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Nifty’s 21-day calm before the storm? History warns of a sharp move ahead- ETMarkets Smart Talk | Don't judge India by Nifty's 21x PE; stock-level valuations still offer opportunities: Emkay Investment Managers: Kashyap Javeri
- Which stocks should you buy ahead of the festive season? Here are Kotak Securities’ top 10 picks
- ETMarkets Smart Talk | Nifty at 20.5x is not expensive; smallcaps are where valuations worry us: Pradeep GuptaWith the Nifty trading at around 20.5 times earnings — nearly 12% below its 10-year average — Gupta argues that the broader market is not e...04 Sep, 2026, 09.02 AM IST
- Hot Stocks: 3 stocks that may give returns between 19-34%Brokerages have recently begun coverage on Adani Ports, Welspun Corp, and Wakefit Innovations, all receiving buy ratings. Analysts project ...04 Sep, 2026, 08.48 AM IST
- Quote of the day by Bill Miller: "Markets are all about expectations, and the critical question for investors is always, what is discounted? Are the expectations reflected in market prices too high, or too low?"Bill Miller’s investing philosophy highlights how stock prices reflect future expectations, not just current performance. Investors should ...03 Sep, 2026, 04.36 PM IST
- Rising Treasury yields emerge as key risk to Wall Street’s record rallyInvestors in the US stock market are monitoring Treasury yields closely, aware that they may hinder any potential rally. The benchmark ten-...03 Sep, 2026, 12.47 PM IST
- Nominal GDP growth set to surge to 12%. Why the stock market may still struggle to rallyIndia’s nominal GDP growth could accelerate to 11.5%-12% in FY27, supporting stronger corporate earnings. However, elevated valuations, ris...03 Sep, 2026, 11.23 AM IST
- FIIs are showering India with billions. Why are Nifty stocks missing the party?Despite foreign investors infusing billions into Indian equities, benchmark indices struggle to keep pace. Inflows in the primary market ar...03 Sep, 2026, 09.29 AM IST
- Hitachi Energy emerges as potential ‘buy’ on strong order inflows, earnings visibilityHitachi Energy shares have surged significantly this year on robust revenue growth. The company secured new orders for battery storage and ...03 Sep, 2026, 07.28 AM IST
- From the ashes of bear-market: Over 125 smallcap stocks soar up to 300% from 52-week lowsSmallcap stocks have shown a stunning revival after hitting recent lows, with numerous companies experiencing value increases over double t...02 Sep, 2026, 09.52 AM IST
- Midcap Street party turns selective as 15 stocks power 50% of rallyIndian midcap and smallcap indices are near record highs currently. A few select stocks are driving most of these significant gains. This c...02 Sep, 2026, 06.11 AM IST
- Metals emerge as 2026’s top sectoral bet, IT, FMCG struggleThe metals sector has achieved a double-digit return this year, outperforming other indices. Realty stocks have seen a significant turnarou...01 Sep, 2026, 07.22 AM IST
- India’s growth gets a government lift, Bernstein flags hidden costsIndia's economic outcomes show distortions, not solely free-market forces at play. Company earnings and asset valuations are influenced by ...30 Aug, 2026, 01.14 PM IST
- Bajaj Finance, L&T Finance poised to benefit as NBFC earnings recovery broadens: Siddhartha KhemkaIndia’s NBFC sector is showing signs of a broad-based cyclical recovery, with FY27 first-quarter results pointing to stronger loan growth, ...29 Aug, 2026, 05.54 PM IST
- US earnings cycle no longer carried by Mag7 as profits spread across S&P 500US earnings momentum is broadening beyond the Magnificent 7, with S&P 500 CY27 EPS estimates rising nearly 22% year-on-year. Stronger reven...27 Aug, 2026, 08.13 PM IST
- 4 smallcaps with up to 332% PAT growth just surged 170%: Can the outperformance continue?Smallcap stocks led Nifty-500 earnings growth in 1QFY27, with the Nifty Smallcap-250 reporting 35% YoY growth. While strong earnings, domes...27 Aug, 2026, 02.25 PM IST
- US corporate profit margins widen to highest on recordUS corporate profit margins reached a record 19.4% in the second quarter, up from 18.2%, as profits jumped nearly 10%. Strong consumer spen...26 Aug, 2026, 11.48 PM IST
- Jefferies picks 4 NBFCs with up to 20% upside that may continue outperforming Nifty, bank stocks. Here’s whyJefferies has picked Bajaj Finance, Cholamandalam Investment and Finance Company, Aditya Birla Capital and Shriram Finance to outperform th...25 Aug, 2026, 04.32 PM IST
- Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta BhandwaldarWe are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy p...25 Aug, 2026, 09.31 AM IST
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