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IMPACT OF PRICE CAPS
Rupee slide chips away at ISM outlayA weak rupee is causing what analysts and industry insiders estimate to be a “net double-digit cost overrun” for businesses relying on impo...
India’s closing auction needs funds to show upIndia introduced a closing auction session mechanism for market reform. This new system requires broad participation to achieve its intende...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%Market breadth is important, especially at this point of time. It is a better indicator of both underlying sentiment and what is likely in ...
India Inc clocks strongest revenue growth in 9 quarters; margins squeezed by rising costsIn the June quarter, Indian companies celebrated remarkable revenue growth, reaching a nine-quarter high. Despite this, profits grew by onl...
Global Market: Japan stocks edge lower after GDP growth misses forecastsJapanese equities traded mostly lower as weaker-than-expected economic growth and elevated oil prices weighed on investor sentiment. Concer...
One common stock across 6 top performing mutual funds: Is MCX a signal or a crowded trade?MCX is the sole stock held by six top-performing mid and small-cap mutual funds. Analysts at UBS see a re-rating opportunity, upgrading the...
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analystsLooking at what happens in the short term is important, as it does have an impact on stock prices. But also always keep an eye on the macro...
Mutual funds raise IT exposure to 6.6% in July after record low. Is sentiment towards tech improving?In July, mutual funds increased their allocation to the IT sector to 6.6 per cent, marking a positive shift after an extended period of min...
Tata Motors shares jump 6% after strong Q1; Nomura upgrades stock, CLSA retains Outperform ratingTata Motors shares jumped after Q1 FY27 net profit surged 83% YoY to Rs 2,560 crore, aided by mark-to-market gains on Tata Capital investme...
ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsWhat is volatility? There is, of course, a mathematical definition. Then there is the human definition, which is how investors feel it. In ...
New foreign investment rule looms over AIFs, foreign investorsA new regulation threatens alternative investment funds' established structures. These funds have relied on Indian ownership for sponsor an...
- Lenders seek RBI approval to spread their MTM losses
Indian banks have sought RBI approval to spread mark-to-market losses on investment portfolios across the remaining three quarters, citing ...
Market overreactions create opportunities, says Bajaj AMC MD Ganesh Mohan; explains whyA prolonged consolidation in Indian equities has tested investors’ patience. But Bajaj Asset Management’s Managing Director Ganesh Mohan te...
ETMarkets Smart Talk | AI infrastructure, not just AI software, will drive India's next wealth cycle: Amit JoshiFrom data centres and power transmission to manufacturing and the energy transition, these sectors are emerging as the real enablers of the...
ETMarkets Smart Talk| Large caps offer stability, but alpha lies in selective mid- and small-caps: Rakesh VyasWhile the near-term outlook remains clouded by inflation concerns and margin pressures, Rakesh Vyas, CIO & Portfolio Manager at Quest Inves...
AI could slow affluent India; QSRs, credit cards may show stress first: BNP Paribas’ Kunal VoraComing to loans, personal loans increased by 13% in FY25 and FY26 which is softer versus the earlier years. Also, the recent resurgence in ...