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INDIA CYCLICAL RECOVERY
- AI capex slowdown could derail India's cyclical recovery, weigh on growth: NuvamaAny slowdown in the global artificial intelligence (AI) capital expenditure boom could pose a significant risk to India's ongoing cyclical ...
Goldman Sachs picks ICICI Bank, Kotak Mahindra Bank as top banking betsGoldman Sachs has begun its assessment of fourteen Indian banks, pinpointing its top selections. ICICI Bank and Kotak Mahindra Bank stand o...- Jefferies favours two-wheeler stocks over four-wheeler stocks as earnings gap widensJefferies prefers two-wheeler stocks over passenger vehicle makers, citing stronger volume growth, resilient margins and improving earnings...
- Textile stocks in 2026: Trade deals and China sourcing shift revive the sector; is it a good time to buy?Trade deals and sourcing shift from China are reviving the sector that investors had written off. India is well placed to benefit from the ...
- Small, microcaps offer better alpha opportunities; midcaps look expensive: Equitree CIO Pawan BharaddiaIndian equities may stay supported by a resilient domestic economy, but future returns are likely to depend more on earnings growth than va...
- 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...
- ETMarkets Smart Talk | Nifty50 can hit 28,615 if crude cools, FIIs return: Rajesh Palviya on wealth creationHe believes the second half could increasingly become an earnings-driven market, even as global macro risks remain in the background.
- India Inc revenues jump 22% in June quarter, ICRA saysCorporate India began fiscal year twenty twenty-seven with strong revenue growth. Aggregate revenues for listed companies rose twenty-two p...
- Q1 earnings show resilience as demand, cost headwinds prove less severe than expected: ICRAICRA said India Inc’s Q1 FY27 earnings began on a stronger-than-expected note, with revenue growth accelerating to 22%. Despite margin pres...
- 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 ...
- Retail investors make Rs 18,000 crore bold contra bet on 6 falling bluechip stocks. Will it pay off?In a bold move, retail investors invested a whopping Rs 18,000 crore in six blue-chip stocks that were on a downward trend. They scooped up...
- NFO Alert: Bandhan Mutual Fund announces launch of contra fundBandhan Mutual Fund has launched the Bandhan Contra Fund, an open-ended equity scheme targeting fundamentally strong but out-of-favour busi...
- ET Prime Special Series: Multibagger or IBC - Part 70: Almost nobody tracks this company. That may be why its turnaround was missedVery few investors track this old auto supplier, and that may be exactly why its turnaround went unnoticed. This is a business that spent y...
- ETMarkets Smart Talk | Financialisation of savings could be India's biggest wealth creator over the next decade: Prashasta SethIn an interaction with Kshitij Anand of ETMarkets for Smart Talk series, Seth explains why the steady shift from physical assets to financi...
- GCCs, MNCs drive large office transactions across India's commercial realty marketLarge occupiers drove India's office market expansion in early 2026. Global Capability Centres and tech firms sought Grade A office campuse...
- All bad news is priced in, but don't call it a bull market yet: SAMCO MF CEO Viraj GandhiLargecaps offer better safety as valuations are below historical averages. Private banks and cement sectors show clear earnings visibility ...
- Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh PalviyaAxis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge....
- Dual engines to fuel bull market? Mutual fund cash hits multi-year low of 4% as FIIs turn buyers after 4 monthsDomestic mutual funds reduced cash holdings to a multi-year low of four percent. Foreign institutional investors have returned as buyers af...
- Stocks priced for ‘sunshine and rainbows’ now face earnings testWall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...
- Smallcap funds deliver 22% average return in 3 months. Is it time to invest, hold or rebalance?Small cap mutual funds delivered an average return of 21.89% over the past three months, sparking debate on whether investors should contin...
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