Mutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, ...

Morgan Stanley forecasts the Sensex could reach 95,000 by December 2026, signaling a new bull market driven by India's strong growth prospe...

India is set for a robust industrial revival, driven by a global upturn, improving exports, and strong capital expenditure. Chetan Ahya of ...

Morgan Stanley maintains a bullish stance on Indian equities post-Budget, citing cyclical growth support, structural reforms, capex push, a...

Investors are watching the Union Budget for fiscal consolidation and growth spending. Analysts recommend buying quality stocks on dips, esp...

India’s Rs 79,000 crore defence procurement clearance strengthens the capital expenditure upcycle and boosts long-term order visibility for...

India's capital spending is growing strongly. Old-economy sectors are leading this growth. This makes India a safe investment choice. It of...

Financials are leading the Indian market rally, with metals poised for a comeback driven by global commodity upcycles and China's structura...

Chief Economic Advisor anticipates increased private sector investment post-Covid. Economic Survey reveals growth in diverse sectors. Gover...

Icra predicts a 4-7% decline in domestic CV volumes next fiscal. The industry is expected to see growth in FY24 followed by a decline in FY...

In addition to domestic demand, we are witnessing remarkable growth in our international business with sectors like Renewables, Oil and Gas...

We go overweight on sectors and companies which are on earnings and valuation upcycle and reduce or exit from sectors where valuations go a...

“Axis Bank is witnessing strong growth in the retail and mid-corporate segment along with MSMEs which should be its key growth driver. Ther...

The strong credit growth and a major clean-up of the balance sheet drove public sector stocks, while the government’s push to increase spen...

Most of this will require a sizeably higher dose of capital investments from every constituent in the economy. Gross fixed capital formatio...

With balance sheets of corporates being strong, combined with utilisation levels inching towards optimum levels, the capex cycle revival is...

"Bullish on sectors more linked to investment as a theme or capex as a theme opposed to consumption, which from a stock perspective will st...