GST reforms rewrote the auto stock map: Who won, who lost and where can investors still make money?The recent GST reforms have significantly impacted the automotive stock market following a rate cut announcement. Notably, Sona BLW Precisi...
07 Sep, 2026, 10.33 AM IST
ETMarkets Smart Talk | India could start looking attractive on FY28 earnings in six months: Nitin Raheja, Julius Baer IndiaWhile the Nifty 50 is currently trading around its long-term historical averages, sustained earnings growth and continued domestic inflows ...
07 Sep, 2026, 09.48 AM IST
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant JainLargecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller c...
06 Sep, 2026, 11.51 AM IST
Rs 2 lakh a month by 25 or failure? CA explains why this social media benchmark could be financially dangerousCA Nitin Kaushik questions whether earning Rs 2 lakh a month by 25 is a genuine financial goal or merely a social media benchmark. He warns...
06 Sep, 2026, 07.51 AM IST
ITC’s tobacco business is going cheap but Kotak Institutional Equities thinks market has it wrongKotak Securities estimates ITC’s tobacco business is valued at just 11X forward earnings, suggesting potential undervaluation. The brokerag...
05 Sep, 2026, 03.43 PM IST
Motilal Oswal AMC CEO Prateek Agrawal explains why he is avoiding large banks, IT and FMCG stocksMotilal Oswal AMC is favouring high-growth themes including defence, renewables, hospitals, digital businesses and capital markets, while l...
05 Sep, 2026, 12.37 PM IST
Nifty’s 21-day calm before the storm? History warns of a sharp move aheadNifty 50’s August 2026 stability historically signals significant volatility ahead. With future direction unclear, analysts advise shifting...
05 Sep, 2026, 11.23 AM IST
ETMarkets Smart Talk | Don't judge India by Nifty's 21x PE; stock-level valuations still offer opportunities: Emkay Investment Managers: Kashyap JaveriKashyap Javeri suggests India’s market valuation premium is misleading due to index concentration. He highlights strong mid- and small-cap ...
05 Sep, 2026, 11.09 AM IST
ETMarkets Smart Talk | Nifty at 20.5x is not expensive; smallcaps are where valuations worry us: Pradeep GuptaWith the Nifty trading at around 20.5 times earnings — nearly 12% below its 10-year average — Gupta argues that the broader market is not e...
04 Sep, 2026, 09.02 AM IST
Hot Stocks: 3 stocks that may give returns between 19-34%Brokerages have recently begun coverage on Adani Ports, Welspun Corp, and Wakefit Innovations, all receiving buy ratings. Analysts project ...
04 Sep, 2026, 08.48 AM IST
Quote of the day by Bill Miller: "Markets are all about expectations, and the critical question for investors is always, what is discounted? Are the expectations reflected in market prices too high, or too low?"Bill Miller’s investing philosophy highlights how stock prices reflect future expectations, not just current performance. Investors should ...
03 Sep, 2026, 04.36 PM IST
Nominal GDP growth set to surge to 12%. Why the stock market may still struggle to rallyIndia’s nominal GDP growth could accelerate to 11.5%-12% in FY27, supporting stronger corporate earnings. However, elevated valuations, ris...
03 Sep, 2026, 11.23 AM IST
From the ashes of bear-market: Over 125 smallcap stocks soar up to 300% from 52-week lowsSmallcap stocks have shown a stunning revival after hitting recent lows, with numerous companies experiencing value increases over double t...
02 Sep, 2026, 09.52 AM IST
Midcap Street party turns selective as 15 stocks power 50% of rallyIndian midcap and smallcap indices are near record highs currently. A few select stocks are driving most of these significant gains. This c...
02 Sep, 2026, 06.11 AM IST
Metals emerge as 2026’s top sectoral bet, IT, FMCG struggleThe metals sector has achieved a double-digit return this year, outperforming other indices. Realty stocks have seen a significant turnarou...
01 Sep, 2026, 07.22 AM IST
4 smallcaps with up to 332% PAT growth just surged 170%: Can the outperformance continue?Smallcap stocks led Nifty-500 earnings growth in 1QFY27, with the Nifty Smallcap-250 reporting 35% YoY growth. While strong earnings, domes...
27 Aug, 2026, 02.25 PM IST
Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta BhandwaldarWe are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy p...
25 Aug, 2026, 09.31 AM IST