First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
26 May, 2026, 11.53 AM IST
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
Europe lacks everything needed to make its stock market a winnerEuropean stocks have lost their momentum as investors shift focus from cheaper regional equities to the AI boom and seek refuge from a glob...
16 May, 2026, 11.40 AM IST
Nifty hit by $39 billion FII selloff but why is BlackRock's Ben Powell betting big on IndiaDespite a $39 billion FII selloff, BlackRock's Ben Powell remains overweight on India, citing normalized valuations and strong medium-term ...
06 May, 2026, 10.08 AM IST
Crude at $125, FIIs selling $20 billion, and yet Alchemy Capital's Alok Agarwal says India is a buyIndian equities present a compelling opportunity for patient investors. Recent underperformance has already factored in negative news. Alok...
01 May, 2026, 09.00 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
What war? Smallcap stocks defy Middle East tensions with up to 56% gains in 2 months as Nifty slidesDespite Middle East tensions and a sliding Nifty50, India's smallcap stocks have surged up to 56% in two months. While institutional desks ...
29 Apr, 2026, 09.35 AM IST
JP Morgan downgrades India to underweight, flags earnings risksJP Morgan has downgraded India to neutral. Elevated valuations and earnings risks are cited. HSBC also downgraded India. Inflationary press...
25 Apr, 2026, 10.15 AM 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
J.P.Morgan, Morgan Stanley urge buying the dip as US earnings stay resilientWall Street brokerages J.P. Morgan and Morgan Stanley see recent market weakness as a buying opportunity, backed by resilient earnings grow...
13 Apr, 2026, 09.17 PM IST
Nomura downgrades Indian stocks to Neutral from Overweight, suggests shifting to Korea, ChinaNomura has downgraded Indian equities to Neutral, citing elevated energy prices from the Iran war, AI market disadvantages, and a potential...
02 Apr, 2026, 11.04 AM IST
MSCI ESG raters flag governance risks at embattled Adani GroupSeven listed Adani Group companies lost over $100 billion in market value combined after a Jan. 24 report by Hindenburg Research alleged st...
11 Mar, 2023, 01.41 PM IST
Pakistan's EM status in doubt after deep slide in stock valueThe South Asian nation has erased about $44 billion of equity value since June 2017.
28 Mar, 2019, 11.26 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
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