trading session. Major indices partially recovered from earlier lows, but the Nifty closed below a key support level. This closing position suggests a potential for further downward movement in the market. ...Less

Brent crude futures dropped $4.89, or 5.05%, to $91.89, after briefly falling below the key $90 support l ...More

Brent crude futures dropped $4.89, or 5.05%, to $91.89, after briefly falling below the key $90 support level earlier in the session. US West Texas Intermediate crude stood at $84.64 a barrel, down $4.67, or 5.23%. The decline comes after crude prices surged 10% last week. ...Less

Crude oil prices plunged more than 9% to $88 a barrel after the US paused strikes on Iran and Tehran sign ...More

Crude oil prices plunged more than 9% to $88 a barrel after the US paused strikes on Iran and Tehran signalled restraint, boosting hopes of de-escalation. Reports said China is backing Pakistan's efforts to revive US-Iran peace talks, easing fears of prolonged supply disruptions. The sharp decline in oil prices provided significant relief to global equity markets. ...Less

Crude oil futures experienced a significant decline on Friday. This drop followed reports of China's init ...More

Crude oil futures experienced a significant decline on Friday. This drop followed reports of China's initiative to restart stalled US-Iran peace negotiations. Despite the fall, both Brent and West Texas Intermediate crude are set for weekly gains. Geopolitical developments continue to heavily influence global oil prices and supply concerns. Experts warn of potential price surges if shipping disruptions persist in key waterways. ...Less

Brent futures fell 81 cents, or 1%, to $99.68 a barrel at 0126 GMT, but were still set for a 13.5% rise t ...More

Brent futures fell 81 cents, or 1%, to $99.68 a barrel at 0126 GMT, but were still set for a 13.5% rise this week. West Texas Intermediate (WTI) futures dropped 70 cents, or 0.76%, to $91.49 a barrel and were on track for a 11% weekly gain. ...Less

BlueStone Jewellery shares have surged 36% in three trading sessions after the company's strong Q1 result ...More

BlueStone Jewellery shares have surged 36% in three trading sessions after the company's strong Q1 results, which marked a return to profitability and robust revenue growth. Brokerages remain optimistic on the stock, citing aggressive store expansion, improving operating leverage and healthy long-term demand supported by the organised jewellery retail market. ...Less

Brent crude futures rose $1.93, or 2%, to $96 a barrel, their highest level since June 8. The benchmark h ...More

Brent crude futures rose $1.93, or 2%, to $96 a barrel, their highest level since June 8. The benchmark had ended the previous session more than $3 higher at $94.07, just below a six-week high. U.S. West Texas Intermediate crude gained $1.44, or 1.7%, to $88.27 after advancing nearly 3% on Wednesday. ...Less

Mohnish Pabrai said in 1994 when he first invested in the Indian equity market, an impressive experience ...More

Mohnish Pabrai said in 1994 when he first invested in the Indian equity market, an impressive experience at Kotak Securities compelled him to buy the shares of Kotak Mahindra Bank. And the reason was Nykaa co-founder Falguni Nayar who worked at the firm at that time. ...Less

Brent crude prices crossed the mark of $92 a barrel, rising to the levels last seen in early-June. West T ...More

Brent crude prices crossed the mark of $92 a barrel, rising to the levels last seen in early-June. West Texas Intermediate (WTI), the US crude, is now trading near the mark of $85 a barrel, climbing for the fourth straight session. ...Less

Brent crude futures slipped 35 cents, or 0.4%, to $88.87 a barrel, while U.S. West Texas Intermediate cru ...More

Brent crude futures slipped 35 cents, or 0.4%, to $88.87 a barrel, while U.S. West Texas Intermediate crude for September delivery was little changed at $82.47 a barrel. Both benchmarks remained below the more than one-month highs touched in the previous session. ...Less

The Indian rupee fell to a two-month low against the dollar on Monday. This decline occurred despite sign ...More

The Indian rupee fell to a two-month low against the dollar on Monday. This decline occurred despite significant interventions by the central bank. Rising crude oil prices are fueling inflation concerns across the economy. The market anticipates continued volatility influenced by oil and dollar strength. The Reserve Bank of India is expected to intervene further to support the rupee. ...Less

Brent crude futures rose $2.69, or 3.05%, to $90.79 a barrel, their highest level since June 11. The benc ...More

