After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...
26 May, 2026, 10.07 AM IST
JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
19 May, 2026, 04.11 PM IST
Red alert: 15 stocks most vulnerable to FII selling as DIIs refuse to step inForeign institutional investors have divested approximately $53 billion from Indian equities since September 2024, leading to significant o...
18 May, 2026, 09.35 AM IST
Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...
13 May, 2026, 11.55 AM IST
India underperforms Asian rivals amid earnings and valuation strainIndian stocks are facing losses while other economies see gains. This is due to a global AI investment frenzy benefiting chip makers like S...
11 May, 2026, 05.40 AM IST
Smallcap stocks head for best month in 12 years, outpace Nifty since Iran warIndia’s smallcap stocks are posting their best monthly gain in 12 years, driven by improved earnings outlook and attractive valuations afte...
29 Apr, 2026, 03.51 PM IST
Nifty can fall to 20,500 in bear case, warns JPMorgan; downgrades Indian stocks to neutralJPMorgan downgraded Indian equities to neutral from Overweight, warning the Nifty could fall to 20,500 in a bear-case scenario, implying a ...
24 Apr, 2026, 03.44 PM IST
ETMarkets Smart Talk | Nifty in ‘bounce zone’ as valuations fall below 10-year average; de-escalation key: Harendra KumarIndian markets are showing signs of recovery. Valuations have become attractive, offering a potential cushion for equities. External shocks...
06 Apr, 2026, 09.00 AM IST
Worst of earnings cut behind: Jefferies picks 2 fastest growing sectorsJefferies anticipates a strong earnings recovery for Indian companies. The firm expects growth to accelerate from the second half of FY26 t...
24 Nov, 2025, 12.17 PM IST
D-Street's valuation premium at record high vs peersThe MSCI India index—a benchmark for global fund managers to assess the country’s investment performance—now has a valuation premium of 96%...
25 Aug, 2022, 09.01 AM IST
Smallcaps lack earnings support to lure investors glued to largecapsThe assets under management of small-cap funds stood at Rs 48,534 crore at the end of December.
13 Jan, 2020, 08.50 AM IST
India’s valuation premium to EMs highest in a decadeIndia does not look overvalued when looked at in dollar terms said Alok Jain.
21 Dec, 2018, 08.18 AM IST
May earnings downgrades in India are highest in AsiaThe downgrades have followed a sharp increase in provisioning estimates in the banking sector.
08 Jun, 2018, 08.36 AM IST
Credit Suisse 'underweight' on Indian equitiesThe global financial services major in its strategy report said the MSCI India index has fallen by the least as against Indonesia and the P...
16 May, 2018, 01.10 PM IST
Earnings downgrades may continue despite growthReduced earnings expectations have resulted in the expensive valuation of Indian equities.
11 Apr, 2018, 08.12 AM IST
MSCI Asian stocks are standing tall, but Indian peers wiltingThe lacklustre demand scenario in the country has led to frequent reduction in corporate India's earnings expectations.
03 Dec, 2015, 07.07 AM IST
Value stocks poised to outperform growth stocks, benchmarksAnalysts say discount in valuations of value index to the growth index suggests there is a possibility of a rally in the value stocks.
19 May, 2015, 07.48 AM IST