'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...
03 Jun, 2026, 05.19 PM IST
Q4 earnings review: Motilal Oswal highlights broad-based beat on estimates, lists 6 sectors that exceeded expectationsMotilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong ...
01 Jun, 2026, 01.12 PM IST
Nifty has a positive undertone, but Street waits for a decisive breakoutNifty is trading in a consolidation zone between 23,200 and 24,050. Analysts suggest buying on dips with a target of 23,900. Key sectors li...
01 Jun, 2026, 05.48 AM IST
Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
28 May, 2026, 10.58 AM IST
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
26 May, 2026, 09.00 AM IST
Markets may have already discounted short-term pain, recovery seen ahead: Dinshaw IraniIndian markets are in a good spot with constructive investor sentiment. Elevated crude oil prices are a concern, but a resolution could boo...
25 May, 2026, 02.08 PM IST
Why foreign investors are exiting Nifty giants to hunt in India's small and midcap marketForeign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies...
25 May, 2026, 09.07 AM IST
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
FIIs slash allocation in India's top 10 bluechip stocks by half. Is that a warning sign for your portfolio?Foreign institutional investors have significantly reduced their allocation to India's top blue-chip stocks, nearly halving their exposure ...
20 May, 2026, 09.45 AM IST
Why is market falling today? Sensex falls 600 points, Nifty below 23,500; 5 key factors behind bloodbathStock Market Crash: Indian stock markets experienced a significant downturn on Monday. Both Sensex and Nifty saw substantial drops exceedin...
18 May, 2026, 12.47 PM 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
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...
11 May, 2026, 05.01 PM IST
$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
09 May, 2026, 06.46 PM IST
Bulls back on D-St! Sensex rallies over 940 pts, Nifty closes above 24,330. Here's whyIndian stock markets surged over 1% on Wednesday, with the Sensex and Nifty reversing early losses. This rebound was triggered by a report ...
06 May, 2026, 04.16 PM IST
Crude shock temporary; pharma and EMS are the real bets: Abhay AgarwalGeopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spi...
30 Apr, 2026, 09.36 AM IST