Quality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...

Abakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...

India is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...

Market participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...

Foreign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...

Geopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...

Monarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...

ICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...

Markets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...

Domestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...

Indian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...

Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...

He believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...

India anticipates substantial foreign investment. Two key policy shifts, removing withholding tax on government bonds and inclusion in the ...

Market expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...

A China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...

Asia is experiencing an industrial boom. India can benefit by increasing manufacturing and attracting investment. This will create jobs and...