Dolat Capital is optimistic about India's long-term growth. Kedar Kadam highlights sectors like FMCG and automobiles as potential outperfor...

Private banks lost to PSBs in 2024 as the latter gave double-digit returns. HDFC Bank saw a correction in share prices, FIIs sold financial...

The rally in PSU stocks was driven by improved ROE profile and govt policies, but caution is needed due to high valuations. Positive stance...

The market is pricing in a BJP victory with a majority in the upcoming general elections, but any disappointments could lead to a big setba...

The year CY’24 will look forward to continuing the trend against odds of slowing global economy and corporate earnings as higher interest r...

"The tide has lifted all the boats in this space. Amid India's buoyant equity markets as well as strong institutional and retail liquidity,...

The latest data includes the value of p-note investments in Indian equity, debt, and hybrid securities. Participatory notes (P-notes) are i...

"FPI selling on one hand and domestic participants buying is creating a performance gap in stocks where FPI holding is higher," said Siddar...

When you are in your nervous 90’s, expect bouncers and choose your shots carefully. The domestic equity markets have had a dream run over t...

As a result, India is not as expensive as it was both in absolute terms and relative to the region. On a Bloomberg consensus estimates the ...

After the US Federal Reserve's rate-setting panel meeting, Jerome Powell has left the Nifty bulls confused with his dovish and hawkish tone...

However, with a recent sharp upwards move (~4% in May so far) the valuation multiples look adequate. On the sustenance of the current rally...

The key factors like Inflation, Interest rates, and fears of a global recession which dominated the investors' sentiments for the most part...

Thus, we see limited room for multiple expansions. Even though India should be one of the less affected economies, due to the spillover eff...

On a year-to-date (YTD) basis, the Nifty50 is up by ~5% while the MSCI EM index is down by ~25%. This outperformance of the Indian equity m...

More than 50 brokers and analysts reflected a slightly more pessimistic view about the market.