Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbookInvestor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electron...
23 Jun, 2026, 01.26 PM IST
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
15 Jun, 2026, 01.46 PM IST
Time to take measured and logical risks? 5 small-caps from different sectors with upside potential of up to 26%Given the fluctuating situation in the Gulf region because of the US-Iran conflict, there is no guarantee that the market will not fall fur...
26 May, 2026, 04.38 PM 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
IT stocks gain for 3rd day on rupee fall, tempered AI viewIndian IT stocks surged for a third consecutive session, driven by a weakening rupee that boosted margins for dollar-earning software expor...
20 May, 2026, 05.39 AM IST
“Reallocate, Diversify, Reposition”: Ajay Srivastava flags rising macro risks for investorsIndian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corpora...
15 May, 2026, 01.03 PM 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
Beyond Nifty: The 10 smallcap stocks that doubled investor wealth in the first 25 sessions of FY27Indian smallcap stocks are delivering impressive returns early in FY27. Over ten stocks have doubled investor wealth in just 25 sessions. T...
11 May, 2026, 09.48 AM IST
D-Street superstars go crash hunting: What Ashish Kacholia, Mukul Agrawal and others bought in March quarter?Top Indian investors used the March-quarter market correction to selectively buy beaten-down and smallcap stocks, despite weak overall sent...
13 Apr, 2026, 08.57 AM IST
Madhusudan Kela picks beaten-down smallcap bets; buys Indiabulls, Simplex Infra in Q4Ace investor Madhusudan Kela has bought stakes in Indiabulls Limited and Simplex Infrastructures Limited. These companies have seen recent ...
11 Apr, 2026, 04.49 PM IST
Aditya Shah sees PSU banks, SBI and HDFC as key picks amid volatilityIndia's banking sector demonstrates resilience with steady loan and deposit growth, particularly from private lenders like HDFC Bank. While...
06 Apr, 2026, 11.59 AM IST
Against all odds: What global markets can learn from Bill Ackman’s playbookAmid global market uncertainty, contrarian investing is gaining relevance as overlooked stocks offer hidden value. Bill Ackman’s strategy f...
29 Mar, 2026, 10.46 AM IST
GST 2.0 wave: Mahesh Patil's guide to winning sectors and hidden contrarian pickMahesh Patil from Aditya Birla Sun Life AMC outlines an investment strategy shaped by GST 2.0. The focus shifts towards consumption-oriente...
22 Sep, 2025, 09.00 AM IST
Jet Airways could be a good contrarian pick: Jagdish Malkani"Now with midcap rallies on, you will suddenly see one day aviation stocks back in the news. Therefore this stock is at very interesting le...
02 Dec, 2013, 04.20 PM IST
- Suzlon on a path to revival: Rajesh Jain
Suzlon very clearly will be a contrarian pick because most of the worst news that this stock had to face is over and it is on a path to rev...
21 Sep, 2010, 05.28 PM IST