Betting big on mid and smallcaps; largecaps most expensive on PEG basis, says Dinshaw IraniHelios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where ...
10 Jun, 2026, 02.14 PM IST
Buy, Sell or Hold: Elara Capital initiates buy on Bharti Airtel; Goldman Sachs has buy rating on IndigoBrokerages remained positive on select telecom, aviation and banking largecaps despite near-term macro uncertainties. Elara Capital initiat...
09 Jun, 2026, 09.11 AM IST
Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
08 Jun, 2026, 02.25 PM IST
Avoid broad market bets now; focus on these 3 sectors instead: Shibani Sircar KurianIndian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors...
08 Jun, 2026, 11.53 AM IST
Q4 FY26 earnings: Metal companies lead growth, backed by robust volumes and favourable pricing trendsET Wealth presents an 8-quarter earnings assessment report of various sectors. The year-on-year net profit growth for 18 sectors is present...
08 Jun, 2026, 11.30 AM IST
Analysts lift bets on India Inc after strong March quarterAnalysts have upgraded earnings estimates for a majority of NSE 500 companies following better-than-expected profit growth in the March 202...
08 Jun, 2026, 07.20 AM IST
Market turns selective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha KhemkaSiddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains pos...
06 Jun, 2026, 06.43 PM IST
India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
05 Jun, 2026, 01.42 PM IST
Full impact of inflation not yet in earnings; may reflect next quarter, warns Unmesh SharmaHDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially...
05 Jun, 2026, 10.43 AM IST
Bottom-up stock picking key for outsized returns in current market: Sunny AgrawalGeopolitical tensions keep markets on edge. Market expert Sunny Agrawal highlights mid and small-cap companies offer better wealth creation...
05 Jun, 2026, 10.35 AM IST
AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
05 Jun, 2026, 09.00 AM IST
Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
04 Jun, 2026, 01.07 PM IST
Earnings slowdown in FY27? JM Financial lists 5 sectors which must do the heavy liftingNifty 50 earnings growth fell short of expectations in FY25 and FY26. While Q4 FY26 results led to an upward revision for FY27E Nifty 50 EP...
04 Jun, 2026, 12.01 PM IST
IT stocks snap three-day rally, plunge over 5% in sharpest fall in nearly four monthsIndian IT stocks experienced their steepest single-day fall in nearly four months, plunging over 5% as concerns about AI's impact on revenu...
04 Jun, 2026, 05.50 AM IST
'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...
03 Jun, 2026, 05.19 PM IST
IT sector entering a new growth phase, says Sandip Agarwal; sees strong earnings upside aheadIndia's IT sector is poised for an earnings recovery, shifting from hardware-centric AI investments to software and services. Market expert...
03 Jun, 2026, 10.32 AM IST
Why Trideep Bhattacharya is betting on financials and energy despite global uncertaintyIndian equity markets face near-term pressure from the West Asia conflict. Corporate earnings remain resilient, though FY27 estimates may s...
02 Jun, 2026, 02.30 PM IST