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TCS shares slip 2%, down 12% in 4 straight sessions. What’s triggering the decline?TCS shares tumbled 2% Monday, extending a four-day loss to 12%, as rising U.S. bond yields fueled fears of further Federal Reserve rate hik...
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
Buy, Sell or Hold: Morgan Stanley maintains underweight on Wipro; HDFC Securities upgrades Stylam IndustriesBrokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC...
Lululemon shares drop as forecast cut spotlights challenges for incoming CEOLululemon faced a notable dip in its stock price as the athleisure retailer adjusted its profit expectations for the year. This news has es...
India makes big moves to attract foreign investments in bonds: How will this impact stock market?India has unveiled significant measures to attract foreign investment, including tax exemptions on government securities and increased inve...
Full impact of inflation not yet in earnings; may reflect next quarter, warns Unmesh SharmaHDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially...
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...
IT stocks crash! Planning to buy the dip? Here's what analysts sayIndian IT shares saw a significant drop on Wednesday, wiping out recent gains. Analysts suggest this was largely due to profit booking afte...
Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectorsGeopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil market...
IT firms spend big on acquisitions as AI hits growthIndian IT companies are buying smaller companies to boost growth. Acquisitions are happening due to AI's impact on pricing and organic grow...
MSMEs to bear bigger hit than large firms from West Asia conflict: CrisilThe ongoing crisis in West Asia has struck a harsh chord for Indian small enterprises, leaving them vulnerable to significant setbacks. Ant...
AI disruption in Indian IT front-loaded, but long-term demand intact: Sushovan NayakIndian IT services face near-term AI-driven revenue pressure, estimated at 1-3%, impacting stock valuations. However, experts believe marke...
Zaynich's blockbuster potential lifts Wockhardt's long-term outlookWockhardt's novel antibiotic, Zaynich, has received USFDA approval after a 12-year effort, sparking hopes for a turnaround after years of n...
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...
West Asia heat may soon scorch banks' booksIndian banks anticipate asset quality stress from the second quarter due to the West Asia conflict. Rising fuel prices will reduce consumer...
Nomura downgrades Cummins India shares to Neutral despite raising target price by 25%. Here’s whyNomura downgraded Cummins India to “Neutral” despite raising its target price by 25%, citing stretched valuations and near-term margin pres...