Reliance, financials and defence top investment picks as market leadership broadens: Rahul ShahReliance Industries is poised for a turnaround, with strong earnings, a Jio Platforms IPO, and AI/energy investments promising significant ...
22 Jun, 2026, 12.58 PM IST
MF Tracker: Nippon India Small Cap Fund tops all equity funds over 10 years. Is it too late to invest?Nippon India Small Cap Fund has topped all equity funds over a decade, delivering a 20.94% CAGR. Despite recent underperformance, its long-...
19 Jun, 2026, 10.08 AM IST
Sensex rises 254 points, Nifty closes above 24,150; IndiGo, Trent among top gainersIndian stock markets closed higher on Thursday, with Sensex and Nifty extending gains for a fifth consecutive session. Despite a hawkish US...
18 Jun, 2026, 03.46 PM IST
Mutual funds cut PSU bank exposure to 8-month low in May. Warning sign or buying opportunity?Mutual funds have cut their stake in PSU banks to an eight-month low. This move has led to discussions about whether it signals caution or ...
18 Jun, 2026, 11.46 AM IST
ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...
17 Jun, 2026, 12.47 PM IST
Nifty upside limited, but stock-specific opportunities remain: Pramod AmtheIndian equities face headwinds from inflation and monsoon uncertainty, yet opportunities exist. Pramod Amthe of InCred Capital highlights s...
17 Jun, 2026, 10.31 AM IST
NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
16 Jun, 2026, 01.23 PM IST
Private banks remain in focus as credit growth strengthens; selectivity key amid valuation concerns: Dnyanada VaidyaPrivate sector banks are attracting investors with robust credit growth and stable asset quality. Experts anticipate a rate cycle shift, bo...
16 Jun, 2026, 11.37 AM IST
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
15 Jun, 2026, 01.46 PM IST
Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...
09 Jun, 2026, 11.02 AM IST
Full impact of inflation not yet in earnings; may reflect next quarter, warns Unmesh SharmaHDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially...
05 Jun, 2026, 10.43 AM IST
AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
05 Jun, 2026, 09.00 AM IST
US economy remains strong, India must accelerate reforms and AI adoption: Ajay SrivastavaMarket veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emph...
04 Jun, 2026, 02.07 PM IST
NHPC shares jump 5% as OFS worth Rs 4,300 crore opens for retail investors. Here's all you need to knowNHPC shares surged over 5% as the government's offer for sale (OFS) opened for retail investors. The OFS was oversubscribed 3.47 times on t...
03 Jun, 2026, 12.05 PM IST
Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...
03 Jun, 2026, 09.37 AM IST
Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideasAxis Securities retained a bullish view on Indian equities and recommended 15 stocks for June across market capitalisations, with potential...
01 Jun, 2026, 04.22 PM IST
PSU bank stocks vs private banks in FY27: The valuation trap you need to avoidPSU banks achieved historic profit and NPA lows in FY26, yet analysts favor leading private banks for FY27. This shift is driven by superio...
01 Jun, 2026, 09.53 AM IST