ICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...

Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation cor...

Housing finance companies have emerged stronger after facing challenges. Asset quality has improved significantly. Loan growth is picking u...

BofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...

ICICI Bank shares are under scrutiny after Sebi issued a warning for a custodian violation related to FPI fund repatriation. Despite this, ...

Motilal Oswal Financial Services maintains a 'Buy' rating on ICICI Bank, projecting a 16% loan CAGR and sustained profitability despite rec...

India's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan a...

India is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...

Indian stock markets are facing tough times due to global economic factors. Deepak Shenoy of Capitalmind MF advises investors to look beyon...

BofA Securities warns Indian equities face rich valuations and halved earnings growth outlook, projecting market gains to mirror profit exp...

Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging ...

A cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...

The Indian IT sector's recent interest is seen as tactical, not structural, as banking stocks show fatigue. Rising crude oil prices are dri...

Foreign investors are hesitant to re-engage with Indian markets until the rupee stabilizes and the government demonstrates a willingness to...

Morgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...

Veteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption conce...

Jefferies said the leadership uncertainty at HDFC Bank has become a major overhang for the banking sector, dragging benchmark valuations de...