Gulf War to Operation Sindoor: What India's stock market reactions to past geopolitical risks reveal amid US-Iran conflictAmidst the backdrop of international political unrest, Indian markets showcase an impressive ability to weather the storm. Recent analyses ...
03 Mar, 2026, 09.43 AM IST
HAL correction a ‘wait and watch’; select midcap IT names emerging despite AI disruption: Mayuresh JoshiInvestors are advised patience with Hindustan Aeronautics Limited (HAL) despite its strong order book, as recent sentiment shifts and curre...
24 Feb, 2026, 09.53 AM IST
Selective stock picks to outperform amid earnings recovery: Mayuresh JoshiMarkets may rebound in the coming quarters as earnings visibility improves, with analysts penciling in 12-14% consensus earnings growth. Ma...
02 Jan, 2026, 11.39 AM IST
Hospitals, defence stocks set for multi-year growth as capex and orders rise: Mayuresh JoshiIndia’s hospital and defence sectors offer strong long-term investment potential, driven by capacity expansion, medical tourism, healthy or...
23 Dec, 2025, 10.33 AM IST
Selectivity key as banks, infra, and manufacturing face mixed signals: Mayuresh JoshiMarket expert Mayuresh Joshi advocates for selective investments in banking, infrastructure, and paint sectors. He favors ICICI Bank, SBI, ...
03 Dec, 2025, 10.30 AM IST
India’s rare earth processing push can transform auto & EV supply chains: Mayuresh JoshiIndia’s push to develop rare earth processing could sharply reduce dependence on China and strengthen supply chains for autos, EVs and aero...
27 Nov, 2025, 11.16 AM IST
Bihar election results: How it may impact stock market; 5 stocks to watchEarly Bihar election trends point to a strong NDA win, easing political uncertainty and reinforcing expectations of continuity in policy an...
14 Nov, 2025, 04.43 PM IST
RCB’s IPL 2025 victory mirrors a classic market breakout. Here’s howFollowing years of underperformance despite a star-studded lineup, RCB's title run is now seen as a model for sustained success—driven by p...
05 Jun, 2025, 12.28 PM IST
India Inc earnings show early signs of recovery; Q2 may see boost, Mayuresh Joshi, Head Equity, Marketsmith IndiaQ4 earnings across sectors show mixed trends, with BFSI, agrochemicals, and alco-beverages performing well. FMCG and IT remain soft, but a ...
10 May, 2025, 04.36 PM IST
Financials set to outperform despite FII selling, says Mayuresh Joshi. Picks Kotak Bank, 2 other banksDespite foreign institutional investors selling financial stocks, analyst Mayuresh Joshi from Marketsmith believes the sector is poised for...
21 Feb, 2025, 10.18 AM IST
Is Nifty finally bottoming out? Here’s what Mayuresh Joshi has to sayMayuresh Joshi from Marketsmith India suggests the market may be near its low, or the earnings downgrades are ending soon. He highlights ag...
21 Feb, 2025, 08.11 AM IST
4 sectors that may revv up if Trump helps end Russia-Ukraine warMayuresh Joshi from Marketsmith India sees opportunities for Indian companies in steel, cement, core engineering, and textiles due to geopo...
14 Feb, 2025, 08.31 AM IST
Why Mayuresh Joshi prefers Syngene to Biocon, Paradeep Phosphates to UPLMayuresh Joshi, Head Equity, Marketsmith India, shared his insights on the performance of various companies. He noted that while UPL's numb...
12 Nov, 2024, 08.00 AM IST
Tata Group stocks trusted for management and ethics, says Mayuresh Joshi, Marketsmith IndiaI think midcap IT in my opinion can probably keep on outperforming largecap IT at least for the next couple of quarters. One can very well ...
12 Oct, 2024, 01.54 PM IST
Mayuresh Joshi’s top stock pick for the week aheadMost management commentaries from within the space are indicating a significant amount of rural discretionary spending coming back in the s...
24 Aug, 2024, 07.26 PM IST
Why capital goods can be a viable theme for equity investorsWith an exception of the last two trading sessions on Monday and Tuesday, the frontline indices witnessed a winning streak for nine consecu...
19 Apr, 2023, 01.05 PM IST
In tumultuous FY23 for Nifty bulls, stocks from these sectors turned wealth churners"One word that describes our economy and equity market for FY23 is ‘resilience’. We were able to face the tough situation with minimal dama...
18 Apr, 2023, 02.53 PM IST