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SIDDHARTHA KHEMKA
GIFT Nifty tumbles 1.5% as US stock market plunges. Will Dalal Street crash on Monday?GIFT Nifty plunged over 1.5% after a sharp selloff on Wall Street, signalling a weak start for Dalal Street on Monday. Strong US jobs data ...06 Jun, 2026, 12.21 PM IST- Sensex recovers 850 points from day’s low, Nifty closes above 23,400. One big reason behind sharp market rebound!Indian stock markets staged a strong comeback on Wednesday afternoon. This recovery followed earlier sharp declines. Media reports indicate...03 Jun, 2026, 04.00 PM IST
- ICICI Bank, AU Small Finance Bank top picks as banking sector gears up for earnings revivalIndia's banking sector is poised for a strong earnings rebound. Profit growth is set to recover significantly over the next two years. Priv...30 May, 2026, 09.51 AM IST
- Why organized players like Titan Company could emerge bigger winners in India’s evolving gold marketIndia's gold market is rapidly formalizing despite high prices and tax hikes. Resilient consumer demand, especially for investment, favours...23 May, 2026, 05.57 PM IST
- Retail SIP boom boosts AMC outlook; Nippon, ICICI Pru lead pack: Siddhartha KhemkaIndia's asset management sector is transforming with systematic investing driving growth and stability, reducing reliance on volatile discr...19 May, 2026, 10.00 AM IST
- JSW Steel posts two-fold rise in Q4 profit as steel prices recoverJSW Steel has announced a significant profit increase. The company's profit before tax more than doubled in the quarter ending March 31. Th...14 May, 2026, 03.53 PM IST
- Sensex dips 3,400 points in 4 days. Is this the beginning of a bigger crash?Indian equity markets fell for a fourth straight session as rising crude oil prices, geopolitical tensions, FII selling, and a record-low r...12 May, 2026, 04.45 PM IST
- Marico, Radico Khaitan in focus as FMCG navigates inflation-led challengesIndia's FMCG sector navigates inflation. Input costs are rising, impacting margins. Companies are adjusting prices. Past cycles show resili...28 Apr, 2026, 10.03 AM IST
- Market, rupee fortunes may prove fickle amid Iran flareupMarkets brace for renewed turmoil as Iran closes the Strait of Hormuz, sending oil prices soaring. This sharp reversal follows Friday's opt...20 Apr, 2026, 06.07 AM IST
- AU Small Finance Bank, ICICI Bank top picks as banking sector shows resilience: Siddhartha KhemkaIndia's banking sector concluded FY26 strongly, with credit growth hitting 16.1% and deposits surging 13.5%. Banks aggressively mobilized f...18 Apr, 2026, 09.53 AM IST
- Coal India, NMDC emerge as must-watch mining plays as spot prices surge, says Motilal Oswal's Siddhartha KhemkaIndia's mining and metals sectors show strong opportunity with surging coal and iron ore prices, benefiting Coal India and NMDC. Private ba...16 Apr, 2026, 12.17 PM IST
- Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha KhemkaIndia's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrast...11 Apr, 2026, 12.45 PM IST
- Stocks braced for volatility as RBI policy, West Asia conflict take centre stage, say analystsThe domestic stock market is expected to remain volatile this week as investors track the Reserve Bank's monetary policy decision, key glob...05 Apr, 2026, 04.12 PM IST
- Record high! Siddhartha Khemka on where to find value in this marketSiddhartha Khemka discusses the preference for private sector banks over PSU banks and anticipates chemical sector recovery, and expects we...11 Apr, 2024, 10.00 AM IST
- There is room for at least 20-25% upside in PSU stocks: Siddhartha KhemkaSiddhartha Khemka says: “We believe that in the next two years, FY24-25, the Nifty earnings would continue to grow at 18-20% which should d...04 Jan, 2024, 03.18 PM IST
- Cement stocks may see further upside despite recent rally: Siddhartha KhemkaCement sector, Khemka said, has been benefitting from increased activity at ground level, both in terms of infrastructure development as we...22 Jul, 2016, 11.15 AM IST
- Q1 numbers a mixed bag for private lenders: Siddhartha KhemkaSome of the private banks, Khemka said, have been reporting good numbers in terms of growth and compared with some other private lenders.22 Jul, 2016, 10.50 AM IST
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