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INDIA EQUITY OUTLOOK
India Inc revenue growth to moderate to 13-15 pc in Q2; margins to contract: ReportIndia Inc's revenue growth is projected to contract to fifteen percent in the September quarter. Operating profit margins are expected to c...
ETMarkets Smart Talk | Time to rotate from expensive smallcaps to large caps? Saurabh Prasad weighs inIn an interaction with Kshitij Anand of ETMarkets, Saurabh Prasad, Head – Research Centre at Mirae Asset Sharekhan, said large caps are now...
ETMarkets Smart Talk | Two-year market consolidation may set stage for next bull run: UTI AMC’s Ajay TyagiTyagi, however, remains cautious on pockets of the mid- and small-cap universe, where valuations are above long-term averages. He sees larg...
India equity outlook cut again as foreign funds seek value elsewhere in AsiaForecasts suggest that by mid-2027, Indian equity markets may be trading lower compared to the beginning of 2026. This trend is driven by f...
D-St set for a negative opening as GIFT Nifty signals weak startIndian equity benchmarks traded range-bound as Nifty fell below 24,300. Brent crude oil prices cooling provided some investor sentiment sup...
ETMarkets NRI Talk| ₹10 crore NRI portfolio: How Raghvendra Nath would allocate it across equities, debt and alternativesRaghvendra Nath, MD, Ladder Up Wealth Management, believes equities should form the core of an NRI’s India portfolio, while fixed income an...
EAC moots consolidation to create a few large banksIndia needs to consolidate banks into a few large entities. This consolidation aims to meet rising credit needs for Viksit Bharat by 2047. ...
697 days, no record high: Sensex hits worst two-year return stretch since 2012. Will this end soon?The Sensex has gone 697 days without a new record high, marking its longest stretch of weakness in years. In 2026, 37% of trading days have...
Indian steel industry poised for volume-led recovery in H2FY27: ReportIndia's steel industry is likely to see a volume-led recovery in the second half of FY27, supported by lower input costs, easing maintenanc...
ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...
Will Paras Defence, MTAR Tech, HAL, other defence stocks deliver explosive returns? Here's what analysts sayDefence stocks are currently soaring, largely fueled by progressive government reforms aimed at strengthening the sector. Analysts maintain...
Hawkish MPC, West Asia conflict cloud rupee, bond yield outlookIn light of the hawkish monetary policy minutes and the ongoing conflict in West Asia, the outlook for the rupee and bond yields appears un...
Earnings recovery still not priced in, says Kotak Life's Hemant KanawalaIndia's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of...
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash AgarwalWhile foreign institutional investors (FIIs) have remained net sellers over the past two years amid India’s premium valuations and an earni...
Sebi proposes new channel partner network to boost retail bond accessThe Securities and Exchange Board of India (Sebi) is set to launch fixed income channel partners to broaden access to the retail bond marke...
Netweb Tech shares rise 4% as Nomura, Goldman Sachs invest in Rs 1,200 crore QIPNetweb Technologies India shares rose nearly 3.5% to a fresh 52-week high after the company completed its Rs 1,200 crore qualified institut...
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
ETMarkets Smart Talk | India’s next growth leaders? Bajaj Alts’ Jitendra Gohil bets on electronics, solar, defenceHe also sees opportunities in defence, shipbuilding, infrastructure and aerospace, though he cautions investors about demanding valuations.
ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
India stocks top Indonesia as Asia’s least-favoured in BofA pollIndia has replaced Indonesia as Asia’s least-preferred stock market among fund managers surveyed by Bank of America, with 32% of respondent...