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MACRO TAILWINDS
India's structural growth story remains strong despite global uncertainties: VenturaIndia's long-term growth outlook remains robust despite global geopolitical uncertainties and intermittent market volatility, supported by ...
NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...
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...
Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbookMarket expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers....
Crude oil shock clouds near-term outlook, but FY27 earnings growth still intact: Karthikraj LakshmananUTI AMC's Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term cr...
Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky marketIndia's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreci...
Up to 531% returns: 23 small & midcap multibaggers you might have missed in 2026Several small and midcap stocks have achieved multibagger status in 2026, offering substantial returns. Companies in sectors like fiber opt...
What should you do with your gold investments amid delay in US-Iran deal, high oil prices and inflationary concernsGold prices on MCX slipped amid rising geopolitical tensions, elevated crude oil prices and inflation concerns linked to the delayed US-Ira...
IT still a question mark; 6 sectors where Envision Capital's Nilesh Shah is actually putting moneyNilesh Shah, MD and CEO of Envision Capital, is buying through market volatility but steering clear of IT, questioning the validity of curr...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%Retail market investors are presented with a choice. Act now, when the uncertainty quotient is high. Or, wait for things to settle down. In...
Gold & silver ready for next big leg up? 360 ONE Asset’s Rahul Khetawat shares tactical allocation strategyGold and silver are consolidating after hitting record highs, with a healthy pause expected rather than a structural reversal. The US Feder...
Why organized players like Titan Company could emerge bigger winners in India’s evolving gold marketIndia's gold market is rapidly formalizing despite high prices and tax hikes. Resilient consumer demand, especially for investment, favours...
Hindalco's India segment shines as profit and revenue hit record highsHindalco Industries achieved its highest ever revenue and profit for India operations in the March quarter. The company's India business de...
Small & midcaps rally! Coforge, Ola Electric, FirstCry & other stocks jump up to 7%Small and midcap stocks rose sharply on Tuesday, lifting broader markets and outperforming benchmarks. Coforge led midcap gains, while Ola ...
Hospitals and LIC Housing are the best bottom-up bets right now, says Varun SabooMarkets face a tricky situation with rising crude oil, a weakening rupee, and increasing global interest rates. Varun Saboo advises ignorin...