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DOWNGRADE CYCLE EASING
Nifty upside limited, but stock-specific opportunities remain: Pramod AmtheIndian equities face headwinds from inflation and monsoon uncertainty, yet opportunities exist. Pramod Amthe of InCred Capital highlights s...- 'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...
- CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
- 100 days of Iran war, Rs 4,50,000 crore wiped out: Is your stock portfolio safe from missiles?Indian equities have lost Rs 4.5 lakh crore in 100 days as the Iran-led West Asia conflict and a global AI trade unwind trigger sharp FII o...
- India a strong long-term bet despite everything, says BofA India chiefGlobal investors see India as a strong long-term investment choice; despite market ups and downs, confidence in India's economy remains hig...
- Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky marketIndia's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreci...
- After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- 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...
- Explained: What PM Modi’s comments on deferring gold purchases for 1 year mean for yellow metal investors?Prime Minister Narendra Modi urged Indians to avoid buying gold for the next year, a notable appeal in a country where the metal is deeply ...
- Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi's warning on IT & consumptionHis warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures...
- US stock market today: Why Dow Jones futures are falling while S&P 500 and Nasdaq futures surge higher? Here’s how global earnings, AI growth, and defense deals are reshaping US stock futures todayUS stock market today shows a sharp split. Dow Jones futures fall over 120 points. Nasdaq futures jump nearly 1%. S&P 500 futures edge high...
- Why smallcap funds are still a buy: A long-term strategy from Aditya KhemaniSmallcap valuations seem high but underlying fundamentals have improved. Aditya Khemani of Invesco Mutual Fund sees this as a structural sh...
- Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...
- Global Markets | Asian stocks track US rally on Iran peace pushAsian markets opened higher, mirroring Wall Street's positive trend. Hopes for further United States-Iran talks have boosted investor confi...
- US Stock Market: AI anxiety batters US software stocks as growth narrative faces fresh testU.S. software stocks tumbled as renewed fears over AI’s disruptive impact hit sentiment, with Reuters reporting steep declines across major...
- The Big Review: Markets near bottom, selective opportunities emerging for FY27HDFC Securities report highlights India’s macro stability despite global risks, with steady growth, moderating inflation and controlled fis...
- Ceasefire changes everything, says BofA's Amish Shah; here's what it means for your portfolio right nowThe Iran-US ceasefire has allowed BofA Global Research to revise its market outlook, maintaining a Nifty year-end target of 26,200. The end...
- Nomura downgrades Indian stocks to Neutral from Overweight, suggests shifting to Korea, ChinaNomura has downgraded Indian equities to Neutral, citing elevated energy prices from the Iran war, AI market disadvantages, and a potential...
- Corporates credit quality will improve on pick-up in growth: Crisil"We believe we are at the end of the credit quality cycle and going forward the pressures will ease," Crisil's Somasekhar Vemuri said.
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