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BUDGET SECTORAL PICKS
Star Wars: How India’s spacetech-defence ties are shaping the futureSpaceX’s IPO filing underscores how space has evolved from exploration to a strategic domain central to national security, communications a...- GDP growth momentum intact, no need for additional borrowing so far: Govt sourcesIndia's economy is navigating external challenges like rising import costs. However, domestic consumption remains strong, ensuring growth m...
- Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
- Swiggy CEO on failed shareholder vote; Indian firms brace for MythosHappy Thursday! Swiggy group CEO Sriharsha Majety opened up about the recent hitch to become an Indian-owned company. This and more in toda...
- MTAR Tech vs Apollo Micro Systems: Which multibagger defence stock to buy after 395% rally in 1 yearTwo Indian defence stocks, MTAR Tech and Apollo Micro Systems, have delivered spectacular returns. MTAR Tech surged 395% and Apollo Micro S...
- Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...
- Markets choppy, inflation looming: Pashupati Advani on what should investors do nowIndian markets face ongoing turbulence, with a slowdown imminent due to inflation and supply chain issues. Foreign investors are selling of...
- Indian consumers tighten wallets, stay selective on big-ticket buys as economic uncertainty lingers: DeloitteIndian shoppers are now more careful with their money. They are focusing on essential items and improving their experiences. Big purchases ...
- US stock market today: Why Dow Jones is down while S&P 500 and Nasdaq rise today — Dow crashes over 160 points as oil surges above $100 and Iran tensions rattle blue-chip stocksUS stock market today shows a sharp split. The Dow Jones Industrial Average falls over 160 points. Oil prices surge above $100. Iran tensio...
- Trump likes the idea of government owning some US companies but took a pass on Spirit AirlinesPresident Trump showed interest in government taking over companies like Spirit Airlines. He saw these moves as financial wins and a way to...
- US stocks today-S&P 500, Nasdaq on course for best month since 2020 despite Middle East risksThe S&P 500 and Nasdaq are set for significant April gains, driven by resilient corporate earnings that are overshadowing oil market supply...
- “No Bull, no bear—it’s a kangaroo market," says Nilesh Shah amid global uncertaintyIndian markets show a recovery but face a "kangaroo market" due to global risks like West Asian tensions and oil price volatility. Investor...
- US stocks: Nuclear reactor maker X-Energy valued at $11.9 billion in stellar Nasdaq debutX-Energy's Nasdaq debut saw shares surge 30.9%, valuing the Amazon-backed nuclear reactor developer at $11.9 billion. The company raised ov...
- Pahalgam anniversary: How the 2025 terror attack triggered Rs 3 lakh crore defence boom and created 3 multibagger stocksOne 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 th...
- Labor Secretary Lori Chavez-DeRemer is leaving Trump's Cabinet after abuse of power allegationsChavez-DeRemer is the third Trump Cabinet member to leave her post after Trump fired his embattled Homeland Security Secretary Kristi Noem ...
- ITC, paints, QSR: Abneesh Roy on what you should buy and avoid right nowConsumer sector outlook for FY27 faces challenges from cigarette tax hikes and crude oil shocks. Abneesh Roy of Nuvama Institutional Equiti...
- Should investors buy TCS, Infosys ahead of Q4 results or AI risk too big to ignore?Indian IT stocks face pressure ahead of Q4 results, with Nifty IT down nearly 20% this year. Investors weigh a potential buying opportunity...
- F&O Talk | Nifty 50 poised for further gains post-budget, key support levels hold strong: Sudeep Shah of SBI SecuritiesNifty closed at 23,482, snapping a four-day winning streak post-Union Budget 2025-26. The budget emphasized middle-class tax relief and fis...
- Budget stocks to buy: Over 50 promising ideas on investor radar across sectorsFinance Minister Nirmala Sitharaman resisted the lure of populist schemes in an election year but followed the fiscal deficit consolidation...
- 24 stocks that insiders are betting on ahead of Interim Budget 2024Finance Minister Nirmala Sitharaman will present the interim Budget, which will focus on government spending on infrastructure. The Narendr...
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