Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....
Gold stocks still overvalued despite market correction: Aditya ShahIndian markets experienced volatility as geopolitical tensions and rising fuel prices fueled investor caution, leading to a shift towards d...
SBI margins drag PSU banks, but private banks set for comeback: Pranav Gundlapalle, BernsteinState Bank of India's margin drop was a key event. Analysts suggest the worst may be over for banks. Private sector banks are expected to p...
2 top stock recommendations from Rajesh PalviyaIndian equity markets ended the week flat amidst volatile trading, with benchmark indices consolidating. Broader markets, however, showed s...
Jefferies blames HDFC Bank controversy for impacting banking sector valuationsJefferies said the leadership uncertainty at HDFC Bank has become a major overhang for the banking sector, dragging benchmark valuations de...
Two-wheelers, defence, Bajaj Finance: Narendra Solanki's top calls as Q4 results roll inNarendra Solanki of Anand Rathi Shares & Stock Brokers guides investors on current market trends. He highlights durable companies in autos,...
India’s credit card market expands to 119 million, PSU banks gain in spendsIndia's credit card market has surpassed 119 million cards. HDFC Bank, SBI Cards, ICICI Bank, and Axis Bank dominate this sector. HDFC Bank...
Banking, financials remain strong play despite near-term volatility: Sunil SubramaniamCrude oil prices and UAE's role in OPEC+ are influencing Indian markets. Experts suggest oil prices may fall in the medium term, easing con...
Buy the dip, but avoid IT, back pharma & power, says Rudramurthy BVIndian markets are experiencing a healthy correction, according to Vachana Investments' MD, CA Rudramurthy BV. He advises waiting for speci...
Now is the time to start deploying money into markets, says Nitin Raheja; here's where to lookIndian markets present attractive long-term investment opportunities following recent corrections, according to Nitin Raheja of Julius Baer...
Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
Nifty's roadmap to 24,800: Rahul Sharma of JM Financial explains why he’s buying the dipRahul Sharma of JM Financial remains bullish on Nifty, advising investors to “buy the dip” with 24,800 as the next key resistance. He belie...
Buying the Dip: Chakri Lokapriya bets on financials, IT and cyclical revivalMarket volatility presents a chance for investors. Chakri Lokapriya, CIO-Equities at LGT Wealth, highlights opportunities in financials, IT...
PSU banks emerge most resilient in FY26 despite macro headwinds, deliver up to 57% returnsAs FY27 begins, FY26 was marked by global uncertainty and domestic headwinds, with the Nifty 50 falling 5%. Amid tariffs, FII outflows, wea...
PSU banks slide up to 5% amid war-led selloff; UCO, BoB, punished mostPSU bank stocks slumped sharply, with the index falling 16% over a month and individual stocks plunging up to 20% amid geopolitical tension...
Entire PSU pack to perform well: Ajay BaggaAt least the top PSUs are going to be performing very well. The market has been right in over-owning these, he said.
Narendra Modi's impact likely to drive PSU pack higher across all sectors: Tarun KatariaThere is a history of Modi ensuring that the companies in PSU pack are actually run well and are responsible to all their stakeholders, he ...