Nifty has a positive undertone, but Street waits for a decisive breakoutNifty is trading in a consolidation zone between 23,200 and 24,050. Analysts suggest buying on dips with a target of 23,900. Key sectors li...
01 Jun, 2026, 05.48 AM IST
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...
28 May, 2026, 10.58 AM IST
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
26 May, 2026, 09.00 AM IST
Resurgent political risk derails rallies across emerging marketsEmerging markets are experiencing a fresh wave of political turmoil, impacting Latin America and Eastern Europe. Upcoming presidential elec...
25 May, 2026, 08.56 AM IST
IT sector a contrarian opportunity at current valuations: Aditya ShahAditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst glo...
22 May, 2026, 10.39 AM IST
Execution and balance sheet strength will decide EMS sector winners: Praveen SahayInvestors are now prioritizing financial discipline in the electronics manufacturing services sector. Companies are expanding and investing...
20 May, 2026, 02.34 PM IST
India markets outlook: Varun Goel sees opportunity in 4 sectors amid geopolitical tensionsIndian equity markets are in a rangebound phase, presenting opportunities for investors. Strong macroeconomic fundamentals support a positi...
20 May, 2026, 10.00 AM IST
India's shock absorbers are not workingIndia's external sector faces unprecedented pressure. Shock absorbers that previously aided recovery have weakened simultaneously. This inc...
19 May, 2026, 02.37 AM IST
Kaynes Technology shares tumble 25% in 3 days after weak Q4; Elara cuts rating to ‘Accumulate’Kaynes Technology India shares tumbled nearly 25% in three days following a weaker-than-expected Q4 performance and a downgrade by Elara Se...
18 May, 2026, 11.20 AM IST
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
18 May, 2026, 10.31 AM IST
Holding stocks is harder than finding them: 10 mid- and small-caps stocks that may be worth holding on toHolding a stock is not an act of blind faith. It is not refusing to change one’s mind. It is not averaging down because the stock has falle...
17 May, 2026, 06.20 AM IST
Kaynes Tech shares fall another 5% a day after crashing 20%. What brokerages fear the most?Kaynes Tech shares extended losses, falling another 5% after a 20% crash following weak Q4 earnings. Profit declined 22% YoY despite 26% re...
15 May, 2026, 01.11 PM IST
Portugal eyes bigger role in India’s infrastructure, manufacturing push as trade ties deepenPortugal's Minister of State for Economy, João Rui Ferreira, expressed readiness to contribute to India's infrastructure goals, highlightin...
11 May, 2026, 11.14 PM IST
$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
09 May, 2026, 06.46 PM IST
India’s war chest has better ammo than its peers. Moody’s approvesSince the onset of global economic challenges in 2020, India has emerged as a powerhouse among developing markets. According to a Moody's a...
05 May, 2026, 09.48 PM IST
Energy, banks, EMS stand out as key bets in volatile market: Manish SonthaliaGlobal crude oil prices and geopolitical uncertainty in West Asia are the primary drivers of market direction, overshadowing domestic facto...
05 May, 2026, 01.03 PM IST
Tata Electronics aims to be $30 billion business with fab play: CEO & MD Randhir ThakurTata Electronics is rapidly expanding its semiconductor and electronics manufacturing operations. The company has achieved significant reve...
04 May, 2026, 09.31 AM IST