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MACROECONOMIC TAILWINDS
Tata Motors CEO says India growth story will outweigh West Asia war impact on CV demand in long termTata Motors anticipates short-term headwinds for commercial vehicle demand due to West Asia war-induced diesel price hikes. However, MD & C...- Largecaps over midcaps, banks over PSUs: V Srivatsa reveals where smart money is headingIndia's market outlook is positive, driven by cooling geopolitical tensions and falling crude oil prices, according to UTI AMC's V Srivatsa...
- Mega IPO wave set to sweep Dalal Street as July listings gather paceIndia's IPO market is poised for a strong comeback in July, with over a dozen companies planning to raise approximately ₹45,000 crore. Majo...
- Betting on India’s travel boom? Motilal Oswal sees TBO Tek and Ixigo as key beneficiariesThe industry has evolved significantly over the past two decades—from a fragmented, offline agent-driven market to a digitally enabled ecos...
- Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...
- 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 ...
- Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
- 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 ...
- IPO market growing, healthy participation needed: Sunder Iyer, Deloitte IndiaIndia's IPO arena is poised for dynamic growth, with a wave of businesses on the brink of launching their public shares, fueled by an incre...
- Inflation and input costs threaten earnings momentum going forward: Dhananjay SinhaIndia Inc. delivered strong March-quarter earnings, surpassing market forecasts. Revenue growth improved, supported by cost savings. Howeve...
- PSU bank stocks vs private banks in FY27: The valuation trap you need to avoidPSU banks achieved historic profit and NPA lows in FY26, yet analysts favor leading private banks for FY27. This shift is driven by superio...
- India may have found a new export tailwindIndia's weakening rupee is boosting export competitiveness. This adjustment helps Indian goods and services become more affordable globally...
- 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...
- 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...
- Crude@$100+: The Rs 3 lakh crore power boom you might be missingThe US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh c...
- Big auto bets big: Carmakers line up Rs 40,000-crore capex push amid demand boomWhile Maruti Suzuki has earmarked record investments of Rs 14,000 crore in FY27 to add annual capacity for 500,000 cars, Hyundai Motor Indi...
- AI disrupting traditional IT, but will not shrink market: Coforge CEOCoforge sees artificial intelligence as a growth driver, not a threat to the IT services sector. The company reported strong financial resu...
- 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...
- 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 ...
- US stocks: Nuclear reactor maker X-Energy valued at $11.9 billion in stellar Nasdaq debutX-Energy's Nasdaq debut saw shares surge 30.9%, valuing the Amazon-backed nuclear reactor developer at $11.9 billion. The company raised ov...
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