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EARNINGS UPGRADE DRIVERS
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- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...09 Jun, 2026, 12.18 PM IST
- Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...04 Jun, 2026, 01.07 PM IST
- ET Prime Special Series: Multibagger or IBC - Curious case of one stock, two companies. Only one of them makes brakesOn paper this is a friction-material company. In practice, the larger force inside the company is an investment portfolio. The friction bus...04 Jun, 2026, 11.48 AM IST
- ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...03 Jun, 2026, 09.00 AM IST
- PhysicsWallah dials down schools push after investor uneasePhysicsWallah is shifting its K-12 expansion strategy to an asset-light, online-led model, moving away from capital-intensive school operat...03 Jun, 2026, 06.00 AM IST
- Adani Group cos post record $16 bn capex, all-time high EBITDA of Rs 94,834 cr in FY26Adani Group companies achieved a record capital expenditure of Rs 1.53 lakh crore and an all-time high EBITDA of Rs 94,834 crore in FY26, f...02 Jun, 2026, 03.43 PM IST
- Jefferies raises target price of auto ancillary stock that's venturing into aerospaceJefferies has increased its target price for Belrise Industries to Rs 250, maintaining a positive outlook. The auto component maker is expe...26 May, 2026, 09.54 AM IST
- Why is Dell stock rallying today after Wall Street raises stock price targets up to $290 ahead of Dell Technologies earningsDell stock today: Dell Technologies stock soared to a new 52-week high. Analysts from Wells Fargo, JPMorgan, and Citigroup significantly ra...22 May, 2026, 11.27 PM IST
- 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 ...19 May, 2026, 04.11 PM IST
- Tata Motors PV shares rally 8% even as Q4 net profit drops 32% YoY. Here's what Macquarie, Jefferies & other brokerages sayTata Motors Passenger Vehicles shares jumped significantly after reporting a profit drop for the fourth quarter of FY26. Revenue from opera...15 May, 2026, 09.49 AM 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
- US stocks today: Whirlpool shares plunge 12% as earnings cut, ‘recession-like’ conditions rattle investorsWhirlpool shares tumbled after the appliance maker cut its 2026 earnings outlook, suspended dividends and warned that weakening consumer de...07 May, 2026, 08.03 PM IST
- Intel stock jumps 12% to all-time high: why are INTC shares surging big today as Intel stock climbs from $20 to $97 in 8 months— is Trump the biggest winner? here’s what’s remaking the INTC storyIntel Stock Surges 12%: Apple Chip Deal Talks and a Blockbuster Q1 Remake the INTC Story. Intel stock delivered one of its most dramatic si...05 May, 2026, 08.16 PM IST
- Buy, Sell or Hold: Morgan Stanley maintains overweight on Aditya Birla Capital; downgrades KEI IndustriesMorgan Stanley maintains a constructive view on select stocks like Aditya Birla Capital and BHEL, citing improving business momentum and st...05 May, 2026, 09.36 AM IST
- Buy, Sell or Hold: Morgan Stanley maintains buy on Kotak Bank; Goldman Sachs retains sell on DMartBrokerages are selectively approaching the market. Morgan Stanley is positive on Kotak Mahindra Bank due to strong earnings and attractive ...04 May, 2026, 09.44 AM IST
- EM is back, India is next: Why the 2025 underperformance is the perfect setup for a 2026 comebackEmerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic ...02 May, 2026, 12.04 PM IST
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