Crude oil shock clouds near-term outlook, but FY27 earnings growth still intact: Karthikraj LakshmananUTI AMC's Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term cr...
01 Jun, 2026, 01.43 PM IST
No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do nowDinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund...
01 Jun, 2026, 06.30 AM IST
Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...
26 May, 2026, 09.00 AM IST
Markets to enter prolonged “drag phase,” not deep correction: Vikas KhemaniMarket expert Vikas Khemani anticipates a consolidation phase for Indian equities rather than a sharp breakout, citing persistent global ma...
22 May, 2026, 05.37 PM IST
IT sector a contrarian opportunity at current valuations: Aditya ShahAditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst glo...
22 May, 2026, 10.39 AM IST
Rs 18 lakh crore wiped out: Has the brutal Indian IT stock crash finally bottomed?India's top IT companies have seen Rs 17.6 lakh crore wiped out in a multi-month bear market. Valuations are at levels not seen since the g...
22 May, 2026, 08.38 AM IST
Oil prices and dollar hold key to EM flows: Manpreet GillGlobal bond yields are climbing, prompting investors to re-evaluate market risks. This rise pressures equities, particularly those in the a...
20 May, 2026, 11.42 AM IST
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
18 May, 2026, 10.31 AM IST
Deloitte India aims to become country's biggest professional services firm by 2028Deloitte India is on track to claim the title of the nation's premier professional services provider by 2028, fueled by an expansion strate...
18 May, 2026, 01.14 AM IST
Nifty may have found its bottom at 23,262; Rohit Srivastava eyes 26,000 by JuneAfter four days of heavy selling, technical analyst Rohit Srivastava of Strike Money Analytics says proprietary sentiment indicators are fl...
13 May, 2026, 03.38 PM IST
Don't go all in right now; Systematix bets on PSU banks, IT, and defence, avoids realty and jewelleryGeopolitical tensions necessitate a disciplined, diversified investment approach, according to Systematix Group's Nikhil Khandelwal. He adv...
12 May, 2026, 09.00 AM IST
Goldman Sachs picks 12 alpha stocks amid record $22 billion FII exodusGoldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may...
11 May, 2026, 05.01 PM IST
Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concernsVeteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption conce...
10 May, 2026, 10.47 AM IST
Coforge shares surge 6%, rally 16% in three days post Q4 results. What's ahead for investors?Coforge shares saw a significant jump following robust Q4 financial results. The company reported a substantial surge in net profit and rev...
08 May, 2026, 12.37 PM IST
Tech services demand is changing, not weakening: Coforge CEOCoforge CEO Sudhir Singh asserts that demand for technology services is evolving, not declining, driven by new value pools. He emphasizes t...
08 May, 2026, 06.00 AM IST
Why Deepak Shenoy is betting on industrials, defence, and oil and what he's avoidingDespite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and...
06 May, 2026, 10.53 AM IST
Markets likely near bottom range; stay invested: Devina MehraDevina Mehra of First Global believes Indian equity markets are in a bottoming zone, advising investors to stay invested. She anticipates 2...
04 May, 2026, 12.54 PM IST