Market expert Sudip Bandyopadhyay outlines investment strategies across key sectors. He sees opportunities in State Bank of India and a gen...

Some companies face disruption at the level of products. Others face it at the level of technology. That is what makes this story more comp...

Indian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...

Amidst global market jitters, Elixir Equities' Dipan Mehta advises investors to exercise patience, resisting drastic portfolio changes. He ...

Ravi Dharamshi expects the Budget to stress revenue expenditure, capex, rural distress, PM Awas Yojana, energy transition, and private sect...

We may think that even NREGA subsidies could go up a little bit. So, I think the budget will give a clearer direction. But we do know that ...

Post HDFC commentary, the entire financial pack, the entire banking set looks interesting.

‘We have bought Maruti in some of our portfolios after a long time’

‘We tend to avoid stocks wherever there is a lot of government intervention’

‘We have had a very good winter harvest this time’

The Dolat Capital head of research sees emerging opportunities in e-comm and financials.

"Expect volatility at about 10700-10800. The upside is probably limited with focus on stock specifics."

When there is complacency in the market there is always a worry: Jyotivardhan Jaipuria

Stock picking with correct valuation is very important for theme-based portfolios.

Consumers are realising that interest rates are not going low any further

Once the earnings growth in largecaps start, there will be a massive rerating and midcaps and smallcaps will see some correction, says Sont...

A thematic basket consists of stocks in different proportions, which can gain most if the bet on the theme plays out.