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PRIVATE CAPEX RECOVERY
NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin Raheja- Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocks
- ET Alpha Wealth Summit | India's growth story is real, but 6.5% won't make us Viksit Bharat, warns Garima Kapoor, Elara Securities
- ET Prime Special Series: Multibagger or IBC - Part 59: Japan taught it. Tata bought it. Now EVs will test this auto ancillaryThis is a story about a company that is simultaneously an asset and an anomaly. An asset because it builds a tangible, necessary product, g...11 Jun, 2026, 12.15 PM IST
- Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...09 Jun, 2026, 11.02 AM IST
- Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideasAxis Securities retained a bullish view on Indian equities and recommended 15 stocks for June across market capitalisations, with potential...01 Jun, 2026, 04.22 PM IST
- Steel giants step on capex pedalJSW, Tata, SAIL, JSPL are set to hike capex up to 65%; spending surge defies West Asia cost pressures.29 May, 2026, 06.00 AM IST
- Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...27 May, 2026, 02.04 PM IST
- Defence, hospitals, and T&D are the pockets worth owning right now: Narendra SolankiNarendra Solanki of Anand Rathi Shares anticipates one difficult quarter for consumption. However, he strongly recommends defense, infrastr...27 May, 2026, 10.31 AM IST
- June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...23 May, 2026, 03.57 PM IST
- Nifty to trade in 28,000–30,000 range in FY27 led by earnings: Smallcase managersSmallcase managers remain optimistic on India’s equity markets despite the Nifty declining over 9% this year, projecting the benchmark inde...21 May, 2026, 04.18 PM IST
- Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages sayVodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. Whi...20 May, 2026, 11.58 AM IST
- Rs 1 lakh turned to Rs 21 crore! Do you own these 11 penny stocks that delivered over 10,000% returns?Eleven penny stocks have delivered over 10,000% returns since May 2021, transforming Rs 1 lakh into over Rs 21 crore for some investors. Th...20 May, 2026, 11.52 AM IST
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...19 May, 2026, 04.11 PM IST
- Why Emkay is seeing Nifty at 29,000 by March 2027 despite oil shock, West Asia tensionsEmkay Global maintains a bullish outlook on Indian equities, projecting the Nifty could reach 29,000 by March 2027, driven by strong domest...19 May, 2026, 03.53 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
- Beyond Nifty: The 10 smallcap stocks that doubled investor wealth in the first 25 sessions of FY27Indian smallcap stocks are delivering impressive returns early in FY27. Over ten stocks have doubled investor wealth in just 25 sessions. T...11 May, 2026, 09.48 AM IST
- Secular, cyclical or war-dependent: A ratio to tell you what kind of growth you are buying. 6 stocks with upside potential of up to 29%Some valuation ratios are used because they are easy. The PE ratio is one of them. It is simple, familiar, and convenient. Not only for the...10 May, 2026, 06.51 AM 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
- Vihaan Clean bets on energy solutions and resource recovery to power its next growth phaseEnvironmental infrastructure is emerging as a scalable utility business powered by annuity-led revenue models, shared industrial utilities,...07 May, 2026, 11.15 AM IST
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