Brent crude futures rose $2.69, or 3.05%, to $90.79 a barrel, their highest level since June 11. The benchmark extended last week's rally, when it gained 15.9%, marking its biggest weekly advance since April. ...Less

The United States on Wednesday targeted Iran's coastal defence systems and missile sites after reimposing ...More

The United States on Wednesday targeted Iran's coastal defence systems and missile sites after reimposing a naval blockade on Iranian ports. In response, Iran warned that it could further restrict regional energy exports, saying it was fighting an "existential war" against the U.S. ...Less

Brent crude settled at its highest level since June 12 for a second consecutive session, while West Texas ...More

Brent crude settled at its highest level since June 12 for a second consecutive session, while West Texas Intermediate (WTI) closed at its strongest level since June 15. ...Less

Brent crude futures gained $1.05, or about 1.25%, to $85.28 a barrel while U.S. West Texas Intermediate ( ...More

Brent crude futures gained $1.05, or about 1.25%, to $85.28 a barrel while U.S. West Texas Intermediate (WTI) crude futures rose $1.03, or 1.3%, to $79.98 a barrel. The gains helped both benchmarks recover losses from the previous session. For the week, both oil benchmarks have rallied nearly 12%. Brent is headed for a third straight weekly gain, while WTI is on course for its second consecutive week of advances. ...Less

Brent crude futures gained $1.68, or 2%, to $84.98 a barrel, while U.S. West Texas Intermediate (WTI) cru ...More

Brent crude futures gained $1.68, or 2%, to $84.98 a barrel, while U.S. West Texas Intermediate (WTI) crude rose $1.65, or 2.1%, to $79.79 a barrel. On Monday, Brent had surged 9.6%, marking its biggest single-day jump since May 2020. Crude prices are now at their highest levels since the United States and Iran signed a memorandum of understanding to end the war on June 17. ...Less

The main reason is that the big traders are reducing their position in equity markets and shifting into c ...More

The main reason is that the big traders are reducing their position in equity markets and shifting into currency trade where there is less risk than equity ahead of the US election. ...Less

Jewellery stocks surged significantly on Thursday, defying broader market weakness. Companies reported ro ...More

Jewellery stocks surged significantly on Thursday, defying broader market weakness. Companies reported robust business updates for the April-June quarter, showcasing resilience. Senco Gold and Kalyan Jewellers posted strong revenue and same-store sales growth. Despite macroeconomic challenges, demand for organised players remained healthy. Investors are advised to focus on fundamentally strong, organised jewellery companies. ...Less

Aluminium prices have seen significant swings this year driven by geopolitical tensions. Demand from key ...More

Aluminium prices have seen significant swings this year driven by geopolitical tensions. Demand from key sectors like electric vehicles is robust and outpacing supply growth. Analysts remain constructive on Indian producers like Nalco and Hindalco Industries. Valuations have eased, making the sector attractive for investors. A buy-on-dips strategy is recommended amid ongoing global macro uncertainty. ...Less

Tata Consultancy Services anticipates slower revenue and profit growth for June 2026 quarter. Client deci ...More

Tata Consultancy Services anticipates slower revenue and profit growth for June 2026 quarter. Client decision cycles are elongating, impacting project ramp-ups and growth rates. Revenue is expected to remain flat sequentially, marking a continued trend. A weaker rupee may offer some support to rupee-denominated financials. Investors will monitor artificial intelligence initiatives and deal scalability trends. ...Less

Crude oil prices are rising again due to escalating Middle East tensions. This surge impacts India's impo ...More

Crude oil prices are rising again due to escalating Middle East tensions. This surge impacts India's import costs and government finances significantly. Higher oil prices will likely pressure the Indian rupee and fuel inflation. Indian equity markets may experience a broad risk-off reaction. Sectors like aviation and logistics face increased costs and pressure. ...Less

Indian jewellery stocks saw a 40% surge after strong June quarter business updates. Resilient demand and ...More

Indian jewellery stocks saw a 40% surge after strong June quarter business updates. Resilient demand and a shift to organized players supported this sector's impressive rally. Titan Company reported significant growth in its consumer businesses during the June quarter. Analysts believe demand remains strong and long-term structural tailwinds are intact. The outlook beyond the June quarter remains constructive for leading players. ...Less

In a chat with ET Now, Shrikant Chouhan, Kotak Securities, says if the market opens down and if it holds ...More

