AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favourIndia’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earn...
18 Sep, 2026, 10.22 AM IST
Restaurants, cafes rule out menu price hikes in festive quarter despite UPI MDR levy and rising food inflationRestaurants will likely avoid menu price increases this holiday season. Rising input costs and inflation have already impacted the food ser...
18 Sep, 2026, 09.10 AM IST
Small and midcap trade at up to 50% premium, says Bajaj Life CIO. Why largecaps look better nowAfter years of outperformance by the broader market, Ravuri says largecaps now offer better valuation comfort, earnings visibility and room...
18 Sep, 2026, 09.08 AM IST
BEL shares in focus as PSU receives orders worth Rs 648 crore since late August. What’s ahead after 183% rally in 3 years?Bharat Electronics (BEL) secured additional orders worth Rs 648 crore since late August, covering defence technologies including laser-base...
18 Sep, 2026, 08.59 AM IST
JM Financial sees up to 28% upside in Dr Reddy’s and Aurobindo Pharma. Should you buy?JM Financial retained Buy ratings on Dr Reddy’s Laboratories and Aurobindo Pharma, seeing up to 28% upside over the next 12 months. The bro...
16 Sep, 2026, 02.39 PM IST
Quant Mid Cap Fund exits ICICI Bank, 2 others and adds 5 stocks in AugustQuant Mid Cap Fund exited ICICI Bank, Ambuja Cements and L&T Technology Services in August, while adding six stocks including IDBI Bank, Co...
16 Sep, 2026, 12.10 PM IST
MFs raise healthcare bets for 4th straight month to 71-month high. Should investors follow?Mutual funds raised their healthcare allocation for the fourth straight month in August 2026 to 8.4%, the highest in 71 months. Experts att...
16 Sep, 2026, 11.02 AM IST
BofA turns bullish on Nifty, forecasts 12% upside by DecemberBofA Securities expresses an optimistic outlook for the Nifty, projecting a growth to 26,200 by December 2026. They anticipate that current...
15 Sep, 2026, 05.51 AM IST
$100 crude is an irritant, not a deal-breaker for India: Harsh Gupta MadhusudanWhile higher oil could pressure earnings and the rupee, he argues that the impact may be less severe than feared, with India’s growth backd...
14 Sep, 2026, 08.19 AM IST
US companies get creative as tariff refunds start flowing inIn the wake of US Supreme Court's ruling against import tariffs, US businesses are reaping the rewards with refunds. They're channeling the...
13 Sep, 2026, 06.37 AM IST
PMS Tracker: East Green, Atlas Integrated Finance, Hem Securities, 7 others deliver up to 14.7% returns in AugustEquity PMS strategies posted strong gains during the month, led by East Green Advisors' Quant Strategy, which emerged as the best performer...
12 Sep, 2026, 11.26 AM IST
Cars24 annualised transaction GMV crosses ₹11,000 crore as profitable growth and AI-led operating leverage strengthen across marketsCars24 experienced a robust growth trajectory in August, showcasing a striking 37 percent year-on-year rise in GMV. Notably, the adjusted n...
11 Sep, 2026, 07.06 PM IST
India's forex reserves surge $44.9 billion to record $785.7 billion, fourth largest globallyIndia's foreign-exchange reserves surged to a record $785.706 billion. This surge was driven by a dedicated dollar-mobilisation programme a...
11 Sep, 2026, 06.43 PM IST
NPCI reports 12% slump in FY26 net profit to Rs 1,362 croreNPCI generates revenues primarily by operating digital payment infrastructures such as UPI, IMPS (Immediate Payment Service), AePS (Aadhaar...
11 Sep, 2026, 03.31 PM IST
US stocks today: US stocks end lower as rising oil, Treasury yields lift Fed hike betsUS stocks fell as Brent crude surged 6% to $107 a barrel and Treasury yields climbed to multi-year highs. Rising energy prices and producer...
11 Sep, 2026, 01.48 AM IST
CDSL’s IPO jackpot comes with a valuation catch. Jefferies sets Rs 1,315 targetJefferies retained a Hold on CDSL with a Rs 1,315 target, implying 7% downside from Rs 1,414.90. While the IPO revival could add 3–4% to ea...
10 Sep, 2026, 11.15 AM IST
Explained: Why Bernstein prefers MCX over BSE as volumes plummet amid CAS chaosBernstein has favoured MCX over BSE as commodity derivatives volumes maintain strong momentum while equity derivatives activity weakens ami...
09 Sep, 2026, 05.24 PM IST