NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...
Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
GenXAI Analytics shares list at 20% discount to IPO price on NSE SME platformGenXAI Analytics shares listed on the NSE SME platform at a significant discount. The stock opened at Rs 92.8, below its IPO price of Rs 11...
Nifty in control of FIIs? The unlucky 13 bluechips facing the hardest institutional selloffForeign investors have significantly reduced holdings in many Nifty companies since September 2024. This has impacted top blue-chip stocks,...
AI disruption in Indian IT front-loaded, but long-term demand intact: Sushovan NayakIndian IT services face near-term AI-driven revenue pressure, estimated at 1-3%, impacting stock valuations. However, experts believe marke...
HDFC Bank shares drop 25% in 2026. Buying opportunity or falling knife?HDFC Bank shares have plummeted over 25% this year, driven by governance concerns following the former chairman's resignation and an intern...
Q4 earnings review: Motilal Oswal highlights broad-based beat on estimates, lists 6 sectors that exceeded expectationsMotilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong ...
IDBI Bank stake sale back on table; Centre explores revival optionsThe bids remain ‘alive’ and the government is examining legal provisions under the tendering framework that allows for bids to be accepted ...
'With 50% of India’s capacity, Mumbai is the country’s data centre capital'Sanghi spoke with ET ahead of the Tech Entrepreneurs Association of Mumbai’s (TEAM) two-day event starting Friday. Others joining the discu...
Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
Mutual funds cut exposure to private banks for 2nd straight month in April. Is banking sector under pressure?Mutual funds reduced their exposure to private banks for the second consecutive month in April, driven by tactical rotation and near-term e...
30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead routThirty Nifty 50 stocks have wiped out Rs 22.64 lakh crore in investor wealth this year. HDFC Bank and TCS led the decline, losing Rs 3.55 l...
Why India’s next real estate cycle could be driven by retail investors and REITs, Sandipan Roy explainsIn an interaction with Sandipan Roy, Chief Investment Officer (CIO), at Motilal Oswal Private Wealth, he explains why India’s next real est...
Markets to enter prolonged “drag phase,” not deep correction: Vikas KhemaniMarket expert Vikas Khemani anticipates a consolidation phase for Indian equities rather than a sharp breakout, citing persistent global ma...
Nifty to trade in 28,000–30,000 range in FY27 led by earnings: Smallcase managersSmallcase managers remain optimistic on India’s equity markets despite the Nifty declining over 9% this year, projecting the benchmark inde...
Ro Fund Management launches ‘Ro Stars of India Fund’ under Category III AIF platformMumbai-based Ro Fund Management has launched the ‘Ro Stars of India Fund’, a SEBI-registered Category III AIF focused on generating high-al...