In a chat with ET Now, Shrikant Chouhan, Kotak Securities, says if the market opens down and if it holds around 7400 levels, then we can see one more bounce towards 7600 levels ...Less

After CLSA and HSBC, Kotak Securities is the latest high-profile name on Dalal Street to be hit by an exo ...More

After CLSA and HSBC, Kotak Securities is the latest high-profile name on Dalal Street to be hit by an exodus of key personnel. ...Less

Shrikant Chouhan, SVP Technical Research, Kotak Securities, in a chat with ET Now talks about JP Associat ...More

Shrikant Chouhan, SVP Technical Research, Kotak Securities, in a chat with ET Now talks about JP Associates. ...Less

The total number of demat accounts for Kotak Securities coming from smaller towns has increased to 27,841 ...More

The total number of demat accounts for Kotak Securities coming from smaller towns has increased to 27,841. ...Less

Shrikant Chouhan, SVP Technical Research, Kotak Securities, in a chat with ET Now talks about the sugar s ...More

Shrikant Chouhan, SVP Technical Research, Kotak Securities, in a chat with ET Now talks about the sugar space. ...Less

Market experts warn a prolonged US-Iran standoff could increase India's crude oil import costs. Diversifi ...More

Market experts warn a prolonged US-Iran standoff could increase India's crude oil import costs. Diversified sourcing is expected to cushion supply disruptions, reducing vulnerability to shocks. However, prolonged conflict may push India's crude basket beyond $75 per barrel. Higher crude prices could create near-term macroeconomic pressures and inflation risks. ...Less

Kotak Securities has launched AutoInvest and its gold profile AutoInvest, where an investor can invest in ...More

Kotak Securities has launched AutoInvest and its gold profile AutoInvest, where an investor can invest in gold exchange traded funds too. ...Less

Kotak Securities’ private client research has downgraded HDFC to ‘accumulate’ from buy while trimming its ...More

Kotak Securities’ private client research has downgraded HDFC to ‘accumulate’ from buy while trimming its price target to Rs 1,908 from Rs 2,061 earlier, citing the recent slowdown in housing loan demand. ...Less

ET Now talks to Shrikant Chouhan, Senior Vice President Technical Research, Kotak Securities on real esta ...More

ET Now talks to Shrikant Chouhan, Senior Vice President Technical Research, Kotak Securities on real estate stocks. ...Less

ET Now talks to Shrikant Chouhan, Senior Vice President Technical Research, Kotak Securities on market mo ...More

ET Now talks to Shrikant Chouhan, Senior Vice President Technical Research, Kotak Securities on market movement. ...Less

‘BUY’ United Spirits Ltd with a stop of Rs 2330, target of Rs 2500: Shrikant Chouhan ...More

‘BUY’ United Spirits Ltd with a stop of Rs 2330, target of Rs 2500: Shrikant Chouhan ...Less

‘BUY’ Sun Pharma Ltd with a stop of Rs 609, target of Rs 640: Shrikant Chouhan ...More

‘BUY’ Sun Pharma Ltd with a stop of Rs 609, target of Rs 640: Shrikant Chouhan ...Less

Indian stocks and the rupee experienced a significant decline on Wednesday. This market downturn followed ...More

Indian stocks and the rupee experienced a significant decline on Wednesday. This market downturn followed fresh US strikes on Iran and rising oil prices. The country's volatility index surged, reflecting increased trader risk perception. Bond yields climbed the most in over three months, while the rupee ended as the continent's worst performer. Analysts suggest market reactions to geopolitical events are often short-lived. ...Less

For the day, the index closed at 17,352.45, up 509.65 points or 3.03 per cent. The recovery was triggered ...More

For the day, the index closed at 17,352.45, up 509.65 points or 3.03 per cent. The recovery was triggered near the 200-day moving average, which at Tuesday's close stands at 16,811 ...Less

As the positive divergence is on long term charts our observation says that its a big positive for the st ...More

As the positive divergence is on long term charts our observation says that its a big positive for the stock and may lift the stock beyond Rs 330. ...Less

On long-term charts, we can expect a target of Rs 65-70 on the higher side, but in the near term, GTL Inf ...More

On long-term charts, we can expect a target of Rs 65-70 on the higher side, but in the near term, GTL Infra is still not ready to any major kind of breakout from here. ...Less

