IT sector a contrarian opportunity at current valuations: Aditya ShahAditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst glo...
22 May, 2026, 10.39 AM IST
India markets outlook: Varun Goel sees opportunity in 4 sectors amid geopolitical tensionsIndian equity markets are in a rangebound phase, presenting opportunities for investors. Strong macroeconomic fundamentals support a positi...
20 May, 2026, 10.00 AM IST
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
18 May, 2026, 10.31 AM IST
Holding stocks is harder than finding them: 10 mid- and small-caps stocks that may be worth holding on toHolding a stock is not an act of blind faith. It is not refusing to change one’s mind. It is not averaging down because the stock has falle...
17 May, 2026, 06.20 AM IST
Dixon Tech Q4 profit falls 36% despite revenue growth and expansion plansDixon Technologies reported a sharp decline in quarterly profit due to weak consumer demand, rising component costs, and the end of PLI ben...
12 May, 2026, 08.23 PM IST
Foreign investors eye Tamil Nadu as TVK moves to form govt; labour, policy key concernsForeign companies in Tamil Nadu are watching closely as a new government forms. Firms from Japan, South Korea, and Taiwan seek stable polic...
06 May, 2026, 03.38 PM IST
Energy, banks, EMS stand out as key bets in volatile market: Manish SonthaliaGlobal crude oil prices and geopolitical uncertainty in West Asia are the primary drivers of market direction, overshadowing domestic facto...
05 May, 2026, 01.03 PM IST
Rising temperatures spark comeback for India's consumer durables sector: ReportIndia's consumer goods sector is seeing a strong rebound. Rising temperatures are boosting sales, especially in southern regions. While Apr...
30 Apr, 2026, 02.35 PM IST
ET Prime Special Series: Multibagger or Bankrupt - Part 56: An acquisition, a divestment, and a JV for EV. Ready for re-rating?Bulls argue this company is becoming a complete mobility-platform supplier in India: Power solutions and aftermarket, braking and safety. B...
29 Apr, 2026, 09.24 PM IST
Nifty can rally to 30,089 in Prabhudas Lilladher’s bull case scenario, adds 3 stocks to model portfolioDomestic brokerage Prabhudas Lilladher sees Nifty rallying 24% to 30,089 in a bull-case scenario, driven by strength in banks, capital good...
21 Apr, 2026, 03.42 PM IST
Rajesh Palviya sees Nifty rally extending this week on strong bullish momentumIndian equity markets concluded last week with a third consecutive gain, driven by improving sentiment and sustained buying. Market expert ...
20 Apr, 2026, 10.49 AM IST
Gautam Duggad on why midcaps will keep beating Nifty and his top bets for FY27Gautam Duggad of Motilal Oswal Financial Services anticipates a sharp earnings slowdown in the fourth quarter. He strongly recommends PSU b...
16 Apr, 2026, 04.53 PM IST
ETMarkets Smart Talk| Nifty50 at 20x looks attractive, but markets are not out of the woods yet, says Ritesh TaksaliDespite recent corrections, the Nifty 50 appears reasonably valued at around 20x earnings, says Ritesh Taksali, though he warns markets are...
15 Apr, 2026, 11.51 AM IST
ETMarkets Smart Talk| Financials, consumer discretionary, metals to drive FY27 growth: Rahul BhuskuteDespite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities rema...
14 Apr, 2026, 12.27 PM IST
India the new 'no-go' zone for FIIs? 7 brutal truths behind $18 billion exodusForeign institutional investors have pulled out $18 billion from Indian equities since the Iran war began, dragging the Nifty down over 9% ...
14 Apr, 2026, 11.18 AM IST
IT rebound, banking bets & global themes: Sandip Agarwal maps the market playbookMarket expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant E...
08 Apr, 2026, 10.22 AM IST
Outlook on EMS sector: Avalon & Kaynes could give 20-40% return in 2024"We estimate Avalon will deliver a CAGR of 22%/25%/42% in revenue/EBITDA/Adj. PAT over FY23-26 on the back of strong order inflows. In case...
27 Nov, 2023, 08.55 AM IST