Searched for
FINANCIAL SECTOR UPCYCLE
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...- 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...
- Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
- Tata Motors shares decline over 3% after Q4 results. What are Motilal Oswal and Nuvama saying?Tata Motors (Commercial Vehicles) reported strong quarterly earnings with a sharp rise in net profit and revenue, but its stock fell by ove...
- 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...
- 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...
- Sensex @ 95,000 in 9 months? Morgan Stanley's Ridham Desai says bull market comingMorgan Stanley forecasts the Sensex could reach 95,000 by December 2026, signaling a new bull market driven by India's strong growth prospe...
- Auto scrips skid up to 27% in 3 months. Check Q4 expectations and 13 stocks to buyAuto stocks have seen a significant drop of up to 27% in the last three months. This decline comes despite healthy vehicle demand. Investor...
- War, oil, and opportunity: Abakkus Mutual Fund's Sanjay Doshi on India's 5-year winnersDespite geopolitical shocks, Abakkus Mutual Fund's Sanjay Doshi remains bullish on India's long-term growth story, viewing market consolida...
- ‘Markets to stay under pressure’: Amnish Aggarwal sees limited upside near termIndian markets are experiencing significant volatility. Geopolitical tensions and rising bond yields are creating uncertainty. Experts warn...
- Market rally ahead? Earnings revival, PSU banks & NBFCs in focus, says InCred’s Aditya SoodIndia’s market is entering a new earnings-led cycle, says InCred AM’s Aditya Sood. With Nifty earnings expected to grow 10–12% and midcaps ...
- Bajaj Auto set to lead market rally; financials, Industrials in focus: Chakri LokapriyaChakri Lokapriya of LGT Wealth anticipates Bajaj Auto, financials, and industrials to lead market gains, driven by falling interest rates a...
- Strong deal pipeline, US prospects augur well for large-cap IT; Infy, TCS top picksThe firm said that companies with high US exposure could do better. “We see guidance upgrades, strong deal pipeline and a Trump win (tax cu...
- Rising claims pose challenge for health insurance sector in India: JefferiesA report by Jefferies suggests that the health insurance sector in India may face challenges due to rising claims and increased competition...
- What does FPI short positions mean for Nifty bulls?ICICI Securities has set a forward target of 10% upside in one year, against the long-term expected returns of 14%. Despite the short term ...
- India's poised to grow like it did in 2003-10, says JefferiesIndia's economic growth averaged 8.5% to 9% between 2003 and 2010, up from the 5.5%-to-6% average before that. It said the risk appetite of...
- Long & Short of Markets: Raamdeo Agrawal on value migration; Rahul Chadha on playing economic upcycle & moreRead more on Raamdeo’s take on value migration in banks, how to play economic cycles, contra view on energy companies, outlook on auto and ...
- Vehicle financiers set for a multi-year rally. Morgan Stanley's top picksThe brokerage said an improving overall economy, supportive liquidity conditions and lower cost of capital, besides a multi-year cyclical r...
- New Year cheer: Nomura’s business index hits a new high“Since its trough in April, economic normalisation has continued nearly uninterrupted, with NIBRI ending 2020 just around 5.5 percentage po...
- Buy Tata Consultancy Services, target price Rs 2586: EdelweissTata Consultancy Services Ltd., incorporated in the year 1995, is a Large Cap company (having a market cap of Rs 845224.66 Crore) operating...
Load More