“One should keep accumulating banking stocks in every decline. It can provide good returns in the next 2- ...More

“One should keep accumulating banking stocks in every decline. It can provide good returns in the next 2-3 years. The average one-year upside of 18 banks that we cover works to 50 per cent,” Kotak Securities said. ...Less

Customer research initiated by Kotak Securities revealed the need for a competitive brokerage plan from a ...More

Customer research initiated by Kotak Securities revealed the need for a competitive brokerage plan from a well-capitalised and reputed stock broker in the Indian capital market and the new plan bridges that gap, the firm said in a press note. ...Less

Shrikant Chouhan, SVP Technical Research, Kotak Securities, in a chat with ET Now talks about Gruh Financ ...More

Shrikant Chouhan, SVP Technical Research, Kotak Securities, in a chat with ET Now talks about Gruh Finance, GIC Housing Finance and LIC Housing Finance. ...Less

Kotak Securities said that strong relationships across the logistics chain will help the company outperfo ...More

Kotak Securities said that strong relationships across the logistics chain will help the company outperform peers ...Less

Mridul Saggar, Chief Economist, Kotak Securities analyses the just out April-June quarter GDP growth numb ...More

Mridul Saggar, Chief Economist, Kotak Securities analyses the just out April-June quarter GDP growth numbers, in a chat with ET Now. ...Less

Kotak Securities: A retired non-resident Indian (NRI) in Kochi, Kerala won a consumer case against Kotak ...More

Kotak Securities: A retired non-resident Indian (NRI) in Kochi, Kerala won a consumer case against Kotak Securities, a subsidiary of Kotak Mahindra Bank after a 13 year long fight. It was being alleged that Kotak Securities' representatives traded in future and options (F&O) without authorisation of the NRI individual. Trading in F&O can constitute BankNifty, Nifty, or any other index options trading or stock future contract. ...Less

Kotak has a cautious outlook on the macro-economic scenario & believes that asset quality concerns may be ...More

Kotak has a cautious outlook on the macro-economic scenario & believes that asset quality concerns may be addressed at a much slower pace. ...Less

The auto space in general clearly is an interest rates sensitive where investors are comfortable taking b ...More

The auto space in general clearly is an interest rates sensitive where investors are comfortable taking bets on. ...Less

ONGC will be still better off given the fact that Reliance E&P issues are not going to get resolved or ev ...More

ONGC will be still better off given the fact that Reliance E&P issues are not going to get resolved or even the production step up was to happen, ...Less

Kotak Securities has maintained ‘buy’ recommendation on BGR Energy after the company clarified that it ha ...More

Kotak Securities has maintained ‘buy’ recommendation on BGR Energy after the company clarified that it has no dealing with companies involved in bribe-for-loan scam. ...Less

Kotak Securities has assigned an 'accumulate' rating to Thermax, saying recent orders will drive the comp ...More

Kotak Securities has assigned an 'accumulate' rating to Thermax, saying recent orders will drive the company's revenue growth in FY10. ...Less

SEBI has imposed a fine of Rs 10 lakh on Mumbai-based brokerage Kotak Securities alleging repeated failur ...More

SEBI has imposed a fine of Rs 10 lakh on Mumbai-based brokerage Kotak Securities alleging repeated failure to maintain proper margin requirements and client documentation. ...Less

Kotak Securities has initiated coverage on Kalpataru Power and Transmission with a price target of Rs 865 ...More

Kotak Securities has initiated coverage on Kalpataru Power and Transmission with a price target of Rs 865, which is around 20 per cent upside from current market price of Rs 715. ...Less

Kotak Securities has downgraded its rating on AIA Engineering to ‘Accumulate’ from ‘Buy’ with unchanged p ...More

Kotak Securities has downgraded its rating on AIA Engineering to ‘Accumulate’ from ‘Buy’ with unchanged price target to Rs 300. ...Less

According to a technical report by Kotak Securities if Nifty remains breaks 2750 in first half of the day ...More

According to a technical report by Kotak Securities if Nifty remains breaks 2750 in first half of the day, it may fall lower to find support at 2700/2680. ...Less

Shrikant Chouhan, SVP, Technical Research, Kotak Securities, in a chat with ET Now talks the pharma space ...More

Shrikant Chouhan, SVP, Technical Research, Kotak Securities, in a chat with ET Now talks the pharma space. ...Less